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 1016 ETFs traded in the U.S. markets, Smart-Beta ETFs ETFs gather total assets under management of $829.03B. The average expense ratio is 0.53%. Smart-Beta ETFs ETFs can be found in the following asset classes:

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

The largest Smart-Beta ETFs ETF is the Vanguard Value ETF VTV with $42.58B in assets. In the last trailing year, the best performing Smart-Beta ETFs ETF was the WTIU at 145.27%. The most-recent ETF launched in the Smart-Beta ETFs space was the LeaderShares AlphaFactor U.S. Core Equity ETF LSAF in 10/02/18.

TOP ETF PERFORMERS

BOM DB Base Metals Double Short ETN 61.01%
BOIL ProShares Ultra Bloomberg Natural Gas 39.92%
WDRW Direxion Daily Regional Banks Bear 3X Shares 29.07%
FBZ First Trust Brazil AlphaDEX Fund 23.73%
AGF DB Agriculture Long ETN 17.79%

BOTTOM ETF PERFORMERS

KOLD ProShares UltraShort Bloomberg Natural Gas -31.26%
DPST Direxion Daily Regional Banks Bull 3X Shares -25.13%
FNGO MicroSectors FANG+ Index 2X Leveraged ETN -22.48%
LABU Direxion Daily S&P Biotech Bull 3X Shares -21.08%
BOS DB Base Metals Short ETN -21.03%

TOP CREATIONS

FBT First Trust NYSE Arca Biotechnology Index Fund 782.76
USMV iShares Edge MSCI Min Vol U.S.A. ETF 552.98
QUAL iShares Edge MSCI U.S.A. Quality Factor ETF 428.88
VTV Vanguard Value ETF 400.94
EFV iShares MSCI EAFE Value ETF 353.16

TOP REDEMPTIONS

IWF iShares Russell 1000 Growth ETF -655.01
EELV Invesco S&P Emerging Markets Low Volatility ETF -415.23
IWD iShares Russell 1000 Value ETF -344.85
XBI SPDR S&P BIOTECH ETF -274.32
VLUE iShares Edge MSCI U.S.A. Value Factor ETF -261.15

AUM WINNERS

SDGA Impact Shares Sustainable Development Goals Global Equity ETF 9,429,690.50%
VSGX Vanguard ESG International Stock ETF 943,300.00%
ESGV Vanguard ESG U.S. Stock ETF 939,500.00%
LSAF LeaderShares AlphaFactor U.S. Core Equity ETF 1,614.19%
JPN Xtrackers Japan JPX-Nikkei 400 Equity ETF 1,046.51%

AUM LOSERS

FTXO First Trust Nasdaq Bank ETF -79.13%
BEF Aberdeen Standard Bloomberg Energy Commodity Longer Dated Strategy K-1 Free ETF -64.94%
GSEU Goldman Sachs ActiveBeta Europe Equity ETF -62.90%
GSJY Goldman Sachs ActiveBeta Japan Equity ETF -62.69%
VETS Pacer Military Times Best Employers ETF -52.79%

Features and News

Invesco Buys OppenheimerFunds

Long-rumored deal will make Invesco the sixth-largest asset manager in the U.S.

Features and News

ETF Of The Week: New Gamer Fund

Is VanEck's new video gaming ETF a better mousetrap?

Daily ETF Watch

ETF Week: eSports ETF Launches

Unique eSports fund is one of just three ETF launches this week.

Features and News

Top Performing Commodity ETFs

Commodities are rallying for a third-straight year.

ETF.com Live Chat!

Live Chat: Future Of Marijuana ETFs

Dave Nadig answers readers' ETF questions in real time. Here's the transcript.

ETF Strategist Corner

Relooking At Dividend ETFs

ETFs that emphasize dividends are key for a total return approach.

Podcasts

ETF Prime Podcast: Oil Fueling Commodities

Also, a discussion on principle-based ETFs with Vident Financial.

Features and News

Getting Under The Smart Beta Hood

How investors can tease out the differences in seemingly similar ETFs.

ETF.com Analysis

Dividends Grow Amid Rising Rates

However, all dividend ETFs are not the same—far from it.