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.

TOP ETF PERFORMERS

AGADB Agriculture Double Short ETN32.33%
HEVYiPath Pure Beta Industrial Metals ETN18.24%
DPSTDirexion Daily Regional Banks Bull 3X Shares17.73%
KOLDProShares UltraShort Bloomberg Natural Gas15.09%
XIVHVelocityShares VIX Short Volatility Hedged ETN14.43%

BOTTOM ETF PERFORMERS

SPYVSPDR Portfolio S&P 500 Value ETF -74.44%
SPYGSPDR Portfolio S&P 500 Growth ETF -74.40%
DDPDB Commodity Short ETN-15.98%
BOILProShares Ultra Bloomberg Natural Gas-15.20%
WDRWDirexion Daily Regional Banks Bear 3X Shares-14.57%

AUM WINNERS

ESGGFlexShares STOXX Global ESG Impact Index Fund205.73%
SPHBPowerShares S&P 500 High Beta Portfolio192.25%
RNLCFirst Trust Large Cap U.S. Equity Select ETF138.11%
NULGNuShares ESG Large-Cap Growth ETF124.47%
NUMGNuShares ESG Mid-Cap Growth ETF123.92%

AUM LOSERS

RINFProShares Inflation Expectations ETF-89.09%
FTXGFirst Trust Nasdaq Food & Beverage ETF-66.60%
FTXDFirst Trust Nasdaq Retail ETF-50.70%
FTXHFirst Trust Nasdaq Pharmaceuticals ETF-50.12%
GMFLGuggenheim Multi-Factor Large Cap ETF-49.38%

ETF Results:

