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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 ETFJEPIDerivative Income33.61 Bil0.350%17Active
Dimensional US Core Equity 2 ETFDFACLarge Blend27.47 Bil0.170%635966Active
JPMorgan Ultra-Short Income ETFJPSTUltrashort Bond23.08 Bil0.180%3622Active
JPMorgan Nasdaq Equity Premium Inc ETFJEPQDerivative Income12.99 Bil0.350%Active
PIMCO Enhanced Short Maturity Active ETFMINTUltrashort Bond11.77 Bil0.350%675937Active
Avantis US Small Cap Value ETFAVUVSmall Value11.30 Bil0.250%8Active
Dimensional US Marketwide Value ETFDFUVLarge Value10.52 Bil0.210%705942Active
Dimensional US Targeted Value ETFDFATSmall Value9.90 Bil0.280%162018Active
Janus Henderson AAA CLO ETFJAAAUltrashort Bond9.15 Bil0.210%2Active
Fidelity Total Bond ETFFBNDIntermediate Core-Plus Bond9.14 Bil0.360%2217Active
Dimensional US Equity ETFDFUSLarge Blend9.05 Bil0.090%352622Active
Dimensional US Small Cap ETFDFASSmall Blend8.06 Bil0.260%243129Active
BlackRock U.S. Equity Factor Rttn ETFDYNFLarge Blend7.73 Bil0.300%629Active
Capital Group Dividend Value ETFCGDVLarge Value7.58 Bil0.330%Active
Dimensional International Value ETFDFIVForeign Large Value7.36 Bil0.270%102024Active
Dimensional World ex US Core Eq 2 ETFDFAXForeign Large Blend6.84 Bil0.280%544344Active
PGIM Ultra Short Bond ETFPULSUltrashort Bond6.72 Bil0.150%98Active
ARK Innovation ETFARKKMid-Cap Growth6.48 Bil0.750%100100Active
First Trust Enhanced Short Maturity ETFFTSMUltrashort Bond6.46 Bil0.450%5264Active
Avantis US Equity ETFAVUSLarge Blend6.44 Bil0.150%47Active
SPDR Blackstone Senior Loan ETFSRLNBank Loan6.33 Bil0.700%905659Active
JPMorgan International Rsrch Enh Eq ETFJIREForeign Large Blend6.28 Bil0.240%52135Active
Dimensional International Cr Eq Mkt ETFDFAIForeign Large Blend5.99 Bil0.180%19Active
Dimensional International Core Eq 2 ETFDFICForeign Large Blend5.97 Bil0.230%Active
Avantis International Small Cap Val ETFAVDVForeign Small/Mid Value5.82 Bil0.360%44Active
BlackRock Ultra Short-Term Bond ETFICSHUltrashort Bond5.58 Bil0.080%333138Active
Dimensional US Core Equity Market ETFDFAULarge Blend5.52 Bil0.120%41Active
Avantis Emerging Markets Equity ETFAVEMDiversified Emerging Mkts5.47 Bil0.330%29Active
Capital Group Growth ETFCGGRLarge Growth5.45 Bil0.390%Active
Dimensional US High Profitability ETFDUHPLarge Blend5.35 Bil0.220%Active
First Trust Preferred Sec & Inc ETFFPEPreferred Stock5.28 Bil0.840%54351Active
Invesco Optm Yd Dvrs Cdty Stra No K1 ETFPDBCCommodities Broad Basket5.17 Bil0.590%1939Active
First Trust TCWOpportunistic Fxd Inc ETFFIXDIntermediate Core-Plus Bond5.00 Bil0.650%9179Active
Dimensional Core Fixed Income ETFDFCFIntermediate Core Bond4.86 Bil0.170%Active
Avantis International Equity ETFAVDEForeign Large Blend4.46 Bil0.230%28Active
Vanguard Ultra-Short Bond ETFVUSBUltrashort Bond4.20 Bil0.100%75Active
PIMCO Active Bond ETFBONDIntermediate Core-Plus Bond4.18 Bil0.550%566336Active
FT Cboe Vest Fund of Buffer ETFsBUFROptions Trading4.05 Bil1.050%20Active
First Trust Low Duration Oppos ETFLMBSShort Government4.01 Bil0.640%69Active
Janus Henderson Mortgage-Backed Sec ETFJMBSIntermediate Core Bond3.98 Bil0.230%3240Active
Dimensional Emerging Core Equity Mkt ETFDFAEDiversified Emerging Mkts3.92 Bil0.350%34Active
Dimensional Emerging Markets Cr Eq 2 ETFDFEMDiversified Emerging Mkts3.69 Bil0.390%Active
Avantis US Large Cap Value ETFAVLVLarge Value3.48 Bil0.150%Active
Capital Group Global Growth Equity ETFCGGOGlobal Large-Stock Growth3.43 Bil0.470%Active
Amplify CWP Enhanced Dividend Income ETFDIVODerivative Income3.21 Bil0.560%144Active
Dimensional US Small Cap Value ETFDFSVSmall Value2.99 Bil0.310%Active
BlackRock Flexible Income ETFBINCMultisector Bond2.99 Bil0.400%Active
BlackRock Short Duration Bond ETFNEARUltrashort Bond2.97 Bil0.250%302927Active
JPMorgan Global Select Equity ETFJGLOGlobal Large-Stock Blend2.96 Bil0.470%Active
JPMorgan Core Plus Bond ETFJCPBIntermediate Core-Plus Bond2.95 Bil0.400%1719Active

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