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BNKUMicroSectors™ U.S. Big Banks 3x Leveraged ETNs

Take a bet1y track recordRanked #175 of 775 in this goal

The Fund seeks to provide 3X leveraged exposure to U.S. big banks.

By BMO Capital Markets · Launched 2025

Annual Cost

0.35%

#1,708 of 5,573 · low cost

Fund Size

$32M

#4,009 of 5,573 · small

Return (1Y)Goal

+121.9%

Track Record

1 year

#4,192 of 5,573 · young

Performance

Total-return NAV · USD
Growth of $10,000
$21,143+111.4%

Total-return NAV, USD. Net of fund fees, before tax.

What's inside

How Beacon categorizes this fund

Asset class

Equity

Strategy

Leveraged

Index tracked

Solactive MicroSectors US Big Banks Index

What it actually holds

By weight

Concentration

Top 10 holdings = 100.0% of fundconcentrated

The Goldman Sachs Group IncGS
10.4%
Morgan StanleyMS
10.3%
Wells Fargo & CoWFC
10.2%
Bank of New York Mellon CorpBNY
10.2%
PNC Financial Services Group IncPNC
10.1%
U.S. BancorpUSB
10.0%
Bank of America CorpBAC
10.0%
Citigroup IncC
9.9%
JPMorgan Chase & CoJPM
9.7%
Charles Schwab CorpSCHW
9.2%

Asset allocation

Stocks
100.0%

By sector

Financial Services
100.0%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
57.7%High

Year-on-year price swings

Max drawdown
-58.0%Severe

Worst peak-to-trough loss

Sharpe (3Y)
Unavailable

Needs 3+ years of history

Sortino (3Y)
Not yet

Needs 3+ years of history

Listing

Exchange
NYSE Arca

Full fund details

Objective
The Fund seeks to provide 3X leveraged exposure to U.S. big banks.
Strategy
Invests in an equally-weighted index of 10 large U.S. banks, providing 3X leveraged exposure. The index includes dividends in its total return calculation and is published by Solactive AG.
Inception date
February 20, 2025
Fund family
BMO Capital Markets

Our take

Structural notes on how this fund behaves. Read our guide on the 6 warning signs.

Leveraged
Warning

Leveraged ETF — not a long-term hold

This fund uses leverage to amplify daily returns (e.g. 2x or 3x of an index). Daily rebalancing creates volatility decay — over weeks and months, the fund's return drifts from the stated multiple. In trending markets with low realised volatility, leveraged index ETFs can outperform their nominal multiple; in sideways or volatile markets they bleed. Designed for short-term tactical use, not buy-and-hold.

Source: Cheng & Madhavan, 'The Dynamics of Leveraged and Inverse ETFs' (2009)

Why we flagged this: strategy=leveraged + leveraged_name_or_strategy

Educational analysis of structural product characteristics. Not investment advice. Always read the fund prospectus and consult a qualified advisor before investing. More

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Data updated on 2026-06-20