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Active Strategies & Alpha Screener

Actively Managed ETFs

Discover top actively managed ETFs. Screen professional manager-led funds deploying systematic quantitative models, fundamental stock picking, and option overlay strategies to seek excess returns over benchmark indices.

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Total Funds
100
Actively Managed ETFs tracked
Total AUM
$1.34T
Combined assets under management
Median Yield
2.75%
Trailing 12-month median payout
Average Expense Ratio
0.36%
Lowest fee starts at 0.08% (ICSH)
Actively Managed ETFs Highlights & Top Assets by AUM
Largest by AUM
DFA
DFAC
U.S. Core Equity 2 Portfolio: ETF Class Shares
AUM $49.65B
Fee 0.17%
3-Mo TR +1.6%
Dimensional Analyze fund
#2 by AUM
JEP
JEPI
JPMorgan Equity Premium Income ETF
AUM $45.97B
Fee 0.35%
3-Mo TR +3.1%
JPMorgan Chase Analyze fund
#3 by AUM
JEP
JEPQ
JPMorgan NASDAQ Equity Premium Income ETF
AUM $44.29B
Fee 0.35%
3-Mo TR +1.5%
JPMorgan Chase Analyze fund

Actively Managed ETFs Directory

Showing 1–20 of 100 funds
Data as of October 2026, from EODHD. Ranked by AUM. For informational comparison only; inclusion in this list is not a recommendation to buy, sell, or hold any security. Past performance does not predict future results.
Ticker / Fund Name Issuer Segment AUM Expense Ratio 3-Mo TR Div. Yield (TTM) Annual Payout 5Y Div Growth Div Streak Action
DFA
DFAC Dimensional
U.S. Core Equity 2 Portfolio: ETF Class Shares
Dimensional Equity: U.S. - Total Market $49.65B 0.17% +1.6% 0.67% $0.30 1.90% 2 y Analyze
JEP
JEPI JPMorgan Chase
JPMorgan Equity Premium Income ETF
JPMorgan Chase Equity: U.S. - Large Cap $45.97B 0.35% +3.1% 8.15% $4.58 2.14% 1 y Analyze
JEP
JEPQ JPMorgan Chase
JPMorgan NASDAQ Equity Premium Income ETF
JPMorgan Chase Equity: U.S. - Large Cap $44.29B 0.35% +1.5% 11.04% $6.76 - 3 y Analyze
JPS
JPST JPMorgan Chase
JPMorgan Ultra-Short Income ETF
JPMorgan Chase Fixed Income: U.S. - Broad Market, Broad-based Investment Grade Ultra-Short Term $42.83B 0.18% +0.8% 4.17% $2.10 42.26% - Analyze
DYN
DYNF BlackRock, Inc.
iShares U.S. Equity Factor Rotation Active ETF
BlackRock, Inc. Equity: U.S. - Total Market $42.82B 0.26% +1.0% 0.81% $0.56 5.01% 1 y Analyze
CGD
CGDV The Capital Group Companies
Capital Group Dividend Value ETF
The Capital Group Companies Equity: U.S. - Total Market Value $39.09B 0.33% -0.3% 1.23% $0.60 - 3 y Analyze
JAA
JAAA Janus Henderson
Janus Henderson AAA CLO ETF
Janus Henderson Fixed Income: Global - Corporate, Bank Loans Investment Grade Floating Rate $32.59B 0.20% +1.2% 4.85% $2.45 31.81% - Analyze
AVU
AVUV American Century Investments
Avantis U.S. Small Cap Value ETF
American Century Investments Equity: U.S. - Small Cap Value $31.85B 0.25% -2.7% 1.29% $1.52 18.63% 6 y Analyze
FBN
FBND Fidelity
Fidelity Total Bond ETF
Fidelity Fixed Income: Global - Broad Market, Broad-based $28.20B 0.36% -0.8% 4.88% $2.11 16.79% 4 y Analyze
AVE
AVEM American Century Investments
Avantis Emerging Markets Equity ETF
