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 1007 ETFs traded in the U.S. markets, Smart-Beta ETFs ETFs gather total assets under management of $855.14B. The average expense ratio is 0.53%. Smart-Beta ETFs ETFs can be found in the following asset classes:

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

The largest Smart-Beta ETFs ETF is the iShares Russell 1000 Growth ETF IWF with $43.78B in assets. In the last trailing year, the best performing Smart-Beta ETFs ETF was the WTIU at 134.58%. The most-recent ETF launched in the Smart-Beta ETFs space was the Oppenheimer Emerging Markets Ultra Dividend Revenue ETF REDV in 08/07/18.

TOP ETF PERFORMERS

SZODB Crude Oil Short ETN43.06%
AGFDB Agriculture Long ETN20.22%
MLPQETRACS 2xMonthly Leveraged Alerian MLP Infrastructure Index ETN Series B20.06%
GASXDirexion Daily Natural Gas Related Bear 3x Shares19.98%
DRIPDirexion Daily S&P Oil & Gas Exp. & Prod. Bear 3X Shares19.87%

BOTTOM ETF PERFORMERS

GUSHDirexion Daily S&P Oil & Gas Exp. & Prod. Bull 3X Shares-20.36%
GASLDirexion Daily Natural Gas Related Bull 3X Shares-19.01%
FNGUBMO REX MicroSectors FANG+ Index 3X Leveraged ETN-18.57%
SGDMSprott Gold Miners ETF-18.20%
SGDJSprott Junior Gold Miners ETF-17.05%

top creations

VTVVanguard Value ETF1,530.90
SDYSPDR S&P Dividend ETF1,106.67
SPYGSPDR Portfolio S&P 500 Growth ETF549.74
RDIVOppenheimer S&P Ultra Dividend Revenue ETF469.31
IJSiShares S&P Small-Cap 600 Value ETF427.51

top redemptions

AMLPAlerian MLP ETF-618.86
IVEiShares S&P 500 Value ETF-596.60
IWFiShares Russell 1000 Growth ETF-425.23
IWNiShares Russell 2000 Value ETF-338.96
IWOiShares Russell 2000 Growth ETF-308.12

AUM WINNERS

FCTRFirst Trust Lunt U.S. Factor Rotation ETF65,354,250.00%
NACPImpact Shares NAACP Minority Empowerment ETF2,006.79%
CBNDSPDR Bloomberg Barclays Corporate Bond ETF180.29%
EASIAmplify EASI Tactical Growth ETF128.13%
NUAGNuShares Enhanced Yield U.S. Aggregate Bond ETF110.36%

AUM LOSERS

EFASGlobal X MSCI SuperDividend EAFE ETF-47.59%
JPMViShares Edge MSCI Min Vol Japan ETF-39.80%
BBCVirtus LifeSci Biotech Clinical Trials ETF-38.39%
HDAWXtrackers MSCI All World ex U.S. High Dividend Yield Equity ETF-33.63%
FLQHFranklin LibertyQ International Equity Hedged ETF-33.12%

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