Verified factor-similar cluster

ETFs Similar to IQSM

Each fund below has the same statistically significant, material FF6 US non-market factor set as IQSM and clears the threshold used for comparison pages.

SMB
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PEJ
Invesco Leisure and Entertainment ETF
SMB
shape 97 · level 83 · Adj. R2 0.753 · Rel. Sharpe 0.551
Compare IQSM vs PEJ
86 Verified similar
OMFS
Invesco Russell 2000 Dynamic Multifactor ETF
SMB
shape 98 · level 85 · Adj. R2 0.941 · Rel. Sharpe 0.951
Compare IQSM vs OMFS
85 Verified similar
IJJ
iShares S&P Mid-Cap 400 Value ETF
SMB
shape 97 · level 84 · Adj. R2 0.946 · Rel. Sharpe 1.083
Compare IQSM vs IJJ
85 Verified similar
XTN
State Street SPDR S&P Transportation ETF
SMB
shape 98 · level 83 · Adj. R2 0.788 · Rel. Sharpe 0.668
Compare IQSM vs XTN
85 Verified similar
ISMD
Inspire Small/Mid Cap ETF
SMB
shape 98 · level 83 · Adj. R2 0.962 · Rel. Sharpe 0.918
Compare IQSM vs ISMD
85 Verified similar
CSD
Invesco S&P Spin-Off ETF
SMB
shape 97 · level 81 · Adj. R2 0.833 · Rel. Sharpe 0.927
Compare IQSM vs CSD
83 Verified similar
PRFZ
Invesco RAFI US 1500 Small-Mid ETF
SMB
shape 97 · level 80 · Adj. R2 0.974 · Rel. Sharpe 0.963
Compare IQSM vs PRFZ
83 Verified similar
QVMM
Invesco S&P MidCap 400 QVM Multi-factor ETF
SMB
shape 97 · level 81 · Adj. R2 0.940 · Rel. Sharpe 1.065
Compare IQSM vs QVMM
83 Verified similar
IJH
iShares Core S&P Mid-Cap ETF
SMB
shape 96 · level 79 · Adj. R2 0.942 · Rel. Sharpe 1.011
Compare IQSM vs IJH
82 Verified similar
UPGD
Invesco Bloomberg Analyst Rating Improvers ETF
SMB
shape 95 · level 78 · Adj. R2 0.880 · Rel. Sharpe 0.583
Compare IQSM vs UPGD
82 Verified similar
SPMD
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SMB
shape 96 · level 79 · Adj. R2 0.941 · Rel. Sharpe 0.952
Compare IQSM vs SPMD
81 Verified similar
FNDA
Schwab Fundamental U.S. Small Company ETF
SMB
shape 97 · level 78 · Adj. R2 0.977 · Rel. Sharpe 1.059
Compare IQSM vs FNDA
81 Verified similar
IWMI
NEOS Russell 2000 High Income ETF
SMB
shape 95 · level 79 · Adj. R2 0.940 · Rel. Sharpe 0.626
Compare IQSM vs IWMI
81 Verified similar
XJH
iShares ESG Select Screened S&P Mid-Cap ETF
SMB
shape 95 · level 75 · Adj. R2 0.942 · Rel. Sharpe 0.705
Compare IQSM vs XJH
81 Verified similar
ISCB
iShares Morningstar Small-Cap ETF
SMB
shape 95 · level 76 · Adj. R2 0.972 · Rel. Sharpe 0.793
Compare IQSM vs ISCB
80 Verified similar
SMMD
iShares Russell 2500 ETF
SMB
shape 95 · level 75 · Adj. R2 0.975 · Rel. Sharpe 0.773
Compare IQSM vs SMMD
80 Verified similar
PHO
Invesco Water Resources ETF
SMB
shape 89 · level 77 · Adj. R2 0.796 · Rel. Sharpe 0.630
Compare IQSM vs PHO
80 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.