Verified factor-similar cluster

ETFs Similar to IVOV

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

SMB HML
View the full factor-set theme
MDYV
State Street SPDR S&P 400 Mid Cap Value ETF
SMB HML
shape 100 · level 96 · Adj. R2 0.949 · Rel. Sharpe 0.894
Compare IVOV vs MDYV
96 Near substitute
VBR
Vanguard Small Cap Value ETF
SMB HML
shape 99 · level 91 · Adj. R2 0.974 · Rel. Sharpe 1.023
Compare IVOV vs VBR
92 Near substitute
ISCV
iShares Morningstar Small Cap Value ETF
SMB HML
shape 99 · level 89 · Adj. R2 0.970 · Rel. Sharpe 0.861
Compare IVOV vs ISCV
91 Near substitute
VIOV
Vanguard S&P Small-Cap 600 Value ETF
SMB HML
shape 98 · level 84 · Adj. R2 0.979 · Rel. Sharpe 1.082
Compare IVOV vs VIOV
87 Verified similar
VTWV
Vanguard Russell 2000 Value ETF
SMB HML
shape 98 · level 80 · Adj. R2 0.980 · Rel. Sharpe 0.948
Compare IVOV vs VTWV
85 Verified similar
IWN
iShares Russell 2000 Value ETF
SMB HML
shape 98 · level 79 · Adj. R2 0.978 · Rel. Sharpe 0.994
Compare IVOV vs IWN
83 Verified similar
IVOV fund page US ETF Leaders US Universe Similarity methodology
Important context

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