Smart-Beta 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.

Smart-Beta ETF University

Need to learn more about smart-beta ETFs? Check out our Smart-Beta ETF University articles to learn everything from the core principles to more advanced topics.

Features and News

ETF Watch: iShares Challenges Schwab With New Fund

The latest ETF by the giant issuer competes on cost with Schwab in developed equity space.

Daily ETF Watch

ETF Watch: Four Funds Launch Today

The new ETFs include active bond funds, an international equity smart-beta strategy and a liquid alts product.

ETF.com Analysis

2 Smart Beta ETFs For Rising Rates

Here are a few next-generation funds to combat higher rates.

Features and News

Behind The Impressive Growth Of Small ETF Issuers

The big three remain the leaders, but these up-and-coming firms are leaving nothing on the table.

ETF Strategist Corner

Min Vol ETFs Underperform When Rates Rise

Higher sensitivity to yield is at the heart of this strategy’s interest rate reaction.

Index Investor Corner

Swedroe: Hedge Funds Eschew Low Vol Anomaly

An exploration of why hedge funds embrace high-volatility stocks despite the outperformance of low-volatility stocks. 

Features and News

Wednesday Hot Reads: 4 ETFs To Keep You Invested After Retirement

Also, what the ETF canaries are signaling in the credit coal mine.

Daily ETF Watch

ETF Watch: Guggenheim Plans Multifactor Fund

The ETF will target a subset of the S&P 500.

ETF.com Analysis

Rebalancing Of Smart Beta ETFs Often Overlooked

Single-factor and multifactor funds rebalance to fit the rules-based approach of each.