미국주식 레버리지 etf leverage etf

티미입니다 etf와 패시브투자라는 글에서 etf의 개념에 대해서 설명해드렸습니다.

혹시 궁금하신 분은 다음 링크를 통해서 보고 오셔도 좋을 거 같습니다.

앞서 이야기 드린 것처럼 미국은 패시브 투자의 대표격인 etf가 굉장히 많이

상장 되어 있으며 etf 운용사들이 운용하는 금액은 총 합쳐서 약 3조 9천억원이라고합니다.

오늘은 많은 분들이 궁금해 하실 미국의 레버리지 etf는 어떤 종류들이 있으며

가장 운용자금이 큰 종목은 무엇인지 등을 알려드리고자 합니다.

먼저 레버리지라는 말은 지렛대라는 뜻인데요. 자신이 가진 순수한 자본이외에 다른 자본을 통한

위험하지만 고수익률을 목표로 합니다. 예를들어 2배 레버리지 etf의 경우 자기자본금은 50프로에 해당합니다.

레버지리비율 = 전체 투자금액/ 내돈입니다. 2배 레버리지의 경우 100만원을 투자하여 2배의 특정한 기간의 지수 변동을 통한 수익률을 기준으로 지수가 5퍼센트 오른다면 이 경우 10프로가 오릅니다. (평균적으로 일일 수익률을 기준)

쉽게 이해하려면 많이들 1% 오르면 2% 즉 x 만큼 오르면 2x만큼 오른다고 이해하고 있습니다.

미국시장에 상장된 etf중 가장 많은 운용자금을 보유한 etf는 ProShares의

ProShares UltraPro QQQ(티커 : TQQQ)입니다. 이는 나스닥100 지수를 3배 정방향으로 추종하는 상품입니다.

총 운용자금은 $8.51B 851억 달러입니다. 오늘 기준 환율로 보았을때 약 99조억에 육박하는 돈을 운용하고 있습니다.

1년 수익률 기준으로 가장 높은 수익률을 보인 것은 FANG 지수를 3배 추종하는 FNGU 입니다. 미국의 경우에도

최소 구성종목이 10개 이상이어야 하기 때문에 FANG이외에도 다른 나스닥 초우량주종목들도

포트폴리오로 담고 있습니다. FNGU는 468.57%의 연수익률을 기록 했습니다.

사실 한국의 경우에는 박스피라는 오명이 있듯이 사실은 지속적인 우상향을 보여주고 있지 못합니다.

미국의 주식시장이 생겨난 이후로 미국 주식 시장은 단기적으로 보았을땐 조정 혹은 버블등으로 위기를 겪는것으로

보이나 장기적으로 우상향 하고 있습니다. 우리나라의 경우에는 레버리지 etf를 구매할시에도 큰 수익률을 기대하기

어렵다고 말씀 드릴 수 있겠습니다. 미국의 경우에는 원자재 etf를 제외하고 정방향인 경우에는 단기적으로나 장기적으로도 높은 수익률을 보여왔습니다. 레버리지 etf를 매수하라고 권유드리는 것은 아니며 투자의 책임은 전적으로

본인에게 있습니다. 하지만 미국주식 레버리지 etf가 궁금하신 분들은 밑의 종목들을 참고하셔서 해당 티커를 통해서

공부해보시는 것도 좋을 거 같습니다. 미국에 상장된 레버리지 etf는 총 126개이며 앞으로도 지속적으로 상장이 계속될 예정입니다.

지속적인 정보를 얻어가고 교류하고 싶으신 분들은 제 블로그를 구독해주시거나 게시글에 댓글을 통해 구글 이메일을 알려주시면 제가 etf와 해외주식 관련 정보들을 정리하는 드라이브 폴더를 공유해드릴 예정입니다.

