Verified factor-similar cluster

ETFs Similar to IVOO

Each fund below shares verified factor exposure with IVOO 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
IJH
iShares Core S&P Mid-Cap ETF
SMB
Modeled factor tracking error 0.06%/yr · longer factor history 0.10%/yr · 36 months through 2026-08
Compare IVOO vs IJH
99 Very close factor fit
SPMD
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SMB
Modeled factor tracking error 0.07%/yr · longer factor history 0.11%/yr · 36 months through 2026-08
Compare IVOO vs SPMD
99 Very close factor fit
QVMM
Invesco S&P MidCap 400 QVM Multi-factor ETF
SMB
Modeled factor tracking error 0.77%/yr · longer factor history 0.79%/yr · 36 months through 2026-08
Compare IVOO vs QVMM
95 Very close factor fit
XJH
iShares ESG Select Screened S&P Mid-Cap ETF
SMB
Modeled factor tracking error 0.63%/yr · longer factor history 0.93%/yr · 36 months through 2026-08
Compare IVOO vs XJH
94 Very close factor fit
IQSM
NYLI Candriam U.S. Mid Cap Equity ETF
SMB
Modeled factor tracking error 1.59%/yr · longer factor history 1.63%/yr · 36 months through 2026-08
Compare IVOO vs IQSM
89 Factor-similar
BBMC
JPMorgan BetaBuilders U.S. Mid Cap Equity ETF
SMB
Modeled factor tracking error 2.02%/yr · longer factor history 2.01%/yr · 36 months through 2026-08
Compare IVOO vs BBMC
87 Factor-similar
IWR
iShares Russell Midcap ETF
SMB
Modeled factor tracking error 2.10%/yr · longer factor history 1.87%/yr · 36 months through 2026-08
Compare IVOO vs IWR
86 Factor-similar
BFOR
ALPS Barron's 400 ETF
SMB
Modeled factor tracking error 1.42%/yr · longer factor history 2.14%/yr · 36 months through 2026-08
Compare IVOO vs BFOR
86 Factor-similar
AFMC
First Trust Active Factor Mid Cap ETF
SMB
Modeled factor tracking error 1.74%/yr · longer factor history 2.19%/yr · 36 months through 2026-08
Compare IVOO vs AFMC
85 Factor-similar
FIW
First Trust Water ETF
SMB
Modeled factor tracking error 2.22%/yr · longer factor history 1.62%/yr · 36 months through 2026-08
Compare IVOO vs FIW
85 Factor-similar
FSMD
Fidelity Small-Mid Multifactor ETF
SMB
Modeled factor tracking error 1.85%/yr · longer factor history 2.23%/yr · 36 months through 2026-08
Compare IVOO vs FSMD
85 Factor-similar
VB
Vanguard Small-Cap ETF
SMB
Modeled factor tracking error 2.11%/yr · longer factor history 2.41%/yr · 36 months through 2026-08
Compare IVOO vs VB
84 Factor-similar
FXR
First Trust Industrials/Producer Durables AlphaDEX Fund
SMB
Modeled factor tracking error 2.50%/yr · longer factor history 2.37%/yr · 36 months through 2026-08
Compare IVOO vs FXR
83 Factor-similar
FFSM
Fidelity Fundamental Small-Mid Cap ETF
SMB
Modeled factor tracking error 2.69%/yr · longer factor history 2.37%/yr · 36 months through 2026-08
Compare IVOO vs FFSM
82 Factor-similar
VFMF
Vanguard U.S. Multifactor ETF
SMB
Modeled factor tracking error 2.78%/yr · longer factor history 2.63%/yr · 36 months through 2026-08
Compare IVOO vs VFMF
81 Factor-similar
VBR
Vanguard Small Cap Value ETF
SMB
Modeled factor tracking error 2.91%/yr · longer factor history 2.87%/yr · 36 months through 2026-08
Compare IVOO vs VBR
81 Factor-similar
SMMD
iShares Russell 2500 ETF
SMB
Modeled factor tracking error 2.88%/yr · longer factor history 2.95%/yr · 36 months through 2026-08
Compare IVOO vs SMMD
80 Factor-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.