Verified factor-similar cluster

ETFs Similar to ISMD

This page expands the verified similar ETF set for ISMD. 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
View the full factor-set theme
OMFS
Invesco Russell 2000 Dynamic Multifactor ETF
SMB
shape 100 · level 91 · Adj. R2 0.941 · Rel. Sharpe 0.914
Compare ISMD vs OMFS
92 Near substitute
JPSE
JPMorgan Diversified Return U.S. Small Cap Equity ETF
SMB
shape 100 · level 88 · Adj. R2 0.974 · Rel. Sharpe 1.020
Compare ISMD vs JPSE
90 Verified similar
FNDA
Schwab Fundamental U.S. Small Company ETF
SMB
shape 99 · level 88 · Adj. R2 0.978 · Rel. Sharpe 1.011
Compare ISMD vs FNDA
89 Verified similar
ESML
iShares ESG Aware MSCI USA Small-Cap ETF
SMB
shape 99 · level 85 · Adj. R2 0.981 · Rel. Sharpe 0.806
Compare ISMD vs ESML
88 Verified similar
IJR
iShares Core S&P Small Cap ETF
SMB
shape 99 · level 85 · Adj. R2 0.970 · Rel. Sharpe 0.952
Compare ISMD vs IJR
88 Verified similar
NUSC
Nuveen ESG Small-Cap ETF
SMB
shape 99 · level 85 · Adj. R2 0.971 · Rel. Sharpe 0.767
Compare ISMD vs NUSC
88 Verified similar
SPSM
State Street SPDR Portfolio S&P 600 Small Cap ETF
SMB
shape 100 · level 85 · Adj. R2 0.981 · Rel. Sharpe 0.969
Compare ISMD vs SPSM
88 Verified similar
AVSC
Avantis U.S Small Cap Equity ETF
SMB
shape 100 · level 86 · Adj. R2 0.988 · Rel. Sharpe 1.243
Compare ISMD vs AVSC
88 Verified similar
ISCB
iShares Morningstar Small-Cap ETF
SMB
shape 99 · level 85 · Adj. R2 0.972 · Rel. Sharpe 0.770
Compare ISMD vs ISCB
87 Verified similar
VIOO
Vanguard S&P Small-Cap 600 ETF
SMB
shape 100 · level 85 · Adj. R2 0.980 · Rel. Sharpe 1.154
Compare ISMD vs VIOO
87 Verified similar
QVMM
Invesco S&P MidCap 400 QVM Multi-factor ETF
SMB
shape 98 · level 85 · Adj. R2 0.943 · Rel. Sharpe 0.943
Compare ISMD vs QVMM
87 Verified similar
DFAS
Dimensional U.S. Small Cap ETF
SMB
shape 99 · level 85 · Adj. R2 0.983 · Rel. Sharpe 1.031
Compare ISMD vs DFAS
87 Verified similar
PRFZ
Invesco RAFI US 1500 Small-Mid ETF
SMB
shape 100 · level 84 · Adj. R2 0.976 · Rel. Sharpe 0.916
Compare ISMD vs PRFZ
87 Verified similar
XJR
iShares ESG Select Screened S&P Small-Cap ETF
SMB
shape 99 · level 83 · Adj. R2 0.985 · Rel. Sharpe 0.705
Compare ISMD vs XJR
86 Verified similar
SPMD
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SMB
shape 99 · level 83 · Adj. R2 0.941 · Rel. Sharpe 0.925
Compare ISMD vs SPMD
86 Verified similar
JHSC
John Hancock Multifactor Small Cap ETF
SMB
shape 99 · level 84 · Adj. R2 0.965 · Rel. Sharpe 0.624
Compare ISMD vs JHSC
86 Verified similar
FYX
First Trust Small Cap Core Alphadex Fund
SMB
shape 99 · level 83 · Adj. R2 0.979 · Rel. Sharpe 0.915
Compare ISMD vs FYX
86 Verified similar
IWM
iShares Russell 2000 ETF
SMB
shape 99 · level 82 · Adj. R2 0.986 · Rel. Sharpe 0.785
Compare ISMD vs IWM
86 Verified similar
VB
Vanguard Small-Cap ETF
SMB
shape 99 · level 83 · Adj. R2 0.977 · Rel. Sharpe 0.935
