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 1042 ETFs traded in the U.S. markets, Smart-Beta ETFs ETFs gather total assets under management of $948.68B. The average expense ratio is 0.53%. Smart-Beta ETFs ETFs can be found in the following asset classes:

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

The largest Smart-Beta ETFs ETF is the Vanguard Value ETF VTV with $49.73B in assets. In the last trailing year, the best performing Smart-Beta ETFs ETF was the GASX at 173.60%. The most-recent ETF launched in the Smart-Beta ETFs space was the U.S. Vegan Climate ETF VEGN in 09/09/19.

Top ETF Performers

BOIL ProShares Ultra Bloomberg Natural Gas 35.69%
RETL Direxion Daily Retail Bull 3x Shares 25.67%
BDRY Breakwave Dry Bulk Shipping ETF 21.81%
BNKU MicroSectors U.S. Big Banks Index 3X Leveraged ETN 17.73%
GAZ iPath Series B Bloomberg Natural Gas Subindex Total Return ETN 17.05%

Bottom ETF Performers

KOLD ProShares UltraShort Bloomberg Natural Gas -28.66%
DRIP Direxion Daily S&P Oil & Gas Exp. & Prod. Bear 3X Shares -25.47%
GASX Direxion Daily Natural Gas Related Bear 3X Shares -25.33%
BNKD MicroSectors U.S. Big Banks Index -3X Inverse Leveraged ETN -20.46%
FNGD BMO REX MicroSectors FANG+ Index -3X Inverse Leveraged ETN -19.83%

Top Creations

USMV iShares Edge MSCI Min Vol U.S.A. ETF 2.17K
MTUM iShares Edge MSCI U.S.A. Momentum Factor ETF 513.88
QUAL iShares Edge MSCI U.S.A. Quality Factor ETF 501.80
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 469.03
VIG Vanguard Dividend Appreciation ETF 422.57

Top Redemptions

SDY SPDR S&P Dividend ETF -1,314.63
VBK Vanguard Small-Cap Growth ETF -380.12
IWF iShares Russell 1000 Growth ETF -314.53
RDIV Invesco S&P Ultra Dividend Revenue ETF -268.64
KRE SPDR S&P Regional Banking ETF -260.78

AUM Winners

BUY USCF SummerHaven SHPEI Index Fund 1,504.14%
FLN First Trust Latin America AlphaDEX Fund 390.85%
XRT SPDR S&P Retail ETF 255.03%
ESGU iShares ESG MSCI U.S.A. ETF 253.83%
NUAG Nuveen Enhanced Yield U.S. Aggregate Bond ETF 243.02%

AUM Losers

SNPE Xtrackers S&P 500 ESG ETF -47.79%
KOLD ProShares UltraShort Bloomberg Natural Gas -30.67%
BNKD MicroSectors U.S. Big Banks Index -3X Inverse Leveraged ETN -25.87%
HYGH iShares Interest Rate Hedged High Yield Bond ETF -25.67%
AGGE IQ Enhanced Core Bond U.S. ETF -24.40%

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