티커 / etf 코드	ETF 종목명	운용사	총 운용자금	수수료	3개월 수익률	분야
TQQQ	ProShares UltraPro QQQ	ProShares	$8.51B	0.95%	21.73%	Leveraged Equity: U.S. - Large Cap
QLD	ProShares Ultra QQQ	ProShares	$3.07B	0.95%	16.10%	Leveraged Equity: U.S. - Large Cap
SSO	ProShares Ultra S&P 500	ProShares	$2.46B	0.91%	14.06%	Leveraged Equity: U.S. - Large Cap
TECL	Direxion Daily Technology Bull 3X Shares	Direxion	$1.78B	1.08%	22.48%	Leveraged Equity: U.S. Technology
FAS	Direxion Daily Financial Bull 3x Shares	Direxion	$1.45B	0.99%	11.03%	Leveraged Equity: U.S. Financials
UPRO	ProShares UltraPro S&P500	ProShares	$1.44B	0.93%	20.65%	Leveraged Equity: U.S. - Large Cap
SOXL	Direxion Daily Semiconductor Bull 3X Shares	Direxion	$1.42B	0.96%	30.95%	Leveraged Equity: U.S. Semiconductors
SPXL	Direxion Daily S&P 500 Bull 3X Shares	Direxion	$1.40B	1.01%	20.65%	Leveraged Equity: U.S. - Large Cap
UVXY	ProShares Ultra VIX Short-Term Futures ETF	ProShares	$1.40B	1.65%	-30.75%	Leveraged Alternatives: U.S. - Volatility
NUGT	Direxion Daily Gold Miners Index Bull 2X Shares	Direxion	$1.07B	1.17%	10.30%	Leveraged Equity: Global Gold Miners
UCO	ProShares Ultra Bloomberg Crude Oil	ProShares	$1.05B	0.95%	-16.89%	Leveraged Commodities: Energy Crude Oil
TNA	Direxion Daily Small Cap Bull 3x Shares	Direxion	$934.70M	1.12%	20.19%	Leveraged Equity: U.S. - Small Cap
FNGU	MicroSectors FANG+ Index 3X Leveraged ETN	BMO	$832.45M	0.95%	75.52%	Leveraged Equity: U.S. - Total Market
JNUG	Direxion Daily Junior Gold Miners Index Bull 2X Shares	Direxion	$732.50M	1.12%	18.62%	Leveraged Equity: Global Gold Miners
UDOW	ProShares UltraPro Dow30	ProShares	$647.40M	0.95%	21.85%	Leveraged Equity: U.S. - Large Cap
AGQ	ProShares Ultra Silver	ProShares	$642.11M	0.95%	53.77%	Leveraged Commodities: Precious Metals Silver
ROM	ProShares Ultra Technology	ProShares	$554.12M	0.95%	16.67%	Leveraged Equity: U.S. Technology
UYG	ProShares Ultra Financials	ProShares	$468.43M	0.95%	9.81%	Leveraged Equity: U.S. Financials
NAIL	Direxion Daily Homebuilders & Supplies Bull 3X Shares	Direxion	$445.63M	0.99%	123.95%	Leveraged Equity: U.S. Homebuilding
LABU	Direxion Daily S&P Biotech Bull 3X Shares	Direxion	$347.14M	1.04%	-15.00%	Leveraged Equity: U.S. Biotech
GUSH	Direxion Daily S&P Oil & Gas Exp. & Prod. Bull 2X Shares	Direxion	$341.41M	1.17%	-37.96%	Leveraged Equity: U.S. Oil & Gas Exploration & Production
DDM	ProShares Ultra Dow30	ProShares	$330.14M	0.95%	14.88%	Leveraged Equity: U.S. - Large Cap
TMF	Direxion Daily 20+ Year Treasury Bull 3X Shares	Direxion	$297.56M	1.05%	-1.95%	Leveraged Fixed Income: U.S. - Government, Treasury Investme…
UGL	ProShares Ultra Gold	ProShares	$278.92M	0.95%	8.74%	Leveraged Commodities: Precious Metals Gold
YINN	Direxion Daily FTSE China Bull 3X Shares	Direxion	$267.40M	1.37%	-1.81%	Leveraged Equity: China - Large Cap
ERX	Direxion Daily Energy Bull 2x Shares	Direxion	$250.83M	1.06%	-38.98%	Leveraged Equity: U.S. Energy
