Verified factor-similar cluster

ETFs Similar to EZM

Each fund below shares verified factor exposure with EZM 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 RMW

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

Explore a shared-factor theme
IJJ
iShares S&P Mid-Cap 400 Value ETF
SMB
Modeled factor tracking error 0.98%/yr · longer factor history 1.18%/yr · 36 months through 2026-08
Compare EZM vs IJJ
92 Very close factor fit
IVOV
Vanguard S&P Mid-Cap 400 Value ETF
SMB
Modeled factor tracking error 0.99%/yr · longer factor history 1.20%/yr · 36 months through 2026-08
Compare EZM vs IVOV
92 Very close factor fit
MDYV
State Street SPDR S&P 400 Mid Cap Value ETF
SMB
Modeled factor tracking error 1.05%/yr · longer factor history 1.26%/yr · 36 months through 2026-08
Compare EZM vs MDYV
92 Very close factor fit
VBR
Vanguard Small Cap Value ETF
SMB
Modeled factor tracking error 1.00%/yr · longer factor history 1.37%/yr · 36 months through 2026-08
Compare EZM vs VBR
91 Very close factor fit
JHSC
John Hancock Multifactor Small Cap ETF
SMB
Modeled factor tracking error 1.45%/yr · longer factor history 1.44%/yr · 36 months through 2026-08
Compare EZM vs JHSC
90 Very close factor fit
ISCV
iShares Morningstar Small Cap Value ETF
SMB
Modeled factor tracking error 1.90%/yr · longer factor history 1.97%/yr · 36 months through 2026-08
Compare EZM vs ISCV
87 Factor-similar
VFMF
Vanguard U.S. Multifactor ETF
SMB
Modeled factor tracking error 2.51%/yr · longer factor history 2.62%/yr · 36 months through 2026-08
Compare EZM vs VFMF
83 Factor-similar
OMFS
Invesco Russell 2000 Dynamic Multifactor ETF
SMB
Modeled factor tracking error 2.52%/yr · longer factor history 2.76%/yr · 36 months through 2026-08
Compare EZM vs OMFS
82 Factor-similar
FNDA
Schwab Fundamental U.S. Small Company ETF
SMB
Modeled factor tracking error 2.67%/yr · longer factor history 2.89%/yr · 36 months through 2026-08
Compare EZM vs FNDA
81 Factor-similar
AFMC
First Trust Active Factor Mid Cap ETF
SMB
Modeled factor tracking error 2.69%/yr · longer factor history 2.90%/yr · 36 months through 2026-08
Compare EZM vs AFMC
81 Factor-similar
EZM 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.