Find out what investments are worthwhile in terms of how much dollar value you get back. These are the ETFs that have aimed and achieved for high return rates
A good rate of return is the mark of a truly healthy ETF. This means the fund has extremely high and consistent rates of return.
Among this list of 10 ETFs, some specialize in doubling or tripling the daily investment results of whatever index they follow. The three-month returns of some funds are at times drastically different from its five-year returns. Take note of what to expect from short term investments compared to long term investments based on the fund’s past performances.
You may find that some funds have higher than 100% for their one-year return but less than 50% for their three-month return. This speaks to how well an ETF does over time and how well it is performing currently.
This list lays out all the information investors and advisors might need when researching high-return ETFs. The data shown comes from Bloomberg, ETF.com, and Yahoo Finance and was collected on January 2 to 10, 2020.
|
Symbol |
SOXL |
|
Assets Under Management |
USD872.71m |
|
One-Year Return |
201.39% |
|
Management Fee |
0.75% |
|
Paul Brigandi manages this fund that aims for its daily investment results to be three times the performance of the Philadelphia Semiconductors Index, before factoring in fees and expenses. The fund was launched on March 11, 2010 and has since reached a net asset value of USD291.83m and total assets of USD1.123bn. The fund has also achieved a three-month return of 66.96%, a one-year return of 201.39%, and a five-year return of 49.24%; it charges its investors a management fee of 0.75%. Phila Semiconductor Index, NVIDIA Corp, Texam Intruments Inc, Qualcomm Inc, Intel Corp, Broadcom Inc, Advanced Micro Devices Inc, and Mircron Technology Inc. are the ETF’s top 10 holdings. These companies make up 28.67% of the fund’s total assets. |
|
- Direxion Daily Technology Bull 3X Shares
|
Symbol |
TECL |
|
Assets Under Management |
USD1.08bn |
|
One-Year Return |
201.39% |
|
Management Fee |
0.75% |
|
This ETF was launched on December 17, 2008 and it has since reached a net asset value of USD255.24m and total assets of USD1.123bn. Paul Brigandi is the manager of this fund, which tracks the performance of the Technology Select Sector Index and aims to multiply its investment results by 300%. The ETF’s top holding, Technology Select Sector SPDR® ETF, accounts for nearly half of its total assets with 48.25%. As for returns, the fund got 66.96% for three months, 201.39% for one year, and 49.24% for five years. |
|
- ProShares UltraPro
|
Symbol |
TQQQ |
|
Assets Under Management |
USD4.45bn |
|
One-Year Return |
141.96% |
|
Management Fee |
0.95% |
|
Todd Bruce Johnson manages this ETF that tracks the NASDAQ 100 Index and targets to achieve investment results that are 300% as much as the index’s daily performance. The fund’s inception date was on February 11, 2010 and since then, its net asset value reached USD90.84m and its total assets are at USD4.519bn. As for returns, the fund has a three-month return of 59.26%, a one-year return of 141.96%, and a five-year return of 41.36%. The fund’s top holdings are Apple Inc, Microsoft Corp, Amazon.com Inc, E-mini Nasdaq 100 Future Mar20. |
|
- Ultra Technology ProShares
|
Symbol |
ROM |
|
Assets Under Management |
USD452.43m |
|
One-Year Return |
108.73% |
|
Management Fee |
0.75% |
|
This ETF tracks the Dow Jones U.S. Technology index and seeks daily investments results that are twice as much. Todd Bruce Johnson manages the fund launched on February 1, 2007. The fund’s net asset value has reached USD 165.40m and its total assets are at USD454.86m. In terms of returns, the fund has a 42.10% three-month rate of return, 108.73% one-year return, and 34.47% five-year return. The fund’s top holdings are Apple Inc, Microsoft Corp, Amazon.com Inc, E-mini Nasdaq 100 Future Mar20. |
|
- Ultra Semiconductor ProShares
|
Symbol |
USD |
|
Assets Under Management |
USD94.60m |
|
One-Year Return |
114.36% |
|
Management Fee |