American Century Investments Equity: Emerging Markets - Total Market $27.64B 0.33% -4.1% 1.87% $1.75 13.77% 3 y Analyze
CGG
CGGR The Capital Group Companies
Capital Group Growth ETF
The Capital Group Companies Equity: U.S. - Total Market Growth $26.23B 0.39% +1.3% 0.15% $0.07 - - Analyze
AVL
AVLV American Century Investments
Avantis U.S. Large Cap Value ETF
American Century Investments Equity: U.S. - Large Cap Value $22.70B 0.15% +1.7% 1.14% $1.03 - - Analyze
DFI
DFIV Dimensional
Dimensional International Value ETF
Dimensional Equity: Developed Markets Ex-U.S. - Total Market Value $22.02B 0.27% +0.3% 2.79% $1.56 4.66% 4 y Analyze
DFU
DFUS Dimensional
Dimensional U.S. Equity Market ETF
Dimensional Equity: U.S. - Total Market $21.42B 0.09% +2.0% 0.87% $0.72 4.29% - Analyze
AVD
AVDV American Century Investments
Avantis International Small Cap Value ETF
American Century Investments Equity: Developed Markets Ex-U.S. - Small Cap Value $20.32B 0.36% +1.5% 3.17% $3.47 24.63% 6 y Analyze
PUL
PULS Prudential
PGIM Ultra Short Bond ETF
Prudential Fixed Income: U.S. - Broad Market, Broad-based Investment Grade Ultra-Short Term $19.78B 0.15% +0.9% 4.39% $2.17 20.80% - Analyze
AVD
AVDE American Century Investments
Avantis International Equity ETF
American Century Investments Equity: Developed Markets Ex-U.S. - Total Market $19.59B 0.23% -0.9% 2.81% $2.53 18.62% 3 y Analyze
DRA
DRAM Roundhill Investments
Roundhill Memory ETF
Roundhill Investments Equity: Global Semiconductors & Semiconductor Equipment $19.31B 0.65% -20.9% 0.00% - - - Analyze
MIN
MINT Allianz
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
Allianz Fixed Income: Global - Broad Market, Broad-based Investment Grade Short-Term $18.90B 0.36% +0.9% 4.14% $4.16 31.62% - Analyze
IQM
IQMM ProShare Advisors LLC
ProShares GENIUS Money Market ETF
ProShare Advisors LLC Fixed Income: U.S. - Government, Treasury Investment Grade Ultra-Short Term $18.90B 0.15% +0.9% 3.69% $3.69 - - Analyze
DFA
DFAI Dimensional
Dimensional International Core Equity Market ETF
Dimensional Equity: Developed Markets Ex-U.S. - Total Market $18.24B 0.18% -0.2% 2.00% $0.83 9.17% 5 y Analyze
BIN
BINC BlackRock, Inc.
iShares Flexible Income Active ETF
BlackRock, Inc. Fixed Income: Global - Broad Market, Broad-based High Yield $16.55B 0.40% -1.1% 5.99% $3.04 - - Analyze
PYL
PYLD Allianz
PIMCO Multisector Bond Active Exchange-Traded Fund
Allianz Fixed Income: Global - Broad Market, Broad-based $16.46B 0.64% -0.6% 6.09% $1.55 - 2 y Analyze
JCP
JCPB JPMorgan Chase
JPMorgan Core Plus Bond ETF
JPMorgan Chase Fixed Income: Global - Broad Market, Broad-based $16.15B 0.37% -0.7% 5.07% $2.27 13.32% - Analyze
DFU
DFUV Dimensional
Dimensional US Marketwide Value ETF
Dimensional Equity: U.S. - Total Market Value $15.79B 0.21% +2.8% 0.00% - - 3 y Analyze
DFI
DFIC Dimensional
Dimensional International Core Equity 2 ETF
Dimensional Equity: Developed Markets Ex-U.S. - Total Market $15.36B 0.22% 0.0% 2.54% $0.95 - 3 y Analyze
QQQ
QQQI Neos Investments LLC
NEOS Nasdaq 100 High Income ETF
Neos Investments LLC Equity: U.S. - Large Cap $15.34B 0.68% +0.3% 13.69% $7.61 - 1 y Analyze
