In this risk-on market, levered themes have gathered inflows along with some outsized YTD returns. Many of today's levered ETFs are single-stock ETFs focused on high-flying companies such as Palantir.
URAA, FNGU, USD, LMBO and DFEN soared more than 60% in Q2 as AI-driven tech, a dovish Fed and momentum buying lifted leveraged ETF returns.
GDXU, KORU, DFEN and others soared in the first half of 2025 as AI momentum, global stimulus, and gold gains fueled leveraged ETF outperformance.
![]() DFEN 7 months ago | Other | $0.09 Per Share |
![]() DFEN 7 months ago | Other | $3.57 Per Share |
![]() DFEN 10 months ago Paid | Quarterly | $0.04 Per Share |
![]() DFEN 25 Jun 2024 Paid | Quarterly | $0.1 Per Share |
![]() DFEN 19 Mar 2024 Paid | Quarterly | $0.07 Per Share |
![]() DFEN 7 months ago | Other | $0.09 Per Share |
![]() DFEN 7 months ago | Other | $3.57 Per Share |
![]() DFEN 10 months ago Paid | Quarterly | $0.04 Per Share |
![]() DFEN 25 Jun 2024 Paid | Quarterly | $0.1 Per Share |
![]() DFEN 19 Mar 2024 Paid | Quarterly | $0.07 Per Share |
ARCA Exchange | US Country |
The company is an investment fund that aims to provide investors with thrice the daily leveraged exposure to the U.S. aerospace and defense industry. It achieves this by investing at least 80% of its net assets, along with any borrowings for investment purposes, in a mix of financial instruments. These instruments include swap agreements, securities that are part of the index, and exchange-traded funds (ETFs) that follow the index. The specific index targeted by the fund is designed to measure the performance of the aerospace and defense sector within the U.S. equity market. Notably, the fund adopts a non-diversified investment strategy, concentrating its assets to maximize returns from the aerospace and defense industry.
These are financial contracts through which the fund can gain exposure to the aerospace and defense index without needing to directly own the underlying securities. Swap agreements are a crucial component of the fund's strategy to achieve its leveraged investment objective.
The fund invests in securities that are part of the aerospace and defense index it aims to track. This includes individual stocks and other financial instruments that are representative of the performance of the U.S. aerospace and defense industry.
ETFs that track the aerospace and defense index are another key element of the fund’s investment portfolio. These ETFs allow the fund to achieve diversified exposure to the sector within its non-diversified structure, offering 3X daily leveraged exposure in line with the fund's investment objective.