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SMHBETRACS 2xMonthly Pay Leveraged US Small Cap High Dividend ETN

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The index is designed to measure the performance of 100 relatively small capitalization, dividend yielding index constituent securities selected from a universe of qualifying U.S. listed equity securities. The Securities are two times leveraged with respect to the index and, as a result, will benefit from two times any beneficial, but will be exposed to two times any adverse, compounded monthly performance of the index.

UBS · Since 2018 (7 years)

Annual Cost

0.85%

#4125 out of 5,332 ETFs

Fund Size

$19M

#4143 out of 5,332 ETFs

Dividend Yield

22.90%

Track Record

7 years

#1878 out of 5,332 ETFs

Performance

1 Year

+19.7%

3 Years

+13.5%

5 Years

-3.2%

What's inside

Asset class
Strategy
leveraged
Cap
small

Risk profile

Volatility (1Y)

41.3%

High

Max drawdown

-90.3%

Worst peak-to-trough loss

Sharpe (3Y)

0.43

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