ETF Evaluator: ETRACS IFED Inv with the Fd TR ETN (IFED) Follow This ETF

ETRACS IFED Inv with the Fd TR ETN Overview

ETRACS IFED Inv with the Fd TR ETN (IFED) is a passively managed U.S. Equity Large Blend exchange-traded fund (ETF). UBS launched the ETF in 2021.

The investment seeks to provide an unleveraged long exposure to the performance of the IFED Large-Cap US Equity Index Total Return. The Index is the total return version of the IFED Large-Cap US Equity Index. The index tracks large-cap U.S. equities that are determined by the index Sponsor to be best positioned to benefit from the prevailing monetary environment.

About ETRACS IFED Inv with the Fd TR ETN (IFED)

There are 1 members of the management team with an average tenure of 4.79 years: No Manager (2021). Management tenure is more important for actively managed ETFs than passive index ETFs.

The ETF has 1 primary benchmark: IFED Large-Cap US Equity TR USD index with a weighting of 100%. ETRACS IFED Inv with the Fd TR ETN has securities in its portfolio. The top 10 holdings constitute 0.0% of the ETF’s assets. The ETF meets the SEC requirement of being classified as a diversified fund. The ETF is not considered to have an ESG focus with its investment selection and management.

ETRACS IFED Inv with the Fd TR ETN is part of the Equity global asset class and is within the U.S. Equity ETF group. ETRACS IFED Inv with the Fd TR ETN has 0.0% of its portfolio invested in foreign issues. The overall assets allocated to domestic stock is 0.0% There is 0.0% allocated to foreign stock, and 0.0% is allocated to preferred stocks. The bond allocation as a percentage of total assets is 0.0% (0.0% domestic bond, 0.0% foreign bond and 0.0% convertible bond). ETRACS IFED Inv with the Fd TR ETN has 0.0% of the portfolio in cash.

Assets Under Management

The fund has $49 million in total assets, which is below the $13 billion average for the Large Blend category. Normally, lower assets under management translates to higher average expense ratios, and greater total assets are desired. However, for some investment categories, such as small-cap investing, it may be difficult for the manager to fully employ the desired active strategy if assets grow too large or too quickly.

IFED Performance and Fees

The expense ratio measures how much of a fund’s assets are used for administrative expenses and operating expenses, including adviser fees and fees for the transfer agent and custodial services. The ETRACS IFED Inv with the Fd TR ETN expense ratio is average compared to funds in the Large Blend category. ETRACS IFED Inv with the Fd TR ETN has an expense ratio of 0.45%, which is 7% higher than its category average, making the fund expense ratio grade a C. While it is difficult to predict returns, it is known that high annual expense ratios reduce your rate of return, and excessive fees are difficult to overcome. Active management normally comes with higher expense ratios than passive index management. Certain investment categories such as small company and foreign also normally have higher expense ratios. It is best to compare fund expense ratios against the category averages for meaningful assessments.

High portfolio turnover can translate to higher expenses and lower aftertax returns. ETRACS IFED Inv with the Fd TR ETN has a portfolio turnover rate of 0%, which indicates that it holds its assets around /years. By way of comparison, the average portfolio turnover is 162% for the Large Blend category.

Recently, in the month of June 2026, ETRACS IFED Inv with the Fd TR ETN returned -0.6%, which earned it a grade of C, as the Large Blend category had an average return of -0.0%. The letter grades of A, B, C, D and F are based upon relative rankings within the investment category. A grade of A, for example, would indicate that the return is in the highest 20% for that time period compared to all ETFs in that category.

ETRACS IFED Inv with the Fd TR ETN has a trailing yield of 0.00%, which is below the 1.12% category average. The fund normally distributes its income annually.

It’s natural to seek the best-performing investments, but you must consider the relationship between risk and return and the impact of costs and taxes on your realized returns.

ETRACS IFED Inv with the Fd TR ETN Grades

Year to date, the ETF has returned -3.2%, 13.5 percentage points worse than the category, which translates into a grade of F. The fund has returned -0.3% over the past year (grade of F) and 15.3% over the past three years (grade of F).

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