Verified factor-similar cluster

ETFs Similar to DFSV

Each fund below shares verified factor exposure with DFSV 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
DFAT
Dimensional U.S. Targeted Value ETF
SMB HML
Modeled factor tracking error 0.87%/yr · longer factor history 1.03%/yr · 36 months through 2026-08
Compare DFSV vs DFAT
93 Very close factor fit
ISCV
iShares Morningstar Small Cap Value ETF
SMB HML
Modeled factor tracking error 1.86%/yr · longer factor history 1.48%/yr · 36 months through 2026-08
Compare DFSV vs ISCV
88 Factor-similar
FNK
First Trust Mid Cap Value AlphaDEX Fund
SMB HML
Modeled factor tracking error 2.16%/yr · longer factor history 1.85%/yr · 36 months through 2026-08
Compare DFSV vs FNK
86 Factor-similar
SVAL
iShares US Small Cap Value Factor ETF
SMB HML
Modeled factor tracking error 2.21%/yr · longer factor history 2.25%/yr · 36 months through 2026-08
Compare DFSV vs SVAL
85 Factor-similar
AVUV
Avantis U.S. Small Cap Value ETF
SMB HML
Modeled factor tracking error 1.83%/yr · longer factor history 2.28%/yr · 36 months through 2026-08
Compare DFSV vs AVUV
85 Factor-similar
XMVM
Invesco S&P MidCap Value with Momentum ETF
SMB HML
Modeled factor tracking error 2.67%/yr · longer factor history 2.67%/yr · 36 months through 2026-08
Compare DFSV vs XMVM
82 Factor-similar
DGRS
WisdomTree US Smallcap Quality Dividend Growth Fund
SMB HML
Modeled factor tracking error 2.19%/yr · longer factor history 2.79%/yr · 36 months through 2026-08
Compare DFSV vs DGRS
81 Factor-similar
IWN
iShares Russell 2000 Value ETF
SMB HML
Modeled factor tracking error 2.81%/yr · longer factor history 2.24%/yr · 36 months through 2026-08
Compare DFSV vs IWN
81 Factor-similar
VTWV
Vanguard Russell 2000 Value ETF
SMB HML
Modeled factor tracking error 2.87%/yr · longer factor history 2.23%/yr · 36 months through 2026-08
Compare DFSV vs VTWV
81 Factor-similar
SLYV
State Street SPDR S&P 600 Small Cap Value ETF
SMB HML
Modeled factor tracking error 2.89%/yr · longer factor history 2.89%/yr · 36 months through 2026-08
Compare DFSV vs SLYV
81 Factor-similar
VIOV
Vanguard S&P Small-Cap 600 Value ETF
SMB HML
Modeled factor tracking error 2.97%/yr · longer factor history 2.92%/yr · 36 months through 2026-08
Compare DFSV vs VIOV
80 Factor-similar
DFSV 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.