Verified factor-similar cluster

ETFs Similar to CSD

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

SMB
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SPMD
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SMB
shape 99 · level 94 · Adj. R2 0.941 · Rel. Sharpe 0.952
Compare CSD vs SPMD
93 Near substitute
IJH
iShares Core S&P Mid-Cap ETF
SMB
shape 99 · level 92 · Adj. R2 0.942 · Rel. Sharpe 1.011
Compare CSD vs IJH
92 Near substitute
VB
Vanguard Small-Cap ETF
SMB
shape 99 · level 91 · Adj. R2 0.976 · Rel. Sharpe 0.936
Compare CSD vs VB
91 Near substitute
SCHM
Schwab U.S. Mid-Cap ETF
SMB
shape 100 · level 90 · Adj. R2 0.947 · Rel. Sharpe 0.918
Compare CSD vs SCHM
91 Near substitute
ISCB
iShares Morningstar Small-Cap ETF
SMB
shape 99 · level 90 · Adj. R2 0.972 · Rel. Sharpe 0.793
Compare CSD vs ISCB
90 Verified similar
IVOO
Vanguard S&P Mid-Cap 400 ETF
SMB
shape 99 · level 89 · Adj. R2 0.952 · Rel. Sharpe 0.995
Compare CSD vs IVOO
89 Verified similar
UPGD
Invesco Bloomberg Analyst Rating Improvers ETF
SMB
shape 99 · level 89 · Adj. R2 0.880 · Rel. Sharpe 0.583
Compare CSD vs UPGD
89 Verified similar
XJH
iShares ESG Select Screened S&P Mid-Cap ETF
SMB
shape 99 · level 89 · Adj. R2 0.942 · Rel. Sharpe 0.705
Compare CSD vs XJH
89 Verified similar
BBMC
JPMorgan BetaBuilders U.S. Mid Cap Equity ETF
SMB
shape 99 · level 88 · Adj. R2 0.942 · Rel. Sharpe 0.736
Compare CSD vs BBMC
88 Verified similar
FNDA
Schwab Fundamental U.S. Small Company ETF
SMB
shape 100 · level 87 · Adj. R2 0.977 · Rel. Sharpe 1.059
Compare CSD vs FNDA
88 Verified similar
SMMD
iShares Russell 2500 ETF
SMB
shape 98 · level 87 · Adj. R2 0.975 · Rel. Sharpe 0.773
Compare CSD vs SMMD
87 Verified similar
GRPM
Invesco S&P MidCap 400 GARP ETF
SMB
shape 98 · level 86 · Adj. R2 0.929 · Rel. Sharpe 0.862
Compare CSD vs GRPM
87 Verified similar
ESML
iShares ESG Aware MSCI USA Small-Cap ETF
SMB
shape 99 · level 86 · Adj. R2 0.980 · Rel. Sharpe 0.866
Compare CSD vs ESML
87 Verified similar
JHSC
John Hancock Multifactor Small Cap ETF
SMB
shape 100 · level 87 · Adj. R2 0.964 · Rel. Sharpe 0.661
Compare CSD vs JHSC
87 Verified similar
NUSC
Nuveen ESG Small-Cap ETF
SMB
shape 99 · level 85 · Adj. R2 0.971 · Rel. Sharpe 0.789
Compare CSD vs NUSC
86 Verified similar
PRFZ
Invesco RAFI US 1500 Small-Mid ETF
SMB
shape 99 · level 84 · Adj. R2 0.974 · Rel. Sharpe 0.963
Compare CSD vs PRFZ
86 Verified similar
QVMM
Invesco S&P MidCap 400 QVM Multi-factor ETF
SMB
shape 99 · level 85 · Adj. R2 0.940 · Rel. Sharpe 1.065
Compare CSD vs QVMM
86 Verified similar
IJR
iShares Core S&P Small Cap ETF
SMB
shape 100 · level 84 · Adj. R2 0.968 · Rel. Sharpe 0.980
Compare CSD vs IJR
86 Verified similar
ISMD
Inspire Small/Mid Cap ETF
SMB
shape 99 · level 84 · Adj. R2 0.962 · Rel. Sharpe 0.918
Compare CSD vs ISMD
86 Verified similar
MDYG
State Street SPDR S&P 400 Mid Cap Growth ETF
SMB
shape 95 · level 84 · Adj. R2 0.909 · Rel. Sharpe 0.890
Compare CSD vs MDYG
85 Verified similar
SCHA
Schwab U.S. Small-Cap ETF
SMB
shape 98 · level 82 · Adj. R2 0.985 · Rel. Sharpe 0.906
Compare CSD vs SCHA
85 Verified similar
FYX
First Trust Small Cap Core Alphadex Fund
SMB
shape 100 · level 82 · Adj. R2 0.977 · Rel. Sharpe 0.958