FLGE	Credit Suisse FI Large Cap Growth Enhanced ETN	Credit Suisse	$238.76M	1.52%	19.69%	Leveraged Equity: U.S. - Large Cap Growth
DFEN	Direxion Daily Aerospace & Defense Bull 3X Shares	Direxion	$228.96M	0.99%	-9.92%	Leveraged Equity: U.S. Aerospace & Defense
URTY	ProShares UltraPro Russell2000	ProShares	$211.72M	0.95%	20.56%	Leveraged Equity: U.S. - Small Cap
BIB	ProShares Ultra NASDAQ Biotechnology	ProShares	$201.45M	0.95%	-7.98%	Leveraged Equity: U.S. Biotech
BRZU	Direxion Daily MSCI Brazil Bull 2X Shares	Direxion	$163.03M	1.29%	-18.01%	Leveraged Equity: Brazil - Total Market
FBGX	UBS AG FI Enhanced Large Cap Growth ETN	UBS	$157.67M	1.29%	19.70%	Leveraged Equity: U.S. - Large Cap Growth
PFFA	Virtus InfraCap U.S. Preferred Stock ETF	Virtus Investment Partners	$145.07M	2.01%	7.35%	Leveraged Fixed Income: U.S. - Corporate, Preferred
DGP	DB Gold Double Long ETN	Deutsche Bank	$142.61M	0.75%	9.77%	Leveraged Commodities: Precious Metals Gold
DPST	Direxion Daily Regional Banks Bull 3X Shares	Direxion	$140.11M	0.99%	-6.01%	Leveraged Equity: U.S. Banks
FNGO	MicroSectors FANG+ Index 2X Leveraged ETN	BMO	$136.87M	0.95%	51.07%	Leveraged Equity: U.S. - Total Market
EDC	Direxion Daily MSCI Emerging Markets Bull 3x Shares	Direxion	$136.67M	1.33%	16.41%	Leveraged Equity: Emerging Markets - Total Market
UWM	ProShares Ultra Russell2000	ProShares	$132.12M	0.95%	14.47%	Leveraged Equity: U.S. - Small Cap
CURE	Direxion Daily Healthcare Bull 3x Shares	Direxion	$118.06M	1.08%	6.36%	Leveraged Equity: U.S. Health Care
MVV	ProShares Ultra MidCap400	ProShares	$116.86M	0.95%	13.36%	Leveraged Equity: U.S. - Mid Cap
REML	Credit Suisse X-Links Monthly Pay 2xLeveraged Mortgage REIT …	Credit Suisse	$113.71M	1.30%	22.88%	Leveraged Equity: U.S. Mortgage REITs
CHAU	Direxion Daily CSI 300 China A Share Bull 2X Shares	Direxion	$101.93M	1.21%	21.68%	Leveraged Equity: China - Total Market
RXL	ProShares Ultra Health Care	ProShares	$101.51M	0.95%	5.53%	Leveraged Equity: U.S. Health Care
NRGU	MicroSectors U.S. Big Oil Index 3X Leveraged ETN	BMO	$100.74M	0.95%	-62.34%	Leveraged Equity: U.S. Oil & Gas
INDL	Direxion Daily MSCI India Bull 3X Shares	Direxion	$99.74M	1.33%	37.09%	Leveraged Equity: India - Total Market
USD	ProShares Ultra Semiconductors	ProShares	$96.26M	0.95%	22.68%	Leveraged Equity: U.S. Semiconductors
FRLG	Large Cap Growth Index-Linked ETN	Goldman Sachs	$88.21M	1.46%	19.80%	Leveraged Equity: U.S. - Large Cap Growth
DIG	ProShares Ultra Oil & Gas	ProShares	$82.28M	0.95%	-37.15%	Leveraged Equity: U.S. Energy
URE	ProShares Ultra Real Estate	ProShares	$80.84M	0.95%	5.71%	Leveraged Equity: U.S. Real Estate
BOIL	ProShares Ultra Bloomberg Natural Gas	ProShares	$71.45M	1.31%	17.95%	Leveraged Commodities: Energy Natural Gas
EUO	ProShares UltraShort Euro	ProShares	$68.74M	0.99%	-8.12%	Leveraged Currency: Long USD, Short EUR
DRN	Direxion Daily MSCI Real Estate Bull 3x Shares	Direxion	$61.97M	0.99%	5.09%	Leveraged Equity: U.S. Real Estate
