Hottest Smart Beta ETFs This Year

June 26, 2017

Most Popular Momentum ETF

iShares Edge MSCI USA Momentum Factor ETF (MTUM)

MTUM has net inflows so far in 2017 of $845 million. It is a relatively young fund, having come to market in 2013. This year, no other momentum ETF has come even close in terms of asset gathering.

With $3.1 billion in total assets, MTUM looks for stocks that are showing a smooth and positive trend line. The fund selects and weights securities by looking at both six- and 12-month holding-period returns, scaled by the volatility of returns over the past three years. It carries an expense ratio of 0.15%. 

 

 

Most Popular Fundamental ETFs

Schwab Fundamental US Large Co. Index ETF (FNDX)

This fund has year-to-date net inflows of $774 million. It relies on various fundamental screens to pick and weight securities from the Russell 3000 universe with the goal of investing in companies not by market cap, but by aspects such as sales, cash flow, dividends and buybacks. FNDX has $2.7 billion in total assets. It’s not one of the cheapest in this segment, with an expense ratio of 0.25%.

Schwab Fundamental International Large Co. Index ETF (FNDF)

FNDF has net inflows so far in 2017 of $729 million. It is essentially the international version of FNDX. The fund picks stocks based on fundamental metrics in developed markets ex-U.S. It has $2.5 billion in assets and it too carries an expense ratio of 0.25%. 

 

 

 

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