Client Alignment Growth Factors like low cost and transparency.
Innovation Growth Factors like democratized access.
RSP, The S&P 500 Equal Weight, which started the move to alternative weightings.
DWAQ, DWA NASDQ Momentum ETF, was the first non-style box factor.
FVD, Value line Dividend ETF, was the first to focus on dividends.
These ETFs are considered smart beta by almost all investors, but based on our research, the term “Smart Beta” was not commonly used until after 2009; well after WisdomTree (WETF) launched its family of dividend funds between 2006-2007. We are less concerned about the labeling and or the credit and more concerned as ETF Nerds that the integrity of our process be honest with consistent standardized definitions. Why do you ask? AtToroso, we have been working on building the most robust database tool for our Think Tank users and screening through all 2,139 ETFs across factors and methodologies is at the foundation of our database value proposition. Why should you care? How you invest (Smart, Traditional or Active) sets the path for you to have the discipline for knowing how these solutions will work in different markets.