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

Friday Hot Reads: 13 Contrarian Economic Predictions For 2017

Also, BlackRock’s Matt Tucker's expectations for the bond market this year.

Features and News

ETF Industry Revenue Challenged By Fee Wars

ETF issuers know too well that ETF asset growth doesn’t always mean revenue. Analysis

Semiconductor ETFs Looking At Another Banner Year

Chip demand getting a boost from smartphones and autos, as well as other areas.

Daily ETF Watch

ETF Watch: Oppenheimer Plans Int’l Funds

OppenheimerFunds files to add two more revenue-weighted ETFs to its lineup.

Features and News

2016: Year Of ETF Investors Acting Rationally

Plain-vanilla funds punch above their weight, strategic beta lags.

Features and News

Tuesday Hot Reads: Big Week For Financial Sector ETFs

Also, someone placed a big bearish bet on retail fund ‘XRT.’

Features and News

Monday Hot Reads: Using These 2 Strategies Regularly Beat The S&P 500

Also, lower expenses and more smart beta products are a few things investors can expect to see this year.

Index Investor Corner

Swedroe: Dispersion Shows Diversification Matters

Return dispersion, despite rising correlations, means diversification is still important.

Daily ETF Watch

ETF Watch: Elkhorn To Grow Lunt ETF Lineup

Two new filings outline small-cap and midcap follow-ups to its low-vol/high-beta ETF.