May 26, 2025
Introduction to Triple Leveraged ETFs
Mark Raes
CPO, LongPoint ETFs
May 26, 2025
Introduction to Triple Leveraged ETFs
Mark Raes
CPO, LongPoint ETFs

LongPoint listed Canada’s first triple leveraged ETFs today on May 23, 2025 on the TSX.

We use the term Mega to represent triple leveraged ETFs that offer the potential for amplified daily returns compared to single or even double market exposures. LongPoint’s Mega ETFs are triple leveraged and triple inverse leveraged ETFs that are designed for active Canadian investors seeking three times exposure to popular benchmarks.

The Mega ETFs offer a convenient tool to access amplified exposure to well-known indexes. At the same time, it’s critical for investors to understand how these ETFs work, particularly regarding the daily exposure rebalance.

“QQQU” MegaLong (3X) NASDAQ-100® Daily Leveraged Alternative ETF
“QQQD” MegaShort (-3X) NASDAQ-100® Daily Leveraged Alternative ETF
“SPYU” MegaLong (3X) S&P 500® Daily Leveraged Alternative ETF
“SPYD” MegaShort (-3X) S&P 500® Daily Leveraged Alternative ETF
“SOXU” MegaLong (3X) US Semiconductors Daily Leveraged Alternative ETF
“SOXD” MegaShort (-3X) US Semiconductors Daily Leveraged Alternative ETF

Daily exposure allows investors to know the leverage ratio when trading the Mega ETFs. This informs investors that the ETF seeks three times the daily performance of its reference benchmark. It also means that if you hold leveraged and inverse leveraged ETFs for more than one day, your return could vary considerably from the ETF's daily target return. The negative effect of compounding on returns is more pronounced when combined with leverage and daily rebalancing in volatile markets.

A daily leveraged long ETF responds to gains by adding exposure and responds to losses by selling exposure, in other words the ETF becomes more aggressive in rising markets, and less aggressive in falling markets.

As a simple example, with no fees or expenses included, in an upward trending market, the theoretical ETF’s gains were more than the underlying 3X benchmark.

As a simple example, with no fees or expenses included, in a downward trending market, the theoretical ETF’s losses were less than the underlying 3X benchmark.

As a simple example, with no fees or expenses included, in volatile markets, the theoretical ETF underperformed the underlying 3X benchmark.

These examples illustrate why daily triple leveraged ETFs are intended for active investors who actively monitor and manage their investments. If held for more than one day, the path of returns significantly impacts performance.

Mega ETFs offer the convenience of built in leverage with the potential for amplified returns through a liquid and easy to trade ETF where you can’t lose more than your initial investment, unlike using leverage directly.

Listed on May 23, the Mega ETFs are the first triple leveraged ETFs offered in Canada.

The ETFs are highly speculative and use a significant amount of leverage which magnifies gains and losses. The ETFs are intended for use in daily or short-term trading strategies by very knowledgeable, sophisticated investors. For example, you could lose your entire investment in one day if the underlying index of the ETF experiences a single-day price movement that is greater than 33%. In addition, if you hold the ETFs for more than one day, your return could vary considerably from the ETF's daily target return. The negative effect of compounding on returns is more pronounced when combined with leverage and daily rebalancing in volatile markets. The ETFs are not suitable for investors who do not intend to actively monitor and manage their investments.

Commissions, management fees, and expenses all may be associated with investment funds. Investment objectives, risks, fees, expenses, and other important information are contained in the prospectus; please read it before investing. Investment funds are not guaranteed, their values change frequently, and past performance may not be repeated. LongPoint funds are managed by LongPoint ETFs and are available across Canada through registered dealers.

This material is for informational purposes only. This material is not intended to be relied upon as research, investment, or tax advice and is not an implied or express recommendation, offer or solicitation to buy or sell any security or to adopt any particular investment or portfolio strategy. Any views and opinions expressed do not take into account the particular investment objectives, needs, restrictions and circumstances of a specific investor and, thus, should not be used as the basis of any specific investment recommendation. Investors should consult a financial and/or tax advisor for financial and/or tax information applicable to their specific situation.

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Disclaimer
Commissions, management fees, and expenses all may be associated with investment funds. Investment objectives, risks, fees, expenses, and other important information are contained in the prospectus; please read it before investing. Investment funds are not guaranteed, their values change frequently, and past performance may not be repeated. Longpoint funds are managed by Longpoint ETFs and are available across Canada through registered dealers.

This material is for informational purposes only. This material is not intended to be relied upon as research, investment, or tax advice and is not an implied or express recommendation, offer or solicitation to buy or sell any security or to adopt any particular investment or portfolio strategy. Any views and opinions expressed do not take into account the particular investment objectives, needs, restrictions and circumstances of a specific investor and, thus, should not be used as the basis of any specific investment recommendation. Investors should consult a financial and/or tax advisor for financial and/or tax information applicable to their specific situation.

All investment funds, including those that seek to track an index are subject to risk, including the possible loss of principal. Diversification does not ensure a profit or protect against a loss in a declining market. While the Longpoint ETFs are designed to be as diversified as the original indices they seek to track and can provide greater diversification than an individual investor may achieve independently, any given ETF may not be a diversified investment.

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