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 1060 ETFs traded in the U.S. markets, Smart-Beta ETFs ETFs gather total assets under management of $998.98B. The average expense ratio is 0.53%. Smart-Beta ETFs ETFs can be found in the following asset classes:

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

The largest Smart-Beta ETFs ETF is the Vanguard Value ETF VTV with $53.40B in assets. In the last trailing year, the best performing Smart-Beta ETFs ETF was the GASX at 131.92%. The most-recent ETF launched in the Smart-Beta ETFs space was the MicroSectors FANG+ Index ETN FNGS in 11/12/19.

Top ETF Performers

BNKU MicroSectors U.S. Big Banks Index 3X Leveraged ETN 30.99%
LABU Direxion Daily S&P Biotech Bull 3X Shares 26.50%
PILL Direxion Daily Pharmaceutical & Medical Bull 3X Shares 24.04%
DPST Direxion Daily Regional Banks Bull 3X Shares 21.93%
FNGU MicroSectors FANG+ Index 3X Leveraged ETN 21.45%

Bottom ETF Performers

BNKD MicroSectors U.S. Big Banks Index -3X Inverse Leveraged ETN -25.26%
LABD Direxion Daily S&P Biotech Bear 3X Shares -23.37%
BDRY Breakwave Dry Bulk Shipping ETF -20.68%
FNGD MicroSectors FANG+ Index -3X Inverse Leveraged ETN -20.05%
WDRW Direxion Daily Regional Banks Bear 3X Shares -19.64%

Top Creations

USMV iShares Edge MSCI Min Vol U.S.A. ETF 1.52K
QUAL iShares Edge MSCI U.S.A. Quality Factor ETF 1.44K
SDY SPDR S&P Dividend ETF 1.26K
VTV Vanguard Value ETF 980.78
VIG Vanguard Dividend Appreciation ETF 784.96

Top Redemptions

MTUM iShares Edge MSCI U.S.A. Momentum Factor ETF -1,112.74
IWF iShares Russell 1000 Growth ETF -472.67
KRE SPDR S&P Regional Banking ETF -232.50
IJS iShares S&P Small-Cap 600 Value ETF -190.18
XBI SPDR S&P Biotech ETF -176.50

AUM Winners

ROMO Strategy Shares Newfound/ReSolve Robust Momentum ETF 2,919.39%
WIZ Merlyn.AI Bull-Rider Bear-Fighter ETF 566.03%
QGRO American Century STOXX U.S. Quality Growth ETF 477.14%
QINT American Century Quality Diversified International ETF 410.81%
PTBD Pacer Trendpilot U.S. Bond ETF 349.19%

AUM Losers

SDAG IQ Short Duration Enhanced Core Bond U.S. ETF -55.60%
NUAG Nuveen Enhanced Yield U.S. Aggregate Bond ETF -50.24%
PLAT WisdomTree Modern Tech Platforms Fund -48.57%
INAU Innovation Alpha United States ETF -47.97%
INAG Innovation Alpha Global ETF -47.71%

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