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 1025 ETFs traded in the U.S. markets, Smart-Beta ETFs ETFs gather total assets under management of $823.90B. The average expense ratio is 0.52%. Smart-Beta ETFs ETFs can be found in the following asset classes:

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

The largest Smart-Beta ETFs ETF is the Vanguard Value ETF VTV with $43.69B in assets. In the last trailing year, the best performing Smart-Beta ETFs ETF was the BOM at 49.34%. The most-recent ETF launched in the Smart-Beta ETFs space was the iShares Global Green Bond ETF BGRN in 11/13/18.

TOP ETF PERFORMERS

OILD ProShares UltraPro 3x Short Crude Oil ETF 97.29%
WTID UBS ETRACS - ProShares Daily 3x Inverse Crude ETN 95.57%
BOIL ProShares Ultra Bloomberg Natural Gas 78.70%
SCO ProShares UltraShort Bloomberg Crude Oil 59.79%
DTO DB Crude Oil Double Short ETN 50.01%

BOTTOM ETF PERFORMERS

KOLD ProShares UltraShort Bloomberg Natural Gas -64.12%
OILU ProShares UltraPro 3x Crude Oil ETF -57.39%
WTIU UBS ETRACS - ProShares Daily 3x Long Crude ETN -57.35%
UCO ProShares Ultra Bloomberg Crude Oil -42.03%
DYY DB Commodity Double Long ETN -24.41%

TOP CREATIONS

SDY SPDR S&P Dividend ETF 1.06K
IWD iShares Russell 1000 Value ETF 752.00
QUAL iShares Edge MSCI U.S.A. Quality Factor ETF 699.53
VTV Vanguard Value ETF 629.90
USMV iShares Edge MSCI Min Vol U.S.A. ETF 579.68

TOP REDEMPTIONS

FTXO First Trust Nasdaq Bank ETF -845.14
IWO iShares Russell 2000 Growth ETF -727.86
ICF iShares Cohen & Steers REIT ETF -571.97
IJT iShares S&P Small-Cap 600 Growth ETF -307.85
XOP SPDR S&P Oil & Gas Exploration & Production ETF -285.71

AUM WINNERS

JHEM John Hancock Multifactor Emerging Markets ETF 6,321.05%
FBZ First Trust Brazil AlphaDEX Fund 1,861.52%
EDOW First Trust Dow 30 Equal Weight ETF 561.36%
DSTL Distillate U.S. Fundamental Stability & Value ETF 183.44%
FTXD First Trust Nasdaq Retail ETF 163.14%

AUM LOSERS

JPN Xtrackers Japan JPX-Nikkei 400 Equity ETF -85.01%
FXR First Trust Industrials/Producer Durables AlphaDEX Fund -67.41%
ESGN Columbia Sustainable International Equity Income ETF -59.91%
FCAN First Trust Canada AlphaDEX Fund -57.88%
XUSA QuantX Dynamic Beta US Equity ETF -52.94%

ETF.com Analysis

Get Ready For Zero Fee ETFs

We'll likely see it happen in 2019.

Daily ETF Watch

Invesco Plans 19 ETF Closures

Shutdowns slated for February 2019.

Daily ETF Watch

‘Enhanced’ Bond ETF Debuts

IndexIQ’s new product covers short-duration debt denominated in U.S. dollars.

Daily ETF Watch

More ETFs Move To Cboe

FlexShares and VanEck transferring nine funds to Cboe Global Markets before year’s end.

Daily ETF Watch

ETF Week: Global X Grows China Family

Global X, Index IQ and WisdomTree launch funds while closures grow.

Daily ETF Watch

WisdomTree Debuts Global Agg ETF

Fund targets investment-grade space of developed markets.

Daily ETF Watch

New IndexIQ Int'l ETF Has A Twist

'IQIN' will use fundamental factors to select and weight stocks outside the U.S.

Features and News

Softening An Emerging Market ETF Ride

What you get—and give up—by opting for a low-vol EM fund.

Features and News

Virtues Of Reverse Weighting

Exponential ETFs' Kevin Quigg explains why investors can see benefits from weighting by reverse market cap.