Compare CSD vs FYX
85 Verified similar
PSC
Principal U.S. Small-Cap ETF
SMB
shape 99 · level 82 · Adj. R2 0.952 · Rel. Sharpe 0.970
Compare CSD vs PSC
85 Verified similar
IJJ
iShares S&P Mid-Cap 400 Value ETF
SMB
shape 98 · level 84 · Adj. R2 0.946 · Rel. Sharpe 1.083
Compare CSD vs IJJ
85 Verified similar
DFAS
Dimensional U.S. Small Cap ETF
SMB
shape 100 · level 83 · Adj. R2 0.980 · Rel. Sharpe 1.158
Compare CSD vs DFAS
84 Verified similar
IWM
iShares Russell 2000 ETF
SMB
shape 98 · level 83 · Adj. R2 0.986 · Rel. Sharpe 0.798
Compare CSD vs IWM
84 Verified similar
XTN
State Street SPDR S&P Transportation ETF
SMB
shape 99 · level 82 · Adj. R2 0.788 · Rel. Sharpe 0.668
Compare CSD vs XTN
84 Verified similar
JPSE
JPMorgan Diversified Return U.S. Small Cap Equity ETF
SMB
shape 99 · level 82 · Adj. R2 0.973 · Rel. Sharpe 1.051
Compare CSD vs JPSE
83 Verified similar
OMFS
Invesco Russell 2000 Dynamic Multifactor ETF
SMB
shape 99 · level 81 · Adj. R2 0.941 · Rel. Sharpe 0.951
Compare CSD vs OMFS
83 Verified similar
IQSM
NYLI Candriam U.S. Mid Cap Equity ETF
SMB
shape 97 · level 81 · Adj. R2 0.915 · Rel. Sharpe 0.702
Compare CSD vs IQSM
83 Verified similar
FIW
First Trust Water ETF
SMB
shape 94 · level 81 · Adj. R2 0.827 · Rel. Sharpe 0.951
Compare CSD vs FIW
83 Verified similar
RSSL
Global X Russell 2000 ETF
SMB
shape 97 · level 79 · Adj. R2 0.981 · Rel. Sharpe 0.687
Compare CSD vs RSSL
83 Verified similar
FFSM
Fidelity Fundamental Small-Mid Cap ETF
SMB
shape 99 · level 80 · Adj. R2 0.916 · Rel. Sharpe 1.190
Compare CSD vs FFSM
83 Verified similar
SPSM
State Street SPDR Portfolio S&P 600 Small Cap ETF
SMB
shape 99 · level 80 · Adj. R2 0.978 · Rel. Sharpe 1.027
Compare CSD vs SPSM
82 Verified similar
VXF
Vanguard Extended Market ETF
SMB
shape 96 · level 79 · Adj. R2 0.972 · Rel. Sharpe 0.938
Compare CSD vs VXF
82 Verified similar
RZG
Invesco S&P Smallcap 600 Pure Growth ETF
SMB
shape 98 · level 79 · Adj. R2 0.910 · Rel. Sharpe 0.886
Compare CSD vs RZG
82 Verified similar
SMLF
iShares U.S. SmallCap Equity Factor ETF
SMB
shape 99 · level 80 · Adj. R2 0.935 · Rel. Sharpe 1.111
Compare CSD vs SMLF
82 Verified similar
PEJ
Invesco Leisure and Entertainment ETF
SMB
shape 96 · level 80 · Adj. R2 0.753 · Rel. Sharpe 0.551
Compare CSD vs PEJ
82 Verified similar
BBSC
JPMorgan BetaBuilders U.S. Small Cap Equity Fund
SMB
shape 97 · level 77 · Adj. R2 0.986 · Rel. Sharpe 0.891
Compare CSD vs BBSC
82 Verified similar
VIOO
Vanguard S&P Small-Cap 600 ETF
SMB
shape 100 · level 80 · Adj. R2 0.979 · Rel. Sharpe 1.191
Compare CSD vs VIOO
81 Verified similar
VTWO
Vanguard Russell 2000 ETF
SMB
shape 98 · level 78 · Adj. R2 0.991 · Rel. Sharpe 0.866
Compare CSD vs VTWO
81 Verified similar
XJR
iShares ESG Select Screened S&P Small-Cap ETF
SMB
shape 99 · level 78 · Adj. R2 0.976 · Rel. Sharpe 0.880
Compare CSD vs XJR
81 Verified similar
SLYG
State Street SPDR S&P 600 Small Cap Growth ETF
SMB
shape 95 · level 79 · Adj. R2 0.928 · Rel. Sharpe 0.646
Compare CSD vs SLYG
81 Verified similar
FSMD
Fidelity Small-Mid Multifactor ETF
SMB
shape 98 · level 77 · Adj. R2 0.955 · Rel. Sharpe 0.972
Compare CSD vs FSMD
80 Verified similar
CSD 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.