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 1220 ETFs traded on the U.S. markets, Smart-Beta ETFs ETFs have total assets under management of $1,679.16B. The average expense ratio is 0.53%. Smart-Beta ETFs ETFs can be found in the following asset classes:

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

The largest Smart-Beta ETFs ETF is the Vanguard Value ETF VTV with $95.90B in assets. In the last trailing year, the best-performing Smart-Beta ETFs ETF was NRGU at 165.78%. The most recent ETF launched in the Smart-Beta ETFs space was the SPDR S&P SmallCap 600 ESG ETF ESIX on 01/10/22.

Top ETF Performers

KOLD ProShares UltraShort Bloomberg Natural Gas 280.73%
NRGU MicroSectors U.S. Big Oil Index 3X Leveraged ETN 59.52%
DPST Direxion Daily Regional Banks Bull 3X Shares 46.44%
BNKU MicroSectors U.S. Big Banks Index 3X Leveraged ETN 36.93%
LABD Direxion Daily S&P Biotech Bear 3X Shares 31.78%

Bottom ETF Performers

NRGD MicroSectors U.S. Big Oil Index -3X Inverse Leveraged ETN -42.01%
LABU Direxion Daily S&P Biotech Bull 3X Shares -34.07%
BNKD MicroSectors U.S. Big Banks Index -3X Inverse Leveraged ETN -30.62%
DRIP Direxion Daily S&P Oil & Gas Exp. & Prod. Bear 2X Shares -23.57%
FNGG Direxion Daily Select Large Caps & FANGs Bull 2X Shares -22.88%

Top Creations

IWD iShares Russell 1000 Value ETF 1.49K
VIG Vanguard Dividend Appreciation ETF 1.29K
IWF iShares Russell 1000 Growth ETF 1.19K
VYM Vanguard High Dividend Yield ETF 1.15K
FTXN First Trust Nasdaq Oil & Gas ETF 875.85

Top Redemptions

QUAL iShares MSCI USA Quality Factor ETF -3,037.94
MTUM iShares MSCI USA Momentum Factor ETF -1,936.97
USMV iShares MSCI USA Min Vol Factor ETF -1,383.62
VLUE iShares MSCI USA Value Factor ETF -1,064.50
FXL First Trust Technology AlphaDEX Fund -845.34

AUM Winners

DFRA Donoghue Forlines Yield Enhanced Real Asset ETF 2,312.04%
RITA ETFB Green SRI REITs ETF 2,168.36%
BAD B.A.D. ETF 959.19%
PSFD Pacer Swan SOS Flex January ETF 607.07%
APXH APEX HealthCare ETF 420.27%

AUM Losers

LDEM iShares ESG MSCI EM Leaders ETF -90.57%
TSJA Innovator Triple Stacker ETF - January -65.43%
CPI IQ Real Return ETF -56.65%
AZBL AllianzIM U.S. Large Cap Buffer20 Jul ETF -54.37%
SPQQ Siren Large Cap Blend Index ETF -53.05%

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