DFA
DFAS Dimensional
U.S. Small Cap Portfolio ETF
Dimensional Equity: U.S. - Small Cap $15.20B 0.26% -2.3% 1.04% $0.81 -16.14% 3 y Analyze
PVA
PVAL Franklin Templeton
Putnam Focused Large Cap Value ETF
Franklin Templeton Equity: U.S. - Large Cap Value $15.19B 0.55% +3.5% 0.96% $0.50 31.45% - Analyze
PAA
PAAA Prudential
PGIM AAA CLO ETF
Prudential Fixed Income: U.S. - Corporate, Bank Loans Investment Grade Floating Rate $15.02B 0.19% +1.2% 4.39% $2.25 - - Analyze
AVU
AVUS American Century Investments
Avantis U.S. Equity ETF
American Century Investments Equity: U.S. - Total Market $14.92B 0.15% +0.8% 0.94% $1.20 10.07% - Analyze
BOX
BOXX Alpha Architect
Alpha Architect 1-3 Month Box ETF
Alpha Architect Alternatives: U.S. - Income Treasury Bonds $14.35B 0.19% +1.0% 0.00% - - - Analyze
DFA
DFAT Dimensional
U.S. Targeted Value Portfolio: ETF Class Shares
Dimensional Equity: U.S. - Extended Market Value $14.12B 0.28% -1.5% 1.03% $0.68 9.70% 4 y Analyze
COR
CORO BlackRock, Inc.
iShares International Country Rotation Active ETF
BlackRock, Inc. Equity: Global Ex-U.S. - Total Market $13.42B 0.55% -1.4% 2.17% $0.79 - 1 y Analyze
BAI
BAI BlackRock, Inc.
iShares A.I. Innovation and Tech Active ETF
BlackRock, Inc. Equity: Global Robotics & AI $13.33B 0.55% -11.4% 0.00% - - - Analyze
DFA
DFAU Dimensional
Dimensional US Core Equity Market ETF
Dimensional Equity: U.S. - Total Market $13.09B 0.12% +2.0% 0.90% $0.47 7.51% - Analyze
DUH
DUHP Dimensional
U.S. High Relative Profitability Portfolio: ETF Class Shares
Dimensional Equity: U.S. - Large Cap $12.98B 0.20% +2.9% 0.00% - - 1 y Analyze
SPY
SPYI Neos Investments LLC
NEOS S&P 500 High Income ETF
Neos Investments LLC Equity: U.S. - Large Cap $12.57B 0.68% +3.1% 10.92% $5.81 - 3 y Analyze
CGU
CGUS The Capital Group Companies
Capital Group Core Equity ETF
The Capital Group Companies Equity: U.S. - Total Market $12.29B 0.33% +0.4% 0.83% $0.37 - 3 y Analyze
DFA
DFAX Dimensional
Dimensional World ex U.S. Core Equity 2 ETF
Dimensional Equity: Global Ex-U.S. - Total Market $12.27B 0.28% -0.7% 1.82% $0.67 4.49% 4 y Analyze
CGG
CGGO The Capital Group Companies
Capital Group Global Growth Equity ETF
The Capital Group Companies Equity: Global - Total Market Growth $11.86B 0.47% -5.9% 0.00% - - 3 y Analyze
FEN
FENI Fidelity
Fidelity Enhanced International ETF
Fidelity Equity: Developed Markets Ex-North America - Total Market $11.64B 0.28% -1.4% 3.05% $1.22 - 1 y Analyze
DFC
DFCF Dimensional
Dimensional Core Fixed Income ETF
Dimensional Fixed Income: Global - Broad Market, Broad-based Investment Grade $11.49B 0.17% -0.8% 4.15% $1.67 - - Analyze
JPI
JPIE JPMorgan Chase
JPMorgan Income ETF
JPMorgan Chase Fixed Income: Global - Broad Market, Broad-based $11.18B 0.39% -0.1% 5.83% $2.62 - - Analyze
JIR
JIRE JPMorgan Chase
JPMorgan International Research Enhanced Equity ETF
JPMorgan Chase Equity: Developed Markets Ex-North America - Total Market $11.04B 0.24% -1.2% 2.73% $2.24 - 3 y Analyze
BUF
BUFR First Trust
FT Vest Laddered Buffer ETF
