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 1002 ETFs traded in the U.S. markets, Smart-Beta ETFs ETFs gather total assets under management of $838.63B. The average expense ratio is 0.53%. 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 $43.98B in assets. In the last trailing year, the best performing Smart-Beta ETFs ETF was the WTIU at 179.48%. The most-recent ETF launched in the Smart-Beta ETFs space was the Reality Shares Nasdaq NexGen Economy China ETF BCNA in 06/20/18.

TOP ETF PERFORMERS

FNGUBMO REX MicroSectors FANG+ Index 3X Leveraged ETN39.22%
OILDProShares UltraPro 3x Short Crude Oil ETF32.16%
WTIDUBS ETRACS - ProShares Daily 3x Inverse Crude ETN31.24%
RETLDirexion Daily Retail Bull 3x Shares27.17%
LABUDirexion Daily S&P Biotech Bull 3X Shares24.25%

BOTTOM ETF PERFORMERS

FNGDBMO REX MicroSectors FANG+ Index -3X Inverse Leveraged ETN-30.37%
DEEDB Commodity Double Short ETN-28.57%
OILUProShares UltraPro 3x Crude Oil ETF-28.15%
WTIUUBS ETRACS - ProShares Daily 3x Long Crude ETN-26.92%
LABDDirexion Daily S&P Biotech Bear 3X Shares-21.72%

top creations

MTUMiShares Edge MSCI U.S.A. Momentum Factor ETF1,732.47
USMViShares Edge MSCI Min Vol U.S.A. ETF1,145.17
QUALiShares Edge MSCI U.S.A. Quality Factor ETF843.64
VTVVanguard Value ETF702.84
IWNiShares Russell 2000 Value ETF447.80

top redemptions

SDYSPDR S&P Dividend ETF-1,046.19
EFViShares MSCI EAFE Value ETF-717.16
SCHDSchwab U.S. Dividend Equity ETF-347.80
SPHBInvesco S&P 500 High Beta ETF-267.74
DDWMWisdomTree Dynamic Currency Hedged International Equity Fund-259.08

AUM WINNERS

OGIGO'Shares Global Internet Giants ETF1,795.84%
OMFLOppenheimer Russell 1000 Dynamic Multifactor ETF957.03%
HDEFXtrackers MSCI EAFE High Dividend Yield Equity ETF663.38%
JUSTGoldman Sachs JUST U.S. Large Cap Equity ETF410.98%
XWEBSPDR S&P Internet ETF195.96%

AUM LOSERS

JPNXtrackers Japan JPX-Nikkei 400 Equity ETF-82.11%
EDOMWisdomTree Europe Domestic Economy Fund-64.76%
NUAGNuShares Enhanced Yield U.S. Aggregate Bond ETF-51.47%
BRGLBernstein Global Research Fund-51.19%
PEZInvesco DWA Consumer Cyclicals Momentum ETF-41.74%

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