Skip to Content

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.

Subscribe to Morningstar Investor to get the full picture of an ETF's potential. You'll get unlimited access to all our trusted ratings and key metrics on thousands of ETFs, plus independent commentary and pre-built screens from our seasoned fund analysts.
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 ETFJEPIDerivative Income33.00 Bil0.350%8Active
Dimensional US Core Equity 2 ETFDFACLarge Blend26.42 Bil0.170%746069Active
Grayscale Bitcoin Trust (BTC)GBTCDigital Assets26.18 Bil1.500%Active
JPMorgan Ultra-Short Income ETFJPSTUltrashort Bond22.55 Bil0.180%4024Active
iShares Bitcoin Trust ETFIBITDigital Assets15.94 Bil0.120%Active
JPMorgan Nasdaq Equity Premium Inc ETFJEPQDerivative Income11.10 Bil0.350%Active
PIMCO Enhanced Short Maturity Active ETFMINTUltrashort Bond10.90 Bil0.350%685740Active
Dimensional US Marketwide Value ETFDFUVLarge Value10.15 Bil0.210%735743Active
Avantis US Small Cap Value ETFAVUVSmall Value10.14 Bil0.250%9Active
Dimensional US Targeted Value ETFDFATSmall Value9.55 Bil0.280%152019Active
Fidelity Wise Origin Bitcoin ETFFBTCDigital Assets9.25 BilActive
Dimensional US Equity ETFDFUSLarge Blend8.70 Bil0.090%402926Active
Fidelity Total Bond ETFFBNDIntermediate Core-Plus Bond7.67 Bil0.360%2116Active
Dimensional US Small Cap ETFDFASSmall Blend7.59 Bil0.260%303333Active
ARK Innovation ETFARKKMid-Cap Growth7.45 Bil0.750%10099Active
Janus Henderson AAA CLO ETFJAAAUltrashort Bond7.22 Bil0.210%3Active
Dimensional International Value ETFDFIVForeign Large Value6.91 Bil0.270%92124Active
Capital Group Dividend Value ETFCGDVLarge Value6.73 Bil0.330%Active
First Trust Enhanced Short Maturity ETFFTSMUltrashort Bond6.67 Bil0.450%5163Active
Dimensional World ex US Core Eq 2 ETFDFAXForeign Large Blend6.61 Bil0.280%575245Active
Avantis US Equity ETFAVUSLarge Blend6.34 Bil0.150%59Active
BlackRock U.S. Equity Factor Rttn ETFDYNFLarge Blend6.15 Bil0.300%12Active
PGIM Ultra Short Bond ETFPULSUltrashort Bond6.14 Bil0.150%1210Active
JPMorgan International Rsrch Enh Eq ETFJIREForeign Large Blend5.92 Bil0.240%62327Active
Dimensional International Core Eq 2 ETFDFICForeign Large Blend5.68 Bil0.230%Active
BlackRock Ultra Short-Term Bond ETFICSHUltrashort Bond5.65 Bil0.080%333137Active
Dimensional International Cr Eq Mkt ETFDFAIForeign Large Blend5.56 Bil0.180%14Active
SPDR Blackstone Senior Loan ETFSRLNBank Loan5.55 Bil0.700%895258Active
Avantis International Small Cap Val ETFAVDVForeign Small/Mid Value5.44 Bil0.360%38Active
First Trust Preferred Sec & Inc ETFFPEPreferred Stock5.28 Bil0.840%45331Active
Dimensional US Core Equity Market ETFDFAULarge Blend5.24 Bil0.120%49Active
First Trust TCWOpportunistic Fxd Inc ETFFIXDIntermediate Core-Plus Bond5.17 Bil0.650%9173Active
Avantis Emerging Markets Equity ETFAVEMDiversified Emerging Mkts5.02 Bil0.330%31Active
Capital Group Growth ETFCGGRLarge Growth4.94 Bil0.390%Active
Dimensional US High Profitability ETFDUHPLarge Blend4.89 Bil0.220%Active
Dimensional Core Fixed Income ETFDFCFIntermediate Core Bond4.66 Bil0.170%Active
Invesco Optm Yd Dvrs Cdty Stra No K1 ETFPDBCCommodities Broad Basket4.59 Bil0.590%1928Active
Avantis International Equity ETFAVDEForeign Large Blend4.20 Bil0.230%27Active
Vanguard Ultra-Short Bond ETFVUSBUltrashort Bond4.14 Bil0.100%Active
PIMCO Active Bond ETFBONDIntermediate Core-Plus Bond4.11 Bil0.550%606638Active
First Trust Low Duration Oppos ETFLMBSShort-Term Bond3.98 Bil0.640%2963Active
Janus Henderson Mortgage-Backed Sec ETFJMBSIntermediate Government3.85 Bil0.230%257Active
Dimensional Emerging Core Equity Mkt ETFDFAEDiversified Emerging Mkts3.70 Bil0.350%32Active
FT Cboe Vest Fund of Buffer ETFsBUFROptions Trading3.59 Bil1.050%16Active
Dimensional Emerging Markets Cr Eq 2 ETFDFEMDiversified Emerging Mkts3.42 Bil0.390%Active
Amplify CWP Enhanced Dividend Income ETFDIVODerivative Income3.12 Bil0.560%195Active
Capital Group Global Growth Equity ETFCGGOGlobal Large-Stock Growth3.07 Bil0.470%Active
BlackRock Short Duration Bond ETFNEARUltrashort Bond3.03 Bil0.250%232326Active
Avantis US Large Cap Value ETFAVLVLarge Value3.00 Bil0.150%Active
ProShares Bitcoin Strategy ETFBITODigital Assets2.97 Bil0.950%Active

Sponsor Center

Sponsor Center