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

Different Drivers Fuel Dispersion In Transport ETFs

Different weighting schemes of the three transport ETFs produce different results.

Features and News

Thursday Hot Reads: Value Surpasses High Beta As Top Factor

Also, Vanguard eyes passive invasion into Europe.

Daily ETF Watch

ETF Watch: PowerShares Debuts Multi-Asset Funds

PowerShares launches four actively managed multi-asset ETFs-of-ETFs that target different risk levels. 

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.