A Unique Multi-Factor ETF for U.S. Equity Exposure

Importantly, SBUS delivers solid performance and exposure to multiple investment factors with superior risk metrics. During the first quarter, the Scientific Beta United States Multi-Beta Multi-Strategy Equal Weight Index slightly outperformed the S&P 500 while being less volatile than that index and the Russell 1000. The Scientific Beta United States Multi-Beta Multi-Strategy Equal Weight Index also had a higher Sharpe Ratio at the end of the first quarter than the S&P 500, according to ETF Securities data.

SBUS also skirts single-stock risk as none of its holdings exceed a weight of 0.77%. Financial services stocks account for about 19.6% of the funds, but sector risk is arguably benign as consumer cyclicals, technology, industrials, healthcare, consumer staples and utilities all garner double-digit sector weights.

Table Courtesy: ETF Securities

ETF Trends editorial team contributed to this post.