-- |
|
The fund was launched back on February 1, 2007, and now has a net asset value of USD64.09m and USD99.347m in total. The ETF saw a three-month return of 50.40%, a one-year return of 114.36%, and a five-year return of 33.24%. Todd Bruce manages the ETF and aims for the results of its daily investment to be twice the daily performance of the Dow Jones U.S. Semiconductor Index. In terms of holdings, Dj U.S. Semiconductors Index Swap Societe General makes up the highest percentage in terms of the ETF’s total assets. |
|
- ProShares UltraPro Dow30
|
Symbol |
UDOW |
|
Assets Under Management |
USD423.94m |
|
One-Year Return |
81.65% |
|
Management Fee |
0.75% |
|
This ETF, managed by Todd Bruce Johnson, tracks the Dow Jones 30 Index and seeks investment results that are 300% of the index’s daily performance. The fund has a three-month return of 35.32%, a one-year return of 81.65%, and a five-year return of 30.07%. The ETF was launched on February 11, 2010 and has since reached a net asset value of USD128.74m and total assets of USD444.153m. Dj Industrial Average Swap Societe General is the fund’s top holding in terms of its contribution to the ETF’s total assets. |
|
- ProShares Ultra QQQ
|
Symbol |
QLD |
|
Assets Under Management |
USD2.40bn |
|
One-Year Return |
86.27% |
|
Management Fee |
0.75% |
|
This fund was launched on June 21, 2006 and has since reached a net asset value of USD125.89m and total assets of USD2.391bn. The ETF follows the NASDAQ-100 Index and seeks daily investment results that are twice the index’s daily performance and is managed by Todd Bruce Johnson. The fund has a three-month return of 37.09%, a one-year return of 86.27%, and a five-year return of 30.03%. Nasdaq 100 Index Swap Societe Generale is its top holding in terms of how of the ETF’s total assets it makes up. |
|
- ProShares UltraPro S&P 500
|
Symbol |
UPRO |
|
Assets Under Management |
USD1.54bn |
|
One-Year Return |
107.36% |
|
Management Fee |
0.75% |
|
Todd Bruce John manages this ETF, which monitors the S&P 500 Index and seeks daily investment results that are three times the daily performance of the index before accounting for the fees and expenses. The fund was launched on June 25, 2009 and has since reached a net asset value of USD71.86m and total assets USD1.641bn. The ETF has a three-month return of 42.72%, a one-year return of 107.36%, and a five-year return of 27.05%. Its top holding, in terms of percentage contributed to the fund’s total assets, is the S&P 500 Index Swap Ubs Ag. |
|
- ARK Web x.O ETF
|
Symbol |
ARKW |
|
Assets Under Management |
USD444.85m |
|
One-Year Return |
38.62% |
|
Management Fee |
0.75% |
|
This ETF is actively managed under Catherine D Wood “Cathie”. The fund was launched on September 30, 2014 and has since reached a net asset value of USD58.92m and total assets of USD456.665m. ARK Web x.O ETF has a three-month return of 24.02%, a one-year return of 38.62%, and a five-year return of 27.87%. The fund’s top 10 holdings are Tesla Inc, Square Inc A, Roku Inc Class A, Twitter Inc, Splunk Inc, Alibaba Group Holding Ltd ADR, Veracyte Inc, Zillow Group Inc C, Xilinx Inc, and 2U Inc. Among these companies, Tesla makes up most of the fund’s total assets with 10.47%. Altogether, these companies account for 47.72 of the ETF’s total assets. |
|
- Direxion Daily S&P 500 Bull 3X Shares
|
Symbol |
SPXL |
|
Assets Under Management |
USD1.11bn |
|
One-Year Return |
108.26% |
|
Management Fee |
0.95% |
|
Paul Brigandi manages this ETF, which follows the S&P 500 Index and seeks daily investment results that to correspond to 300% of the daily performance of the index before accounting for the fund’s fees and expenses. The fund has a three-month return of 42.70%, a one-year return of 108.26%, and a five-year return of 26.82%. The net asset value of the ETF has reached USD67.88m and its total assets reached USD1.164bn since it was launched on November 5, 2008. Its top holding, iShares Core S&P 500 ETF makes up 71.78% of the fund’s total assets. |
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