2,023 ETFs
As of 10/19/2017
SPYSPDR S&P 500 ETF TrustState Street Global Advisors0.09%$249.77B0.00%Equity: U.S. - Large Cap
IVViShares Core S&P 500 ETFBlackRock0.04%$130.91B0.01%Equity: U.S. - Large Cap
VTIVanguard Total Stock Market ETFVanguard0.04%$86.52B0.01%Equity: U.S. - Total Market
EFAiShares MSCI EAFE ETFBlackRock0.33%$81.72B0.01%Equity: Developed Markets Ex-U.S. - Total Market
VOOVanguard S&P 500 ETFVanguard0.04%$76.14B0.01%Equity: U.S. - Large Cap
VWOVanguard FTSE Emerging Markets ETFVanguard0.14%$65.28B0.02%Equity: Emerging Markets - Total Market
VEAVanguard FTSE Developed Markets ETFVanguard0.07%$65.10B0.02%Equity: Developed Markets Ex-U.S. - Total Market
QQQPowerShares QQQ TrustInvesco PowerShares0.20%$53.03B0.01%Equity: U.S. - Large Cap
AGGiShares Core U.S. Aggregate Bond ETFBlackRock0.05%$50.98B0.01%Fixed Income: U.S. - Broad Market Investment Grade
IWMiShares Russell 2000 ETFBlackRock0.20%$42.19B0.01%Equity: U.S. - Small Cap
IJHiShares Core S&P Mid-Cap ETFBlackRock0.07%$41.27B0.01%Equity: U.S. - Mid Cap
IEMGiShares Core MSCI Emerging Markets ETFBlackRock0.14%$40.47B0.02%Equity: Emerging Markets - Total Market
IEFAiShares Core MSCI EAFE ETFBlackRock0.08%$39.17B0.02%Equity: Developed Markets Ex-U.S. - Total Market
LQDiShares iBoxx $ Investment Grade Corporate Bond ETFBlackRock0.15%$38.81B0.01%Fixed Income: U.S. - Corporate Investment Grade
IWFiShares Russell 1000 Growth ETFBlackRock0.20%$38.19B0.01%Equity: U.S. - Large Cap Growth
EEMiShares MSCI Emerging Markets ETFBlackRock0.70%$37.92B0.02%Equity: Emerging Markets - Total Market
IWDiShares Russell 1000 Value ETFBlackRock0.20%$37.87B0.01%Equity: U.S. - Large Cap Value
BNDVanguard Total Bond Market ETFVanguard0.05%$36.10B0.01%Fixed Income: U.S. - Broad Market Investment Grade
GLDSPDR Gold TrustState Street Global Advisors0.40%$35.11B0.01%Commodities: Precious Metals Gold
VNQVanguard REIT ETFVanguard0.12%$34.96B0.01%Equity: U.S. Real Estate
SPYSPDR S&P 500 ETF Trust2.33%4.08%21.79%14.63%7.74%10/19/2017
IVViShares Core S&P 500 ETF2.33%4.11%21.93%14.73%7.76%10/19/2017
VTIVanguard Total Stock Market ETF2.56%4.12%22.05%14.71%8.13%10/19/2017
EFAiShares MSCI EAFE ETF1.40%4.34%22.43%8.22%1.45%10/19/2017
VOOVanguard S&P 500 ETF2.35%4.11%21.91%14.73%--   10/19/2017
VWOVanguard FTSE Emerging Markets ETF0.21%5.55%20.01%4.22%1.17%10/19/2017
VEAVanguard FTSE Developed Markets ETF1.43%4.50%22.50%8.82%1.86%10/19/2017
QQQPowerShares QQQ Trust1.72%3.23%27.11%19.18%12.01%10/19/2017
AGGiShares Core U.S. Aggregate Bond ETF0.04%0.55%0.51%2.07%4.03%10/19/2017
IWMiShares Russell 2000 ETF4.37%4.58%24.59%14.51%8.13%10/19/2017
IJHiShares Core S&P Mid-Cap ETF3.67%2.87%20.68%14.80%9.22%10/19/2017
IEMGiShares Core MSCI Emerging Markets ETF0.51%5.47%23.70%--   --   10/19/2017
IEFAiShares Core MSCI EAFE ETF1.33%4.59%22.90%--   --   10/19/2017
LQDiShares iBoxx $ Investment Grade Corporate Bond ETF0.61%0.99%2.35%3.26%5.64%10/19/2017
IWFiShares Russell 1000 Growth ETF2.61%4.98%26.08%16.04%9.22%10/19/2017
EEMiShares MSCI Emerging Markets ETF0.52%5.45%24.17%4.12%1.02%10/19/2017
IWDiShares Russell 1000 Value ETF2.05%3.21%17.32%13.05%6.17%10/19/2017
BNDVanguard Total Bond Market ETF-0.20%0.12%0.21%2.01%4.06%10/19/2017
