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 1150 ETFs traded on the U.S. markets, Smart-Beta ETFs ETFs have total assets under management of $1,508.86B. The average expense ratio is 0.54%. Smart-Beta ETFs ETFs can be found in the following asset classes:

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

The largest Smart-Beta ETFs ETF is the Vanguard Value ETF VTV with $84.20B in assets. In the last trailing year, the best-performing Smart-Beta ETFs ETF was RETL at 786.89%. The most recent ETF launched in the Smart-Beta ETFs space was the iShares Cloud 5G and Tech ETF IDAT on 06/08/21.

Top ETF Performers

GCEC Claymore CEF Index-Linked GS Connect ETN 29.74%
GUSH Direxion Daily S&P Oil & Gas Exp. & Prod. Bull 2X Shares 27.47%
BDRY Breakwave Dry Bulk Shipping ETF 26.32%
KGRN KraneShares MSCI China Clean Technology Index ETF 20.69%
FNGU MicroSectors FANG+ Index 3X Leveraged ETN 19.97%

Bottom ETF Performers

DRIP Direxion Daily S&P Oil & Gas Exp. & Prod. Bear 2X Shares -24.97%
FNGD MicroSectors FANG+ Index -3X Inverse Leveraged ETN -18.78%
LABD Direxion Daily S&P Biotech Bear 3X Shares -17.17%
SCO ProShares UltraShort Bloomberg Crude Oil -17.06%
KOLD ProShares UltraShort Bloomberg Natural Gas -14.31%

Top Creations

VTV Vanguard Value ETF 2.12K
RSP Invesco S&P 500 Equal Weight ETF 1.57K
SPYV SPDR Portfolio S&P 500 Value ETF 1.18K
COMT iShares GSCI Commodity Dynamic Roll Strategy ETF 1.17K
SCHD Schwab U.S. Dividend Equity ETF 984.89

Top Redemptions

SDY SPDR S&P Dividend ETF -1,333.54
USMV iShares MSCI USA Min Vol Factor ETF -1,154.14
IWF iShares Russell 1000 Growth ETF -647.43
PSC Principal U.S. Small-Cap Multi-Factor ETF -532.69
KBE SPDR S&P Bank ETF -464.17

AUM Winners

HYIN WisdomTree Alternative Income Fund 371.82%
COMT iShares GSCI Commodity Dynamic Roll Strategy ETF 218.67%
JUNZ TrueShares Structured Outcome ETF - June 202.76%
GLDB Strategy Shares Gold-Hedged Bond ETF 202.64%
WKLY SoFi Weekly Dividend ETF 202.53%

AUM Losers

NUAG Nuveen Enhanced Yield U.S. Aggregate Bond ETF -65.63%
HYLV IQ S&P High Yield Low Volatility Bond ETF -63.64%
FBZ First Trust Brazil AlphaDEX Fund -40.01%
DAUG FT Cboe Vest U.S. Equity Deep Buffer ETF - August -29.38%
RWGV Direxion Russell 1000 Growth Over Value ETF -29.04%

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