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SLVOUBS ETRACS Silver Shares Covered Call ETN

Get income13y track recordRanked #636 of 1,622 in this goal

Provides exposure to a monthly covered call strategy on iShares Silver Trust (SLV) shares, paying variable monthly cash coupons from notional call option premiums.

By UBS AG · Launched 2013

Annual Cost

0.65%

#3,297 of 5,562 · average

Fund Size

$382M

#1,790 of 5,562 · large

Dividend YieldGoal

46.02%

Track Record

13 years

#1,072 of 5,562 · established

Performance

Total-return NAV · USD
Growth of $10,000
$14,323+43.2%

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

Classification

How Beacon categorizes this fund

Asset class

Alternative

Strategy

Option income

Index tracked

Credit Suisse NASDAQ Silver FLOWS 106 Index

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
30.9%High

Year-on-year price swings

Max drawdown
-44.5%Severe

Worst peak-to-trough loss

Sharpe (3Y)
1.09Strong risk-adjusted returns
Sortino (3Y)
1.47Good downside protection

Where to buy

Listing

Exchange
NASDAQ Global Select Market

Full fund details

Objective
Provides exposure to a monthly covered call strategy on iShares Silver Trust (SLV) shares, paying variable monthly cash coupons from notional call option premiums.
Strategy
Tracks the Credit Suisse NASDAQ Silver FLOWS 106 Index, which reflects a covered call strategy on iShares Silver Trust (SLV) shares — combining changes in the SLV share price with notional premiums received from the monthly sale of call options on SLV, less notional transaction costs. Pays variable monthly cash coupons funded by those notional option premiums.
Inception date
April 16, 2013
Fund family
UBS AG

Our take

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

Covered call
Warning

Covered call ETF — yield ≠ total return

The high distribution yield is not free income — it comes from selling upside via call options. Research finds these strategies systematically underperform their underlying index over full cycles, typically by 100–300 basis points per year depending on the option-overlay design. The monthly distributions make the shortfall hard to see in return summaries.

Source: Israelov & Ndong, 'A Devil's Bargain: When Generating Income Undermines Investment Returns' (NDVR, 2023)

Why we flagged this: strategy=option_income + option_income_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