Morningstar

UBS ETFs

View all of UBS’s ETFs and start searching for your next investment. Below are pre-screened investment lists to kickstart the process. All lists can be further sorted by data points such as Morningstar Ratings, Total Return Rankings, Expense Ratio and Morningstar Category.

UBS ETFs List

1 to 15 of 15 Results

Name
Ticker
Morningstar Category
Morningstar Rating for Funds
Overall
Portfolio ESG Risk Rating
Total Return
YTD
Total Return Rank in Category (Day End)
YTD, Day End
Adjusted Expense Ratio
UBS ETRACS Alerian MLP Index ETN Series BAMUBEnergy Limited Partnership——21.98%—0.800%
UBS ETRACS Gold Shares Covered Call ETNGLDICommodities Focused——−2.02%—0.650%
UBS ETRACS Wells Fargo® Business Development Company Index ETNBDCZFinancial——−4.36%—0.850%
ETRACS Monthly Pay 1.5X Leveraged Closed-End Fund Index ETNCEFDTrading—Miscellaneous——3.45%——
ETRACS Quarterly Pay 1.5X Leveraged Alerian MLP Index ETNMLPRTrading—Leveraged Equity——31.36%——
ETRACS Monthly Pay 1.5X Leveraged Mortgage REIT ETNMVRLTrading—Leveraged Equity——−25.38%——
ETRACS IFED Invest with the Fed TR Index ETNIFEDLarge Blend——1.78%—0.450%
UBS ETRACS Silver Shares Covered Call ETNSLVOCommodities Focused——1.25%—0.650%
UBS ETRACS Crude Oil Shares Covered Call ETNUSOICommodities Focused——46.52%—0.850%
ETRACS Quarterly Pay 1.5X Leveraged Wells Fargo BDC Index ETNBDCXTrading—Leveraged Equity——−8.03%——
UBS ETRACS Alerian MLP Infrastructure Index ETN Series BMLPBEnergy Limited Partnership——22.30%—0.850%
UBS ETRACS UBS Bloomberg Constant Maturity Commodity Index (CMCI) Total Return ETN Series BUCIBCommodities Broad Basket——33.94%—0.550%
ETRACS Monthly Pay 2xLeveraged US High Dividend Low Volatility ETN Series BHDLBTrading—Leveraged Equity——9.48%—0.000%
ETRACS 2xMonthly Pay Leveraged Preferred Stock Index ETNPFFLTrading—Miscellaneous——−10.41%—0.850%
ETRACS 2xMonthly Pay Leveraged US Small Cap High Dividend ETNSMHBTrading—Leveraged Equity——−5.28%—0.850%

UBS ETFs - Default List Criteria

This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.

Quick Definitions: Key Morningstar Terms

  • Category

    A category is a way to group investments based on similar risk, return, and behavior profiles.

  • Morningstar Medalist Rating for Funds

    The Morningstar Medalist Rating for funds is a five-tier system used to assess a fund's ability to outperform its Morningstar Category index after fees.

  • Morningstar Rating™ for Funds

    The Morningstar Rating for Funds, often referred to as the Star Rating, measures a fund’s past performance compared to similar funds on a risk-adjusted basis.

  • Percentile Rank

    Percentile rank is how an investment’s return, risk, or other metric compares with other investments in its Morningstar Category.

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