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 1033 ETFs traded in the U.S. markets, Smart-Beta ETFs ETFs gather total assets under management of $820.41B. The average expense ratio is 0.56%. Smart-Beta ETFs ETFs can be found in the following asset classes:

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

The largest Smart-Beta ETFs ETF is the iShares Russell 1000 Growth ETF IWF with $41.90B in assets. In the last trailing year, the best performing Smart-Beta ETFs ETF was the GRN at 143.64%. The most-recent ETF launched in the Smart-Beta ETFs space was the NYSE Pickens Oil Response ETF BOON in 02/28/18.


NIBiPath Bloomberg Cocoa Subindex Total Return ETN20.63%
GRNiPath Global Carbon ETN18.88%
CHOCiPath Pure Beta Cocoa ETN18.29%
FNGUBMO REX MicroSectors FANG+ Index 3X Leveraged ETN16.69%
XWEBSPDR S&P Internet ETF16.09%


AMJLCredit Suisse X-Links Monthly Pay 2xLeveraged Alerian MLP Index ETN-18.29%
FNGDBMO REX MicroSectors FANG+ Index -3X Inverse Leveraged ETN-17.24%
BDDDB Base Metals Double Long ETN-12.59%
MLPQETRACS 2xMonthly Leveraged Alerian MLP Infrastructure Index ETN Series B-11.02%
RETLDirexion Daily Retail Bull 3x Shares-10.98%

top creations

VUGVanguard Growth ETF771.54
MTUMiShares Edge MSCI USA Momentum Factor ETF567.45
XTiShares Exponential Technologies ETF451.95
KRESPDR S&P Regional Banking ETF423.32
USMCPrincipal U.S. Mega-Cap Multi-Factor Index ETF420.73

top redemptions

SDYSPDR S&P Dividend ETF-1,549.66
IWDiShares Russell 1000 Value ETF-1,378.59
DXJWisdomTree Japan Hedged Equity Fund-861.70
AMLPAlerian MLP ETF-558.71
USMViShares Edge MSCI Min Vol USA ETF-557.51


QGBRSPDR MSCI United Kingdom StrategicFactors ETF252.11%
LEGRFirst Trust Indxx Innovative Transaction & Process ETF156.15%
BOONNYSE Pickens Oil Response ETF155.00%
XSOEWisdomTree Emerging Markets ex-State-Owned Enterprises Fund117.66%
ROBTFirst Trust Nasdaq Artificial Intelligence and Robotics ETF108.40%


OLEMiPath Pure Beta Crude Oil ETN-89.81%
LSVXVelocityShares VIX Variable Long/Short ETN-77.10%
BSWNVelocityShares VIX Tail Risk ETN-73.46%
XIVHVelocityShares VIX Short Volatility Hedged ETN-67.01%
HYIHXtrackers High Yield Corporate Bond Interest Rate Hedged ETF-62.64%

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