SMHBETRACS 2xMonthly Pay Leveraged US Small Cap High Dividend ETN
Provides 2x leveraged monthly-compounded exposure to the Solactive US Small Cap High Dividend Index, less Accrued Fees.
By UBS · Launched 2018
Annual Cost
0.85%
#4,678 of 6,040 · expensive
Fund Size
$22M
#4,499 of 6,040 · small
Return (1Y)
-4.8%
Track Record
7 years
#1,823 of 6,040 · established
Performance
Total-return NAV · USDGrowth of $10,000
$9,597-4.0%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundAsset class
EquityRegion
North americaStrategy
Leveraged
Index tracked
Solactive US Small Cap High Dividend Index
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
36.4%High
Year-on-year price swings
Max drawdown
-89.1%Severe
Worst peak-to-trough loss
Sharpe (3Y)
0.13Below average
Sortino (3Y)
0.19Moderate downside risk
Listing
- Exchange
- NYSE Arca
Full fund details
- Objective
- Provides 2x leveraged monthly-compounded exposure to the Solactive US Small Cap High Dividend Index, less Accrued Fees.
- Strategy
- Provides 2x leveraged long exposure to the compounded monthly performance of the Solactive US Small Cap High Dividend Index — U.S.-listed small-cap high-dividend equities. Resets on a Monthly Reset Date (not daily-reset) and pays a variable monthly coupon linked to leveraged cash distributions from index constituents, less an Accrued Tracking Fee and Financing Charges.
- Inception date
- November 8, 2018
- Fund family
- UBS
Similar funds
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Data updated on 2026-09-18