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 1061 ETFs traded in the U.S. markets, Smart-Beta ETFs ETFs gather total assets under management of $1,073.54B. The average expense ratio is 0.53%. Smart-Beta ETFs ETFs can be found in the following asset classes:

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

The largest Smart-Beta ETFs ETF is the Vanguard Value ETF VTV with $56.27B in assets. In the last trailing year, the best performing Smart-Beta ETFs ETF was the KOLD at 175.21%. The most-recent ETF launched in the Smart-Beta ETFs space was the iShares Factors U.S. Growth Style ETF STLG in 01/14/20.

Top ETF Performers

FNGU MicroSectors FANG+ Index 3X Leveraged ETN 40.55%
FNGO MicroSectors FANG+ Index 2X Leveraged ETN 25.90%
KOLD ProShares UltraShort Bloomberg Natural Gas 25.81%
PILL Direxion Daily Pharmaceutical & Medical Bull 3X Shares 25.52%
CNRG SPDR S&P Kensho Clean Power ETF 16.67%

Bottom ETF Performers

FNGD MicroSectors FANG+ Index -3X Inverse Leveraged ETN -31.01%
BDRY Breakwave Dry Bulk Shipping ETF -24.91%
BOIL ProShares Ultra Bloomberg Natural Gas -22.56%
FNGZ MicroSectors FANG+ Index -2x Inverse Leveraged ETN -21.69%
JO iPath Series B Bloomberg Coffee Subindex Total Return ETN -15.48%

Top Creations

VYM Vanguard High Dividend Yield ETF 877.62
QUAL iShares Edge MSCI U.S.A. Quality Factor ETF 668.83
VIG Vanguard Dividend Appreciation ETF 516.31
FVD First Trust Value Line Dividend Index Fund 468.72
DGRO iShares Core Dividend Growth ETF 335.23

Top Redemptions

SPLV Invesco S&P 500 Low Volatility ETF -599.07
GUNR FlexShares Morningstar Global Upstream Natural Resources Index Fund -353.63
IVW iShares S&P 500 Growth ETF -210.26
RSP Invesco S&P 500 Equal Weight ETF -204.21
MLPI ETRACS Alerian MLP Infrastructure Index ETN -138.76

AUM Winners

CEFZ ETRACS Monthly Pay 2xLeveraged Closed-End Fund ETN Series B 526.35%
MLPB ETRACS Alerian MLP Infrastructure Index ETN Series B 422.54%
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 341.01%
TDV ProShares S&P Technology Dividend Aristocrats ETF 239.19%
QLV FlexShares US Quality Low Volatility Index Fund 238.09%

AUM Losers

GRES IQ Global Resources ETF -74.10%
EMIH Xtrackers Emerging Markets Bond Interest Rate Hedged ETF -63.96%
EMEM Virtus Glovista Emerging Markets ETF -58.56%
QDIV Global X S&P 500 Quality Dividend ETF -56.42%
SSPY Syntax Stratified LargeCap ETF -56.19%

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