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 1030 ETFs traded in the U.S. markets, Smart-Beta ETFs ETFs gather total assets under management of $914.68B. The average expense ratio is 0.53%. Smart-Beta ETFs ETFs can be found in the following asset classes:

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

The largest Smart-Beta ETFs ETF is the iShares Russell 1000 Growth ETF IWF with $51.80B in assets. In the last trailing year, the best performing Smart-Beta ETFs ETF was the GRNTF at 205.09%. The most-recent ETF launched in the Smart-Beta ETFs space was the ROBO Global Artificial Intelligence ETF THNQ in 05/11/20.

Top ETF Performers

NRGU MicroSectors U.S. Big Oil Index 3X Leveraged ETN 48.74%
AGATF DB Agriculture Double Short ETN 44.11%
GUSH Direxion Daily S&P Oil & Gas Exp. & Prod. Bull 2X Shares 40.84%
NRGO MicroSectors U.S. Big Oil Index 2X Leveraged ETN 35.92%
LABU Direxion Daily S&P Biotech Bull 3X Shares 34.38%

Bottom ETF Performers

NRGD MicroSectors U.S. Big Oil Index -3X Inverse Leveraged ETN -58.87%
UCO ProShares Ultra Bloomberg Crude Oil -46.41%
DRIP Direxion Daily S&P Oil & Gas Exp. & Prod. Bear 2X Shares -41.30%
NRGZ MicroSectors U.S. Big Oil Index -2X Inverse Leveraged ETN -38.59%
BDRY Breakwave Dry Bulk Shipping ETF -36.28%

Top Creations

EFG iShares MSCI EAFE Growth ETF 2.62K
ESGU iShares ESG MSCI U.S.A. ETF 2.59K
UCO ProShares Ultra Bloomberg Crude Oil 1.78K
IWF iShares Russell 1000 Growth ETF 1.23K
SDY SPDR S&P Dividend ETF 1.21K

Top Redemptions

RSP Invesco S&P 500 Equal Weight ETF -934.99
USMV iShares Edge MSCI Min Vol U.S.A. ETF -762.88
SIZE iShares Edge MSCI U.S.A. Size Factor ETF -620.33
XBI SPDR S&P Biotech ETF -482.61
IWD iShares Russell 1000 Value ETF -457.18

AUM Winners

NRGU MicroSectors U.S. Big Oil Index 3X Leveraged ETN 2,620.91%
IQSI IQ Candriam ESG International Equity ETF 880.87%
TECB iShares U.S. Tech Breakthrough Multisector ETF 506.03%
IQSU IQ Candriam ESG U.S. Equity ETF 471.01%
USL United States 12 Month Oil Fund LP 332.93%

AUM Losers

FIYY Barclays ETN+ FI Enhanced Global High Yield ETN Series B -94.85%
FIHD UBS AG FI Enhanced Global High Yield ETN -93.30%
JJPFF iPath Bloomberg Precious Metals Subindex Total Return ETN -74.53%
JJP iPath Series B Bloomberg Precious Metals Subindex Total Return ETN -74.53%
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF -73.29%

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