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 1026 ETFs traded in the U.S. markets, Smart-Beta ETFs ETFs gather total assets under management of $911.61B. 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 Vanguard Value ETF VTV with $47.10B in assets. In the last trailing year, the best performing Smart-Beta ETFs ETF was the PSJ at 31.70%. The most-recent ETF launched in the Smart-Beta ETFs space was the SoFi Select 500 ETF SFY in 04/11/19.

TOP ETF PERFORMERS

WTIU UBS ETRACS - ProShares Daily 3x Long Crude ETN 38.72%
OILU ProShares UltraPro 3x Crude Oil ETF 38.56%
GUSH Direxion Daily S&P Oil & Gas Exp. & Prod. Bull 3X Shares 31.13%
UCO ProShares Ultra Bloomberg Crude Oil 24.86%
GASL Direxion Daily Natural Gas Related Bull 3X Shares 19.20%

BOTTOM ETF PERFORMERS

WTID UBS ETRACS - ProShares Daily 3x Inverse Crude ETN -30.33%
OILD ProShares UltraPro 3x Short Crude Oil ETF -30.33%
DRIP Direxion Daily S&P Oil & Gas Exp. & Prod. Bear 3X Shares -29.86%
GASX Direxion Daily Natural Gas Related Bear 3X Shares -21.62%
SCO ProShares UltraShort Bloomberg Crude Oil -20.97%

TOP CREATIONS

USMV iShares Edge MSCI Min Vol U.S.A. ETF 917.50
USSG Xtrackers MSCI U.S.A. ESG Leaders Equity ETF 843.47
SPYG SPDR Portfolio S&P 500 Growth ETF 611.76
FLQL Franklin LibertyQ U.S. Equity ETF 495.80
QUAL iShares Edge MSCI U.S.A. Quality Factor ETF 456.11

TOP REDEMPTIONS

IWF iShares Russell 1000 Growth ETF -353.17
PKW Invesco BuyBack Achievers ETF -298.04
IWD iShares Russell 1000 Value ETF -239.46
IJS iShares S&P Small-Cap 600 Value ETF -184.34
VLUE iShares Edge MSCI U.S.A. Value Factor ETF -169.28

AUM WINNERS

DMRE DeltaShares S&P EM 100 & Managed Risk ETF 815.60%
NUAG Nuveen Enhanced Yield U.S. Aggregate Bond ETF 188.19%
ERSX ERShares Non-US Small Cap ETF 165.47%
DRIP Direxion Daily S&P Oil & Gas Exp. & Prod. Bear 3X Shares 123.58%
WDRW Direxion Daily Regional Banks Bear 3X Shares 98.63%

AUM LOSERS

RISE Sit Rising Rate ETF -56.50%
BNKD MicroSectors U.S. Big Banks Index -3X Inverse Leveraged ETN -51.70%
BNKO MicroSectors U.S. Big Banks Index 2x Leveraged ETN -48.93%
QWLD SPDR MSCI World StrategicFactors ETF -48.45%
BNKU MicroSectors U.S. Big Banks Index 3X Leveraged ETN -48.42%

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