Verified factor-similar cluster

ETFs Similar to EES

Each fund below shares verified factor exposure with EES 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
SLYV
State Street SPDR S&P 600 Small Cap Value ETF
SMB HML
Modeled factor tracking error 0.71%/yr · longer factor history 1.02%/yr · 36 months through 2026-08
Compare EES vs SLYV
93 Very close factor fit
VIOV
Vanguard S&P Small-Cap 600 Value ETF
SMB HML
Modeled factor tracking error 0.72%/yr · longer factor history 1.07%/yr · 36 months through 2026-08
Compare EES vs VIOV
93 Very close factor fit
AVSC
Avantis U.S Small Cap Equity ETF
SMB
Modeled factor tracking error 1.50%/yr · longer factor history 1.93%/yr · 36 months through 2026-08
Compare EES vs AVSC
87 Factor-similar
VIOO
Vanguard S&P Small-Cap 600 ETF
SMB
Modeled factor tracking error 2.01%/yr · longer factor history 2.14%/yr · 36 months through 2026-08
Compare EES vs VIOO
86 Factor-similar
IJR
iShares Core S&P Small Cap ETF
SMB
Modeled factor tracking error 2.05%/yr · longer factor history 2.20%/yr · 36 months through 2026-08
Compare EES vs IJR
85 Factor-similar
SPSM
State Street SPDR Portfolio S&P 600 Small Cap ETF
SMB
Modeled factor tracking error 2.08%/yr · longer factor history 2.22%/yr · 36 months through 2026-08
Compare EES vs SPSM
85 Factor-similar
IWN
iShares Russell 2000 Value ETF
SMB HML
Modeled factor tracking error 1.80%/yr · longer factor history 2.26%/yr · 36 months through 2026-08
Compare EES vs IWN
85 Factor-similar
VTWV
Vanguard Russell 2000 Value ETF
SMB HML
Modeled factor tracking error 1.82%/yr · longer factor history 2.35%/yr · 36 months through 2026-08
Compare EES vs VTWV
84 Factor-similar
AVUV
Avantis U.S. Small Cap Value ETF
SMB HML
Modeled factor tracking error 2.35%/yr · longer factor history 2.57%/yr · 36 months through 2026-08
Compare EES vs AVUV
83 Factor-similar
XJR
iShares ESG Select Screened S&P Small-Cap ETF
SMB
Modeled factor tracking error 2.43%/yr · longer factor history 2.65%/yr · 36 months through 2026-08
Compare EES vs XJR
82 Factor-similar
QVMS
Invesco S&P SmallCap 600 QVM Multi-factor ETF
SMB
Modeled factor tracking error 2.32%/yr · longer factor history 2.71%/yr · 36 months through 2026-08
Compare EES vs QVMS
82 Factor-similar
RWJ
Invesco S&P SmallCap 600 Revenue ETF
SMB
Modeled factor tracking error 2.56%/yr · longer factor history 2.80%/yr · 36 months through 2026-08
Compare EES vs RWJ
81 Factor-similar
ISMD
Inspire Small/Mid Cap ETF
SMB
Modeled factor tracking error 2.92%/yr · longer factor history 2.84%/yr · 36 months through 2026-08
Compare EES vs ISMD
81 Factor-similar
EES 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.