Verified factor-similar cluster

ETFs Similar to CSD

This page expands the verified similar ETF set for CSD. Every match shown here has the same statistically significant, material FF6 US non-market factor set and clears the similarity threshold used for comparison pages.

SMB
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SPMD
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SMB
shape 100 · level 95 · Adj. R2 0.941 · Rel. Sharpe 0.925
Compare CSD vs SPMD
94 Near substitute
IJH
iShares Core S&P Mid-Cap ETF
SMB
shape 100 · level 93 · Adj. R2 0.943 · Rel. Sharpe 0.992
Compare CSD vs IJH
92 Near substitute
IVOO
Vanguard S&P Mid-Cap 400 ETF
SMB
shape 100 · level 91 · Adj. R2 0.953 · Rel. Sharpe 0.958
Compare CSD vs IVOO
91 Near substitute
GRPM
Invesco S&P MidCap 400 GARP ETF
SMB
shape 99 · level 89 · Adj. R2 0.930 · Rel. Sharpe 0.837
Compare CSD vs GRPM
90 Near substitute
UPGD
Invesco Bloomberg Analyst Rating Improvers ETF
SMB
shape 99 · level 90 · Adj. R2 0.882 · Rel. Sharpe 0.602
Compare CSD vs UPGD
90 Near substitute
SCHM
Schwab U.S. Mid-Cap ETF
SMB
shape 99 · level 88 · Adj. R2 0.949 · Rel. Sharpe 0.858
Compare CSD vs SCHM
89 Verified similar
ISCB
iShares Morningstar Small-Cap ETF
SMB
shape 98 · level 88 · Adj. R2 0.972 · Rel. Sharpe 0.770
Compare CSD vs ISCB
89 Verified similar
FNDA
Schwab Fundamental U.S. Small Company ETF
SMB
shape 100 · level 88 · Adj. R2 0.978 · Rel. Sharpe 1.011
Compare CSD vs FNDA
88 Verified similar
XJH
iShares ESG Select Screened S&P Mid-Cap ETF
SMB
shape 99 · level 88 · Adj. R2 0.947 · Rel. Sharpe 0.618
Compare CSD vs XJH
88 Verified similar
JHSC
John Hancock Multifactor Small Cap ETF
SMB
shape 99 · level 88 · Adj. R2 0.965 · Rel. Sharpe 0.624
Compare CSD vs JHSC
88 Verified similar
QVMM
Invesco S&P MidCap 400 QVM Multi-factor ETF
SMB
shape 99 · level 86 · Adj. R2 0.943 · Rel. Sharpe 0.943
Compare CSD vs QVMM
87 Verified similar
VB
Vanguard Small-Cap ETF
SMB
shape 97 · level 86 · Adj. R2 0.977 · Rel. Sharpe 0.935
Compare CSD vs VB
87 Verified similar
IJR
iShares Core S&P Small Cap ETF
SMB
shape 99 · level 85 · Adj. R2 0.970 · Rel. Sharpe 0.952
Compare CSD vs IJR
86 Verified similar
FYX
First Trust Small Cap Core Alphadex Fund
SMB
shape 100 · level 83 · Adj. R2 0.979 · Rel. Sharpe 0.915
Compare CSD vs FYX
86 Verified similar
BBMC
JPMorgan BetaBuilders U.S. Mid Cap Equity ETF
SMB
shape 97 · level 85 · Adj. R2 0.943 · Rel. Sharpe 0.674
Compare CSD vs BBMC
86 Verified similar
DFAS
Dimensional U.S. Small Cap ETF
SMB
shape 100 · level 84 · Adj. R2 0.983 · Rel. Sharpe 1.031
Compare CSD vs DFAS
85 Verified similar
MDYG
State Street SPDR S&P 400 Mid Cap Growth ETF
SMB
shape 95 · level 83 · Adj. R2 0.911 · Rel. Sharpe 0.850
Compare CSD vs MDYG
85 Verified similar
ESML
iShares ESG Aware MSCI USA Small-Cap ETF
SMB
shape 97 · level 83 · Adj. R2 0.981 · Rel. Sharpe 0.806
Compare CSD vs ESML
85 Verified similar
FFSM
Fidelity Fundamental Small-Mid Cap ETF
SMB
shape 99 · level 83 · Adj. R2 0.925 · Rel. Sharpe 1.021
Compare CSD vs FFSM
85 Verified similar
ISMD
Inspire Small/Mid Cap ETF
SMB
