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

Why Water ETFs May Belong In Your Portfolio

With six ETFs to choose from, investors have their pick in an industry with a strong investment case behind it.

Daily ETF Watch

ETF Watch: PIMCO, Oppenheimer Announce Closures

Two firms will shutter a total of four funds.

Daily ETF Watch

ETF Watch: Value/Momentum Fund Planned

Alpha Architect files for an ETF that will invest in its other ETFs.

Daily ETF Watch

ETF Watch: GaveKal Shutters EM Fund

The innovation-focused ETF failed to gather assets.

Index Investor Corner

Swedroe: Turns Out The ‘Smart Money’ Isn’t

Nonhedge-fund institutional investors fail to exploit anomalies that hedge funds act on.

ETF.com Analysis

Advisors, Due Diligence Crucial To Asset Allocation

Search for outperformance can bring unintended consequences.

Features and News

Top Performing Multifactor ETFs

PowerShares and First Trust dominate performance in this smart-beta segment.

Features and News

Wednesday Hot Reads: ETF Industry Diversifying Wall St.

Also, is smart beta a fad? Bloomberg’s Eric Balchunas says no.

Features and News

Actively Managed ETFs Just Had A Great Month

Inflows to active funds in January grew at a quicker pace than usual.