UBT	ProShares Ultra 20+ Year Treasury	ProShares	$54.32M	0.95%	-1.04%	Leveraged Fixed Income: U.S. - Government, Treasury Investme…
RUSL	Direxion Daily Russia Bull 2X Shares	Direxion	$53.95M	1.23%	-6.49%	Leveraged Equity: Russia - Total Market
UBOT	Direxion Daily Robotics, Artificial Intelligence & Automatio…	Direxion	$53.95M	1.29%	50.66%	Leveraged Equity: Global Robotics & AI
CWEB	Direxion Daily CSI China Internet Index Bull 2X Shares	Direxion	$48.02M	1.30%	7.86%	Leveraged Equity: China Internet
MIDU	Direxion Daily Mid Cap Bull 3x Shares	Direxion	$42.91M	1.03%	19.61%	Leveraged Equity: U.S. - Mid Cap
WEBL	Direxion Daily Dow Jones Internet Bull 3X Shares	Direxion	$40.44M	0.98%	17.15%	Leveraged Equity: U.S. Internet
UST	ProShares Ultra 7-10 Year Treasury	ProShares	$39.79M	0.95%	0.21%	Leveraged Fixed Income: U.S. - Government, Treasury Investme…
TPOR	Direxion Daily Transportation Bull 3X Shares	Direxion	$39.72M	1.01%	78.64%	Leveraged Equity: U.S. Transportation
RETL	Direxion Daily Retail Bull 3x Shares	Direxion	$36.80M	0.99%	57.76%	Leveraged Equity: U.S. Retail
EET	ProShares Ultra MSCI Emerging Markets	ProShares	$36.11M	0.95%	11.79%	Leveraged Equity: Emerging Markets - Total Market
HIBL	Direxion Daily S&P 500 High Beta Bull 3X Shares	Direxion	$35.70M	0.98%	15.24%	Leveraged Equity: U.S. - Large Cap
UYM	ProShares Ultra Basic Materials	ProShares	$32.99M	0.95%	17.07%	Leveraged Equity: U.S. Basic Materials
MVRL	ETRACS Monthly Pay 1.5X Leveraged Mortgage REIT ETN	UBS	$31.37M	0.95%	19.07%	Leveraged Equity: U.S. Mortgage REITs
XPP	ProShares Ultra FTSE China 50	ProShares	$30.51M	0.95%	1.43%	Leveraged Equity: China - Large Cap
KORU	Direxion Daily MSCI South Korea Bull 3X Shares	Direxion	$29.87M	1.29%	33.70%	Leveraged Equity: South Korea - Total Market
TYD	Direxion Daily 7-10 Year Treasury Bull 3x Shares	Direxion	$27.17M	1.09%	-0.06%	Leveraged Fixed Income: U.S. - Government, Treasury Investme…
FIHD	UBS AG FI Enhanced Global High Yield ETN	UBS	$26.28M	1.65%	4.92%	Leveraged Equity: Developed Markets - High Dividend Yield
UMDD	ProShares UltraPro MidCap400	ProShares	$26.23M	0.95%	20.49%	Leveraged Equity: U.S. - Mid Cap
BDCX	ETRACS Quarterly Pay 1.5X Leveraged Wells Fargo BDC Index ET…	UBS	$25.90M	0.95%	12.08%	Leveraged Equity: U.S. Private Equity
CEFD	ETRACS Monthly Pay 1.5X Leveraged Closed-End Fund Index ETN	UBS	$25.67M	0.95%	4.95%	Asset Allocation: Target Outcome
YCS	ProShares UltraShort Yen	ProShares	$24.74M	1.00%	-4.22%	Leveraged Currency: Long USD, Short JPY
UCC	ProShares Ultra Consumer Services	ProShares	$23.18M	0.95%	24.67%	Leveraged Equity: U.S. Consumer Cyclicals
SMHB	ETRACS 2xMonthly Pay Leveraged U.S. Small Cap High Dividend …	UBS	$21.50M	0.85%	6.54%	Leveraged Equity: U.S. - Small Cap
DUSL	Direxion Daily Industrials Bull 3X Shares	Direxion	$20.06M	1.01%	39.39%	Leveraged Equity: U.S. Industrials
