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ETF Specialist

The Number of Strategic-Beta ETPs Continues to Mushroom

New funds are coming to market at a record pace, complexity is on the rise, and fees are under pressure.

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The following is an excerpt from our annual "Global Guide to Strategic-Beta Exchange-Traded Products." You can find the full report here.

Two years ago, we introduced our naming convention and taxonomy for the fast-growing universe of strategic-beta exchange-traded products, or ETPs. The goal of our initial guide was to help investors to better define, measure, and analyze this diverse group of passively managed investment products that make active bets against their broad, market-cap-weighted predecessors. In this year's guide, we provide an update on the state of the global strategic-beta ETP landscape.

Ben Johnson does not own (actual or beneficial) shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.