Verified factor-similar cluster

ETFs Similar to DFNL

Each fund below shares verified factor exposure with DFNL 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.

HML UMD

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

Explore a shared-factor theme
IMCV
iShares Morningstar Mid-Cap Value ETF
HML
Modeled factor tracking error 1.47%/yr · longer factor history 1.55%/yr · 36 months through 2026-08
Compare DFNL vs IMCV
90 Factor-similar
ONEY
State Street SPDR Russell 1000 Yield Focus ETF
HML UMD
Modeled factor tracking error 1.56%/yr · longer factor history 1.71%/yr · 36 months through 2026-08
Compare DFNL vs ONEY
89 Factor-similar
DFLV
Dimensional US Large Cap Value ETF
HML
Modeled factor tracking error 1.77%/yr · longer factor history 1.60%/yr · 36 months through 2026-08
Compare DFNL vs DFLV
88 Factor-similar
DFUV
Dimensional US Marketwide Value ETF
HML
Modeled factor tracking error 2.21%/yr · longer factor history 1.92%/yr · 36 months through 2026-08
Compare DFNL vs DFUV
85 Factor-similar
FTA
First Trust Large Cap Value AlphaDEX Fund
HML UMD
Modeled factor tracking error 2.13%/yr · longer factor history 2.27%/yr · 36 months through 2026-08
Compare DFNL vs FTA
85 Factor-similar
SPVM
Invesco S&P 500 Value with Momentum ETF
HML
Modeled factor tracking error 1.91%/yr · longer factor history 2.33%/yr · 36 months through 2026-08
Compare DFNL vs SPVM
84 Factor-similar
RPV
Invesco S&P 500 Pure Value ETF
HML UMD
Modeled factor tracking error 1.70%/yr · longer factor history 2.40%/yr · 36 months through 2026-08
Compare DFNL vs RPV
84 Factor-similar
DON
WisdomTree U.S. MidCap Dividend Fund
HML
Modeled factor tracking error 2.62%/yr · longer factor history 2.49%/yr · 36 months through 2026-08
Compare DFNL vs DON
83 Factor-similar
IWD
iShares Russell 1000 Value ETF
HML
Modeled factor tracking error 2.53%/yr · longer factor history 2.66%/yr · 36 months through 2026-08
Compare DFNL vs IWD
82 Factor-similar
VONV
Vanguard Russell 1000 Value ETF
HML
Modeled factor tracking error 2.58%/yr · longer factor history 2.70%/yr · 36 months through 2026-08
Compare DFNL vs VONV
82 Factor-similar
REVS
Columbia Research Enhanced Value ETF
HML
Modeled factor tracking error 2.79%/yr · longer factor history 2.81%/yr · 36 months through 2026-08
Compare DFNL vs REVS
81 Factor-similar
FNCL
Fidelity MSCI Financials Index ETF
HML
Modeled factor tracking error 2.38%/yr · longer factor history 2.85%/yr · 36 months through 2026-08
Compare DFNL vs FNCL
81 Factor-similar
AUSF
Global X Adaptive U.S. Factor ETF
HML
Modeled factor tracking error 2.87%/yr · longer factor history 2.61%/yr · 36 months through 2026-08
Compare DFNL vs AUSF
81 Factor-similar
VFH
Vanguard Financials ETF
HML UMD
Modeled factor tracking error 2.43%/yr · longer factor history 2.90%/yr · 36 months through 2026-08
Compare DFNL vs VFH
81 Factor-similar
DFNL 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.