Smart beta equity exchange traded funds (ETFs) were more common in the United stats and Europe, the Middle East and Africa (EMEA) than other regions, comprising nearly 20 percent of ETF portfolios. Conversely, smart beta ETFs account for well less than 10 percent of ETF portfolios in other regions.
Active ETFs are where an investment manager actively manages a portfolio of securities, while passive ETFs are structured so as to track a particular stock market index. (e.g. the S&P Index). Smart beta funds differ in that, while they track an index, they have an additional set of rules that guide which stocks from that index should be included in the portfolio at any given point in time.
Distribution of active versus passive exchange traded funds (ETFs) worldwide in 2020, by region
Fund selectors at a range of financial institutions of varying sizes
Supplementary notes
* Active EFT value extrapolated by Statista as it was incorrectly omitted by the source.
This question was phrased by the source as follows: "Approximately what percentage of your clients’ overall portfolio is allocated to the following? Has this changed over the last 3 years and how do you expect it to change over the next 2-3 years?"
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JPMorgan Chase. (November 30, 2020). Distribution of active versus passive exchange traded funds (ETFs) worldwide in 2020, by region [Graph]. In Statista. Retrieved November 22, 2024, from https://www.statista.com/statistics/1191343/etf-distribution-active-passive-region-worldwide/
JPMorgan Chase. "Distribution of active versus passive exchange traded funds (ETFs) worldwide in 2020, by region." Chart. November 30, 2020. Statista. Accessed November 22, 2024. https://www.statista.com/statistics/1191343/etf-distribution-active-passive-region-worldwide/
JPMorgan Chase. (2020). Distribution of active versus passive exchange traded funds (ETFs) worldwide in 2020, by region. Statista. Statista Inc.. Accessed: November 22, 2024. https://www.statista.com/statistics/1191343/etf-distribution-active-passive-region-worldwide/
JPMorgan Chase. "Distribution of Active versus Passive Exchange Traded Funds (Etfs) Worldwide in 2020, by Region." Statista, Statista Inc., 30 Nov 2020, https://www.statista.com/statistics/1191343/etf-distribution-active-passive-region-worldwide/
JPMorgan Chase, Distribution of active versus passive exchange traded funds (ETFs) worldwide in 2020, by region Statista, https://www.statista.com/statistics/1191343/etf-distribution-active-passive-region-worldwide/ (last visited November 22, 2024)
Distribution of active versus passive exchange traded funds (ETFs) worldwide in 2020, by region [Graph], JPMorgan Chase, November 30, 2020. [Online]. Available: https://www.statista.com/statistics/1191343/etf-distribution-active-passive-region-worldwide/