GLDSPDR Gold Trust-1.79%3.65%1.06%-6.04%4.93%10/19/2017
VNQVanguard REIT ETF0.81%0.95%5.10%9.59%6.57%10/19/2017
SPYSPDR S&P 500 ETF TrustState Street Global AdvisorsEquity: U.S. - Large CapA999997
IVViShares Core S&P 500 ETFBlackRockEquity: U.S. - Large CapA10010097
VTIVanguard Total Stock Market ETFVanguardEquity: U.S. - Total MarketA10010099
EFAiShares MSCI EAFE ETFBlackRockEquity: Developed Markets Ex-U.S. - Total MarketA959093
VOOVanguard S&P 500 ETFVanguardEquity: U.S. - Large CapA10010097
VWOVanguard FTSE Emerging Markets ETFVanguardEquity: Emerging Markets - Total MarketB858786
VEAVanguard FTSE Developed Markets ETFVanguardEquity: Developed Markets Ex-U.S. - Total MarketA939196
QQQPowerShares QQQ TrustInvesco PowerSharesEquity: U.S. - Large CapA9610048
AGGiShares Core U.S. Aggregate Bond ETFBlackRockFixed Income: U.S. - Broad Market Investment GradeA989197
IWMiShares Russell 2000 ETFBlackRockEquity: U.S. - Small CapA999884
IJHiShares Core S&P Mid-Cap ETFBlackRockEquity: U.S. - Mid CapA1009976
IEMGiShares Core MSCI Emerging Markets ETFBlackRockEquity: Emerging Markets - Total MarketA988299
IEFAiShares Core MSCI EAFE ETFBlackRockEquity: Developed Markets Ex-U.S. - Total MarketA1008995
LQDiShares iBoxx $ Investment Grade Corporate Bond ETFBlackRockFixed Income: U.S. - Corporate Investment GradeA949678
IWFiShares Russell 1000 Growth ETFBlackRockEquity: U.S. - Large Cap GrowthA989993
EEMiShares MSCI Emerging Markets ETFBlackRockEquity: Emerging Markets - Total MarketB888695
IWDiShares Russell 1000 Value ETFBlackRockEquity: U.S. - Large Cap ValueA989988
BNDVanguard Total Bond Market ETFVanguardFixed Income: U.S. - Broad Market Investment GradeA919197
GLDSPDR Gold TrustState Street Global AdvisorsCommodities: Precious Metals GoldB86100100
VNQVanguard REIT ETFVanguardEquity: U.S. Real EstateA949879
SPYSPDR S&P 500 ETF Trust1.87%23.743.12 ------
IVViShares Core S&P 500 ETF1.84%23.743.12 ------
VTIVanguard Total Stock Market ETF1.82%26.202.98 ------
EFAiShares MSCI EAFE ETF2.38%19.741.70 ------
VOOVanguard S&P 500 ETF1.91%23.753.13 ------
VWOVanguard FTSE Emerging Markets ETF2.28%16.591.75 ------
VEAVanguard FTSE Developed Markets ETF2.53%19.211.66 ------
QQQPowerShares QQQ Trust0.89%27.445.08 ------
AGGiShares Core U.S. Aggregate Bond ETF2.47%---- 0.02A+2.66%
IWMiShares Russell 2000 ETF1.28%109.132.22 ------
IJHiShares Core S&P Mid-Cap ETF1.41%31.402.34 ------
IEMGiShares Core MSCI Emerging Markets ETF1.71%16.531.72 ------
IEFAiShares Core MSCI EAFE ETF2.40%19.601.69 ------
LQDiShares iBoxx $ Investment Grade Corporate Bond ETF3.16%---- 0.03A-3.45%
IWFiShares Russell 1000 Growth ETF1.20%27.926.62 ------
EEMiShares MSCI Emerging Markets ETF1.28%15.981.76 ------
IWDiShares Russell 1000 Value ETF2.28%21.791.99 ------
BNDVanguard Total Bond Market ETF2.29%---- 0.02A+2.48%
GLDSPDR Gold Trust------ ------
VNQVanguard REIT ETF4.69%42.982.29 ------
SPYSPDR S&P 500 ETF Trust
IVViShares Core S&P 500 ETF
VTIVanguard Total Stock Market ETF
EFAiShares MSCI EAFE ETF
VOOVanguard S&P 500 ETF
VWOVanguard FTSE Emerging Markets ETF
VEAVanguard FTSE Developed Markets ETF
QQQPowerShares QQQ Trust
AGGiShares Core U.S. Aggregate Bond ETF
