Skip to main content
Stock Expert AI

ETRACS IFED Invest with the Fed TR Index ETN due September 15, 2061 (IFED)

For informational purposes only. Not financial advice.

Quick Answer

ETRACS IFED Invest with the Fed TR Index ETN due September 15, 2061 (IFED) has a last stored price of $45.23, as of the Oct 2, 2026 trading session.

It has a 0.45% expense ratio and $79M in assets under management.

ETRACS IFED Invest with the Fed TR Index ETN due September 15, 2061 (IFED) ETF — Price, Holdings & Analysis

ETF Overview

IFED aims to provide exposure to U.S. large-cap equities that are strategically positioned to outperform based on the current monetary policy landscape. The underlying index uses a proprietary methodology to classify the monetary environment as expansive, restrictive, or indeterminate. It then scores the 500 largest NYSE-listed stocks based on fundamental metrics relevant to the identified environment, selecting the top 75 stocks. These stocks are weighted based on their score, liquidity, and individual stock and sector constraints. This approach seeks to dynamically adapt the portfolio to benefit from shifts in monetary policy. The index is rebalanced when the prevailing monetary environment changes. Investors seeking a rules-based approach to capitalizing on monetary policy shifts may find IFED appealing, but should be aware of the risks associated with ETNs.

Risk Metrics

IFED's risk profile is influenced by its focused investment strategy and structure as an ETN. With only 75 holdings, the fund exhibits concentration risk, as the performance of a smaller number of stocks will have a greater impact on the overall return. The fund's beta of 1.04 indicates a market sensitivity that is roughly in line with the broader market. As an ETN, IFED carries the credit risk of UBS, meaning investors are exposed to the risk of UBS defaulting on its obligations. The 0.45% expense ratio will create a drag on performance over time, and this cost may be worth researching when evaluating the potential returns. Past performance does not guarantee future results.
  • Beta: 1.04

Expense Ratio

0.45%

Dividend Yield

0.00%

Questions & Answers

What is IFED and what does it track?

IFED, or the ETRACS IFED Invest with the Fed TR Index ETN, is an exchange-traded note that tracks a total return index. The index invests in large-cap U.S.

securities that the issuer believes are best positioned to benefit from the current monetary landscape. The index uses a proprietary methodology to classify the prevailing monetary environment as expansive, restrictive, or indeterminate.

What is the expense ratio for IFED?

The expense ratio for IFED is 0.45%. This means that for every $10,000 invested in the ETN, $45 is charged annually to cover operating expenses.

While this provides access to a unique investment strategy focused on monetary policy, the cost relative to other equity ETFs may be worth researching. The category average expense ratio is 0.44%.

Is IFED a good long-term investment?

Evaluating IFED as a long-term investment requires careful consideration of its unique strategy and structure. The fund's performance is tied to its ability to accurately identify and capitalize on shifts in monetary policy.

Its expense ratio of 0.45% will impact long-term returns.

How does IFED compare to similar ETFs?

IFED distinguishes itself through its focus on monetary policy and its ETN structure. Many equity ETFs track broad market indices or specific sectors. IFED's proprietary methodology and dynamic adjustments based on the monetary environment set it apart.

The fund's AUM is $0.08 billion, which is smaller than many established ETFs. Its expense ratio of 0.45% is in line with the category average.

Does IFED pay dividends?

According to the provided data, IFED has a dividend yield of 0.00%. This indicates that the ETN does not currently distribute any dividends to its holders.

Investors seeking income-generating investments may want to consider other ETFs with a history of dividend payments. However, the fund's primary objective is capital appreciation through strategic stock selection based on monetary policy.

Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.

Data provided for informational purposes only.

Written by machine, not reviewed page by page. Editorial oversight is systemic: the rules and the sources are checked, individual pages are not.