Verified factor-similar cluster

ETFs Similar to IQSM

This page expands the verified similar ETF set for IQSM. 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
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IJJ
iShares S&P Mid-Cap 400 Value ETF
SMB
shape 99 · level 90 · Adj. R2 0.947 · Rel. Sharpe 1.075
Compare IQSM vs IJJ
89 Verified similar
XTN
State Street SPDR S&P Transportation ETF
SMB
shape 98 · level 84 · Adj. R2 0.788 · Rel. Sharpe 0.614
Compare IQSM vs XTN
85 Verified similar
PEJ
Invesco Leisure and Entertainment ETF
SMB
shape 95 · level 82 · Adj. R2 0.755 · Rel. Sharpe 0.510
Compare IQSM vs PEJ
85 Verified similar
UPGD
Invesco Bloomberg Analyst Rating Improvers ETF
SMB
shape 96 · level 82 · Adj. R2 0.882 · Rel. Sharpe 0.602
Compare IQSM vs UPGD
85 Verified similar
IJH
iShares Core S&P Mid-Cap ETF
SMB
shape 98 · level 84 · Adj. R2 0.943 · Rel. Sharpe 0.992
Compare IQSM vs IJH
85 Verified similar
CSD
Invesco S&P Spin-Off ETF
SMB
shape 98 · level 84 · Adj. R2 0.839 · Rel. Sharpe 0.837
Compare IQSM vs CSD
85 Verified similar
GRPM
Invesco S&P MidCap 400 GARP ETF
SMB
shape 98 · level 82 · Adj. R2 0.930 · Rel. Sharpe 0.837
Compare IQSM vs GRPM
84 Verified similar
SPMD
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SMB
shape 97 · level 83 · Adj. R2 0.941 · Rel. Sharpe 0.925
Compare IQSM vs SPMD
84 Verified similar
PRFZ
Invesco RAFI US 1500 Small-Mid ETF
SMB
shape 97 · level 82 · Adj. R2 0.976 · Rel. Sharpe 0.916
Compare IQSM vs PRFZ
84 Verified similar
QVMM
Invesco S&P MidCap 400 QVM Multi-factor ETF
SMB
shape 98 · level 82 · Adj. R2 0.943 · Rel. Sharpe 0.943
Compare IQSM vs QVMM
84 Verified similar
FNDA
Schwab Fundamental U.S. Small Company ETF
SMB
shape 98 · level 82 · Adj. R2 0.978 · Rel. Sharpe 1.011
Compare IQSM vs FNDA
84 Verified similar
ISMD
Inspire Small/Mid Cap ETF
SMB
shape 98 · level 82 · Adj. R2 0.967 · Rel. Sharpe 0.836
Compare IQSM vs ISMD
83 Verified similar
OMFS
Invesco Russell 2000 Dynamic Multifactor ETF
SMB
shape 97 · level 82 · Adj. R2 0.941 · Rel. Sharpe 0.914
Compare IQSM vs OMFS
82 Verified similar
ISCB
iShares Morningstar Small-Cap ETF
SMB
shape 96 · level 79 · Adj. R2 0.972 · Rel. Sharpe 0.770
Compare IQSM vs ISCB
82 Verified similar
IVOO
Vanguard S&P Mid-Cap 400 ETF
SMB
shape 97 · level 79 · Adj. R2 0.953 · Rel. Sharpe 0.958
Compare IQSM vs IVOO
81 Verified similar
SCHM
Schwab U.S. Mid-Cap ETF
SMB
shape 96 · level 78 · Adj. R2 0.949 · Rel. Sharpe 0.858
Compare IQSM vs SCHM
81 Verified similar
JHSC
John Hancock Multifactor Small Cap ETF
SMB
shape 97 · level 78 · Adj. R2 0.965 · Rel. Sharpe 0.624
Compare IQSM vs JHSC
81 Verified similar
IQSM 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.