IWMiShares Russell 2000 ETF
IJHiShares Core S&P Mid-Cap ETF
IEMGiShares Core MSCI Emerging Markets ETF
IEFAiShares Core MSCI EAFE ETF
LQDiShares iBoxx $ Investment Grade Corporate Bond ETF
IWFiShares Russell 1000 Growth ETF
EEMiShares MSCI Emerging Markets ETF
IWDiShares Russell 1000 Value ETF
BNDVanguard Total Bond Market ETF
GLDSPDR Gold Trust
VNQVanguard REIT ETF
SPDR S&P 500 ETF TrustSPYEquityVanillaNorth AmericaU.S.Size and StyleLarge CapBroad-basedNoNoNoS&P 500S&PCommitteeMarket CapNo
iShares Core S&P 500 ETFIVVEquityVanillaNorth AmericaU.S.Size and StyleLarge CapBroad-basedNoNoNoS&P 500S&PCommitteeMarket CapNo
Vanguard Total Stock Market ETFVTIEquityVanillaNorth AmericaU.S.Size and StyleTotal MarketBroad-basedNoNoNoCRSP US Total Market IndexCRSPMarket CapMarket CapNo
iShares MSCI EAFE ETFEFAEquityVanillaDeveloped MarketsDeveloped Markets Ex-U.S.Size and StyleTotal MarketBroad-basedNoNoNoMSCI EAFE IndexMSCIMarket CapMarket CapNo
Vanguard S&P 500 ETFVOOEquityVanillaNorth AmericaU.S.Size and StyleLarge CapBroad-basedNoNoNoS&P 500S&PCommitteeMarket CapNo
Vanguard FTSE Emerging Markets ETFVWOEquityVanillaEmerging MarketsEmerging MarketsSize and StyleTotal MarketBroad-basedNoNoNoFTSE Emerging Markets All Cap China A Inclusion Index Net TR US RICFTSEMarket CapMarket CapNo
Vanguard FTSE Developed Markets ETFVEAEquityVanillaDeveloped MarketsDeveloped Markets Ex-U.S.Size and StyleTotal MarketBroad-basedNoNoNoFTSE Developed All Cap ex US Index Net TR US RICFTSEMarket CapMarket CapNo
PowerShares QQQ TrustQQQEquityExchange-specificNorth AmericaU.S.Size and StyleLarge CapBroad-basedNoNoNoNASDAQ-100 IndexNASDAQNASDAQ - ListedTieredNo
iShares Core U.S. Aggregate Bond ETFAGGFixed IncomeVanillaNorth AmericaU.S.Broad MarketInvestment GradeBroad MaturitiesNoNoNoBloomberg Barclays U.S. Aggregate Bond IndexBloomberg Barclays CapitalMarket ValueMarket ValueNo
iShares Russell 2000 ETFIWMEquityVanillaNorth AmericaU.S.Size and StyleSmall CapBroad-basedNoNoNoRussell 2000 IndexRussellMarket CapMarket CapNo
iShares Core S&P Mid-Cap ETFIJHEquityVanillaNorth AmericaU.S.Size and StyleMid CapBroad-basedNoNoNoS&P MidCap 400 IndexS&PCommitteeMarket CapNo
iShares Core MSCI Emerging Markets ETFIEMGEquityVanillaEmerging MarketsEmerging MarketsSize and StyleTotal MarketBroad-basedNoNoNoMSCI Emerging Markets Investable Market IndexMSCIMarket CapMarket CapNo
iShares Core MSCI EAFE ETFIEFAEquityVanillaDeveloped MarketsDeveloped Markets Ex-U.S.Size and StyleTotal MarketBroad-basedNoNoNoMSCI EAFE Investable Market IndexMSCIMarket CapMarket CapNo
iShares iBoxx $ Investment Grade Corporate Bond ETFLQDFixed IncomeVanillaNorth AmericaU.S.CorporateInvestment GradeBroad MaturitiesNoNoNoMarkit iBoxx $ Liquid Investment Grade IndexMarkitMarket ValueMarket ValueNo
iShares Russell 1000 Growth ETFIWFEquityGrowthNorth AmericaU.S.Size and StyleLarge CapGrowthNoNoNoRussell 1000 Growth IndexRussellMulti-FactorMulti-FactorNo
iShares MSCI Emerging Markets ETFEEMEquityVanillaEmerging MarketsEmerging MarketsSize and StyleTotal MarketBroad-basedNoNoNoMSCI Emerging Markets IndexMSCIMarket CapMarket CapNo
