Actively Managed ETFs
These exchange traded funds have a team or manager responsible for portfolio allocation decisions and thus can adapt the fund to changing market conditions.
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Name
|
Ticker
|
Morningstar Category
|
Fund Size
|
Adjusted Expense Ratio
|
Total Return Rank in Category
3 Year
|
Total Return Rank in Category
5 Year
|
Total Return Rank in Category
10 Year
|
Management Style
|
---|---|---|---|---|---|---|---|---|
JPMorgan Equity Premium Income ETF | JEPI | Derivative Income | 33.68 Bil | 0.350% | 17 | — | — | Active |
Dimensional US Core Equity 2 ETF | DFAC | Large Blend | 27.49 Bil | 0.170% | 63 | 59 | 66 | Active |
JPMorgan Ultra-Short Income ETF | JPST | Ultrashort Bond | 23.09 Bil | 0.180% | 36 | 22 | — | Active |
JPMorgan Nasdaq Equity Premium Inc ETF | JEPQ | Derivative Income | 13.03 Bil | 0.350% | — | — | — | Active |
PIMCO Enhanced Short Maturity Active ETF | MINT | Ultrashort Bond | 11.80 Bil | 0.350% | 67 | 59 | 37 | Active |
Avantis US Small Cap Value ETF | AVUV | Small Value | 11.25 Bil | 0.250% | 8 | — | — | Active |
Dimensional US Marketwide Value ETF | DFUV | Large Value | 10.54 Bil | 0.210% | 70 | 59 | 42 | Active |
Dimensional US Targeted Value ETF | DFAT | Small Value | 9.93 Bil | 0.280% | 16 | 20 | 18 | Active |
Janus Henderson AAA CLO ETF | JAAA | Ultrashort Bond | 9.39 Bil | 0.210% | 2 | — | — | Active |
Fidelity Total Bond ETF | FBND | Intermediate Core-Plus Bond | 9.16 Bil | 0.360% | 22 | 17 | — | Active |
Dimensional US Equity ETF | DFUS | Large Blend | 9.07 Bil | 0.090% | 35 | 26 | 22 | Active |
Dimensional US Small Cap ETF | DFAS | Small Blend | 8.04 Bil | 0.260% | 24 | 31 | 29 | Active |
BlackRock U.S. Equity Factor Rttn ETF | DYNF | Large Blend | 7.76 Bil | 0.300% | 6 | 29 | — | Active |
Capital Group Dividend Value ETF | CGDV | Large Value | 7.66 Bil | 0.330% | — | — | — | Active |
Dimensional International Value ETF | DFIV | Foreign Large Value | 7.43 Bil | 0.270% | 10 | 20 | 24 | Active |
Dimensional World ex US Core Eq 2 ETF | DFAX | Foreign Large Blend | 6.88 Bil | 0.280% | 54 | 43 | 44 | Active |
PGIM Ultra Short Bond ETF | PULS | Ultrashort Bond | 6.81 Bil | 0.150% | 9 | 8 | — | Active |
Avantis US Equity ETF | AVUS | Large Blend | 6.45 Bil | 0.150% | 47 | — | — | Active |
First Trust Enhanced Short Maturity ETF | FTSM | Ultrashort Bond | 6.45 Bil | 0.450% | 52 | 64 | — | Active |
SPDR Blackstone Senior Loan ETF | SRLN | Bank Loan | 6.35 Bil | 0.700% | 90 | 56 | 59 | Active |
JPMorgan International Rsrch Enh Eq ETF | JIRE | Foreign Large Blend | 6.29 Bil | 0.240% | 5 | 21 | 35 | Active |
ARK Innovation ETF | ARKK | Mid-Cap Growth | 6.29 Bil | 0.750% | 100 | 100 | — | Active |
Dimensional International Core Eq 2 ETF | DFIC | Foreign Large Blend | 6.04 Bil | 0.230% | — | — | — | Active |
