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Upturn AI SWOT - About
ETRACS 2x Leveraged US Growth Factor TR ETN (IWFL)
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Upturn Advisory Summary
04/01/2025: IWFL (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Analysis of Past Performance
Type ETF | Historic Profit 13.76% | Avg. Invested days 49 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Volume (30-day avg) 843 | Beta 2.24 | 52 Weeks Range 31.68 - 53.85 | Updated Date 04/2/2025 |
52 Weeks Range 31.68 - 53.85 | Updated Date 04/2/2025 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Geography
Geography revenue - Year on Year
Upturn AI SWOT
ETRACS 2x Leveraged US Growth Factor TR ETN
ETF Overview
Overview
The ETRACS 2x Leveraged US Growth Factor TR ETN (USGF) is an exchange-traded note that seeks to provide investors with a leveraged exposure to the performance of the Solactive US Growth Factor Index TR. It aims to magnify the returns of US companies exhibiting strong growth characteristics.
Reputation and Reliability
UBS is a well-known global financial services company. However, ETNs carry credit risk related to the issuer.
Management Expertise
UBS has experience in structured products, but the index followed dictates much of the performance.
Investment Objective
Goal
To seek leveraged returns linked to the Solactive US Growth Factor Index TR.
Investment Approach and Strategy
Strategy: Tracks the Solactive US Growth Factor Index TR, using 2x leverage to amplify returns (and losses).
Composition The ETN's value is linked to the performance of the index, which consists of US equities identified as having high growth potential.
Market Position
Market Share: USGF's market share is relatively small compared to broader market ETFs.
Total Net Assets (AUM): 16000000
Competitors
Key Competitors
- SPYG
- IWF
- VUG
Competitive Landscape
The competitive landscape is dominated by unleveraged growth ETFs like SPYG, IWF and VUG. USGF offers leveraged exposure, which attracts investors seeking higher potential returns (and accepting higher risk). Competitors have higher AUM and liquidity, but USGF aims for amplified growth factor returns.
Financial Performance
Historical Performance: Historical performance is highly dependent on the underlying index and the impact of 2x leverage. Past performance is not indicative of future results.
Benchmark Comparison: The ETF's performance should be compared to the Solactive US Growth Factor Index TR. Due to leverage, it will likely outperform during positive periods and underperform during negative ones, magnified.
Expense Ratio: 0.5
Liquidity
Average Trading Volume
Average trading volume is low, which can affect execution prices.
Bid-Ask Spread
The bid-ask spread can be wide, reflecting the relatively low liquidity of the ETN.
Market Dynamics
Market Environment Factors
Economic growth, interest rates, and investor sentiment toward growth stocks affect USGF. The leverage makes it particularly sensitive to these factors.
Growth Trajectory
The growth trajectory depends on the performance of the underlying growth factor index and the fluctuations in market conditions. As an ETN, strategy and holding changes mirror the index methodology.
Moat and Competitive Advantages
Competitive Edge
USGF's primary advantage is its leveraged exposure to US growth stocks, which can provide higher returns in favorable market conditions. It caters to investors seeking aggressive growth strategies. However, the leverage also magnifies losses. This targeted approach differentiates it from broad-market growth ETFs. The 2x leverage creates a unique proposition.
Risk Analysis
Volatility
USGF experiences very high volatility due to the 2x leverage. Expect significant price swings.
Market Risk
The ETN is exposed to market risk related to US equities and amplified by the leverage. Credit risk associated with the issuer is also a factor.
Investor Profile
Ideal Investor Profile
The ideal investor is risk-tolerant, sophisticated, and seeking short-term, high-growth potential. This is not appropriate for buy-and-hold investors.
Market Risk
USGF is best suited for active traders with a short-term investment horizon due to its leveraged nature and associated risks.
Summary
USGF is a leveraged ETN designed to provide 2x exposure to the Solactive US Growth Factor Index TR. It's a high-risk, high-reward product suitable for sophisticated traders who understand the implications of leverage. Due to its leveraged nature, daily rebalancing, and ETN structure it is not a suitable holding for long-term investment portfolios. The ETN carries market and credit risk.
Similar Companies
IWF
iShares Russell 1000 Growth ETF
IWF
iShares Russell 1000 Growth ETF
MGK
Vanguard Mega Cap Growth Index Fund ETF Shares
MGK
Vanguard Mega Cap Growth Index Fund ETF Shares
QQQ
Invesco QQQ Trust
QQQ
Invesco QQQ Trust
SCHG
Schwab U.S. Large-Cap Growth ETF
SCHG
Schwab U.S. Large-Cap Growth ETF
SPYG
SPDR® Portfolio S&P 500 Growth ETF
SPYG
SPDR® Portfolio S&P 500 Growth ETF
VUG
Vanguard Growth Index Fund ETF Shares
VUG
Vanguard Growth Index Fund ETF Shares
Sources and Disclaimers
Data Sources:
- UBS Website
- Solactive Index Data
- ETF.com
Disclaimers:
This analysis is for informational purposes only and does not constitute financial advice. Leverage increases risk of loss. Investors should conduct their own due diligence before investing.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About ETRACS 2x Leveraged US Growth Factor TR ETN
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
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