Verified factor-similar cluster

ETFs Similar to EES

This page expands the verified similar ETF set for EES. 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 HML RMW UMD
View the full factor-set theme
FYT
First Trust Small Cap Value AlphaDEX Fund
SMB HML RMW UMD
shape 100 · level 84 · Adj. R2 0.960 · Rel. Sharpe 0.842
Compare EES vs FYT
88 Verified similar
FNK
First Trust Mid Cap Value AlphaDEX Fund
SMB HML RMW UMD
shape 97 · level 81 · Adj. R2 0.957 · Rel. Sharpe 0.682
Compare EES vs FNK
84 Verified similar
FAB
First Trust Multi Cap Value AlphaDEX Fund
SMB HML RMW UMD
shape 95 · level 76 · Adj. R2 0.961 · Rel. Sharpe 0.758
Compare EES vs FAB
80 Verified 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.