First Trust Alternatives: U.S. - Downside Hedge S&P 500 $10.99B 0.95% +2.4% 0.00% - - - Analyze
VUS
VUSB Vanguard
Vanguard Ultra-Short Bond ETF
Vanguard Fixed Income: U.S. - Broad Market, Broad-based Investment Grade Ultra-Short Term $9.90B 0.10% +0.9% 3.93% $1.95 - - Analyze
JGR
JGRO JPMorgan Chase
JPMorgan Active Growth ETF
JPMorgan Chase Equity: U.S. - Large Cap Growth $9.87B 0.44% -2.4% 0.15% $0.15 - 1 y Analyze
BLC
BLCR BlackRock, Inc.
iShares Large Cap Core Active ETF
BlackRock, Inc. Equity: Global - Large Cap $9.84B 0.36% -1.5% 0.32% $0.16 - - Analyze
DFA
DFAE Dimensional
Dimensional Emerging Core Equity Market ETF
Dimensional Equity: Emerging Markets - Total Market $9.59B 0.29% -3.7% 1.88% $0.74 12.42% 2 y Analyze
DFE
DFEM Dimensional
Dimensional Emerging Markets Core Equity 2 ETF
Dimensional Equity: Emerging Markets - Total Market $9.25B 0.39% -3.1% 1.96% $0.78 - 3 y Analyze
JBN
JBND JPMorgan Chase
JPMorgan Active Bond ETF
JPMorgan Chase Fixed Income: U.S. - Broad Market, Broad-based Investment Grade Intermediate $9.09B 0.25% -0.6% 3.85% $1.97 - 2 y Analyze
ICSH BlackRock, Inc.
iShares Ultra Short Duration Bond Active ETF
BlackRock, Inc. Fixed Income: U.S. - Broad Market, Broad-based Investment Grade Ultra-Short Term $8.95B 0.08% +0.8% 4.09% $2.06 30.28% - Analyze
FEL
FELC Fidelity
Fidelity Enhanced Large Cap Core ETF
Fidelity Equity: U.S. - Large Cap $8.80B 0.18% +2.3% 0.83% $0.36 - 2 y Analyze
JMU
JMUB JPMorgan Chase
JPMorgan Municipal ETF
JPMorgan Chase Fixed Income: U.S. - Government, Local Authority/Municipal Investment Grade Intermediate $8.73B 0.18% -1.7% 3.51% $1.67 11.92% 4 y Analyze
BON
BOND Allianz
PIMCO Active Bond Exchange-Traded Fund
Allianz Fixed Income: Global - Broad Market, Broad-based $8.60B 0.54% -0.9% 5.00% $4.35 9.64% 4 y Analyze
FMD
FMDE Fidelity
Fidelity Enhanced Mid Cap Core ETF
Fidelity Equity: U.S. - Mid Cap $8.57B 0.23% +2.8% 0.79% $0.32 - 2 y Analyze
CGC
CGCP The Capital Group Companies
Capital Group Core Plus Income ETF
The Capital Group Companies Fixed Income: Global - Broad Market, Broad-based $8.49B 0.34% -0.8% 4.92% $1.04 - 3 y Analyze
DFS
DFSV Dimensional
U.S. Small Cap Value Portfolio: ETF Class Shares
Dimensional Equity: U.S. - Small Cap Value $8.28B 0.30% -1.4% 0.00% - - 3 y Analyze
TCA
TCAF T. Rowe Price Group, Inc.
T. Rowe Price Capital Appreciation Equity ETF
T. Rowe Price Group, Inc. Equity: U.S. - Large Cap $8.16B 0.31% +4.8% 0.45% $0.19 - 2 y Analyze
DIV
DIVO Amplify Investments
Amplify CWP Enhanced Dividend Income ETF
Amplify Investments Equity: U.S. - Large Cap $8.09B 0.56% +4.1% 6.08% $2.83 12.28% 3 y Analyze
JMS
JMST JPMorgan Chase
JPMorgan Ultra-Short Municipal Income ETF
JPMorgan Chase Fixed Income: U.S. - Government, Local Authority/Municipal Investment Grade Short-Term $8.06B 0.18% +0.7% 2.78% $1.41 26.62% - Analyze
PDBC Invesco
Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
Invesco Commodities: Broad Market $7.91B 0.59% +12.4% 2.64% $0.51 247.81% - Analyze
CGB
CGBL The Capital Group Companies
Capital Group Core Balanced ETF
The Capital Group Companies Asset Allocation: U.S. Target Outcome $7.87B 0.33% -1.0% 1.96% $0.72 - 2 y Analyze
