Verified factor-similar cluster

ETFs Similar to ISMD

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

SMB
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OMFS
Invesco Russell 2000 Dynamic Multifactor ETF
SMB
shape 100 · level 94 · Adj. R2 0.941 · Rel. Sharpe 0.951
Compare ISMD vs OMFS
95 Near substitute
ESML
iShares ESG Aware MSCI USA Small-Cap ETF
SMB
shape 100 · level 86 · Adj. R2 0.980 · Rel. Sharpe 0.866
Compare ISMD vs ESML
89 Verified similar
NUSC
Nuveen ESG Small-Cap ETF
SMB
shape 99 · level 86 · Adj. R2 0.971 · Rel. Sharpe 0.789
Compare ISMD vs NUSC
88 Verified similar
FNDA
Schwab Fundamental U.S. Small Company ETF
SMB
shape 99 · level 86 · Adj. R2 0.977 · Rel. Sharpe 1.059
Compare ISMD vs FNDA
88 Verified similar
PRFZ
Invesco RAFI US 1500 Small-Mid ETF
SMB
shape 100 · level 85 · Adj. R2 0.974 · Rel. Sharpe 0.963
Compare ISMD vs PRFZ
88 Verified similar
VB
Vanguard Small-Cap ETF
SMB
shape 99 · level 84 · Adj. R2 0.976 · Rel. Sharpe 0.936
Compare ISMD vs VB
87 Verified similar
IJR
iShares Core S&P Small Cap ETF
SMB
shape 99 · level 83 · Adj. R2 0.968 · Rel. Sharpe 0.980
Compare ISMD vs IJR
87 Verified similar
ISCB
iShares Morningstar Small-Cap ETF
SMB
shape 99 · level 84 · Adj. R2 0.972 · Rel. Sharpe 0.793
Compare ISMD vs ISCB
87 Verified similar
JPSE
JPMorgan Diversified Return U.S. Small Cap Equity ETF
SMB
shape 99 · level 84 · Adj. R2 0.973 · Rel. Sharpe 1.051
Compare ISMD vs JPSE
87 Verified similar
AVSC
Avantis U.S Small Cap Equity ETF
SMB
shape 100 · level 85 · Adj. R2 0.986 · Rel. Sharpe 1.329
Compare ISMD vs AVSC
87 Verified similar
IWM
iShares Russell 2000 ETF
SMB
shape 99 · level 84 · Adj. R2 0.986 · Rel. Sharpe 0.798
Compare ISMD vs IWM
87 Verified similar
SPSM
State Street SPDR Portfolio S&P 600 Small Cap ETF
SMB
shape 99 · level 83 · Adj. R2 0.978 · Rel. Sharpe 1.027
Compare ISMD vs SPSM
87 Verified similar
BBSC
JPMorgan BetaBuilders U.S. Small Cap Equity Fund
SMB
shape 99 · level 84 · Adj. R2 0.986 · Rel. Sharpe 0.891
Compare ISMD vs BBSC
86 Verified similar
DFAS
Dimensional U.S. Small Cap ETF
SMB
shape 99 · level 84 · Adj. R2 0.980 · Rel. Sharpe 1.158
Compare ISMD vs DFAS
86 Verified similar
CSD
Invesco S&P Spin-Off ETF
SMB
shape 99 · level 84 · Adj. R2 0.833 · Rel. Sharpe 0.927
Compare ISMD vs CSD
86 Verified similar
SMMD
iShares Russell 2500 ETF
SMB
shape 99 · level 83 · Adj. R2 0.975 · Rel. Sharpe 0.773
Compare ISMD vs SMMD
86 Verified similar
QVMM
Invesco S&P MidCap 400 QVM Multi-factor ETF
SMB
shape 97 · level 83 · Adj. R2 0.940 · Rel. Sharpe 1.065
Compare ISMD vs QVMM
86 Verified similar
SPMD
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SMB
shape 98 · level 82 · Adj. R2 0.941 · Rel. Sharpe 0.952
Compare ISMD vs SPMD
86 Verified similar
GSSC
TR Activebeta US Small Cap Equity ETF
SMB
shape 99 · level 83 · Adj. R2 0.939 · Rel. Sharpe 1.027
Compare ISMD vs GSSC
85 Verified similar
VIOO
Vanguard S&P Small-Cap 600 ETF
SMB
shape 99 · level 82 · Adj. R2 0.979 · Rel. Sharpe 1.191
Compare ISMD vs VIOO
85 Verified similar
FYX
First Trust Small Cap Core Alphadex Fund
SMB
shape 99 · level 81 · Adj. R2 0.977 · Rel. Sharpe 0.958
Compare ISMD vs FYX
85 Verified similar
