ITOTETF

QDEF is a smart beta ETF launched in 2012 that seeks to provide exposure to high-quality, dividend-paying U.S. equities with lower volatility (beta 0.82). With $554.98 million in assets and a 0.39% expense ratio, it has returned 13.26% year-to-date and 16.18% over the past year. However, cheaper alternatives like ITOT and VTI with significantly larger asset bases and lower expense ratios (0.03%) may be more attractive for investors seeking traditional market cap-weighted exposure.

TILT is a smart beta ETF with $2.2 billion in assets that tilts toward small-cap and value stocks. With a 0.25% expense ratio and 1,911 holdings, it has delivered 13.27% YTD and 16.11% one-year returns as of October 5, 2026.

The fund carries medium risk with a beta of 1.01 and is heavily weighted toward technology (31.2%), with top holdings including NVDA, AAPL, and MSFT. Cheaper alternatives like ITOT and VTI are also available for investors.

The Franklin U.S. Equity Index ETF (USPX) is a smart beta ETF launched in 2016 that tracks the Morningstar US Target Market Exposure Index, offering broad exposure to large and mid-cap U.S. stocks. With $2.05 billion in assets, an ultra-low expense ratio of 0.03%, and a 1.03% dividend yield, USPX has delivered 12.65% year-to-date and 14.92% one-year returns.

The fund is heavily weighted toward Information Technology (40.1%), with top holdings including Nvidia, Apple, and Microsoft. While USPX offers a reasonable alternative for outperforming the all-cap blend segment, traditional market cap weighted ETFs like ITOT and VTI provide comparable low-cost options.

Northern Trust Quality Dividend ETF (QDF) is a smart beta ETF with $2.19 billion in assets that tracks the Northern Trust Quality Dividend Index. With a 0.39% expense ratio, 144 holdings, and year-to-date returns of 13.32%, it offers medium-risk exposure to the All Cap Blend category. However, cheaper alternatives like ITOT and VTI with lower expense ratios (0.03%) may be more suitable for cost-conscious investors.