Dimensional International Cr Eq Mkt ETF | DFAI | Foreign Large Blend | 6.02 Bil | 0.180% | 19 | — | — | Active |
Avantis International Small Cap Val ETF | AVDV | Foreign Small/Mid Value | 5.82 Bil | 0.360% | 44 | — | — | Active |
BlackRock Ultra Short-Term Bond ETF | ICSH | Ultrashort Bond | 5.58 Bil | 0.080% | 33 | 31 | 38 | Active |
Dimensional US Core Equity Market ETF | DFAU | Large Blend | 5.53 Bil | 0.120% | 41 | — | — | Active |
Capital Group Growth ETF | CGGR | Large Growth | 5.52 Bil | 0.390% | — | — | — | Active |
Avantis Emerging Markets Equity ETF | AVEM | Diversified Emerging Mkts | 5.51 Bil | 0.330% | 29 | — | — | Active |
Dimensional US High Profitability ETF | DUHP | Large Blend | 5.39 Bil | 0.220% | — | — | — | Active |
First Trust Preferred Sec & Inc ETF | FPE | Preferred Stock | 5.28 Bil | 0.840% | 54 | 35 | 1 | Active |
Invesco Optm Yd Dvrs Cdty Stra No K1 ETF | PDBC | Commodities Broad Basket | 5.20 Bil | 0.590% | 19 | 39 | — | Active |
First Trust TCWOpportunistic Fxd Inc ETF | FIXD | Intermediate Core-Plus Bond | 4.98 Bil | 0.650% | 91 | 79 | — | Active |
Dimensional Core Fixed Income ETF | DFCF | Intermediate Core Bond | 4.85 Bil | 0.170% | — | — | — | Active |
Avantis International Equity ETF | AVDE | Foreign Large Blend | 4.47 Bil | 0.230% | 28 | — | — | Active |
Vanguard Ultra-Short Bond ETF | VUSB | Ultrashort Bond | 4.24 Bil | 0.100% | 75 | — | — | Active |
PIMCO Active Bond ETF | BOND | Intermediate Core-Plus Bond | 4.19 Bil | 0.550% | 56 | 63 | 36 | Active |
FT Vest Laddered Buffer ETF | BUFR | Options Trading | 4.06 Bil | 1.050% | 20 | — | — | Active |
First Trust Low Duration Oppos ETF | LMBS | Short Government | 4.01 Bil | 0.640% | 6 | 9 | — | Active |
Janus Henderson Mortgage-Backed Sec ETF | JMBS | Intermediate Core Bond | 3.98 Bil | 0.230% | 32 | 40 | — | Active |
Dimensional Emerging Core Equity Mkt ETF | DFAE | Diversified Emerging Mkts | 3.95 Bil | 0.350% | 34 | — | — | Active |
Dimensional Emerging Markets Cr Eq 2 ETF | DFEM | Diversified Emerging Mkts | 3.71 Bil | 0.390% | — | — | — | Active |
Capital Group Global Growth Equity ETF | CGGO | Global Large-Stock Growth | 3.49 Bil | 0.470% | — | — | — | Active |
Avantis US Large Cap Value ETF | AVLV | Large Value | 3.49 Bil | 0.150% | — | — | — | Active |
Amplify CWP Enhanced Dividend Income ETF | DIVO | Derivative Income | 3.22 Bil | 0.560% | 14 | 4 | — | Active |
Dimensional US Small Cap Value ETF | DFSV | Small Value | 2.99 Bil | 0.310% | — | — | — | Active |
BlackRock Flexible Income ETF | BINC | Multisector Bond | 2.99 Bil | 0.400% | — | — | — | Active |
JPMorgan Global Select Equity ETF | JGLO | Global Large-Stock Blend | 2.97 Bil | 0.470% | — | — | — | Active |
BlackRock Short Duration Bond ETF | NEAR | Ultrashort Bond | 2.97 Bil | 0.250% | 30 | 29 | 27 | Active |
JPMorgan Core Plus Bond ETF | JCPB | Intermediate Core-Plus Bond | 2.96 Bil | 0.400% | 17 | 19 | — | Active |