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Upturn AI SWOT - About
ETRACS Monthly Pay 2xLeveraged US High Dividend Low Volatility ETN Series B (HDLB)
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Upturn Advisory Summary
08/14/2025: HDLB (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit 11.45% | Avg. Invested days 48 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.58 | 52 Weeks Range 10.33 - 16.64 | Updated Date 06/30/2025 |
52 Weeks Range 10.33 - 16.64 | Updated Date 06/30/2025 |
Upturn AI SWOT
ETRACS Monthly Pay 2xLeveraged US High Dividend Low Volatility ETN Series B
ETF Overview
Overview
The ETRACS Monthly Pay 2xLeveraged US High Dividend Low Volatility ETN Series B (HDLV) is an exchange-traded note that seeks to deliver two times the monthly performance of the Solactive US High Dividend Low Volatility Index. The index tracks the performance of 50 US companies that exhibit high dividend yields and low volatility. It's an ETN, so it carries credit risk from the issuer.
Reputation and Reliability
UBS is the issuer. While UBS is a large financial institution, ETNs carry the credit risk of the issuer.
Management Expertise
UBS has extensive experience in managing exchange-traded products, though this specific ETN is formula-driven based on the index methodology.
Investment Objective
Goal
To provide two times the monthly performance of the Solactive US High Dividend Low Volatility Index, before fees and expenses.
Investment Approach and Strategy
Strategy: The ETN uses a leveraged strategy to amplify the returns of the underlying index.
Composition The ETN's return is linked to the Solactive US High Dividend Low Volatility Index, which comprises 50 US companies with high dividend yields and low volatility.
Market Position
Market Share: Data not readily available.
Total Net Assets (AUM): Data not readily available.
Competitors
Key Competitors
- LVHD
- SPHD
- DGRS
Competitive Landscape
The competitive landscape involves other high dividend, low volatility ETFs and ETNs. HDLV's leveraged structure offers potentially higher returns but also increased risk compared to unleveraged competitors. The credit risk of UBS is also a disadvantage relative to ETFs.
Financial Performance
Historical Performance: Historical performance data is crucial to evaluate the effectiveness of the leverage strategy and the tracking of the index. Needs to be looked up from official sources.
Benchmark Comparison: Comparing HDLV's performance to the Solactive US High Dividend Low Volatility Index, adjusted for leverage and fees, is essential.
Expense Ratio: 1.15
Liquidity
Average Trading Volume
Assess the ETFu2019s liquidity based on its average trading volume which will affect the trading cost.
Bid-Ask Spread
The bid-ask spread impacts the cost of trading this ETN and higher leverage can further affects the cost.
Market Dynamics
Market Environment Factors
Economic conditions, interest rates, and market volatility significantly impact HDLV. High volatility environments can erode returns due to the leveraged nature.
Growth Trajectory
HDLV's growth is tied to the performance of the Solactive US High Dividend Low Volatility Index and investor demand for leveraged products. Changes in the index composition can also influence its trajectory.
Moat and Competitive Advantages
Competitive Edge
HDLV's primary advantage is its 2x leveraged exposure to a high dividend, low volatility strategy. This caters to investors seeking amplified returns from dividend-paying stocks. However, the ETN structure introduces credit risk. The high expense ratio is a disadvantage. Its niche focus on high dividend and low volatility stocks can be an advantage during specific market cycles.
Risk Analysis
Volatility
Due to its leveraged nature, HDLV exhibits significantly higher volatility than its underlying index. Investors should be prepared for potentially large price swings.
Market Risk
HDLV is exposed to market risk associated with the underlying equities, sector-specific risk, and the risk of dividend cuts from the constituent companies. The ETN structure introduces credit risk from UBS.
Investor Profile
Ideal Investor Profile
HDLV is suitable for sophisticated investors with a high-risk tolerance who understand the risks associated with leveraged products and ETNs. These investors typically seek short-term tactical exposure.
Market Risk
HDLV is best suited for active traders who use it for short-term tactical allocations, not for long-term investors or passive index followers.
Summary
ETRACS Monthly Pay 2xLeveraged US High Dividend Low Volatility ETN Series B offers leveraged exposure to a specific dividend and low volatility strategy. Its leveraged structure amplifies both gains and losses, making it unsuitable for risk-averse investors. The ETN structure introduces credit risk from UBS. Investors should carefully consider its high expense ratio and volatility before investing, using it primarily for short-term tactical positions.
Peer Comparison
Sources and Disclaimers
Data Sources:
- ETF.com
- Morningstar
- Issuer website
Disclaimers:
This analysis is for informational purposes only and does not constitute financial advice. Investors should conduct their own research and consult with a qualified financial advisor before making any investment decisions. Past performance is not indicative of future results. The value of investments can fall as well as rise, and investors may not get back the full amount invested.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About ETRACS Monthly Pay 2xLeveraged US High Dividend Low Volatility ETN Series B
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
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, as described herein. The Securities seek to approximate the monthly returns that might be available to investors through a leveraged "long" investment in the index constituent securities.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.