Hottest Smart Beta ETFs This Year

June 26, 2017

Next-Most-Popular Value ETFs

Vanguard Small Cap Value Index Fund (VBR)

This ETF has net creations so far this year of $954 million. It also tracks a CRSP index that looks at five value metrics to select and weight stocks. Combine that with its small-cap status, and you’ve got a multifactor approach to value investing. The fund has $11.1 billion in AUM and an expense ratio of 0.07%.

iShares Core S&P U.S. Value ETF (IUSV)

This fund has year-to-date net creations of $816 million. IUSV is part of iShares’ low-cost Core lineup of funds—it has an expense ratio of only 0.05%, and $2.13 billion in AUM. The strategy looks at the three value factors in order to select and weight securities. 

 

Most Popular Growth ETFs

iShares S&P 500 Growth ETF (IVW)

IVW has net creations so far in 2017 of $1.14 billion. With $18 billion in AUM, it isn’t the only iShares growth ETF capturing assets this year. The firm’s iShares Core S&P U.S. Growth ETF (IUSG) has gathered a 2017 net so far of $945 million, boosting it to a $2.5 billion fund.

However, IVW is a veteran in the space, having come to market in 2000. It has a fundamental security selection methodology that looks at three growth metrics within the universe of the S&P 500. IVW has an expense ratio of 0.18%.

Vanguard Growth Index Fund (VUG)

This ETF has year-to-date net creations of $1.08 billion. It is a massive fund, with $27.7 billion in AUM, and a price tag that’s very competitive—just 0.06%. The fund looks at six growth metrics when picking stocks, and it’s also massively liquid and popular with long-term investors.

 

 

 

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