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 1198 ETFs traded on the U.S. markets, Smart-Beta ETFs ETFs have total assets under management of $1,616.22B. The average expense ratio is 0.54%. Smart-Beta ETFs ETFs can be found in the following asset classes:

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

The largest Smart-Beta ETFs ETF is the Vanguard Value ETF VTV with $88.45B in assets. In the last trailing year, the best-performing Smart-Beta ETFs ETF was NRGU at 591.41%. The most recent ETF launched in the Smart-Beta ETFs space was the IQ Cleaner Transport ETF CLNR on 10/21/21.

Top ETF Performers

NRGU MicroSectors U.S. Big Oil Index 3X Leveraged ETN 61.70%
GUSH Direxion Daily S&P Oil & Gas Exp. & Prod. Bull 2X Shares 43.07%
DPST Direxion Daily Regional Banks Bull 3X Shares 34.58%
GCEC Claymore CEF Index-Linked GS Connect ETN 29.74%
URNM North Shore Global Uranium Mining ETF 26.12%

Bottom ETF Performers

NRGD MicroSectors U.S. Big Oil Index -3X Inverse Leveraged ETN -42.18%
KOLD ProShares UltraShort Bloomberg Natural Gas -36.30%
DRIP Direxion Daily S&P Oil & Gas Exp. & Prod. Bear 2X Shares -33.19%
SCO ProShares UltraShort Bloomberg Crude Oil -18.84%
BNKD MicroSectors U.S. Big Banks Index -3X Inverse Leveraged ETN -18.76%

Top Creations

VTV Vanguard Value ETF 1.05K
SCHD Schwab U.S. Dividend Equity ETF 964.54
MTUM iShares MSCI USA Momentum Factor ETF 888.00
PDP Invesco DWA Momentum ETF 586.07
VIG Vanguard Dividend Appreciation ETF 524.14

Top Redemptions

QUAL iShares MSCI USA Quality Factor ETF -836.68
JVAL JPMorgan U.S. Value Factor ETF -414.02
SPHB Invesco S&P 500 High Beta ETF -358.55
PKW Invesco BuyBack Achievers ETF -327.24
VLUE iShares MSCI USA Value Factor ETF -318.20

AUM Winners

IOCT Innovator International Developed Power Buffer ETF - October 1,329.36%
PSMO Pacer Swan SOS Moderate October ETF 767.75%
EOCT Innovator Emerging Markets Power Buffer ETF 614.60%
USVT Lyrical U.S. Value ETF 322.93%
BULZ MicroSectors FANG & Innovation 3x Leveraged ETN 320.70%

AUM Losers

PDEV Principal International Multi-Factor ETF -87.15%
BICK First Trust BICK Index Fund -68.22%
WGRO WisdomTree U.S. Growth & Momentum Fund -66.64%
MFEM PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF -60.05%
SHLD VictoryShares Protect America ETF -52.22%

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