Verified factor-similar cluster

ETFs Similar to IVOO

This page expands the verified similar ETF set for IVOO. 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
IJH
iShares Core S&P Mid-Cap ETF
SMB
shape 100 · level 92 · Adj. R2 0.943 · Rel. Sharpe 0.992
Compare IVOO vs IJH
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 0.925
Compare IVOO vs SPMD
93 Near substitute
JHSC
John Hancock Multifactor Small Cap ETF
SMB
shape 99 · level 93 · Adj. R2 0.965 · Rel. Sharpe 0.624
Compare IVOO vs JHSC
93 Near substitute
XJH
iShares ESG Select Screened S&P Mid-Cap ETF
SMB
shape 100 · level 93 · Adj. R2 0.947 · Rel. Sharpe 0.618
Compare IVOO vs XJH
92 Near substitute
SCHM
Schwab U.S. Mid-Cap ETF
SMB
shape 99 · level 90 · Adj. R2 0.949 · Rel. Sharpe 0.858
Compare IVOO vs SCHM
92 Near substitute
CSD
Invesco S&P Spin-Off ETF
SMB
shape 100 · level 91 · Adj. R2 0.839 · Rel. Sharpe 0.837
Compare IVOO vs CSD
91 Near substitute
FFSM
Fidelity Fundamental Small-Mid Cap ETF
SMB
shape 100 · level 89 · Adj. R2 0.925 · Rel. Sharpe 1.021
Compare IVOO vs FFSM
91 Near substitute
QVMM
Invesco S&P MidCap 400 QVM Multi-factor ETF
SMB
shape 99 · level 88 · Adj. R2 0.943 · Rel. Sharpe 0.943
Compare IVOO vs QVMM
91 Near substitute
IJR
iShares Core S&P Small Cap ETF
SMB
shape 99 · level 87 · Adj. R2 0.970 · Rel. Sharpe 0.952
Compare IVOO vs IJR
91 Near substitute
FNDA
Schwab Fundamental U.S. Small Company ETF
SMB
shape 100 · level 87 · Adj. R2 0.978 · Rel. Sharpe 1.011
Compare IVOO vs FNDA
90 Verified similar
DFAS
Dimensional U.S. Small Cap ETF
SMB
shape 100 · level 86 · Adj. R2 0.983 · Rel. Sharpe 1.031
Compare IVOO vs DFAS
89 Verified similar
PSC
Principal U.S. Small-Cap ETF
SMB
shape 99 · level 86 · Adj. R2 0.955 · Rel. Sharpe 0.902
Compare IVOO vs PSC
89 Verified similar
SMLF
iShares U.S. SmallCap Equity Factor ETF
SMB
shape 99 · level 84 · Adj. R2 0.936 · Rel. Sharpe 1.074
Compare IVOO vs SMLF
88 Verified similar
JPSE
JPMorgan Diversified Return U.S. Small Cap Equity ETF
SMB
shape 99 · level 85 · Adj. R2 0.974 · Rel. Sharpe 1.020
Compare IVOO vs JPSE
88 Verified similar
FSMD
Fidelity Small-Mid Multifactor ETF
SMB
shape 100 · level 85 · Adj. R2 0.960 · Rel. Sharpe 0.866
Compare IVOO vs FSMD
88 Verified similar
AFMC
First Trust Active Factor Mid Cap ETF
SMB
shape 99 · level 85 · Adj. R2 0.935 · Rel. Sharpe 0.737
Compare IVOO vs AFMC
87 Verified similar
SPSM
State Street SPDR Portfolio S&P 600 Small Cap ETF
SMB
shape 98 · level 83 · Adj. R2 0.981 · Rel. Sharpe 0.969
Compare IVOO vs SPSM
87 Verified similar
VB
Vanguard Small-Cap ETF
SMB
shape 96 · level 84 · Adj. R2 0.977 · Rel. Sharpe 0.935
Compare IVOO vs VB
87 Verified similar
BBMC
JPMorgan BetaBuilders U.S. Mid Cap Equity ETF
SMB
shape 97 · level 86 · Adj. R2 0.943 · Rel. Sharpe 0.674
Compare IVOO vs BBMC
87 Verified similar
VIOO
Vanguard S&P Small-Cap 600 ETF
SMB
shape 99 · level 84 · Adj. R2 0.980 · Rel. Sharpe 1.154
Compare IVOO vs VIOO
87 Verified similar
ESML
iShares ESG Aware MSCI USA Small-Cap ETF
SMB
shape 97 · level 84 · Adj. R2 0.981 · Rel. Sharpe 0.806
Compare IVOO vs ESML
87 Verified similar
ISCB
iShares Morningstar Small-Cap ETF
SMB