SCHA
Schwab U.S. Small-Cap ETF
SMB
shape 99 · level 81 · Adj. R2 0.985 · Rel. Sharpe 0.906
Compare ISMD vs SCHA
85 Verified similar
XJR
iShares ESG Select Screened S&P Small-Cap ETF
SMB
shape 99 · level 80 · Adj. R2 0.976 · Rel. Sharpe 0.880
Compare ISMD vs XJR
85 Verified similar
JHSC
John Hancock Multifactor Small Cap ETF
SMB
shape 98 · level 82 · Adj. R2 0.964 · Rel. Sharpe 0.661
Compare ISMD vs JHSC
85 Verified similar
IQSM
NYLI Candriam U.S. Mid Cap Equity ETF
SMB
shape 98 · level 83 · Adj. R2 0.915 · Rel. Sharpe 0.702
Compare ISMD vs IQSM
85 Verified similar
IJH
iShares Core S&P Mid-Cap ETF
SMB
shape 98 · level 81 · Adj. R2 0.942 · Rel. Sharpe 1.011
Compare ISMD vs IJH
84 Verified similar
SCHM
Schwab U.S. Mid-Cap ETF
SMB
shape 99 · level 80 · Adj. R2 0.947 · Rel. Sharpe 0.918
Compare ISMD vs SCHM
84 Verified similar
PSC
Principal U.S. Small-Cap ETF
SMB
shape 99 · level 80 · Adj. R2 0.952 · Rel. Sharpe 0.970
Compare ISMD vs PSC
84 Verified similar
IJJ
iShares S&P Mid-Cap 400 Value ETF
SMB
shape 96 · level 81 · Adj. R2 0.946 · Rel. Sharpe 1.083
Compare ISMD vs IJJ
84 Verified similar
BBMC
JPMorgan BetaBuilders U.S. Mid Cap Equity ETF
SMB
shape 99 · level 81 · Adj. R2 0.942 · Rel. Sharpe 0.736
Compare ISMD vs BBMC
84 Verified similar
RSSL
Global X Russell 2000 ETF
SMB
shape 99 · level 83 · Adj. R2 0.981 · Rel. Sharpe 0.687
Compare ISMD vs RSSL
84 Verified similar
IVOO
Vanguard S&P Mid-Cap 400 ETF
SMB
shape 97 · level 79 · Adj. R2 0.952 · Rel. Sharpe 0.995
Compare ISMD vs IVOO
84 Verified similar
UPGD
Invesco Bloomberg Analyst Rating Improvers ETF
SMB
shape 99 · level 81 · Adj. R2 0.880 · Rel. Sharpe 0.583
Compare ISMD vs UPGD
83 Verified similar
IWMI
NEOS Russell 2000 High Income ETF
SMB
shape 97 · level 81 · Adj. R2 0.940 · Rel. Sharpe 0.626
Compare ISMD vs IWMI
83 Verified similar
SMLF
iShares U.S. SmallCap Equity Factor ETF
SMB
shape 99 · level 79 · Adj. R2 0.935 · Rel. Sharpe 1.111
Compare ISMD vs SMLF
83 Verified similar
VTWO
Vanguard Russell 2000 ETF
SMB
shape 98 · level 78 · Adj. R2 0.991 · Rel. Sharpe 0.866
Compare ISMD vs VTWO
83 Verified similar
XJH
iShares ESG Select Screened S&P Mid-Cap ETF
SMB
shape 97 · level 80 · Adj. R2 0.942 · Rel. Sharpe 0.705
Compare ISMD vs XJH
83 Verified similar
QVMS
Invesco S&P SmallCap 600 QVM Multi-factor ETF
SMB
shape 99 · level 78 · Adj. R2 0.974 · Rel. Sharpe 1.218
Compare ISMD vs QVMS
82 Verified similar
FFSM
Fidelity Fundamental Small-Mid Cap ETF
SMB
shape 98 · level 79 · Adj. R2 0.916 · Rel. Sharpe 1.190
Compare ISMD vs FFSM
81 Verified similar
FIW
First Trust Water ETF
SMB
shape 93 · level 77 · Adj. R2 0.827 · Rel. Sharpe 0.951
Compare ISMD vs FIW
81 Verified similar
RZG
Invesco S&P Smallcap 600 Pure Growth ETF
SMB
shape 98 · level 76 · Adj. R2 0.910 · Rel. Sharpe 0.886
Compare ISMD vs RZG
81 Verified similar
GRPM
Invesco S&P MidCap 400 GARP ETF
SMB
shape 96 · level 76 · Adj. R2 0.929 · Rel. Sharpe 0.862
Compare ISMD vs GRPM
81 Verified similar
MDYG
State Street SPDR S&P 400 Mid Cap Growth ETF
SMB
shape 95 · level 75 · Adj. R2 0.909 · Rel. Sharpe 0.890
Compare ISMD vs MDYG
80 Verified 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.