smart beta

Count 2016 as another year of impressive growth and expectations of more of the same for smart beta exchange-traded funds. BlackRock data indicate 2016 is proving to be a banner year for smart beta funds. As of November 20, smart beta ETFs around the world attracted $45 billion in new assets...

The Consumer Staples Select Sect. SPDR (ETF) (NYSE: XLP) is up about 1.8 percent this week. Perhaps that is the beginning of a comeback for a once hot sector exchange-traded fund that now resides about 7.5 percent below its July highs. Low Beta Sectors' Recent Performance Earlier this year, low...

An increasingly popular niche within the expansive universe of smart beta exchange-traded funds is the low volatility/high dividend concept. SPHD And 2 New ETFs The PowerShares S&P 500 High Dividend Low Volatility Portfolio (PowerShares Exchange-Traded Fund Trust II (NYSE: SPHD)) pioneered the...

As is the case with other investments, knowing exactly when low volatility is going to be in style amounts to an effort aimed at factor timing and can be a tricky endeavor. Likewise, knowing when higher beta stocks will be favored is a taxing endeavor. Welcome To The Market, LVHB The Elkhorn Lunt...

Smart beta remains one of the fastest-growing corners of the exchange-traded funds market. Within this rapidly growing space, multi-factor ETFs are taking hold, perhaps offering investors a smarter interpretation of smart beta. The Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF (NYSE: GSLC) is...

With approximately 300 exchange-traded funds offering exposure to China in some form or fashion, it can pay for investors to consider different approaches to the world's second-largest economy. Enter the KraneShares Zacks New China ETF (KraneShares Trust (NYSE: KFYP)). Counting On China KFYP...

John Hancock added five of its smart beta sector exchange-traded funds to Charles Schwab Corp (NYSE: SCHW)'s Schwab ETF OneSource platform, the largest commission-free platform for ETFs in the brokerage industry. The move, announced in a statement issued Wednesday by Boston-based John Hancock and...

First Trust, the seventh-largest U.S. issuer of exchange-traded funds, is already one of the largest purveyors of smart beta ETFs, including sector funds, added to its lineup of smart beta offerings last week with the addition of seven industry funds. The new ETFs from Illinois-based First Trust...

Elkhorn Investments added to its growing lineup of exchange-traded funds Wednesday with the addition of two smart beta commodities funds. DWA The Elkhorn Commodity Rotation Strategy ETF (NASDAQ: DWAC) is the latest ETF to follow Dorsey, Wright & Associates (DWA)'s popular momentum-based...

Leveraging its research capabilities and perch as a dominant issuer of actively managed mutual funds, Fidelity entered the smart beta arena Thursday with the debuts of six exchange-traded funds. Smart or strategic funds are one of the fastest-growing segments of the ETF industry and for several...

Later this week, fund giant Fidelity makes its initial foray into the fast-growing world of smart exchange-traded funds. Boston-based Fidelity is expected to launch six smart beta ETFs on Thursday September 15, one of which will be a low volatility offering known as the Fidelity Low Volatility...

The universe of multi-factor exchange-traded funds is certainly expanding in terms of population, indicating that issuers are betting such funds will benefit from the strategic beta boom. In its third-annual survey of institutional investors and their views on smart beta products, FTSE Russell...

Beyond U.S. equities, fertile ground for the spate of fundamentally-indexed or smart or strategic beta exchange-traded funds that have come to market over the past several years include emerging markets. Investors have a wide array of options from which to choose when it comes to emerging markets...

The Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF (NYSE: GSLC) is a still a couple of weeks' shy of its first anniversary, but that says Goldman's oldest exchange-traded fund has not needed much time to be a one of clearest success stories among ETFs that debuted last year. What A First...

The Goldman Sachs ActiveBeta Emerging Markets Equity ETF (NYSE: GEM), one of the first exchange-traded funds brought to market by Goldman Sachs Group Inc (NYSE: GS), is about a month away from its first anniversary, and it is accurate to say GEM is off to a fine start. Happy Birthday, GEM! GEM is...