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 1015 ETFs traded in the U.S. markets, Smart-Beta ETFs ETFs gather total assets under management of $810.43B. The average expense ratio is 0.52%. Smart-Beta ETFs ETFs can be found in the following asset classes:

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

The largest Smart-Beta ETFs ETF is the Vanguard Value ETF VTV with $43.07B in assets. In the last trailing year, the best performing Smart-Beta ETFs ETF was the DRIP at 551.09%. The most-recent ETF launched in the Smart-Beta ETFs space was the Merlyn.AI Tactical Growth and Income ETF SNUG in 02/25/20.

Top ETF Performers

XVZ iPath S&P 500 Dynamic VIX ETN 99.66%
HIBS Direxion Daily S&P 500 High Beta Bear 3X Shares 48.38%
NRGZ MicroSectors U.S. Big Oil Index -2X Inverse Leveraged ETN 45.20%
DRIP Direxion Daily S&P Oil & Gas Exp. & Prod. Bear 2X Shares 43.49%
DTO DB Crude Oil Double Short ETN 38.12%

Bottom ETF Performers

TAPR Barclays Inverse U.S. Treasury Composite ETN -96.68%
GUSH Direxion Daily S&P Oil & Gas Exp. & Prod. Bull 2X Shares -95.45%
NRGU MicroSectors U.S. Big Oil Index 3X Leveraged ETN -89.34%
DPST Direxion Daily Regional Banks Bull 3X Shares -84.95%
SMHB ETRACS 2xMonthly Pay Leveraged U.S. Small Cap High Dividend ETN Series B -83.34%

Top Creations

VIG Vanguard Dividend Appreciation ETF 1.15K
VTV Vanguard Value ETF 997.60
IVW iShares S&P 500 Growth ETF 980.61
QUAL iShares Edge MSCI U.S.A. Quality Factor ETF 975.83
IWD iShares Russell 1000 Value ETF 973.48

Top Redemptions

RSP Invesco S&P 500 Equal Weight ETF -1,565.21
SPLV Invesco S&P 500 Low Volatility ETF -1,260.67
FXO First Trust Financials AlphaDEX Fund -748.20
GUNR FlexShares Morningstar Global Upstream Natural Resources Index Fund -712.42
USMV iShares Edge MSCI Min Vol U.S.A. ETF -632.69

AUM Winners

JETS US Global Jets ETF 675.74%
FCA First Trust China AlphaDEX Fund 530.04%
EMTY ProShares Decline of the Retail Store ETF 283.58%
SCO ProShares UltraShort Bloomberg Crude Oil 232.39%
HIBS Direxion Daily S&P 500 High Beta Bear 3X Shares 219.14%

AUM Losers

DVP Deep Value ETF -93.38%
NRGU MicroSectors U.S. Big Oil Index 3X Leveraged ETN -91.92%
FBZ First Trust Brazil AlphaDEX Fund -90.75%
FLN First Trust Latin America AlphaDEX Fund -87.99%
TFLT Global X TargetIncome Plus 2 ETF -83.94%


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