Verified factor-similar cluster

ETFs Similar to BBMC

Each fund below has the same statistically significant, material FF6 US non-market factor set as BBMC and clears the threshold used for comparison pages.

SMB
View the full factor-set theme
SMMD
iShares Russell 2500 ETF
SMB
shape 100 · level 95 · Adj. R2 0.975 · Rel. Sharpe 0.773
Compare BBMC vs SMMD
96 Near substitute
SCHM
Schwab U.S. Mid-Cap ETF
SMB
shape 99 · level 93 · Adj. R2 0.947 · Rel. Sharpe 0.918
Compare BBMC vs SCHM
94 Near substitute
VB
Vanguard Small-Cap ETF
SMB
shape 100 · level 92 · Adj. R2 0.976 · Rel. Sharpe 0.936
Compare BBMC vs VB
93 Near substitute
ESML
iShares ESG Aware MSCI USA Small-Cap ETF
SMB
shape 100 · level 92 · Adj. R2 0.980 · Rel. Sharpe 0.866
Compare BBMC vs ESML
93 Near substitute
NUSC
Nuveen ESG Small-Cap ETF
SMB
shape 100 · level 91 · Adj. R2 0.971 · Rel. Sharpe 0.789
Compare BBMC vs NUSC
93 Near substitute
SCHA
Schwab U.S. Small-Cap ETF
SMB
shape 100 · level 91 · Adj. R2 0.985 · Rel. Sharpe 0.906
Compare BBMC vs SCHA
92 Near substitute
IWM
iShares Russell 2000 ETF
SMB
shape 100 · level 89 · Adj. R2 0.986 · Rel. Sharpe 0.798
Compare BBMC vs IWM
92 Near substitute
ISCB
iShares Morningstar Small-Cap ETF
SMB
shape 100 · level 87 · Adj. R2 0.972 · Rel. Sharpe 0.793
Compare BBMC vs ISCB
90 Verified similar
JHSC
John Hancock Multifactor Small Cap ETF
SMB
shape 98 · level 88 · Adj. R2 0.964 · Rel. Sharpe 0.661
Compare BBMC vs JHSC
90 Verified similar
VTWO
Vanguard Russell 2000 ETF
SMB
shape 100 · level 86 · Adj. R2 0.991 · Rel. Sharpe 0.866
Compare BBMC vs VTWO
89 Verified similar
PSC
Principal U.S. Small-Cap ETF
SMB
shape 99 · level 87 · Adj. R2 0.952 · Rel. Sharpe 0.970
Compare BBMC vs PSC
89 Verified similar
VXF
Vanguard Extended Market ETF
SMB
shape 99 · level 86 · Adj. R2 0.972 · Rel. Sharpe 0.938
Compare BBMC vs VXF
88 Verified similar
SPMD
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SMB
shape 98 · level 87 · Adj. R2 0.941 · Rel. Sharpe 0.952
Compare BBMC vs SPMD
88 Verified similar
CSD
Invesco S&P Spin-Off ETF
SMB
shape 99 · level 88 · Adj. R2 0.833 · Rel. Sharpe 0.927
Compare BBMC vs CSD
88 Verified similar
IVOO
Vanguard S&P Mid-Cap 400 ETF
SMB
shape 97 · level 87 · Adj. R2 0.952 · Rel. Sharpe 0.995
Compare BBMC vs IVOO
88 Verified similar
XJH
iShares ESG Select Screened S&P Mid-Cap ETF
SMB
shape 96 · level 84 · Adj. R2 0.942 · Rel. Sharpe 0.705
Compare BBMC vs XJH
88 Verified similar
IJH
iShares Core S&P Mid-Cap ETF
SMB
shape 96 · level 86 · Adj. R2 0.942 · Rel. Sharpe 1.011
Compare BBMC vs IJH
87 Verified similar
MDYG
State Street SPDR S&P 400 Mid Cap Growth ETF
SMB
shape 95 · level 85 · Adj. R2 0.909 · Rel. Sharpe 0.890
Compare BBMC vs MDYG
87 Verified similar
IJR
iShares Core S&P Small Cap ETF
SMB
shape 99 · level 84 · Adj. R2 0.968 · Rel. Sharpe 0.980
Compare BBMC vs IJR
86 Verified similar
SMLF
iShares U.S. SmallCap Equity Factor ETF
SMB
shape 99 · level 84 · Adj. R2 0.935 · Rel. Sharpe 1.111
Compare BBMC vs SMLF
86 Verified similar
SLYG
State Street SPDR S&P 600 Small Cap Growth ETF
SMB
shape 98 · level 83 · Adj. R2 0.928 · Rel. Sharpe 0.646
Compare BBMC vs SLYG
86 Verified similar
RSSL
Global X Russell 2000 ETF
SMB
shape 99 · level 83 · Adj. R2 0.981 · Rel. Sharpe 0.687
Compare BBMC vs RSSL
86 Verified similar
SPSM
State Street SPDR Portfolio S&P 600 Small Cap ETF
SMB
shape 99 · level 83 · Adj. R2 0.978 · Rel. Sharpe 1.027
Compare BBMC vs SPSM
85 Verified similar
UPGD
Invesco Bloomberg Analyst Rating Improvers ETF
SMB
shape 98 · level 82 · Adj. R2 0.880 · Rel. Sharpe 0.583
Compare BBMC vs UPGD
85 Verified similar
IJT