shape 97 · level 84 · Adj. R2 0.972 · Rel. Sharpe 0.770
Compare IVOO vs ISCB
87 Verified similar
GRPM
Invesco S&P MidCap 400 GARP ETF
SMB
shape 99 · level 83 · Adj. R2 0.930 · Rel. Sharpe 0.837
Compare IVOO vs GRPM
86 Verified similar
FYX
First Trust Small Cap Core Alphadex Fund
SMB
shape 99 · level 82 · Adj. R2 0.979 · Rel. Sharpe 0.915
Compare IVOO vs FYX
86 Verified similar
NUSC
Nuveen ESG Small-Cap ETF
SMB
shape 96 · level 83 · Adj. R2 0.971 · Rel. Sharpe 0.767
Compare IVOO vs NUSC
86 Verified similar
MDYG
State Street SPDR S&P 400 Mid Cap Growth ETF
SMB
shape 94 · level 83 · Adj. R2 0.911 · Rel. Sharpe 0.850
Compare IVOO vs MDYG
85 Verified similar
XJR
iShares ESG Select Screened S&P Small-Cap ETF
SMB
shape 99 · level 82 · Adj. R2 0.985 · Rel. Sharpe 0.705
Compare IVOO vs XJR
85 Verified similar
IJJ
iShares S&P Mid-Cap 400 Value ETF
SMB
shape 98 · level 81 · Adj. R2 0.947 · Rel. Sharpe 1.075
Compare IVOO vs IJJ
85 Verified similar
UPGD
Invesco Bloomberg Analyst Rating Improvers ETF
SMB
shape 97 · level 84 · Adj. R2 0.882 · Rel. Sharpe 0.602
Compare IVOO vs UPGD
85 Verified similar
SMMD
iShares Russell 2500 ETF
SMB
shape 95 · level 83 · Adj. R2 0.976 · Rel. Sharpe 0.740
Compare IVOO vs SMMD
85 Verified similar
ISMD
Inspire Small/Mid Cap ETF
SMB
shape 98 · level 81 · Adj. R2 0.967 · Rel. Sharpe 0.836
Compare IVOO vs ISMD
84 Verified similar
IJT
iShares S&P Small-Cap 600 Growth ETF
SMB
shape 97 · level 80 · Adj. R2 0.948 · Rel. Sharpe 0.970
Compare IVOO vs IJT
84 Verified similar
SCHA
Schwab U.S. Small-Cap ETF
SMB
shape 96 · level 81 · Adj. R2 0.987 · Rel. Sharpe 0.861
Compare IVOO vs SCHA
84 Verified similar
FIW
First Trust Water ETF
SMB
shape 94 · level 80 · Adj. R2 0.833 · Rel. Sharpe 0.928
Compare IVOO vs FIW
84 Verified similar
IJK
iShares S&P Mid-Cap 400 Growth ETF
SMB
shape 93 · level 80 · Adj. R2 0.906 · Rel. Sharpe 0.877
Compare IVOO vs IJK
83 Verified similar
RZG
Invesco S&P Smallcap 600 Pure Growth ETF
SMB
shape 97 · level 79 · Adj. R2 0.921 · Rel. Sharpe 0.797
Compare IVOO vs RZG
83 Verified similar
AVSC
Avantis U.S Small Cap Equity ETF
SMB
shape 99 · level 78 · Adj. R2 0.988 · Rel. Sharpe 1.243
Compare IVOO vs AVSC
82 Verified similar
IWM
iShares Russell 2000 ETF
SMB
shape 95 · level 79 · Adj. R2 0.986 · Rel. Sharpe 0.785
Compare IVOO vs IWM
82 Verified similar
PRFZ
Invesco RAFI US 1500 Small-Mid ETF
SMB
shape 97 · level 77 · Adj. R2 0.976 · Rel. Sharpe 0.916
Compare IVOO vs PRFZ
82 Verified similar
RFG
Invesco S&P Midcap 400 Pure Growth ETF
SMB
shape 94 · level 79 · Adj. R2 0.865 · Rel. Sharpe 0.777
Compare IVOO vs RFG
82 Verified similar
VXF
Vanguard Extended Market ETF
SMB
shape 93 · level 78 · Adj. R2 0.973 · Rel. Sharpe 0.923
Compare IVOO vs VXF
81 Verified similar
VTWO
Vanguard Russell 2000 ETF
SMB
shape 95 · level 77 · Adj. R2 0.991 · Rel. Sharpe 0.857
Compare IVOO vs VTWO
81 Verified similar
IQSM
NYLI Candriam U.S. Mid Cap Equity ETF
SMB
shape 97 · level 79 · Adj. R2 0.921 · Rel. Sharpe 0.443
Compare IVOO vs IQSM
81 Verified similar
GSSC
TR Activebeta US Small Cap Equity ETF
SMB
shape 95 · level 76 · Adj. R2 0.940 · Rel. Sharpe 0.971
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.