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 1043 ETFs traded in the U.S. markets, Smart-Beta ETFs ETFs gather total assets under management of $960.16B. 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 Vanguard Value ETF VTV with $50.14B in assets. In the last trailing year, the best performing Smart-Beta ETFs ETF was the GASX at 95.05%. The most-recent ETF launched in the Smart-Beta ETFs space was the U.S. Vegan Climate ETF VEGN in 09/09/19.

Top ETF Performers

GASL Direxion Daily Natural Gas Related Bull 3X Shares 42.48%
BOIL ProShares Ultra Bloomberg Natural Gas 39.23%
GUSH Direxion Daily S&P Oil & Gas Exp. & Prod. Bull 3X Shares 37.81%
BNKU MicroSectors U.S. Big Banks Index 3X Leveraged ETN 32.03%
RETL Direxion Daily Retail Bull 3x Shares 31.58%

Bottom ETF Performers

GASX Direxion Daily Natural Gas Related Bear 3X Shares -46.23%
DRIP Direxion Daily S&P Oil & Gas Exp. & Prod. Bear 3X Shares -43.95%
OILD ProShares UltraPro 3x Short Crude Oil ETF -36.64%
WTID UBS ETRACS - ProShares Daily 3x Inverse Crude ETN -36.39%
KOLD ProShares UltraShort Bloomberg Natural Gas -30.67%

Top Creations

USMV iShares Edge MSCI Min Vol U.S.A. ETF 2.17K
MTUM iShares Edge MSCI U.S.A. Momentum Factor ETF 513.88
QUAL iShares Edge MSCI U.S.A. Quality Factor ETF 501.80
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 469.03
VIG Vanguard Dividend Appreciation ETF 422.57

Top Redemptions

SDY SPDR S&P Dividend ETF -1,314.63
VBK Vanguard Small-Cap Growth ETF -380.12
IWF iShares Russell 1000 Growth ETF -314.53
RDIV Invesco S&P Ultra Dividend Revenue ETF -268.64
KRE SPDR S&P Regional Banking ETF -260.78

AUM Winners

BUY USCF SummerHaven SHPEI Index Fund 1,516.99%
FLN First Trust Latin America AlphaDEX Fund 960.79%
ESGU iShares ESG MSCI U.S.A. ETF 323.16%
OILD ProShares UltraPro 3x Short Crude Oil ETF 320.26%
NUAG Nuveen Enhanced Yield U.S. Aggregate Bond ETF 240.07%

AUM Losers

KOLD ProShares UltraShort Bloomberg Natural Gas -30.90%
FBT First Trust NYSE Arca Biotechnology Index Fund -30.36%
BNKD MicroSectors U.S. Big Banks Index -3X Inverse Leveraged ETN -27.92%
NRGD MicroSectors U.S. Big Oil Index -3X Inverse Leveraged ETN -27.05%
HYGH iShares Interest Rate Hedged High Yield Bond ETF -25.31%

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