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 999 ETFs traded in the U.S. markets, Smart-Beta ETFs ETFs gather total assets under management of $841.37B. 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 $43.82B in assets. In the last trailing year, the best performing Smart-Beta ETFs ETF was the WTIU at 195.81%. The most-recent ETF launched in the Smart-Beta ETFs space was the AdvisorShares Dorsey Wright Micro Cap ETF DWMC in 07/10/18.

TOP ETF PERFORMERS

ADZDB Agriculture Short ETN75.11%
BOMDB Base Metals Double Short ETN31.14%
WDRWDirexion Daily Regional Banks Bear 3X Shares13.56%
OILUProShares UltraPro 3x Crude Oil ETF13.44%
WTIUUBS ETRACS - ProShares Daily 3x Long Crude ETN13.27%

BOTTOM ETF PERFORMERS

DEEDB Commodity Double Short ETN-28.57%
BDDDB Base Metals Double Long ETN-26.11%
SZODB Crude Oil Short ETN-22.12%
DAGDB Agriculture Double Long ETN-20.50%
OILDProShares UltraPro 3x Short Crude Oil ETF-18.40%

top creations

VTVVanguard Value ETF1,887.72
IJSiShares S&P Small-Cap 600 Value ETF549.22
KRESPDR S&P Regional Banking ETF539.96
IWOiShares Russell 2000 Growth ETF514.08
IUSGiShares Core S&P U.S. Growth ETF431.81

top redemptions

IVEiShares S&P 500 Value ETF-1,266.50
USMViShares Edge MSCI Min Vol U.S.A. ETF-898.20
HEDJWisdomTree Europe Hedged Equity Fund-443.04
EFViShares MSCI EAFE Value ETF-419.27
MTUMiShares Edge MSCI U.S.A. Momentum Factor ETF-308.38

AUM WINNERS

XSHQInvesco S&P SmallCap Quality ETF953.53%
USMFWisdomTree U.S. Multifactor Fund181.06%
CALFPacer U.S. Small Cap Cash Cows 100 ETF154.99%
GARDReality Shares DIVCON Dividend Guard ETF152.55%
FTXDFirst Trust Nasdaq Retail ETF100.55%

AUM LOSERS

OIILCredit Suisse X-Links WTI Crude Oil ETN-90.34%
JPNXtrackers Japan JPX-Nikkei 400 Equity ETF-82.64%
VSLVolshares Large Cap ETF-80.60%
EMTYProShares Decline of the Retail Store ETF-73.43%
XUSAQuantX Dynamic Beta US Equity ETF-54.51%

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