iShares S&P Small-Cap 600 Growth ETF
SMB
shape 99 · level 82 · Adj. R2 0.944 · Rel. Sharpe 1.009
Compare BBMC vs IJT
85 Verified similar
JSMD
Janus Henderson Small/Mid Cap Growth Alpha ETF
SMB
shape 98 · level 82 · Adj. R2 0.920 · Rel. Sharpe 0.885
Compare BBMC vs JSMD
85 Verified similar
BBSC
JPMorgan BetaBuilders U.S. Small Cap Equity Fund
SMB
shape 99 · level 82 · Adj. R2 0.986 · Rel. Sharpe 0.891
Compare BBMC vs BBSC
85 Verified similar
FFSM
Fidelity Fundamental Small-Mid Cap ETF
SMB
shape 98 · level 83 · Adj. R2 0.916 · Rel. Sharpe 1.190
Compare BBMC vs FFSM
85 Verified similar
FNDA
Schwab Fundamental U.S. Small Company ETF
SMB
shape 98 · level 81 · Adj. R2 0.977 · Rel. Sharpe 1.059
Compare BBMC vs FNDA
84 Verified similar
RZG
Invesco S&P Smallcap 600 Pure Growth ETF
SMB
shape 99 · level 80 · Adj. R2 0.910 · Rel. Sharpe 0.886
Compare BBMC vs RZG
84 Verified similar
ISMD
Inspire Small/Mid Cap ETF
SMB
shape 99 · level 81 · Adj. R2 0.962 · Rel. Sharpe 0.918
Compare BBMC vs ISMD
84 Verified similar
RFG
Invesco S&P Midcap 400 Pure Growth ETF
SMB
shape 95 · level 80 · Adj. R2 0.864 · Rel. Sharpe 0.812
Compare BBMC vs RFG
84 Verified similar
FYX
First Trust Small Cap Core Alphadex Fund
SMB
shape 99 · level 79 · Adj. R2 0.977 · Rel. Sharpe 0.958
Compare BBMC vs FYX
84 Verified similar
DFAS
Dimensional U.S. Small Cap ETF
SMB
shape 98 · level 81 · Adj. R2 0.980 · Rel. Sharpe 1.158
Compare BBMC vs DFAS
83 Verified similar
VIOO
Vanguard S&P Small-Cap 600 ETF
SMB
shape 99 · level 81 · Adj. R2 0.979 · Rel. Sharpe 1.191
Compare BBMC vs VIOO
83 Verified similar
AFMC
First Trust Active Factor Mid Cap ETF
SMB
shape 95 · level 79 · Adj. R2 0.933 · Rel. Sharpe 0.807
Compare BBMC vs AFMC
83 Verified similar
XJR
iShares ESG Select Screened S&P Small-Cap ETF
SMB
shape 99 · level 79 · Adj. R2 0.976 · Rel. Sharpe 0.880
Compare BBMC vs XJR
83 Verified similar
GSSC
TR Activebeta US Small Cap Equity ETF
SMB
shape 99 · level 81 · Adj. R2 0.939 · Rel. Sharpe 1.027
Compare BBMC vs GSSC
83 Verified similar
QVMM
Invesco S&P MidCap 400 QVM Multi-factor ETF
SMB
shape 96 · level 80 · Adj. R2 0.940 · Rel. Sharpe 1.065
Compare BBMC vs QVMM
82 Verified similar
FSMD
Fidelity Small-Mid Multifactor ETF
SMB
shape 97 · level 81 · Adj. R2 0.955 · Rel. Sharpe 0.972
Compare BBMC vs FSMD
82 Verified similar
JPSE
JPMorgan Diversified Return U.S. Small Cap Equity ETF
SMB
shape 98 · level 80 · Adj. R2 0.973 · Rel. Sharpe 1.051
Compare BBMC vs JPSE
82 Verified similar
PRFZ
Invesco RAFI US 1500 Small-Mid ETF
SMB
shape 99 · level 78 · Adj. R2 0.974 · Rel. Sharpe 0.963
Compare BBMC vs PRFZ
82 Verified similar
GRPM
Invesco S&P MidCap 400 GARP ETF
SMB
shape 95 · level 78 · Adj. R2 0.929 · Rel. Sharpe 0.862
Compare BBMC vs GRPM
82 Verified similar
VBK
Vanguard Small-Cap Growth ETF
SMB
shape 94 · level 78 · Adj. R2 0.965 · Rel. Sharpe 0.748
Compare BBMC vs VBK
82 Verified similar
IWMI
NEOS Russell 2000 High Income ETF
SMB
shape 96 · level 79 · Adj. R2 0.940 · Rel. Sharpe 0.626
Compare BBMC vs IWMI
81 Verified similar
OMFS
Invesco Russell 2000 Dynamic Multifactor ETF
SMB
shape 99 · level 77 · Adj. R2 0.941 · Rel. Sharpe 0.951
Compare BBMC vs OMFS
80 Verified similar
BBMC fund page US ETF Leaders US Universe Similarity methodology
Important context

VerifiedBeta publishes educational ETF research, not personalized investment advice, portfolio management, or security recommendations. Funds that screen well here can still be unsuitable for your objectives, taxes, liquidity needs, or constraints. Review fund documents, methodology assumptions, and your own circumstances before acting. See the full disclaimer.