iShares Russell 1000 Value ETFIWDEquityValueNorth AmericaU.S.Size and StyleLarge CapValueNoNoNoRussell 1000 Value IndexRussellMulti-FactorMulti-FactorNo
Vanguard Total Bond Market ETFBNDFixed IncomeVanillaNorth AmericaU.S.Broad MarketInvestment GradeBroad MaturitiesNoNoNoBloomberg Barclays U.S. Aggregate Float Adjusted IndexBloomberg Barclays CapitalMarket ValueMarket ValueNo
SPDR Gold TrustGLDCommoditiesVanillaGlobalGlobalPrecious MetalsGoldPhysically HeldNoNoNoGold SpotLondon Bullion MartketSingle AssetSingle AssetNo
Vanguard REIT ETFVNQEquityVanillaNorth AmericaU.S.SectorReal EstateBroad-basedNoNoNoMSCI US REIT IndexMSCIMarket CapMarket CapNo
SPYSPDR S&P 500 ETF TrustUnit Investment Trust20.0039.601099
IVViShares Core S&P 500 ETFOpen-Ended Fund20.0039.601099
VTIVanguard Total Stock Market ETFOpen-Ended Fund20.0039.601099
EFAiShares MSCI EAFE ETFOpen-Ended Fund20.0039.601099
VOOVanguard S&P 500 ETFOpen-Ended Fund20.0039.601099
VWOVanguard FTSE Emerging Markets ETFOpen-Ended Fund20.0039.601099
VEAVanguard FTSE Developed Markets ETFOpen-Ended Fund20.0039.601099
QQQPowerShares QQQ TrustUnit Investment Trust20.0039.601099
AGGiShares Core U.S. Aggregate Bond ETFOpen-Ended Fund20.0039.601099
IWMiShares Russell 2000 ETFOpen-Ended Fund20.0039.601099
IJHiShares Core S&P Mid-Cap ETFOpen-Ended Fund20.0039.601099
IEMGiShares Core MSCI Emerging Markets ETFOpen-Ended Fund20.0039.601099
IEFAiShares Core MSCI EAFE ETFOpen-Ended Fund20.0039.601099
LQDiShares iBoxx $ Investment Grade Corporate Bond ETFOpen-Ended Fund20.0039.601099
IWFiShares Russell 1000 Growth ETFOpen-Ended Fund20.0039.601099
EEMiShares MSCI Emerging Markets ETFOpen-Ended Fund20.0039.601099
IWDiShares Russell 1000 Value ETFOpen-Ended Fund20.0039.601099
BNDVanguard Total Bond Market ETFOpen-Ended Fund20.0039.601099
GLDSPDR Gold TrustGrantor Trust28.0039.601099
VNQVanguard REIT ETFOpen-Ended Fund20.0039.601099
SPYSPDR S&P 500 ETF Trust5.12 / 1067.8141.08204.126.45%13.48%
IVViShares Core S&P 500 ETF5.12 / 1067.5541.02204.646.44%13.46%
VTIVanguard Total Stock Market ETF4.92 / 1041.6732.12205.846.36%11.89%
EFAiShares MSCI EAFE ETF6.44 / 1071.7182.26178.026.68%12.16%
VOOVanguard S&P 500 ETF5.11 / 1065.3338.98205.276.35%13.39%
VWOVanguard FTSE Emerging Markets ETF4.42 / 1046.2917.78434.603.03%3.03%
VEAVanguard FTSE Developed Markets ETF6.23 / 1051.7177.28198.225.89%10.01%
QQQPowerShares QQQ Trust5.42 / 1087.5451.5240.6510.82%7.36%
AGGiShares Core U.S. Aggregate Bond ETF------------
IWMiShares Russell 2000 ETF3.88 / 1020.536.90194.563.37%3.47%
IJHiShares Core S&P Mid-Cap ETF4.20 / 1061.9812.86278.705.12%4.66%
IEMGiShares Core MSCI Emerging Markets ETF4.24 / 1027.8513.79350.743.06%3.29%
IEFAiShares Core MSCI EAFE ETF6.31 / 1059.0879.33175.546.29%10.97%
LQDiShares iBoxx $ Investment Grade Corporate Bond ETF4.77 / 1051.9627.40166.145.44%11.83%
IWFiShares Russell 1000 Growth ETF5.44 / 1089.1152.2871.368.16%11.44%
EEMiShares MSCI Emerging Markets ETF4.23 / 1025.3313.53355.383.38%3.23%
IWDiShares Russell 1000 Value ETF4.57 / 1015.3321.48338.464.94%13.52%
BNDVanguard Total Bond Market ETF6.04 / 1081.2171.63352.881.29%3.93%
GLDSPDR Gold Trust------------
VNQVanguard REIT ETF3.98 / 1043.758.7292.909.13%0.99%

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