PFFL	ETRACS 2xMonthly Pay Leveraged Preferred Stock ETN	UBS	$19.90M	0.85%	12.39%	Leveraged Fixed Income: U.S. - Corporate, Preferred
EURL	Direxion Daily FTSE Europe Bull 3X Shares	Direxion	$18.65M	1.07%	8.35%	Leveraged Equity: Developed Europe - Total Market
SPUU	Direxion Daily S&P 500 Bull 2X Shares	Direxion	$18.20M	0.64%	14.87%	Leveraged Equity: U.S. - Large Cap
BNKU	MicroSectors U.S. Big Banks Index 3X Leveraged ETN	BMO	$17.82M	0.95%	2.96%	Leveraged Equity: U.S. Banking and Investment Services
LBJ	Direxion Daily Latin America Bull 3X Shares	Direxion	$17.50M	1.23%	-23.14%	Leveraged Equity: Latin America - Total Market
UXI	ProShares Ultra Industrials	ProShares	$16.94M	0.95%	21.79%	Leveraged Equity: U.S. Industrials
SAA	ProShares Ultra SmallCap600	ProShares	$16.76M	0.95%	12.62%	Leveraged Equity: U.S. - Small Cap
MLPR	ETRACS Quarterly Pay 1.5X Leveraged Alerian MLP Index ETN	UBS	$16.35M	0.95%	-21.10%	Leveraged Equity: U.S. MLPs
WANT	Direxion Daily Consumer Discretionary Bull 3x Shares	Direxion	$16.34M	0.98%	47.33%	Leveraged Equity: U.S. Consumer Cyclicals
FIYY	Barclays ETN+ FI Enhanced Global High Yield ETN Series B	Barclays Capital Inc.	$16.25M	0.93%	4.78%	Leveraged Equity: Developed Markets - High Dividend Yield
FIEE	UBS AG FI Enhanced Europe 50 ETN	UBS	$14.71M	1.95%	-0.53%	Leveraged Equity: Developed Europe - Large Cap
UPW	ProShares Ultra Utilities	ProShares	$14.38M	0.95%	8.87%	Leveraged Equity: U.S. Utilities
UTSL	Direxion Daily Utilities Bull 3X Shares	Direxion	$13.65M	0.99%	14.47%	Leveraged Equity: U.S. Utilities
SDYL	ETRACS Monthly Pay 2xLeveraged S&P Dividend ETN	UBS	$13.53M	0.70%	7.03%	Leveraged Equity: U.S. - High Dividend Yield
BNKO	MicroSectors U.S. Big Banks Index 2x Leveraged ETN	BMO	$13.37M	0.95%	4.97%	Leveraged Equity: U.S. Banking and Investment Services
FEUL	Credit Suisse FI Enhanced Europe 50 ETN - May 11 - 2028	Credit Suisse	$13.02M	2.00%	-0.53%	Leveraged Equity: Developed Europe - Large Cap
PILL	Direxion Daily Pharmaceutical & Medical Bull 3X Shares	Direxion	$12.20M	0.98%	-1.17%	Leveraged Equity: U.S. Pharmaceuticals
DZK	Direxion Daily MSCI Developed Markets Bull 3x Shares	Direxion	$10.75M	1.16%	7.70%	Leveraged Equity: Developed Markets Ex-U.S. - Total Market
MEXX	Direxion Daily MSCI Mexico Bull 3X Shares	Direxion	$10.00M	1.21%	1.21%	Leveraged Equity: Mexico - Total Market
MJO	MicroSectors Cannabis 2x Leveraged ETN	BMO	$9.53M	0.95%	9.90%	Leveraged Equity: Global Cannabis
HDLB	ETRACS Monthly Pay 2xLeveraged U.S. High Dividend Low Volati…	UBS	$9.23M	1.65%	-8.64%	Leveraged Equity: U.S. - Large Cap
UGE	ProShares Ultra Consumer Goods	ProShares	$9.23M	0.95%	33.66%	Leveraged Equity: U.S. Consumer Non-cyclicals
JPNL	Direxion Daily MSCI Japan Bull 3X Shares	Direxion	$7.61M	1.24%	18.37%	Leveraged Equity: Japan - Total Market
EFO	ProShares Ultra MSCI EAFE	ProShares	$7.48M	0.95%	5.73%	Leveraged Equity: Developed Markets Ex-U.S. - Total Market