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 998 ETFs traded in the U.S. markets, Smart-Beta ETFs ETFs gather total assets under management of $819.29B. The average expense ratio is 0.53%. Smart-Beta ETFs ETFs can be found in the following asset classes:

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

The largest Smart-Beta ETFs ETF is the iShares Russell 1000 Growth ETF IWF with $41.68B in assets. In the last trailing year, the best performing Smart-Beta ETFs ETF was the WTIU at 116.74%. The most-recent ETF launched in the Smart-Beta ETFs space was the Salt truBeta High Exposure ETF SLT in 05/16/18.

TOP ETF PERFORMERS

FNGUBMO REX MicroSectors FANG+ Index 3X Leveraged ETN31.43%
GUSHDirexion Daily S&P Oil & Gas Exp. & Prod. Bull 3X Shares28.12%
LABUDirexion Daily S&P Biotech Bull 3X Shares21.64%
XIVHVelocityShares VIX Short Volatility Hedged ETN18.65%
JJEBiPath Series B Bloomberg Energy Subindex Total Return ETN17.38%

BOTTOM ETF PERFORMERS

FNGDBMO REX MicroSectors FANG+ Index -3X Inverse Leveraged ETN-26.13%
DRIPDirexion Daily S&P Oil & Gas Exp. & Prod. Bear 3X Shares-25.45%
LABDDirexion Daily S&P Biotech Bear 3X Shares-20.65%
BDRYBreakwave Dry Bulk Shipping ETF-14.44%
GASXDirexion Daily Natural Gas Related Bear 3x Shares-14.29%

top creations

IVEiShares S&P 500 Value ETF841.84
SDYSPDR S&P Dividend ETF791.85
SCHDSchwab U.S. Dividend Equity ETF496.37
IWOiShares Russell 2000 Growth ETF458.91
EELVPowerShares S&P Emerging Markets Low Volatility Portfolio441.02

top redemptions

MTUMiShares Edge MSCI U.S.A. Momentum Factor ETF-521.56
KRESPDR S&P Regional Banking ETF-467.54
IWDiShares Russell 1000 Value ETF-431.71
EEMOPowerShares S&P Emerging Markets Momentum Portfolio-428.95
IVWiShares S&P 500 Growth ETF-321.45

AUM WINNERS

DALIFirst Trust Dorsey Wright DALI 1 ETF1,359.12%
HDAWXtrackers MSCI All World ex U.S. High Dividend Yield Equity ETF594.71%
JPNXtrackers Japan JPX-Nikkei 400 Equity ETF528.25%
HDEFXtrackers MSCI EAFE High Dividend Yield Equity ETF399.28%
FTXNFirst Trust Nasdaq Oil & Gas ETF343.09%

AUM LOSERS

SPHBPowerShares S&P 500 High Beta Portfolio-56.05%
BSWNVelocityShares VIX Tail Risk ETN-50.90%
LDRIPowerShares LadderRite 0-5 Year Corporate Bond Portfolio-47.36%
DDWMWisdomTree Dynamic Currency Hedged International Equity Fund-36.71%
BDRYBreakwave Dry Bulk Shipping ETF-34.89%

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