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 $952.25B. The average expense ratio is 0.53%. Smart-Beta ETFs ETFs can be found in the following asset classes:

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

The largest Smart-Beta ETFs ETF is the Vanguard Growth ETF VUG with $55.59B 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 Direxion Work From Home ETF WFH in 06/25/20.

Top ETF Performers

BDRY Breakwave Dry Bulk Shipping ETF 55.17%
DEENF DB Commodity Double Short ETN 38.46%
GRN iPath Series B Carbon ETN 32.24%
GRNTF iPath Global Carbon ETN 30.58%
GSC GS Connect S&P GSCI Enhanced Commodity TR Strategy ETN 28.03%

Bottom ETF Performers

BALTF iPath Bloomberg Cotton Subindex Total Return ETN -70.47%
JJSSF iPath Bloomberg Softs Subindex Total Return ETN -53.33%
JJTFF iPath Bloomberg Tin Subindex Total Return ETN -44.44%
FNGD MicroSectors FANG+ Index -3X Inverse Leveraged ETN -27.18%
DAGXF DB Agriculture Double Long ETN -27.01%

Top Creations

VLUE iShares Edge MSCI U.S.A. Value Factor ETF 853.19
RSP Invesco S&P 500 Equal Weight ETF 844.90
EFV iShares MSCI EAFE Value ETF 763.94
FXD First Trust Consumer Discretionary AlphaDEX Fund 673.80
FXN First Trust Energy AlphaDEX Fund 592.84

Top Redemptions

FNDX Schwab Fundamental U.S. Large Company Index ETF -1,472.10
FNDA Schwab Fundamental U.S. Small Company Index ETF -687.15
VTV Vanguard Value ETF -659.44
FXH First Trust Health Care AlphaDEX Fund -572.14
FNDF Schwab Fundamental International Large Company Index ETF -537.86

AUM Winners

BETZ Roundhill Sports Betting & iGaming ETF 5,672.84%
TECB iShares U.S. Tech Breakthrough Multisector ETF 1,001.15%
FXN First Trust Energy AlphaDEX Fund 529.80%
FXD First Trust Consumer Discretionary AlphaDEX Fund 387.81%
OLEM iPath Pure Beta Crude Oil ETN 379.40%

AUM Losers

BUY USCF SummerHaven SHPEI Index Fund -96.77%
COW iPath Series B Bloomberg Livestock Subindex Total Return ETN -77.64%
COWTF iPath Bloomberg Livestock Subindex Total Return ETN -77.64%
JJP iPath Series B Bloomberg Precious Metals Subindex Total Return ETN -74.33%
JJPFF iPath Bloomberg Precious Metals Subindex Total Return ETN -74.33%

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