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IWDL
+5.92 · +13.15%
$50.92 · NYSE ARCA

ETRACS 2x Leveraged US Value Factor TR ETN (IWDL) ETF Analysis | Trading--Leveraged Equity

UBS · USA
AUM:$5.4M
#– 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 29.1% over the past year, reflecting strong price momentum.

Cost Efficiency

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

What is IWDL?

ETRACS 2x Leveraged US Value Factor TR ETN tracks its benchmark index, providing diversified exposure across 1 holdings. Its expense ratio is 0.95%.

Performance Highlights

Returns (%)
Cost & Yield (%)

Investment Breakdown

Strong Recent Performance
IWDL delivered 29.1% 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.
ETF Information
AUM$5.4M
Expense Ratio0.95%
Dividend Yield0.00%
Holdings1
Inception DateFeb 2021
Domicile–
Distribution–
Index–
ProviderUBS
Beta1.75
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
+31.2%
1Y
+63.7%
3Y
+141.7%
5Y
+119.2%
OpenBook InsightIf you had invested £10,000 in IWDL 5 years ago, it would have grown to £21,924 — a gain of £11,924.

Annual Returns

Calendar year performance

IWDL delivered positive returns in 4 of the last 5 calendar years.
YearIWDL
2026 YTD+50.7%
2025+25.5%
2024+20.0%
2023+13.5%
2022-21.6%
CAGR 4yr+7.6%
4/5 positive yearsAvg return: +17.6%Worst year: -21.6% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: POSITIVE
Trend Strength
100%
Positive
Volatility
15.7%
Low
Momentum
+10.0%
30-day change
Support Level
63.91
Key floor
Key Insights
  • Price is currently trading above all key moving averages.
  • Monitor key support and resistance levels as part of broader risk assessment.
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