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ETF Specialist

Have Strategic-Beta ETFs Delivered for Investors?

Despite their advantages, on average, these funds haven't been a clear improvement over their cap-weighted counterparts.

A version of this article appeared in the June 2017 issue of Morningstar ETFInvestor. Download a complimentary copy of ETFInvestor here

Strategic-beta exchange-traded funds track indexes that make rules-based, active bets in an attempt to deliver better returns, less risk, or some combina­tion of the two as measured against a conventional broadly diversified, market-cap-weighted index.