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

How Russell Index Changes Impact ETFs

Popular ETFs such as ‘IWM’ and ‘IWF’ are updating their portfolio mix to reflect index changes.

Features and News

Single Factor ETFs Can Be Multifactor

WisdomTree’s Luciano Siracusano discusses factor investing.

Daily ETF Watch

ETF Watch: 3 Firms Debut Funds

TrimTabs, U.S. Global Investors and Virtus each roll out an ETF on Wednesday.

Features and News

How One Firm Picks Smart Beta ETFs

Envestnet now offers a quantitative way of boiling down 800-plus smart-beta funds to a recommended list of 33 ETFs.

Features and News

Hottest Smart Beta ETFs This Year

From a massive universe, we look at the ones with the biggest asset hauls. 

Daily ETF Watch

ETF Watch: Insurer Nationwide Plans ETFs

Newcomer to the space plans risk-focused and socially responsible investing ETFs. 

Daily Hot Reads

Friday Hot Reads: Biotech ETFs Heating Up

What biotech ETFs to consider now, and a look at the resilience of dividend ETF investors.

Daily ETF Watch

ETF Watch: VictoryShares Adds Multifactor Fund

New ETF covers four factors and optimizes for low volatility.

Daily ETF Watch

ETF Watch: First Trust Has Busy Day

Firm rolls out seven funds in one trading day.