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 1052 ETFs traded in the U.S. markets, Smart-Beta ETFs ETFs gather total assets under management of $966.83B. The average expense ratio is 0.53%. Smart-Beta ETFs ETFs can be found in the following asset classes:

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

The largest Smart-Beta ETFs ETF is the Vanguard Value ETF VTV with $50.39B in assets. In the last trailing year, the best performing Smart-Beta ETFs ETF was the GASX at 337.84%. The most-recent ETF launched in the Smart-Beta ETFs space was the Merlyn.AI Bull-Rider Bear-Fighter ETF WIZ in 10/16/19.

Top ETF Performers

GASX Direxion Daily Natural Gas Related Bear 3X Shares 76.84%
DRIP Direxion Daily S&P Oil & Gas Exp. & Prod. Bear 3X Shares 44.66%
KOLD ProShares UltraShort Bloomberg Natural Gas 27.61%
OILD ProShares UltraPro 3x Short Crude Oil ETF 25.53%
WTID UBS ETRACS - ProShares Daily 3x Inverse Crude ETN 25.47%

Bottom ETF Performers

GASL Direxion Daily Natural Gas Related Bull 3X Shares -47.66%
GUSH Direxion Daily S&P Oil & Gas Exp. & Prod. Bull 3X Shares -34.86%
BOIL ProShares Ultra Bloomberg Natural Gas -23.75%
OILU ProShares UltraPro 3x Crude Oil ETF -23.13%
WTIU UBS ETRACS - ProShares Daily 3x Long Crude ETN -23.03%

Top Creations

USMV iShares Edge MSCI Min Vol U.S.A. ETF 1.54K
FXO First Trust Financials AlphaDEX Fund 863.35
ESGU iShares ESG MSCI U.S.A. ETF 848.47
VIG Vanguard Dividend Appreciation ETF 732.47
VYM Vanguard High Dividend Yield ETF 576.57

Top Redemptions

FBT First Trust NYSE Arca Biotechnology Index Fund -894.78
FIHD UBS AG FI Enhanced Global High Yield ETN -505.69
FIYY Barclays ETN+ FI Enhanced Global High Yield ETN Series B -449.23
FLGE Credit Suisse FI Large Cap Growth Enhanced ETN -448.32
FBGX UBS AG FI Enhanced Large Cap Growth ETN -367.65

AUM Winners

QQH HCM Defender 100 Index ETF 1,849.38%
SNPE Xtrackers S&P 500 ESG ETF 652.09%
TFLT Global X TargetIncome Plus 2 ETF 500.40%
WWJD Inspire International ESG ETF 363.32%
KFYP KraneShares CICC China Leaders 100 Index ETF 195.12%

AUM Losers

OILD ProShares UltraPro 3x Short Crude Oil ETF -63.35%
DLBR VelocityShares Short LIBOR ETN -59.84%
SDAG IQ Short Duration Enhanced Core Bond U.S. ETF -55.36%
IXSE WisdomTree India ex-State-Owned Enterprises Fund -46.98%
DRIP Direxion Daily S&P Oil & Gas Exp. & Prod. Bear 3X Shares -46.75%

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