Verified factor-similar cluster

ETFs Similar to IVOO

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

SMB
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XJH
iShares ESG Select Screened S&P Mid-Cap ETF
SMB
shape 100 · level 95 · Adj. R2 0.942 · Rel. Sharpe 0.705
Compare IVOO vs XJH
95 Near substitute
IJH
iShares Core S&P Mid-Cap ETF
SMB
shape 100 · level 92 · Adj. R2 0.942 · Rel. Sharpe 1.011
Compare IVOO vs IJH
94 Near substitute
JHSC
John Hancock Multifactor Small Cap ETF
SMB
shape 100 · level 93 · Adj. R2 0.964 · Rel. Sharpe 0.661
Compare IVOO vs JHSC
93 Near substitute
SPMD
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SMB
shape 99 · level 91 · Adj. R2 0.941 · Rel. Sharpe 0.952
Compare IVOO vs SPMD
93 Near substitute
SCHM
Schwab U.S. Mid-Cap ETF
SMB
shape 99 · level 91 · Adj. R2 0.947 · Rel. Sharpe 0.918
Compare IVOO vs SCHM
92 Near substitute
IJR
iShares Core S&P Small Cap ETF
SMB
shape 99 · level 87 · Adj. R2 0.968 · Rel. Sharpe 0.980
Compare IVOO vs IJR
91 Near substitute
FNDA
Schwab Fundamental U.S. Small Company ETF
SMB
shape 100 · level 87 · Adj. R2 0.977 · Rel. Sharpe 1.059
Compare IVOO vs FNDA
90 Verified similar
CSD
Invesco S&P Spin-Off ETF
SMB
shape 99 · level 89 · Adj. R2 0.833 · Rel. Sharpe 0.927
Compare IVOO vs CSD
89 Verified similar
QVMM
Invesco S&P MidCap 400 QVM Multi-factor ETF
SMB
shape 99 · level 87 · Adj. R2 0.940 · Rel. Sharpe 1.065
Compare IVOO vs QVMM
89 Verified similar
DFAS
Dimensional U.S. Small Cap ETF
SMB
shape 99 · level 86 · Adj. R2 0.980 · Rel. Sharpe 1.158
Compare IVOO vs DFAS
89 Verified similar
PSC
Principal U.S. Small-Cap ETF
SMB
shape 98 · level 85 · Adj. R2 0.952 · Rel. Sharpe 0.970
Compare IVOO vs PSC
88 Verified similar
VB
Vanguard Small-Cap ETF
SMB
shape 97 · level 86 · Adj. R2 0.976 · Rel. Sharpe 0.936
Compare IVOO vs VB
88 Verified similar
AFMC
First Trust Active Factor Mid Cap ETF
SMB
shape 99 · level 85 · Adj. R2 0.933 · Rel. Sharpe 0.807
Compare IVOO vs AFMC
88 Verified similar
FSMD
Fidelity Small-Mid Multifactor ETF
SMB
shape 99 · level 85 · Adj. R2 0.955 · Rel. Sharpe 0.972
Compare IVOO vs FSMD
88 Verified similar
BBMC
JPMorgan BetaBuilders U.S. Mid Cap Equity ETF
SMB
shape 97 · level 87 · Adj. R2 0.942 · Rel. Sharpe 0.736
Compare IVOO vs BBMC
88 Verified similar
JPSE
JPMorgan Diversified Return U.S. Small Cap Equity ETF
SMB
shape 99 · level 85 · Adj. R2 0.973 · Rel. Sharpe 1.051
Compare IVOO vs JPSE
88 Verified similar
SMLF
iShares U.S. SmallCap Equity Factor ETF
SMB
shape 99 · level 85 · Adj. R2 0.935 · Rel. Sharpe 1.111
Compare IVOO vs SMLF
88 Verified similar
FFSM
Fidelity Fundamental Small-Mid Cap ETF
SMB
shape 99 · level 86 · Adj. R2 0.916 · Rel. Sharpe 1.190
Compare IVOO vs FFSM
87 Verified similar
NUSC
Nuveen ESG Small-Cap ETF
SMB
shape 97 · level 85 · Adj. R2 0.971 · Rel. Sharpe 0.789
Compare IVOO vs NUSC
87 Verified similar
ESML
iShares ESG Aware MSCI USA Small-Cap ETF
SMB
shape 97 · level 84 · Adj. R2 0.980 · Rel. Sharpe 0.866
Compare IVOO vs ESML
87 Verified similar
ISCB
iShares Morningstar Small-Cap ETF
SMB
shape 98 · level 85 · Adj. R2 0.972 · Rel. Sharpe 0.793
Compare IVOO vs ISCB
87 Verified similar
SPSM
State Street SPDR Portfolio S&P 600 Small Cap ETF
SMB
shape 98 · level 83 · Adj. R2 0.978 · Rel. Sharpe 1.027
Compare IVOO vs SPSM
87 Verified similar
