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HDLVUBS ETRACS Monthly Pay 2xLeveraged US High Dividend Low Volatility ETN

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The investment seeks a return linked to the performance of the price return version of the Solactive US High Dividend Low Volatility Index (the “index”). The Securities provide a monthly compounded two times leveraged long exposure to the performance of the index, reduced by the Accrued Fees. The index is designed to measure the performance of 40 dividend yielding, relatively lower volatility index constituent Securities from the universe of the largest 1,000 U.S. listed stocks by market capitalization.

UBS Group AG · Since 2014 (11 years)

Annual Cost

0.85%

#4125 out of 5,332 ETFs

Fund Size

$17M

#4221 out of 5,332 ETFs

Dividend Yield

14.16%

Track Record

11 years

#1231 out of 5,332 ETFs

Performance

1 Year

-76.5%

3 Years

-40.8%

5 Years

N/A

What's inside

Asset class
Strategy
leveraged
Cap
multi cap
Factor
multifactor

Risk profile

Volatility (1Y)

110.7%

High

Max drawdown

-89.7%

Worst peak-to-trough loss

Sharpe (3Y)

-0.48

Below average

Sortino (3Y)

-0.65

Moderate downside risk

Similar ETFs

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

Data updated on 2026-05-05