shape 99 · level 82 · Adj. R2 0.967 · Rel. Sharpe 0.836
Compare CSD vs ISMD
85 Verified similar
IQSM
NYLI Candriam U.S. Mid Cap Equity ETF
SMB
shape 98 · level 84 · Adj. R2 0.921 · Rel. Sharpe 0.443
Compare CSD vs IQSM
85 Verified similar
PRFZ
Invesco RAFI US 1500 Small-Mid ETF
SMB
shape 98 · level 82 · Adj. R2 0.976 · Rel. Sharpe 0.916
Compare CSD vs PRFZ
85 Verified similar
IJJ
iShares S&P Mid-Cap 400 Value ETF
SMB
shape 98 · level 84 · Adj. R2 0.947 · Rel. Sharpe 1.075
Compare CSD vs IJJ
84 Verified similar
PSC
Principal U.S. Small-Cap ETF
SMB
shape 99 · level 82 · Adj. R2 0.955 · Rel. Sharpe 0.902
Compare CSD vs PSC
84 Verified similar
SMMD
iShares Russell 2500 ETF
SMB
shape 96 · level 82 · Adj. R2 0.976 · Rel. Sharpe 0.740
Compare CSD vs SMMD
84 Verified similar
JPSE
JPMorgan Diversified Return U.S. Small Cap Equity ETF
SMB
shape 100 · level 83 · Adj. R2 0.974 · Rel. Sharpe 1.020
Compare CSD vs JPSE
84 Verified similar
NUSC
Nuveen ESG Small-Cap ETF
SMB
shape 97 · level 82 · Adj. R2 0.971 · Rel. Sharpe 0.767
Compare CSD vs NUSC
84 Verified similar
FIW
First Trust Water ETF
SMB
shape 96 · level 83 · Adj. R2 0.833 · Rel. Sharpe 0.928
Compare CSD vs FIW
84 Verified similar
SCHA
Schwab U.S. Small-Cap ETF
SMB
shape 96 · level 80 · Adj. R2 0.987 · Rel. Sharpe 0.861
Compare CSD vs SCHA
83 Verified similar
XJR
iShares ESG Select Screened S&P Small-Cap ETF
SMB
shape 100 · level 81 · Adj. R2 0.985 · Rel. Sharpe 0.705
Compare CSD vs XJR
83 Verified similar
RZG
Invesco S&P Smallcap 600 Pure Growth ETF
SMB
shape 98 · level 79 · Adj. R2 0.921 · Rel. Sharpe 0.797
Compare CSD vs RZG
83 Verified similar
SPSM
State Street SPDR Portfolio S&P 600 Small Cap ETF
SMB
shape 99 · level 80 · Adj. R2 0.981 · Rel. Sharpe 0.969
Compare CSD vs SPSM
82 Verified similar
XTN
State Street SPDR S&P Transportation ETF
SMB
shape 99 · level 79 · Adj. R2 0.788 · Rel. Sharpe 0.614
Compare CSD vs XTN
82 Verified similar
VIOO
Vanguard S&P Small-Cap 600 ETF
SMB
shape 99 · level 81 · Adj. R2 0.980 · Rel. Sharpe 1.154
Compare CSD vs VIOO
82 Verified similar
IWM
iShares Russell 2000 ETF
SMB
shape 96 · level 78 · Adj. R2 0.986 · Rel. Sharpe 0.785
Compare CSD vs IWM
81 Verified similar
FSMD
Fidelity Small-Mid Multifactor ETF
SMB
shape 98 · level 78 · Adj. R2 0.960 · Rel. Sharpe 0.866
Compare CSD vs FSMD
81 Verified similar
SMLF
iShares U.S. SmallCap Equity Factor ETF
SMB
shape 99 · level 79 · Adj. R2 0.936 · Rel. Sharpe 1.074
Compare CSD vs SMLF
81 Verified similar
AFMC
First Trust Active Factor Mid Cap ETF
SMB
shape 98 · level 78 · Adj. R2 0.935 · Rel. Sharpe 0.737
Compare CSD vs AFMC
81 Verified similar
IJK
iShares S&P Mid-Cap 400 Growth ETF
SMB
shape 94 · level 77 · Adj. R2 0.906 · Rel. Sharpe 0.877
Compare CSD vs IJK
80 Verified similar
RFG
Invesco S&P Midcap 400 Pure Growth ETF
SMB
shape 95 · level 76 · Adj. R2 0.865 · Rel. Sharpe 0.777
Compare CSD vs RFG
80 Verified similar
OMFS
Invesco Russell 2000 Dynamic Multifactor ETF
SMB
shape 97 · level 78 · Adj. R2 0.941 · Rel. Sharpe 0.914
Compare CSD vs OMFS
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.