Verified factor-similar cluster

ETFs Similar to DFAT

Each fund below shares verified factor exposure with DFAT and has no more than 3% annualized modeled factor tracking error over either the common 36-month window or the longer factor-history check. Tracking error measures volatility, not the direction of returns. The score runs from 80 at that limit to 100 for identical fitted exposures. See the matching method.

SMB HML

Factor tags describe the source fund's verified public exposures. A matched ETF may have additional material factors.

Explore a shared-factor theme
DFSV
Dimensional US Small Cap Value ETF
SMB HML
Modeled factor tracking error 0.87%/yr · longer factor history 1.03%/yr · 36 months through 2026-08
Compare DFAT vs DFSV
93 Very close factor fit
AVUV
Avantis U.S. Small Cap Value ETF
SMB HML
Modeled factor tracking error 1.24%/yr · longer factor history 1.49%/yr · 36 months through 2026-08
Compare DFAT vs AVUV
90 Very close factor fit
ISCV
iShares Morningstar Small Cap Value ETF
SMB HML
Modeled factor tracking error 1.65%/yr · longer factor history 1.43%/yr · 36 months through 2026-08
Compare DFAT vs ISCV
89 Factor-similar
DGRS
WisdomTree US Smallcap Quality Dividend Growth Fund
SMB HML
Modeled factor tracking error 1.68%/yr · longer factor history 1.97%/yr · 36 months through 2026-08
Compare DFAT vs DGRS
87 Factor-similar
IWN
iShares Russell 2000 Value ETF
SMB HML
Modeled factor tracking error 2.33%/yr · longer factor history 1.96%/yr · 36 months through 2026-08
Compare DFAT vs IWN
84 Factor-similar
VTWV
Vanguard Russell 2000 Value ETF
SMB HML
Modeled factor tracking error 2.39%/yr · longer factor history 1.94%/yr · 36 months through 2026-08
Compare DFAT vs VTWV
84 Factor-similar
SVAL
iShares US Small Cap Value Factor ETF
SMB HML
Modeled factor tracking error 2.30%/yr · longer factor history 2.44%/yr · 36 months through 2026-08
Compare DFAT vs SVAL
84 Factor-similar
FNK
First Trust Mid Cap Value AlphaDEX Fund
SMB HML
Modeled factor tracking error 2.61%/yr · longer factor history 2.23%/yr · 36 months through 2026-08
Compare DFAT vs FNK
83 Factor-similar
SLYV
State Street SPDR S&P 600 Small Cap Value ETF
SMB HML
Modeled factor tracking error 2.56%/yr · longer factor history 2.70%/yr · 36 months through 2026-08
Compare DFAT vs SLYV
82 Factor-similar
XMVM
Invesco S&P MidCap Value with Momentum ETF
SMB HML
Modeled factor tracking error 2.72%/yr · longer factor history 2.58%/yr · 36 months through 2026-08
Compare DFAT vs XMVM
82 Factor-similar
VIOV
Vanguard S&P Small-Cap 600 Value ETF
SMB HML
Modeled factor tracking error 2.65%/yr · longer factor history 2.76%/yr · 36 months through 2026-08
Compare DFAT vs VIOV
82 Factor-similar
TPSC
Timothy Plan US Small Cap Core ETF
SMB
Modeled factor tracking error 1.91%/yr · longer factor history 2.78%/yr · 36 months through 2026-08
Compare DFAT vs TPSC
81 Factor-similar
XSVM
Invesco S&P SmallCap Value with Momentum ETF
SMB HML
Modeled factor tracking error 2.64%/yr · longer factor history 2.85%/yr · 36 months through 2026-08
Compare DFAT vs XSVM
81 Factor-similar
DFAT 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.