5x Leveraged ETF S&P 500 Leverage Shares Details and Performance

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Let's dive into the details of 5x Leveraged ETF S&P 500 Leverage Shares. These funds aim to provide a multiple of the daily performance of the S&P 500 index, but with a catch: they use financial derivatives to amplify returns, which can also amplify losses.

The S&P 500 is a widely followed index that tracks the performance of the 500 largest publicly traded companies in the US. The 5x Leveraged ETF is designed to provide a 5 times daily return of the S&P 500 index.

One key thing to note is that these funds are designed to reset their leverage daily, which means that investors can potentially experience significant losses if the market moves against them.

Investment Basics

A 5x leveraged ETF on the S&P 500 can be a powerful tool for investors who want to amplify their returns.

The WisdomTree S&P 500 5x Daily Leveraged is a UCITS eligible and fully collateralized Exchange Traded Product (ETP).

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This ETP is designed to provide a leveraged exposure to S&P 500 Futures futures contracts.

It offers a total return comprised of 5 times the daily performance of the S&P 500 Futures ER Index, plus interest revenue adjusted for fees and costs.

The S&P 500 Futures ER Index in question is the SPXFPE, which is used to track the daily performance of the S&P 500 Futures contracts.

This index is based on the 0930 1600 ET performance of the S&P 500 Futures contracts.

The product's design allows investors to benefit from the potential upside of the S&P 500 while also amplifying their returns through leverage.

Leverage Shares Details

The Leverage Shares 5x Long US 500 ETP Securities contain specific values, but unfortunately, we don't have the details on what those values are.

Some Leverage ETFs, like the WisdomTree S&P 500 5x Daily Leveraged, have a Total Expense Ratio (TER) that affects their performance. This TER is 0.70%.

It's worth noting that the Leverage Shares 5x Long US 500 ETP Securities have affiliate links, which means that if you purchase something through these links, the provider will give us a commission, but you won't incur any additional costs or disadvantages.

Wie hoch ist das Fondsvolumen des WisdomTree S&P Daily Leveraged?

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The Fondsvolumen of the WisdomTree S&P 500 5x Daily Leveraged is a significant number. It's 6.55 million euros.

This means the product has a substantial amount of assets under management. It's a sign of investor confidence in the product's potential for growth.

The Fondsvolumen is a key metric for investors to consider when evaluating the WisdomTree S&P 500 5x Daily Leveraged. It can indicate the product's liquidity and potential for returns.

Investors should keep in mind that a high Fondsvolumen doesn't guarantee success, but it can be an important factor in their decision-making process.

Aktueller Kurs

The current price of Leverage Shares 5x Long US 500 ETP Securities is a crucial aspect to consider, and according to the data, the Aktueller Kurs is the section where you can find it.

You can find the current price, which is a vital piece of information for making informed investment decisions.

However, the current price is not the only thing that matters, as the Wichtige Risiko- und Analysekennzahlen section provides a comprehensive overview of the risks and analysis associated with this investment.

Welche Werte Sind Im Leverage Shares Enthalten?

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Leverage Shares 5x Long US 500 ETP Securities contain the values of the US 500 index, but it's essential to note that this is a leveraged product, which means it's not a direct investment in the underlying assets.

The securities are marketed through affiliate links, and if you purchase something through these links, the provider will pay us a commission.

The commission we receive from these affiliate links helps us finance our free content, so thank you for your support.

Passende ETCs zum S&P

ETCs (Exchange-Traded Commodities) sind eine beliebte Alternative zu Aktienfonds, um den S&P 500 zu tracken.

Die Anleihen der iShares S&P 500 UCITS ETF haben eine jährliche Gebühr von 0,12%.

Die Anleihen der Xtrackers S&P 500 UCITS ETF haben eine jährliche Gebühr von 0,15%.

Die Anleihen der db x-trackers S&P 500 UCITS ETF haben eine jährliche Gebühr von 0,15%.

Die Anleihen der Vanguard S&P 500 UCITS ETF haben eine jährliche Gebühr von 0,10%.

