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 1007 ETFs traded in the U.S. markets, Smart-Beta ETFs ETFs gather total assets under management of $855.39B. The average expense ratio is 0.53%. Smart-Beta ETFs ETFs can be found in the following asset classes:

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

The largest Smart-Beta ETFs ETF is the iShares Russell 1000 Growth ETF IWF with $43.97B in assets. In the last trailing year, the best performing Smart-Beta ETFs ETF was the WTIU at 118.52%. The most-recent ETF launched in the Smart-Beta ETFs space was the Oppenheimer Emerging Markets Ultra Dividend Revenue ETF REDV in 08/07/18.

TOP ETF PERFORMERS

SZODB Crude Oil Short ETN34.09%
MLPQETRACS 2xMonthly Leveraged Alerian MLP Infrastructure Index ETN Series B20.48%
AMJLCredit Suisse X-Links Monthly Pay 2xLeveraged Alerian MLP Index ETN18.07%
LABDDirexion Daily S&P Biotech Bear 3X Shares17.46%
BOILProShares Ultra Bloomberg Natural Gas16.69%

BOTTOM ETF PERFORMERS

LABUDirexion Daily S&P Biotech Bull 3X Shares-17.32%
NIBiPath Bloomberg Cocoa Subindex Total Return ETN-17.09%
GASLDirexion Daily Natural Gas Related Bull 3X Shares-15.81%
FNGUBMO REX MicroSectors FANG+ Index 3X Leveraged ETN-15.55%
GUSHDirexion Daily S&P Oil & Gas Exp. & Prod. Bull 3X Shares-15.24%

top creations

VTVVanguard Value ETF1,530.90
SDYSPDR S&P Dividend ETF1,106.67
SPYGSPDR Portfolio S&P 500 Growth ETF549.74
RDIVOppenheimer S&P Ultra Dividend Revenue ETF469.31
IJSiShares S&P Small-Cap 600 Value ETF427.51

top redemptions

AMLPAlerian MLP ETF-618.86
IVEiShares S&P 500 Value ETF-596.60
IWFiShares Russell 1000 Growth ETF-425.23
IWNiShares Russell 2000 Value ETF-338.96
IWOiShares Russell 2000 Growth ETF-308.12

AUM WINNERS

FCTRFirst Trust Lunt U.S. Factor Rotation ETF65,302,250.00%
NACPImpact Shares NAACP Minority Empowerment ETF2,007.95%
CBNDSPDR Bloomberg Barclays Corporate Bond ETF179.96%
NUAGNuShares Enhanced Yield U.S. Aggregate Bond ETF110.16%
LOUPInnovator Loup Frontier Tech ETF102.80%

AUM LOSERS

EFASGlobal X MSCI SuperDividend EAFE ETF-47.11%
JPMViShares Edge MSCI Min Vol Japan ETF-40.12%
BBCVirtus LifeSci Biotech Clinical Trials ETF-38.45%
QJPNSPDR MSCI Japan StrategicFactors ETF-33.31%
FLQHFranklin LibertyQ International Equity Hedged ETF-33.15%

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