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 $1,085.67B. The average expense ratio is 0.53%. Smart-Beta ETFs ETFs can be found in the following asset classes:

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

The largest Smart-Beta ETFs ETF is the Vanguard Value ETF VTV with $56.61B in assets. In the last trailing year, the best performing Smart-Beta ETFs ETF was the GASX at 211.83%. The most-recent ETF launched in the Smart-Beta ETFs space was the ETFMG Travel Tech ETF AWAY in 02/12/20.

Top ETF Performers

GASX Direxion Daily Natural Gas Related Bear 3X Shares 72.46%
DRIP Direxion Daily S&P Oil & Gas Exp. & Prod. Bear 3X Shares 66.54%
NRGD MicroSectors U.S. Big Oil Index -3X Inverse Leveraged ETN 39.43%
HIBS Direxion Daily S&P 500 High Beta Bear 3X Shares 33.47%
OILD ProShares UltraPro 3x Short Crude Oil ETF 28.18%

Bottom ETF Performers

GASL Direxion Daily Natural Gas Related Bull 3X Shares -49.74%
GUSH Direxion Daily S&P Oil & Gas Exp. & Prod. Bull 3X Shares -48.18%
NRGU MicroSectors U.S. Big Oil Index 3X Leveraged ETN -34.92%
HIBL Direxion Daily S&P 500 High Beta Bull 3X Shares -27.11%
OILU ProShares UltraPro 3x Crude Oil ETF -26.44%

Top Creations

ESGU iShares ESG MSCI U.S.A. ETF 1.93K
VUG Vanguard Growth ETF 1.12K
SPYG SPDR Portfolio S&P 500 Growth ETF 948.79
QUAL iShares Edge MSCI U.S.A. Quality Factor ETF 849.76

Top Redemptions

IWD iShares Russell 1000 Value ETF -1,232.16
SPYV SPDR Portfolio S&P 500 Value ETF -710.87
VYM Vanguard High Dividend Yield ETF -408.52
AMLP Alerian MLP ETF -352.67
SIZE iShares Edge MSCI U.S.A. Size Factor ETF -336.81

AUM Winners

LDEM iShares ESG MSCI EM Leaders ETF 5,894.71%
BDRY Breakwave Dry Bulk Shipping ETF 634.41%
KOMP SPDR S&P Kensho New Economies Composite ETF 342.91%
OLEM iPath Pure Beta Crude Oil ETN 243.63%
OILU ProShares UltraPro 3x Crude Oil ETF 122.28%

AUM Losers

RINF ProShares Inflation Expectations ETF -68.28%
OILD ProShares UltraPro 3x Short Crude Oil ETF -62.44%
RWSL Direxion Russell Small Over Large Cap ETF -61.48%
QGTA IQ Leaders GTAA Tracker ETF -53.56%
BUL Pacer U.S. Cash Cows Growth ETF -52.81%

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