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 1028 ETFs traded in the U.S. markets, Smart-Beta ETFs ETFs gather total assets under management of $903.86B. 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 $47.30B in assets. In the last trailing year, the best performing Smart-Beta ETFs ETF was the GASX at 95.90%. The most-recent ETF launched in the Smart-Beta ETFs space was the Alpha Architect Freedom 100 Emerging Market ETF FRDM in 05/23/19.

TOP ETF PERFORMERS

DRIP Direxion Daily S&P Oil & Gas Exp. & Prod. Bear 3X Shares 44.93%
GASX Direxion Daily Natural Gas Related Bear 3X Shares 39.17%
FNGD BMO REX MicroSectors FANG+ Index -3X Inverse Leveraged ETN 30.25%
NRGD MicroSectors U.S. Big Oil Index -3X Inverse Leveraged ETN 26.28%
OILD ProShares UltraPro 3x Short Crude Oil ETF 20.28%

BOTTOM ETF PERFORMERS

GUSH Direxion Daily S&P Oil & Gas Exp. & Prod. Bull 3X Shares -35.84%
GASL Direxion Daily Natural Gas Related Bull 3X Shares -31.98%
FNGU BMO REX MicroSectors FANG+ Index 3X Leveraged ETN -28.13%
NRGU MicroSectors U.S. Big Oil Index 3X Leveraged ETN -22.79%
XES SPDR S&P Oil & Gas Equipment & Services ETF -22.29%

TOP CREATIONS

SDY SPDR S&P Dividend ETF 1.04K
FXU First Trust Utilities AlphaDEX Fund 806.56
RDIV Oppenheimer S&P Ultra Dividend Revenue ETF 641.78
QUAL iShares Edge MSCI U.S.A. Quality Factor ETF 631.85
RPG Invesco S&P 500 Pure Growth ETF 500.83

TOP REDEMPTIONS

FXH First Trust Health Care AlphaDEX Fund -639.23
IWS iShares Russell Mid-Cap Value ETF -530.45
KRE SPDR S&P Regional Banking ETF -361.05
IWN iShares Russell 2000 Value ETF -300.14
SCHV Schwab U.S. Large-Cap Value ETF -225.14

AUM WINNERS

SUSL iShares ESG MSCI USA Leaders ETF 17,265.68%
ISDX Invesco RAFI Strategic Developed ex-US ETF 5,635.98%
TPHD Timothy Plan High Dividend Stock ETF 2,061.03%
TPLC Timothy Plan U.S. Large Cap Core ETF 1,928.17%
PTIN Pacer Trendpilot International ETF 1,365.11%

AUM LOSERS

SPHB Invesco S&P 500 High Beta ETF -65.27%
GHYB Goldman Sachs Access High Yield Corporate Bond ETF -55.54%
XLSY Cushing Energy Supply Chain & MLP ETF -53.03%
SDGA Impact Shares Sustainable Development Goals Global Equity ETF -51.24%
XTH SPDR S&P Technology Hardware ETF -45.19%

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