VCR
VCRB Vanguard
Vanguard Core Bond ETF
Vanguard Fixed Income: U.S. - Broad Market, Broad-based Investment Grade Intermediate $7.85B 0.10% -0.8% 4.45% $3.28 - 2 y Analyze
IAL
IALT BlackRock, Inc.
iShares Systematic Alternatives Active ETF
BlackRock, Inc. Alternatives: Hedge Fund Strategies $7.79B 0.99% +2.7% 0.38% $0.11 - 1 y Analyze
FBC
FBCG Fidelity
Fidelity Blue Chip Growth ETF
Fidelity Equity: Global - Large Cap Growth $7.70B 0.57% -2.0% 0.00% - 25.59% - Analyze
DFL
DFLV Dimensional
Dimensional US Large Cap Value ETF
Dimensional Equity: U.S. - Large Cap Value $7.58B 0.21% +3.9% 1.41% $0.57 - 3 y Analyze
THR
THRO BlackRock, Inc.
iShares U.S. Thematic Rotation Active ETF
BlackRock, Inc. Equity: U.S. Broad Thematic $7.50B 0.57% +2.3% 0.30% $0.13 - 1 y Analyze
JAV
JAVA JPMorgan Chase
JPMorgan Active Value ETF
JPMorgan Chase Equity: U.S. - Large Cap Value $7.37B 0.44% +3.9% 1.19% $0.95 - 4 y Analyze
DFS
DFSD Dimensional
Dimensional Short-Duration Fixed Income ETF
Dimensional Fixed Income: Global - Broad Market, Broad-based Investment Grade Short-Term $7.29B 0.16% +0.1% 4.49% $2.09 110.74% - Analyze
CGM
CGMU The Capital Group Companies
Capital Group Municipal Income ETF
The Capital Group Companies Fixed Income: U.S. - Government, Local Authority/Municipal $7.23B 0.27% -1.3% 3.56% $0.92 - 3 y Analyze
FTS
FTSM First Trust
First Trust Enhanced Short Maturity ETF
First Trust Fixed Income: U.S. - Broad Market, Broad-based Short-Term $6.73B 0.29% +0.9% 3.75% $2.23 28.99% - Analyze
JMT
JMTG JPMorgan Chase
JPMorgan Mortgage-Backed Securities ETF
JPMorgan Chase Fixed Income: U.S. - Broad Market, Asset-backed Investment Grade Intermediate $6.68B 0.24% -0.7% 4.93% $2.38 - 1 y Analyze
FES
FESM Fidelity
Fidelity Enhanced Small Cap Core ETF
Fidelity Equity: U.S. - Small Cap $6.64B 0.28% -3.8% 0.64% $0.29 - - Analyze
CGX
CGXU The Capital Group Companies
Capital Group International Focus Equity ETF
The Capital Group Companies Equity: Global Ex-U.S. - Total Market $6.63B 0.54% -5.7% 4.91% $1.69 - 3 y Analyze
CGC
CGCB The Capital Group Companies
Capital Group Core Bond ETF
The Capital Group Companies Fixed Income: Global - Broad Market, Broad-based Investment Grade $6.62B 0.27% -0.6% 4.41% $1.10 - 2 y Analyze
DIH
DIHP Dimensional
Dimensional International High Profitability ETF
Dimensional Equity: Developed Markets Ex-U.S. - Large Cap $6.60B 0.27% +0.6% 1.59% $0.54 - 3 y Analyze
LMB
LMBS First Trust
First Trust Low Duration Opportunities ETF
First Trust Fixed Income: U.S. - Broad Market, Asset-backed Short-Term $6.48B 0.66% -0.4% 3.86% $1.87 13.56% 4 y Analyze
GPI
GPIQ Goldman Sachs
Goldman Sachs Nasdaq-100 Premium Income ETF
Goldman Sachs Equity: U.S. - Large Cap $6.42B 0.29% -0.1% 9.86% $5.71 - 2 y Analyze
CNE
CNEQ Alger
Alger Concentrated Equity ETF
Alger Equity: U.S. - Large Cap Growth $6.42B 0.56% -4.2% 0.44% $0.18 - 1 y Analyze
GPI
GPIX Goldman Sachs
Goldman Sachs S&P 500 Premium Income ETF
Goldman Sachs Equity: U.S. - Large Cap $6.38B 0.29% +2.8% 8.16% $4.56 - 2 y Analyze
EVT
EVTR Morgan Stanley