Welche Kosten bei Wisdomtree S&P Daily Leveraged An?

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The WisdomTree S&P 500 5x Daily Leveraged ETF has a total expense ratio (TER) of 0.70%. This means 0.70% of the ETF's performance is deducted annually.

The TER for the WisdomTree S&P 500 5x Daily Leveraged ETF is significantly lower than many other leveraged ETFs on the market.

Indicateurs De Risque

The Leverage Shares 5x Long US 500 ETP Securities have a relatively high volatility of 55.14% over the past year, which is a significant increase from 83.32% over the past three years.

This high volatility is likely to result in a significant drawdown, with a maximum drawdown of -21.94% over the past year.

In comparison, the maximum drawdown over the past three years is even more extreme, reaching -85.14%.

A Sharpe Ratio of 1.35 over the past year indicates that the investment has generated returns that are significantly higher than the risk-free rate, but this is not the case over the past three years, with a Sharpe Ratio of 0.24.

The XLM (Excess Loss Margin) is 110.73, which is a measure of the investment's ability to withstand losses.

WisdomTree ETF Details

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The WisdomTree S&P 500 5x Daily Leveraged ETF has an ISIN of XS2771643025 and a WKN of A4AFDY.

Its total expense ratio (TER) is a relatively low 0.70%, which means 0.70% of the ETF's performance is deducted annually.

The ETF has a significant fund volume of 6.55 million euros.

Wie lautet die ISIN/WKN für den WisdomTree S&P Daily Leveraged?

The ISIN for the WisdomTree S&P 500 5x Daily Leveraged is XS2771643025. This is the unique identifier for this specific ETF.

You can also find this ETF under the WKN A4AFDY, which is another way to identify it.

The data used to provide these details comes from Morningstar, which is a reputable source for financial information.

Wisdomtree S&P Daily Dividenden

The WisdomTree S&P Daily Dividend Index ETF is a unique investment option that offers a way to gain exposure to the S&P 500 Index while focusing on dividend-paying stocks.

The ETF tracks the S&P 500 Dividend Aristocrats Index, which is composed of S&P 500 companies that have increased their dividend payments for at least 25 consecutive years. This index is a subset of the S&P 500 Index, which is a market-capitalization-weighted index of 500 of the largest publicly traded companies in the US.

Investors who choose this ETF are essentially betting on the long-term sustainability of dividend payments from these well-established companies. By doing so, they can potentially benefit from the stability and growth that comes with investing in the S&P 500 Index.

Rendements

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The performance of 5x leveraged ETFs can be quite volatile, but let's take a closer look at the numbers. The 1-week performance of Leverage Shares 5x Long US 500 ETP Securities was -12.82%.

Over the past year, this ETF has seen a significant gain of 106.03%. However, it's essential to consider the long-term perspective. The 3-year performance shows a loss of -25.25%, which translates to a -9.25% annualized return.

Here's a breakdown of the performance over different time periods:

It's also worth noting that the annual performance has been quite variable, with a gain of +102.80% in 2024 and +99.27% in 2023, but a significant loss of -81.39% in 2022.

Frequently Asked Questions

What is 4x leveraged ETF S&P 500?

A 4x leveraged ETF S&P 500 is a financial instrument that aims to multiply the daily performance of the S&P 500 index by four, offering a high-risk, high-reward trading tool for experienced investors.

Is there a 3x S&P 500 ETF?

Yes, there is a 3x S&P 500 ETF, known as the ETP, which provides a total return that's 3 times the daily performance of the S&P 500 Net Total Return Index. It's designed to track the S&P 500 with a 3x leverage, adjusted for fees and costs.

Tasha Kautzer

Senior Writer

Tasha Kautzer is a versatile and accomplished writer with a diverse portfolio of articles. With a keen eye for detail and a passion for storytelling, she has successfully covered a wide range of topics, from the lives of notable individuals to the achievements of esteemed institutions. Her work spans the globe, delving into the realms of Norwegian billionaires, the Royal Norwegian Naval Academy, and the experiences of Norwegian emigrants to the United States.

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