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 | 29.16 Bil | 0.350% | 25 | — | — | Active |
JPMorgan Ultra-Short Income ETF | JPST | Ultrashort Bond | 22.73 Bil | 0.180% | 36 | 17 | — | Active |
Dimensional US Core Equity 2 ETF | DFAC | Large Blend | 20.91 Bil | 0.170% | 12 | 69 | 66 | Active |
PIMCO Enhanced Short Maturity Active ETF | MINT | Ultrashort Bond | 9.58 Bil | 0.350% | 66 | 56 | 31 | Active |
Dimensional US Marketwide Value ETF | DFUV | Large Value | 8.57 Bil | 0.220% | 49 | 73 | 42 | Active |
Dimensional US Targeted Value ETF | DFAT | Small Value | 8.11 Bil | 0.280% | 19 | 22 | 17 | Active |
First Trust Enhanced Short Maturity ETF | FTSM | Ultrashort Bond | 7.43 Bil | 0.450% | 43 | 58 | — | Active |
ARK Innovation ETF | ARKK | Mid-Cap Growth | 6.77 Bil | 0.750% | 100 | 100 | — | Active |
Dimensional US Equity ETF | DFUS | Large Blend | 6.64 Bil | 0.090% | 31 | 32 | 24 | Active |
Avantis US Small Cap Value ETF | AVUV | Small Value | 6.63 Bil | 0.250% | 7 | — | — | Active |
iShares Ultra Short-Term Bond ETF | ICSH | Ultrashort Bond | 6.18 Bil | 0.080% | 30 | 20 | — | Active |
Dimensional International Value ETF | DFIV | Foreign Large Value | 5.91 Bil | 0.270% | 4 | 30 | 22 | Active |
Dimensional World ex US Core Eq 2 ETF | DFAX | Foreign Large Blend | 5.82 Bil | 0.300% | 17 | 43 | 29 | Active |
Dimensional US Small Cap ETF | DFAS | Small Blend | 5.70 Bil | 0.260% | 20 | 37 | 31 | Active |
Invesco Optm Yd Dvrs Cdty Stra No K1 ETF | PDBC | Commodities Broad Basket | 5.69 Bil | 0.590% | 19 | 37 | — | Active |
JPMorgan Nasdaq Equity Premium Inc ETF | JEPQ | Derivative Income | 5.44 Bil | 0.350% | — | — | — | Active |
PGIM Ultra Short Bond ETF | PULS | Ultrashort Bond | 5.27 Bil | 0.150% | 8 | 9 | — | Active |
First Trust Preferred Sec & Inc ETF | FPE | Preferred Stock | 5.22 Bil | 0.850% | 49 | 40 | 10 | Active |
Fidelity® Total Bond ETF | FBND | Intermediate Core-Plus Bond | 5.05 Bil | 0.360% | 24 | 14 | — | Active |
SPDR Blackstone Senior Loan ETF | SRLN | Bank Loan | 4.62 Bil | 0.700% | 86 | 50 | 59 | Active |
Avantis US Equity ETF | AVUS | Large Blend | 4.55 Bil | 0.150% | 8 | — | — | Active |
First Trust TCWOpportunistic Fxd Inc ETF | FIXD | Intermediate Core-Plus Bond | 4.45 Bil | 0.650% | 91 | 68 | — | Active |
Dimensional International Core Eq 2 ETF | DFIC | Foreign Large Blend | 4.11 Bil | 0.230% | — | — | — | Active |
First Trust Low Duration Oppos ETF | LMBS | Short-Term Bond | 4.09 Bil | 0.660% | 44 | 69 | — | Active |
Dimensional International Cr Eq Mkt ETF | DFAI | Foreign Large Blend | 4.06 Bil | 0.180% | — | — | — | Active |
Vanguard Ultra-Short Bond ETF | VUSB | Ultrashort Bond | 4.03 Bil | 0.100% | — | — | — | Active |
Janus Henderson AAA CLO ETF | JAAA | Ultrashort Bond | 3.93 Bil | 0.220% | — | — | — | Active |
Dimensional US Core Equity Market ETF | DFAU | Large Blend | 3.90 Bil | 0.120% | — | — | — | Active |
Avantis Emerging Markets Equity ETF | AVEM | Diversified Emerging Mkts | 3.79 Bil | 0.330% | 25 | — | — | Active |
PIMCO Active Bond ETF | BOND | Intermediate Core-Plus Bond | 3.60 Bil | 0.550% | 62 | 63 | 42 | Active |
Avantis International Small Cap Val ETF | AVDV | Foreign Small/Mid Value | 3.42 Bil | 0.360% | 34 | — | — | Active |
Dimensional Core Fixed Income ETF | DFCF | Intermediate Core Bond | 3.33 Bil | 0.170% | — | — | — | Active |
iShares Short Maturity Bond ETF | NEAR | Ultrashort Bond | 3.25 Bil | 0.250% | 27 | 24 | — | Active |
Avantis International Equity ETF | AVDE | Foreign Large Blend | 3.19 Bil | 0.230% | 11 | — | — | Active |
SPDR® DoubleLine Total Return Tact ETF | TOTL | Intermediate Core-Plus Bond | 3.13 Bil | 0.550% | 34 | 86 | — | Active |
Capital Group Dividend Value ETF | CGDV | Large Value | 3.06 Bil | 0.330% | — | — | — | Active |
Dimensional US High Profitability ETF | DUHP | Large Blend | 3.01 Bil | 0.210% | — | — | — | Active |
Dimensional Emerging Core Equity Mkt ETF | DFAE | Diversified Emerging Mkts | 2.95 Bil | 0.350% | — | — | — | Active |
Amplify CWP Enhanced Dividend Income ETF | DIVO | Derivative Income | 2.86 Bil | 0.550% | 16 | 1 | — | Active |
First Trust Global Tact Cmdty Strat ETF | FTGC | Commodities Broad Basket | 2.72 Bil | 0.950% | 33 | 19 | — | Active |
Capital Group Growth ETF | CGGR | Large Growth | 2.69 Bil | 0.390% | — | — | — | Active |
JPMorgan Ultra-Short Municipal Inc ETF | JMST | Muni National Short | 2.54 Bil | 0.180% | 13 | — | — | Active |
Nuveen Growth Opportunities ETF | NUGO | Large Growth | 2.48 Bil | 0.550% | — | — | — | Active |
First Trust North Amer Engy InfrasETF | EMLP | Energy Limited Partnership | 2.41 Bil | 0.950% | 97 | 26 | 1 | Active |
Dimensional Emerging Markets Cr Eq 2 ETF | DFEM | Diversified Emerging Mkts | 2.30 Bil | 0.380% | — | — | — | Active |
Janus Henderson Short Duration Inc ETF | VNLA | Ultrashort Bond | 2.28 Bil | 0.230% | 67 | 13 | — | Active |
First Trust Senior Loan ETF | FTSL | Bank Loan | 2.18 Bil | 0.860% | 62 | 30 | 36 | Active |
Capital Group Global Growth Equity ETF | CGGO | Global Large-Stock Growth | 1.90 Bil | 0.470% | — | — | — | Active |
FT Cboe Vest Fund of Buffer ETFs | BUFR | Options Trading | 1.90 Bil | 1.050% | 29 | — | — | Active |
Janus Henderson Mortgage-Backed Sec ETF | JMBS | Intermediate Government | 1.88 Bil | 0.280% | 14 | 19 | — | Active |