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 1212 ETFs traded on the U.S. markets, Smart-Beta ETFs ETFs have total assets under management of $1,454.14B. The average expense ratio is 0.53%. Smart-Beta ETFs ETFs can be found in the following asset classes:

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

The largest Smart-Beta ETFs ETF is the Vanguard Value ETF VTV with $93.64B in assets. In the last trailing year, the best-performing Smart-Beta ETFs ETF was BOIL at 129.87%. The most recent ETF launched in the Smart-Beta ETFs space was the FT Cboe Vest Fund of Nasdaq-100 Buffer ETFs BUFQ on 06/15/22.

Top ETF Performers

NRGD MicroSectors U.S. Big Oil Index -3X Inverse Leveraged ETN 44.72%
BNKD MicroSectors U.S. Big Banks Index -3X Inverse Leveraged ETN 24.36%
KGRN KraneShares MSCI China Clean Technology Index ETF 18.67%
LABU Direxion Daily S&P Biotech Bull 3X Shares 17.82%
BBC Virtus LifeSci Biotech Clinical Trials ETF 13.00%

Bottom ETF Performers

BOIL ProShares Ultra Bloomberg Natural Gas -53.51%
NRGU MicroSectors U.S. Big Oil Index 3X Leveraged ETN -42.92%
LABD Direxion Daily S&P Biotech Bear 3X Shares -33.81%
MNM Direxion Daily Metal Miners Bull 2X Shares -32.02%
GUSH Direxion Daily S&P Oil & Gas Exp. & Prod. Bull 2X Shares -29.84%

Top Creations

HDV iShares Core High Dividend ETF 2.96K
UCO ProShares Ultra Bloomberg Crude Oil 2.59K
EEMV iShares MSCI Emerging Markets Min Vol Factor ETF 2.35K
IWF iShares Russell 1000 Growth ETF 2.17K
SPYD SPDR Portfolio S&P 500 High Dividend ETF 1.78K

Top Redemptions

VLUE iShares MSCI USA Value Factor ETF -1,993.65
SDY SPDR S&P Dividend ETF -1,989.38
COMT iShares GSCI Commodity Dynamic Roll Strategy ETF -1,435.15
ESGE iShares ESG Aware MSCI EM ETF -1,135.23
VBR Vanguard Small-Cap Value ETF -635.52

AUM Winners

UJUN Innovator U.S. Equity Ultra Buffer ETF - June 448.14%
UCO ProShares Ultra Bloomberg Crude Oil 291.92%
XJUN FT Cboe Vest U.S. Equity Enhance & Moderate Buffer ETF - June 278.00%
RODE Hartford Multifactor Diversified International ETF 179.95%
IJUL Innovator International Developed Power Buffer ETF - July 118.68%

AUM Losers

KOLD ProShares UltraShort Bloomberg Natural Gas -83.12%
SCO ProShares UltraShort Bloomberg Crude Oil -76.68%
STLG iShares Factors U.S. Growth Style ETF -67.69%
QMN IQ Hedge Market Neutral Tracker ETF -54.51%
CPI IQ Real Return ETF -53.69%

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