Eaton Vance Total Return Bond ETF
Morgan Stanley Fixed Income: U.S. - Broad Market, Broad-based Investment Grade Intermediate $6.36B 0.32% -0.8% 4.64% $2.24 - 1 y Analyze
JGL
JGLO JPMorgan Chase
JPMorgan Global Select Equity ETF Global Select Equity ETF
JPMorgan Chase Equity: Global - Total Market $6.36B 0.47% 0.0% 1.12% $0.81 - - Analyze
ARKK ARK Invest LLC
ARK Innovation ETF
ARK Invest LLC Equity: Global Broad Thematic $6.27B 0.75% +7.7% 0.00% - -25.89% - Analyze
JMB
JMBS Janus Henderson
Janus Henderson Mortgage-Backed Securities ETF
Janus Henderson Fixed Income: U.S. - Government, Mortgage-backed Investment Grade $6.23B 0.21% -1.5% 5.55% $2.35 30.88% - Analyze
FPE
FPE First Trust
First Trust Preferred Securities & Income ETF
First Trust Fixed Income: Global - Corporate, Broad-based $5.86B 0.83% -3.6% 6.72% $1.15 2.82% 1 y Analyze
CGD
CGDG The Capital Group Companies
Capital Group Dividend Growers ETF
The Capital Group Companies Equity: Global - Total Market $5.84B 0.47% -0.1% 2.35% $0.87 - 2 y Analyze
DFI
DFIS Dimensional
Dimensional International Small Cap ETF
Dimensional Equity: Developed Markets Ex-U.S. - Small Cap $5.82B 0.39% +0.4% 2.19% $0.79 - 1 y Analyze
MAG
MAGS Roundhill Investments
Roundhill Magnificent Seven ETF
Roundhill Investments Equity: U.S. Big Tech $5.80B 0.30% +6.3% 1.36% $0.98 - 2 y Analyze
FEL
FELG Fidelity
Fidelity Enhanced Large Cap Growth ETF
Fidelity Equity: U.S. - Large Cap Growth $5.71B 0.18% -0.3% 0.35% $0.16 - 2 y Analyze
CGM
CGMS The Capital Group Companies
Capital Group U.S. Multi-Sector Income ETF
The Capital Group Companies Fixed Income: U.S. - Corporate, Broad-based $5.51B 0.39% -1.0% 5.80% $1.52 - 3 y Analyze
QLT
QLTY Grantham, Mayo, Van Otterloo & Co. LLC
GMO US Quality ETF
Grantham, Mayo, Van Otterloo & Co. LLC Equity: U.S. - Total Market $5.48B 0.50% +6.5% 0.66% $0.28 - 2 y Analyze
SRL
SRLN State Street
State Street Blackstone Senior Loan ETF
State Street Fixed Income: Global - Corporate, Bank Loans High Yield Floating Rate $5.35B 0.70% +0.6% 7.30% $2.95 7.16% - Analyze
DBM
DBMF iM Global Partner SAS
iMGP DBi Managed Futures Strategy ETF
iM Global Partner SAS Alternatives: Hedge Fund Strategies $5.22B 0.85% +3.9% 4.43% $1.44 49.93% 2 y Analyze
DIS
DISV Dimensional
Dimensional International Small Cap Value ETF
Dimensional Equity: Developed Markets Ex-U.S. - Small Cap Value $5.13B 0.42% +2.7% 1.99% $0.86 - 3 y Analyze
USM
USMC Principal
Principal U.S. Mega-Cap ETF
Principal Equity: U.S. - Large Cap $5.13B 0.12% +1.8% 0.74% $0.56 -3.71% - Analyze
NEAR BlackRock, Inc.
iShares Short Duration Bond Active ETF
BlackRock, Inc. Fixed Income: U.S. - Broad Market, Broad-based Investment Grade Short-Term $5.11B 0.25% +0.3% 4.48% $2.24 24.70% - Analyze
EAG
EAGL Eagle Capital Management LLC
Eagle Capital Select Equity ETF
Eagle Capital Management LLC Equity: Global - Total Market Value $4.96B 0.80% +11.3% 0.52% $0.18 - 1 y Analyze
HEL
HELO JPMorgan Chase
JPMorgan Hedged Equity Laddered Overlay ETF
JPMorgan Chase Equity: U.S. - Large Cap $4.91B 0.50% +1.6% 0.44% $0.30 - 2 y Analyze

