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BULZ
-1.24 · -5.18%
$22.76 · NYSE ARCA

MicroSectors Solactive FANG Innovation 3X Leveraged ETNs (BULZ) ETF Analysis | Trading--Leveraged Equity

BMO Capital Markets · USA
AUM:$2.7B
#– of – in Trading--Leveraged Equity ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 215.6% over the past year, reflecting strong price momentum.

Cost Efficiency

Ongoing charge of 0.95% — above average for this category.

What is BULZ?

MicroSectors Solactive FANG Innovation 3X Leveraged ETNs tracks its benchmark index, providing diversified exposure across 15 holdings. Its expense ratio is 0.95%.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Strong Recent Performance
BULZ delivered 215.6% over the past year. Historical returns only — past performance is not indicative of future results.
Higher Cost Profile
Expense ratio of 0.95% is above average. Verify whether the strategy justifies the cost.
Concentrated Holdings
Top 10 holdings account for 69.1% of the ETF — significant weight in a small number of names.
ETF Information
AUM$2.7B
Expense Ratio0.95%
Dividend Yield0.00%
Holdings15
Inception DateAug 2021
Domicile–
Distribution–
Index–
ProviderBMO Capital Markets
Beta4.42
CategoryTrading--Leveraged Equity
CurrencyUSD
Portfolio Impact

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Example preview
6168
+7 points · better diversified

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+79.1%
1Y
+85.1%
3Y
+416.3%
5Y
+30.9%
OpenBook InsightIf you had invested £10,000 in BULZ 5 years ago, it would have grown to £13,089 — a gain of £3,089.

Annual Returns

Calendar year performance

BULZ delivered positive returns in 4 of the last 5 calendar years.
YearBULZ
2026 YTD+44.1%
2025+61.0%
2024+67.9%
2023+405.9%
2022-92.8%
CAGR 4yr-0.3%
4/5 positive yearsAvg return: +97.2%Worst year: -92.8% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: POSITIVE
Trend Strength
100%
Positive
Volatility
104.1%
Very High
Momentum
+14.3%
30-day change
Support Level
32.55
Key floor
Key Insights
  • Price is currently trading above all key moving averages.
  • Elevated volatility indicates higher short-term price variability and risk.
  • Monitor key support and resistance levels as part of broader risk assessment.
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