Smart-Beta ETFs ETF Overview

Smart beta has emerged as one of the most exciting and hotly debated investment trends of the past 10 years. Going by many different names (strategic beta, fundamental indexing, factor investing and more), smart beta is a catchall term for rules-based strategies that aim to deliver better risk-adjusted returns than traditional market-cap-weighted indexes. Today there are hundreds of ETFs, and, if you count institutional assets, hundreds of billions of dollars benchmarked against smart-beta indexes.

With 1030 ETFs traded in the U.S. markets, Smart-Beta ETFs ETFs gather total assets under management of $723.94B. The average expense ratio is 0.55%. Smart-Beta ETFs ETFs can be found in the following asset classes:

  • Asset Allocation
  • Fixed Income
  • Equity
  • Commodities
  • Alternatives
  • Currency

The largest Smart-Beta ETFs ETF is the iShares Russell 1000 Growth ETF IWF with $40.73B in assets. In the last trailing year, the best performing Smart-Beta ETFs ETF was the LABU at 99.78%. The most-recent ETF launched in the Smart-Beta ETFs space was the U.S. Equity Cumulative Dividends Fund-Series 2027 IDIV in 02/05/18.

TOP ETF PERFORMERS

GASXDirexion Daily Natural Gas Related Bear 3x Shares45.91%
DRIPDirexion Daily S&P Oil & Gas Exp. & Prod. Bear 3X Shares43.35%
GRNiPath Global Carbon ETN25.89%
KOLDProShares UltraShort Bloomberg Natural Gas22.78%
AGADB Agriculture Double Short ETN18.29%

BOTTOM ETF PERFORMERS

XIVHVelocityShares VIX Short Volatility Hedged ETN-83.73%
LSVXVelocityShares VIX Variable Long/Short ETN-54.16%
BSWNVelocityShares VIX Tail Risk ETN-41.61%
GASLDirexion Daily Natural Gas Related Bull 3X Shares-37.70%
GUSHDirexion Daily S&P Oil & Gas Exp. & Prod. Bull 3X Shares-36.74%

top creations

MTUMiShares Edge MSCI USA Momentum Factor ETF1,343.02
SDYSPDR S&P Dividend ETF1,194.61
SPYGSPDR Portfolio S&P 500 Growth ETF405.94
SPYVSPDR Portfolio S&P 500 Value ETF400.68
XBISPDR S&P BIOTECH ETF361.27

top redemptions

IWDiShares Russell 1000 Value ETF-2,725.45
IWFiShares Russell 1000 Growth ETF-1,262.32
DXJWisdomTree Japan Hedged Equity Fund-925.20
HEDJWisdomTree Europe Hedged Equity Fund-549.81
VYMVanguard High Dividend Yield ETF-376.59

AUM WINNERS

USMCPrincipal U.S. Mega-Cap Multi-Factor Index ETF5,539.87%
NUMGNuShares ESG Mid-Cap Growth ETF207.38%
ESGGFlexShares STOXX Global ESG Impact Index Fund206.61%
NULGNuShares ESG Large-Cap Growth ETF186.57%
NUMVNuShares ESG Mid-Cap Value ETF184.68%

AUM LOSERS

LSTKiPath Pure Beta Livestock ETN-73.37%
RINFProShares Inflation Expectations ETF-72.71%
FTXGFirst Trust Nasdaq Food & Beverage ETF-66.48%
ESGSColumbia Sustainable U.S. Equity Income ETF-59.42%
FOILiPath Pure Beta Aluminum ETN-51.67%

Features and News

Why Factors Are Cyclical

Oppenheimer's head of product talks about what he sees as the future of factor investing.

Features and News

Inside ETFs: Cassler On Smart Beta ETF Usage

President of advisory solutions at John Hancock Investments shares how his firm is building ETFs and how advisors are using them. 

Features and News

Comparing 4 Blockchain ETFs

We go under the hood of some of the hottest new-to-market thematic ETFs. 

Daily ETF Watch

ETF Week: Vanguard’s Active Factor Funds

Plus, new launches from Direxion and Horizons.

Daily Hot Reads

Friday Hot Reads: Invesco To Drop ‘PowerShares’ Brand Name

Also, Harvard alums want endowment to buy index funds.

Weekly ETF Flows

Bond ETFs Fuel $6B Of Weekly ETF Outflows

ETFs like ‘JNK,’ ‘LQD’ and ‘EMB’ were responsible for this week’s outflows.

ETF.com Analysis

Why Short Term Bond ETFs Are Better

With rising rates impacting returns, short-terms bond funds can limit downside.

Features and News

Vanguard Takes Active Factor ETF Approach

New fund family represents issuer’s first actively managed ETFs.

Features and News

S. Korea Firm Buys ETF Issuer Global X

Mirae, a South Korean institution, secures a spot among the top 20 U.S. ETF issuers.