Understanding Actively Managed ETFs: Manager Discretion & Alpha

Actively Managed ETFs combine the liquidity, intraday tradability, and tax efficiency of exchange-traded funds with active portfolio management. Rather than replicating a fixed passive index, active managers adjust holdings to capitalize on market inefficiencies.

Core Strategies & Segment Breakdowns

Systematic Factor & Quantitative Models

Managers like Dimensional (DFAC) applying academic research to harvest size, value, and profitability premiums systematically.

Active Derivative Income

Strategies like JEPI combining fundamental stock selection with dynamic call overwriting to generate high recurring cash distributions.

Disruptive Thematic Stock Picking

Concentrated stock pickers targeting high-conviction secular growth themes across technology, genomics, and fintech.

How to Evaluate Actively Managed ETFs (Investor Checklist)

  • Scrutinize Expense Ratio vs Alpha Generated: Active fees typically range from 0.35% to 0.75%; ensure net returns consistently beat comparable low-cost passive indices.
  • Evaluate Portfolio Turnover and Trading Friction: High portfolio turnover can create hidden execution drag; look for managers with disciplined holding horizons.
  • Verify Manager Tenure and Process Consistency: Ensure performance stems from a repeatable analytical process rather than short-term speculative momentum.
Frequently Asked Questions About Actively Managed ETFs
How do active ETFs differ from traditional mutual funds?
Active ETFs trade on stock exchanges throughout the day, have no minimum investment requirements, and utilize in-kind creations and redemptions to minimize capital gains taxes.
Why have actively managed ETFs grown so rapidly?
Rule 6c-11 ('The ETF Rule') modernized regulations in 2019, allowing asset managers to launch active ETF strategies with custom creation baskets and superior tax efficiency.
Which Actively Managed ETFs currently has the highest AUM?
In this category, U.S. Core Equity 2 Portfolio: ETF Class Shares (DFAC) leads with over $49.65B in Assets Under Management, offered by Dimensional.
Which actively managed ETF currently manages the most assets?
Dimensional Core Equity Market ETF (DFAC) and JPMorgan Equity Premium Income ETF (JEPI) are among the largest active ETFs in the world, managing tens of billions.
How can I track my Actively Managed ETFs with Snowball Analytics?
Snowball Analytics connects directly to your brokerage accounts to automatically track dividend payouts, calculate comprehensive performance attribution, model sector weighting, and monitor risk metrics across all your Actively Managed ETFs holdings in one unified portfolio dashboard.
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