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UBS ETRACS Monthly Pay 2xLeveraged US High Dividend Low Volatility ETN (HDLV) — UBS ETRACS Monthly Pay 2xLeveraged US High Dividend Low

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빠른 답변

UBS ETRACS Monthly Pay 2xLeveraged US High Dividend Low Volatility ETN (HDLV) has a 0.85% expense ratio and $17M in assets under management.

데이터 출처: Yahoo Finance · Financial Modeling Prep

UBS ETRACS Monthly Pay 2xLeveraged US High Dividend Low Volatility ETN (HDLV) ETF — Price, Holdings & Analysis

ETF 개요

HDLV aims to deliver twice the monthly performance of the Solactive US High Dividend Low Volatility Index, which comprises 40 dividend-paying U.S. stocks exhibiting relatively lower volatility. This ETN employs a 2x leveraged strategy, meaning it seeks to amplify the index's returns (and losses). The index selects its constituents from the largest 1,000 U.S.-listed companies by market capitalization, focusing on those with high dividend yields and lower volatility characteristics. As an ETN, HDLV's returns are linked to the index's performance, but it also carries the credit risk of the issuer, UBS. This product is designed for sophisticated investors who understand the risks associated with leveraged investments and are seeking potentially higher returns from a portfolio of high-dividend, low-volatility stocks. Investors should carefully consider the impact of compounding and potential for magnified losses in volatile markets. Past performance does not guarantee future results.

위험 지표

HDLV's leveraged nature significantly amplifies both potential gains and losses, making it a higher-risk investment compared to non-leveraged equity ETFs. Its 3-year beta of 1.34 indicates that it is more volatile than the overall market. The 0.85% expense ratio is relatively high, which can create a drag on performance, especially in periods of low returns. As an ETN, HDLV also carries credit risk, as its value is dependent on UBS's ability to meet its obligations. Investors should also be aware of concentration risk, as the fund invests in a limited number of 40 stocks. The focus on high-dividend, low-volatility stocks may lead to sector concentration, depending on which sectors meet those criteria at any given time. Past performance does not guarantee future results.
  • 베타: 1.34

운용보수율

0.85%

배당수익률

14.16%

질문 및 답변

What is HDLV and what does it track?

HDLV is the UBS ETRACS Monthly Pay 2xLeveraged US High Dividend Low Volatility ETN. It is designed to provide a monthly compounded two times leveraged long exposure to the Solactive US High Dividend Low Volatility Index.

The index itself tracks the performance of 40 dividend-paying, relatively lower volatility stocks selected from the largest 1,000 U.S.-listed companies by market capitalization.

What is the expense ratio for HDLV?

The expense ratio for HDLV is 0.85%. This means that for every $10,000 invested, $85 is deducted annually to cover the fund's operating expenses. This is higher than the average expense ratio for equity ETFs, which is around 0.44%.

The expense ratio as it can impact the overall returns of the investment, especially over the long term may be worth researching.

What are the top holdings in HDLV?

As a leveraged ETN tracking an index, HDLV does not directly hold stocks. Instead, its value is linked to the performance of the Solactive US High Dividend Low Volatility Index.

The index's top holdings will vary over time based on the index methodology. Investors can consult the Solactive index factsheet for the most up-to-date list of the index's top constituents. The index is designed to hold 40 stocks.

Is HDLV a good long-term investment?

HDLV's leveraged nature makes it a potentially risky investment, especially for the long term. While the 2x leverage can amplify returns in a rising market, it can also magnify losses in a declining market.

The 0.85% expense ratio can also erode returns over time. Investors should carefully consider their risk tolerance and investment objectives before investing in HDLV. Past performance does not guarantee future results.

How does HDLV compare to similar ETFs?

HDLV differentiates itself through its leveraged exposure to high-dividend, low-volatility stocks. Many dividend ETFs offer unleveraged exposure, typically with lower expense ratios. HDLV's 0.85% expense ratio is higher than many unleveraged dividend ETFs.

With AUM of $0.02 billion, HDLV is relatively small compared to some of the larger dividend ETFs.

Does HDLV pay dividends?

HDLV is designed to provide monthly payments linked to the dividends of the stocks within the Solactive US High Dividend Low Volatility Index. The current dividend yield for HDLV is 14.16%.

However, it's important to note that this yield can fluctuate based on the performance of the underlying index and the dividends paid by the constituent companies. The actual payments are subject to the ETN's fee structure.

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