Compare ISMD vs VB
85 Verified similar
IJJ
iShares S&P Mid-Cap 400 Value ETF
SMB
shape 97 · level 83 · Adj. R2 0.947 · Rel. Sharpe 1.075
Compare ISMD vs IJJ
85 Verified similar
UPGD
Invesco Bloomberg Analyst Rating Improvers ETF
SMB
shape 99 · level 84 · Adj. R2 0.882 · Rel. Sharpe 0.602
Compare ISMD vs UPGD
85 Verified similar
GSSC
TR Activebeta US Small Cap Equity ETF
SMB
shape 99 · level 83 · Adj. R2 0.940 · Rel. Sharpe 0.971
Compare ISMD vs GSSC
85 Verified similar
IJH
iShares Core S&P Mid-Cap ETF
SMB
shape 99 · level 83 · Adj. R2 0.943 · Rel. Sharpe 0.992
Compare ISMD vs IJH
85 Verified similar
SMMD
iShares Russell 2500 ETF
SMB
shape 99 · level 82 · Adj. R2 0.976 · Rel. Sharpe 0.740
Compare ISMD vs SMMD
85 Verified similar
CSD
Invesco S&P Spin-Off ETF
SMB
shape 99 · level 82 · Adj. R2 0.839 · Rel. Sharpe 0.837
Compare ISMD vs CSD
85 Verified similar
BBSC
JPMorgan BetaBuilders U.S. Small Cap Equity Fund
SMB
shape 98 · level 81 · Adj. R2 0.988 · Rel. Sharpe 0.819
Compare ISMD vs BBSC
84 Verified similar
IVOO
Vanguard S&P Mid-Cap 400 ETF
SMB
shape 98 · level 81 · Adj. R2 0.953 · Rel. Sharpe 0.958
Compare ISMD vs IVOO
84 Verified similar
SCHA
Schwab U.S. Small-Cap ETF
SMB
shape 99 · level 80 · Adj. R2 0.987 · Rel. Sharpe 0.861
Compare ISMD vs SCHA
84 Verified similar
PSC
Principal U.S. Small-Cap ETF
SMB
shape 99 · level 80 · Adj. R2 0.955 · Rel. Sharpe 0.902
Compare ISMD vs PSC
84 Verified similar
SCHM
Schwab U.S. Mid-Cap ETF
SMB
shape 99 · level 79 · Adj. R2 0.949 · Rel. Sharpe 0.858
Compare ISMD vs SCHM
84 Verified similar
IQSM
NYLI Candriam U.S. Mid Cap Equity ETF
SMB
shape 98 · level 82 · Adj. R2 0.921 · Rel. Sharpe 0.443
Compare ISMD vs IQSM
83 Verified similar
BBMC
JPMorgan BetaBuilders U.S. Mid Cap Equity ETF
SMB
shape 99 · level 80 · Adj. R2 0.943 · Rel. Sharpe 0.674
Compare ISMD vs BBMC
83 Verified similar
FIW
First Trust Water ETF
SMB
shape 96 · level 79 · Adj. R2 0.833 · Rel. Sharpe 0.928
Compare ISMD vs FIW
83 Verified similar
SMLF
iShares U.S. SmallCap Equity Factor ETF
SMB
shape 99 · level 79 · Adj. R2 0.936 · Rel. Sharpe 1.074
Compare ISMD vs SMLF
83 Verified similar
FFSM
Fidelity Fundamental Small-Mid Cap ETF
SMB
shape 98 · level 80 · Adj. R2 0.925 · Rel. Sharpe 1.021
Compare ISMD vs FFSM
82 Verified similar
GRPM
Invesco S&P MidCap 400 GARP ETF
SMB
shape 97 · level 78 · Adj. R2 0.930 · Rel. Sharpe 0.837
Compare ISMD vs GRPM
82 Verified similar
VTWO
Vanguard Russell 2000 ETF
SMB
shape 98 · level 77 · Adj. R2 0.991 · Rel. Sharpe 0.857
Compare ISMD vs VTWO
82 Verified similar
XJH
iShares ESG Select Screened S&P Mid-Cap ETF
SMB
shape 97 · level 78 · Adj. R2 0.947 · Rel. Sharpe 0.618
Compare ISMD vs XJH
81 Verified similar
MDYG
State Street SPDR S&P 400 Mid Cap Growth ETF
SMB
shape 95 · level 76 · Adj. R2 0.911 · Rel. Sharpe 0.850
Compare ISMD vs MDYG
81 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.