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IWML
+3.85 · +17.50%
$25.86 · NYSE ARCA

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

UBS · USA
AUM:$5.3M
#– 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 31.1% over the past year, reflecting strong price momentum.

Cost Efficiency

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

What is IWML?

ETRACS 2x Leveraged US Size 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
IWML delivered 31.1% 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$5.3M
Expense Ratio0.95%
Dividend Yield0.00%
Holdings1
Inception DateFeb 2021
Domicile–
Distribution–
Index–
ProviderUBS
Beta2.65
CategoryTrading--Leveraged Equity
CurrencyUSD
Portfolio Impact

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6168
+7 points · better diversified

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+30.9%
1Y
+69.0%
3Y
+112.5%
5Y
+47.9%
OpenBook InsightIf you had invested £10,000 in IWML 5 years ago, it would have grown to £14,793 — a gain of £4,793.

Annual Returns

Calendar year performance

IWML delivered positive returns in 4 of the last 5 calendar years.
YearIWML
2026 YTD+44.6%
2025+9.4%
2024+17.1%
2023+23.7%
2022-43.0%
CAGR 4yr-2.5%
4/5 positive yearsAvg return: +10.4%Worst year: -43.0% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: POSITIVE
Trend Strength
100%
Positive
Volatility
25.5%
Moderate
Momentum
+6.8%
30-day change
Support Level
30.97
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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