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BULZMicroSectors Solactive FANG Innovation 3X Leveraged ETNs

Take a bet4y track recordRanked #50 of 775 in this goal

The return on the notes is linked to a three times leveraged participation in the performance of the Solactive FANG Innovation Index.

By BMO Capital Markets · Launched 2021

Annual Cost

0.95%

#4,684 of 5,562 · expensive

Fund Size

$4.6B

#458 of 5,562 · large

Return (1Y)Goal

+153.5%

Track Record

4 years

#2,443 of 5,562 · seasoned

Performance

Total-return NAV · USD
Growth of $10,000
$25,848+158.5%

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

Classification

How Beacon categorizes this fund

Asset class

Equity

Strategy

Leveraged

Index tracked

Solactive FANG Innovation Index

What it actually holds

By weight

Concentration

Top 10 holdings = 69.2% of fundconcentrated

Micron Technology IncMU
7.9%
Advanced Micro Devices IncAMD
7.6%
AppLovin Corp Ordinary Shares - Class AAPP
7.5%
Intel CorpINTC
6.9%
Palantir Technologies Inc Ordinary Shares - Class APLTR
6.7%
Oracle CorpORCL
6.6%
Tesla IncTSLA
6.5%
Apple IncAAPL
6.5%
Amazon.com IncAMZN
6.5%
Meta Platforms Inc Class AMETA
6.5%

Asset allocation

Stocks
100.0%

By sector

Technology
60.8%
Communication
26.2%
Consumer Cyclical
13.0%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
78.7%High

Year-on-year price swings

Max drawdown
-94.4%Severe

Worst peak-to-trough loss

Sharpe (3Y)
1.07Strong risk-adjusted returns
Sortino (3Y)
1.55Good downside protection

Where to buy

Listing

Exchange
NYSE Arca

Full fund details

Objective
The return on the notes is linked to a three times leveraged participation in the performance of the Solactive FANG Innovation Index.
Strategy
Links returns to 3x leveraged performance of the Solactive FANG Innovation Index, compounded daily. The notes may be suspended or delisted at any time.
Inception date
August 17, 2021
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 2026-06-19