VIOO
Vanguard S&P Small-Cap 600 ETF
SMB
shape 99 · level 83 · Adj. R2 0.979 · Rel. Sharpe 1.191
Compare IVOO vs VIOO
86 Verified similar
GRPM
Invesco S&P MidCap 400 GARP ETF
SMB
shape 99 · level 83 · Adj. R2 0.929 · Rel. Sharpe 0.862
Compare IVOO vs GRPM
86 Verified similar
FYX
First Trust Small Cap Core Alphadex Fund
SMB
shape 99 · level 82 · Adj. R2 0.977 · Rel. Sharpe 0.958
Compare IVOO vs FYX
86 Verified similar
MDYG
State Street SPDR S&P 400 Mid Cap Growth ETF
SMB
shape 94 · level 84 · Adj. R2 0.909 · Rel. Sharpe 0.890
Compare IVOO vs MDYG
86 Verified similar
SMMD
iShares Russell 2500 ETF
SMB
shape 96 · level 84 · Adj. R2 0.975 · Rel. Sharpe 0.773
Compare IVOO vs SMMD
85 Verified similar
IJJ
iShares S&P Mid-Cap 400 Value ETF
SMB
shape 98 · level 81 · Adj. R2 0.946 · Rel. Sharpe 1.083
Compare IVOO vs IJJ
85 Verified similar
XJR
iShares ESG Select Screened S&P Small-Cap ETF
SMB
shape 99 · level 81 · Adj. R2 0.976 · Rel. Sharpe 0.880
Compare IVOO vs XJR
85 Verified similar
SCHA
Schwab U.S. Small-Cap ETF
SMB
shape 95 · level 82 · Adj. R2 0.985 · Rel. Sharpe 0.906
Compare IVOO vs SCHA
84 Verified similar
IJT
iShares S&P Small-Cap 600 Growth ETF
SMB
shape 97 · level 80 · Adj. R2 0.944 · Rel. Sharpe 1.009
Compare IVOO vs IJT
84 Verified similar
QVMS
Invesco S&P SmallCap 600 QVM Multi-factor ETF
SMB
shape 99 · level 80 · Adj. R2 0.974 · Rel. Sharpe 1.218
Compare IVOO vs QVMS
84 Verified similar
RZG
Invesco S&P Smallcap 600 Pure Growth ETF
SMB
shape 97 · level 80 · Adj. R2 0.910 · Rel. Sharpe 0.886
Compare IVOO vs RZG
84 Verified similar
ISMD
Inspire Small/Mid Cap ETF
SMB
shape 97 · level 79 · Adj. R2 0.962 · Rel. Sharpe 0.918
Compare IVOO vs ISMD
84 Verified similar
IWM
iShares Russell 2000 ETF
SMB
shape 95 · level 81 · Adj. R2 0.986 · Rel. Sharpe 0.798
Compare IVOO vs IWM
83 Verified similar
FIW
First Trust Water ETF
SMB
shape 94 · level 80 · Adj. R2 0.827 · Rel. Sharpe 0.951
Compare IVOO vs FIW
83 Verified similar
UPGD
Invesco Bloomberg Analyst Rating Improvers ETF
SMB
shape 97 · level 82 · Adj. R2 0.880 · Rel. Sharpe 0.583
Compare IVOO vs UPGD
83 Verified similar
VXF
Vanguard Extended Market ETF
SMB
shape 94 · level 79 · Adj. R2 0.972 · Rel. Sharpe 0.938
Compare IVOO vs VXF
82 Verified similar
VTWO
Vanguard Russell 2000 ETF
SMB
shape 95 · level 78 · Adj. R2 0.991 · Rel. Sharpe 0.866
Compare IVOO vs VTWO
82 Verified similar
RFG
Invesco S&P Midcap 400 Pure Growth ETF
SMB
shape 94 · level 79 · Adj. R2 0.864 · Rel. Sharpe 0.812
Compare IVOO vs RFG
82 Verified similar
PRFZ
Invesco RAFI US 1500 Small-Mid ETF
SMB
shape 97 · level 77 · Adj. R2 0.974 · Rel. Sharpe 0.963
Compare IVOO vs PRFZ
82 Verified similar
AVSC
Avantis U.S Small Cap Equity ETF
SMB
shape 98 · level 78 · Adj. R2 0.986 · Rel. Sharpe 1.329
Compare IVOO vs AVSC
81 Verified similar
OMFS
Invesco Russell 2000 Dynamic Multifactor ETF
SMB
shape 97 · level 76 · Adj. R2 0.941 · Rel. Sharpe 0.951
Compare IVOO vs OMFS
81 Verified similar
JSMD
Janus Henderson Small/Mid Cap Growth Alpha ETF
SMB
shape 94 · level 77 · Adj. R2 0.920 · Rel. Sharpe 0.885
Compare IVOO vs JSMD
80 Verified similar
GSSC
TR Activebeta US Small Cap Equity ETF
SMB
shape 95 · level 76 · Adj. R2 0.939 · Rel. Sharpe 1.027
Compare IVOO vs GSSC
80 Verified similar
IVOO 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.