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 1040 ETFs traded in the U.S. markets, Smart-Beta ETFs ETFs gather total assets under management of $908.90B. The average expense ratio is 0.53%. Smart-Beta ETFs ETFs can be found in the following asset classes:

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

The largest Smart-Beta ETFs ETF is the Vanguard Value ETF VTV with $49.53B in assets. In the last trailing year, the best performing Smart-Beta ETFs ETF was the GASX at 202.03%. The most-recent ETF launched in the Smart-Beta ETFs space was the Wahed FTSE USA Shariah ETF HLAL in 07/16/19.

TOP ETF PERFORMERS

BDRY Breakwave Dry Bulk Shipping ETF 37.23%
BDRY Breakwave Dry Bulk Shipping ETF 37.23%
OILU ProShares UltraPro 3x Crude Oil ETF 23.41%
OILU ProShares UltraPro 3x Crude Oil ETF 23.41%
WTIU UBS ETRACS - ProShares Daily 3x Long Crude ETN 23.28%

BOTTOM ETF PERFORMERS

WTID UBS ETRACS - ProShares Daily 3x Inverse Crude ETN -27.06%
WTID UBS ETRACS - ProShares Daily 3x Inverse Crude ETN -27.06%
OILD ProShares UltraPro 3x Short Crude Oil ETF -27.02%
OILD ProShares UltraPro 3x Short Crude Oil ETF -27.02%
FNGD BMO REX MicroSectors FANG+ Index -3X Inverse Leveraged ETN -18.47%

TOP CREATIONS

IWD iShares Russell 1000 Value ETF 5.01K
IWD iShares Russell 1000 Value ETF 5.01K
IWF iShares Russell 1000 Growth ETF 4.03K
IWF iShares Russell 1000 Growth ETF 4.03K
IWP iShares Russell Mid-Cap Growth ETF 1.75K

TOP REDEMPTIONS

QUAL iShares Edge MSCI U.S.A. Quality Factor ETF -545.96
QUAL iShares Edge MSCI U.S.A. Quality Factor ETF -545.96
KBE SPDR S&P Bank ETF -201.86
KBE SPDR S&P Bank ETF -201.86
JPIN JPMorgan Diversified Return International Equity ETF -122.78

AUM WINNERS

IUS Invesco RAFI Strategic US ETF 2,942.82%
IUS Invesco RAFI Strategic US ETF 2,942.82%
IUSS Invesco RAFI Strategic US Small Company ETF 968.44%
IUSS Invesco RAFI Strategic US Small Company ETF 968.44%
RINF ProShares Inflation Expectations ETF 598.42%

AUM LOSERS

XLTY Cushing Transportation & MLP ETF -79.52%
XLTY Cushing Transportation & MLP ETF -79.52%
XLUY Cushing Utility & MLP ETF -69.49%
XLUY Cushing Utility & MLP ETF -69.49%
MOM AGFiQ U.S. Market Neutral Momentum Fund -66.60%

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