Verified factor-similar cluster

ETFs Similar to ISMD

Each fund below shares verified factor exposure with ISMD 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

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

Explore a shared-factor theme
XJR
iShares ESG Select Screened S&P Small-Cap ETF
SMB
Modeled factor tracking error 1.38%/yr · longer factor history 1.60%/yr · 36 months through 2026-08
Compare ISMD vs XJR
89 Factor-similar
SPSM
State Street SPDR Portfolio S&P 600 Small Cap ETF
SMB
Modeled factor tracking error 1.43%/yr · longer factor history 1.76%/yr · 36 months through 2026-08
Compare ISMD vs SPSM
88 Factor-similar
IJR
iShares Core S&P Small Cap ETF
SMB
Modeled factor tracking error 1.49%/yr · longer factor history 1.81%/yr · 36 months through 2026-08
Compare ISMD vs IJR
88 Factor-similar
VIOO
Vanguard S&P Small-Cap 600 ETF
SMB
Modeled factor tracking error 1.52%/yr · longer factor history 1.81%/yr · 36 months through 2026-08
Compare ISMD vs VIOO
88 Factor-similar
FNDA
Schwab Fundamental U.S. Small Company ETF
SMB
Modeled factor tracking error 1.84%/yr · longer factor history 1.84%/yr · 36 months through 2026-08
Compare ISMD vs FNDA
88 Factor-similar
QVMS
Invesco S&P SmallCap 600 QVM Multi-factor ETF
SMB
Modeled factor tracking error 1.63%/yr · longer factor history 2.13%/yr · 36 months through 2026-08
Compare ISMD vs QVMS
86 Factor-similar
VTWV
Vanguard Russell 2000 Value ETF
SMB
Modeled factor tracking error 2.05%/yr · longer factor history 2.17%/yr · 36 months through 2026-08
Compare ISMD vs VTWV
86 Factor-similar
OMFS
Invesco Russell 2000 Dynamic Multifactor ETF
SMB
Modeled factor tracking error 2.21%/yr · longer factor history 2.16%/yr · 36 months through 2026-08
Compare ISMD vs OMFS
85 Factor-similar
GSSC
TR Activebeta US Small Cap Equity ETF
SMB
Modeled factor tracking error 1.61%/yr · longer factor history 2.23%/yr · 36 months through 2026-08
Compare ISMD vs GSSC
85 Factor-similar
IWN
iShares Russell 2000 Value ETF
SMB
Modeled factor tracking error 2.15%/yr · longer factor history 2.24%/yr · 36 months through 2026-08
Compare ISMD vs IWN
85 Factor-similar
SLYV
State Street SPDR S&P 600 Small Cap Value ETF
SMB
Modeled factor tracking error 2.62%/yr · longer factor history 2.51%/yr · 36 months through 2026-08
Compare ISMD vs SLYV
83 Factor-similar
VIOV
Vanguard S&P Small-Cap 600 Value ETF
SMB
Modeled factor tracking error 2.63%/yr · longer factor history 2.59%/yr · 36 months through 2026-08
Compare ISMD vs VIOV
82 Factor-similar
DFAS
Dimensional U.S. Small Cap ETF
SMB
Modeled factor tracking error 2.40%/yr · longer factor history 2.70%/yr · 36 months through 2026-08
Compare ISMD vs DFAS
82 Factor-similar
JPSE
JPMorgan Diversified Return U.S. Small Cap Equity ETF
SMB
Modeled factor tracking error 2.81%/yr · longer factor history 2.76%/yr · 36 months through 2026-08
Compare ISMD vs JPSE
81 Factor-similar
EES
WisdomTree U.S. SmallCap Fund
SMB
Modeled factor tracking error 2.92%/yr · longer factor history 2.84%/yr · 36 months through 2026-08
Compare ISMD vs EES
81 Factor-similar
AVSC
Avantis U.S Small Cap Equity ETF
SMB
Modeled factor tracking error 2.44%/yr · longer factor history 2.98%/yr · 36 months through 2026-08
Compare ISMD vs AVSC
80 Factor-similar
ISMD 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.