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 1004 ETFs traded in the U.S. markets, Smart-Beta ETFs ETFs gather total assets under management of $817.37B. The average expense ratio is 0.56%. Smart-Beta ETFs ETFs can be found in the following asset classes:

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

The largest Smart-Beta ETFs ETF is the iShares Russell 1000 Growth ETF IWF with $41.71B in assets. In the last trailing year, the best performing Smart-Beta ETFs ETF was the LABU at 128.44%. The most-recent ETF launched in the Smart-Beta ETFs space was the Xtrackers Low Beta High Yield Bond ETF HYDW in 01/11/18.

TOP ETF PERFORMERS

DYYDB Commodity Double Long ETN48.89%
GUSHDirexion Daily S&P Oil & Gas Exp. & Prod. Bull 3X Shares42.31%
OILUProShares UltraPro 3x Crude Oil ETF40.75%
GASLDirexion Daily Natural Gas Related Bull 3X Shares40.60%
WTIUUBS ETRACS - ProShares Daily 3x Long Crude ETN39.81%

BOTTOM ETF PERFORMERS

DRIPDirexion Daily S&P Oil & Gas Exp. & Prod. Bear 3X Shares-32.73%
GASXDirexion Daily Natural Gas Related Bear 3x Shares-31.66%
WTIDUBS ETRACS - ProShares Daily 3x Inverse Crude ETN-30.74%
OILDProShares UltraPro 3x Short Crude Oil ETF-30.31%
LABDDirexion Daily S&P Biotech Bear 3X Shares-26.29%

top creations

IWDiShares Russell 1000 Value ETF1,131.14
VTVVanguard Value ETF679.62
AMLPAlerian MLP ETF533.87
EFAViShares Edge MSCI Min Vol EAFE ETF420.20
IGFiShares Global Infrastructure ETF410.32

top redemptions

HEDJWisdomTree Europe Hedged Equity Fund-995.25
USMViShares Edge MSCI Min Vol USA ETF-787.92
IVWiShares S&P 500 Growth ETF-544.70
MTUMiShares Edge MSCI USA Momentum Factor ETF-507.29
AMJJ.P. Morgan Alerian MLP Index ETN-430.27

AUM WINNERS

USMCPrincipal U.S. Mega-Cap Multi-Factor Index ETF5,539.87%
NUMGNuShares ESG Mid-Cap Growth ETF207.38%
ESGGFlexShares STOXX Global ESG Impact Index Fund206.61%
NULGNuShares ESG Large-Cap Growth ETF186.57%
NUMVNuShares ESG Mid-Cap Value ETF184.68%

AUM LOSERS

LSTKiPath Pure Beta Livestock ETN-73.37%
RINFProShares Inflation Expectations ETF-72.71%
FTXGFirst Trust Nasdaq Food & Beverage ETF-66.48%
ESGSColumbia Sustainable U.S. Equity Income ETF-59.42%
FOILiPath Pure Beta Aluminum ETN-51.67%

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