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 1182 ETFs traded on the U.S. markets, Smart-Beta ETFs ETFs have total assets under management of $1,560.89B. The average expense ratio is 0.54%. Smart-Beta ETFs ETFs can be found in the following asset classes:

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

The largest Smart-Beta ETFs ETF is the Vanguard Growth ETF VUG with $84.58B in assets. In the last trailing year, the best-performing Smart-Beta ETFs ETF was BNKU at 390.88%. The most recent ETF launched in the Smart-Beta ETFs space was the abrdn Bloomberg Industrial Metals Strategy K-1 Free ETF BCIM on 09/23/21.

Top ETF Performers

BOIL ProShares Ultra Bloomberg Natural Gas 56.51%
URNM North Shore Global Uranium Mining ETF 48.03%
GUSH Direxion Daily S&P Oil & Gas Exp. & Prod. Bull 2X Shares 41.05%
GCEC Claymore CEF Index-Linked GS Connect ETN 29.74%
NRGU MicroSectors U.S. Big Oil Index 3X Leveraged ETN 26.55%

Bottom ETF Performers

KOLD ProShares UltraShort Bloomberg Natural Gas -43.06%
DRIP Direxion Daily S&P Oil & Gas Exp. & Prod. Bear 2X Shares -33.91%
NRGD MicroSectors U.S. Big Oil Index -3X Inverse Leveraged ETN -28.67%
SCO ProShares UltraShort Bloomberg Crude Oil -20.22%
LABD Direxion Daily S&P Biotech Bear 3X Shares -13.97%

Top Creations

ESGU iShares ESG Aware MSCI USA ETF 1.54K
IWF iShares Russell 1000 Growth ETF 918.82
QUAL iShares MSCI USA Quality Factor ETF 910.06
VTV Vanguard Value ETF 694.60
VUG Vanguard Growth ETF 680.73

Top Redemptions

SDY SPDR S&P Dividend ETF -941.44
XOP SPDR S&P Oil & Gas Exploration & Production ETF -504.65
SPHD Invesco S&P 500 High Dividend Low Volatility ETF -496.37
SPYD SPDR Portfolio S&P 500 High Dividend ETF -461.47
ESGE iShares ESG Aware MSCI EM ETF -319.76

AUM Winners

EAOK iShares ESG Aware Conservative Allocation ETF 623.58%
JRNY ALPS Global Travel Beneficiaries ETF 405.23%
BULZ MicroSectors FANG & Innovation 3x Leveraged ETN 394.71%
EMCR Xtrackers Emerging Markets Carbon Reduction and Climate Improvers ETF 359.21%
QDPL Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF 331.27%

AUM Losers

USLB Invesco Russell 1000 Low Beta Equal Weight ETF -71.02%
SHLD VictoryShares Protect America ETF -51.77%
VTRN VictoryShares Top Veteran Employers ETF -51.71%
JANZ TrueShares Structured Outcome ETF - January -40.33%
MAYZ TrueShares Structured Outcome ETF - May -38.81%

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