Verified factor-similar cluster

ETFs Similar to IWD

This page expands the verified similar ETF set for IWD. 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.

HML
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SPYV
State Street SPDR Portfolio S&P 500 Value ETF
HML
shape 99 · level 96 · Adj. R2 0.935 · Rel. Sharpe 0.955
Compare IWD vs SPYV
97 Near substitute
IUSV
iShares Core S&P US Value ETF
HML
shape 99 · level 96 · Adj. R2 0.963 · Rel. Sharpe 1.050
Compare IWD vs IUSV
97 Near substitute
VONV
Vanguard Russell 1000 Value ETF
HML
shape 99 · level 95 · Adj. R2 0.957 · Rel. Sharpe 1.043
Compare IWD vs VONV
95 Near substitute
IWX
iShares Russell Top 200 Value ETF
HML
shape 99 · level 96 · Adj. R2 0.934 · Rel. Sharpe 1.030
Compare IWD vs IWX
95 Near substitute
NULV
Nuveen ESG Large-Cap Value ETF
HML
shape 99 · level 95 · Adj. R2 0.926 · Rel. Sharpe 0.754
Compare IWD vs NULV
95 Near substitute
VTV
Vanguard Value ETF
HML
shape 99 · level 95 · Adj. R2 0.955 · Rel. Sharpe 1.190
Compare IWD vs VTV
95 Near substitute
ILCV
iShares Morningstar Value ETF
HML
shape 96 · level 93 · Adj. R2 0.927 · Rel. Sharpe 0.926
Compare IWD vs ILCV
93 Near substitute
REVS
Columbia Research Enhanced Value ETF
HML
shape 99 · level 92 · Adj. R2 0.944 · Rel. Sharpe 0.777
Compare IWD vs REVS
92 Near substitute
JAVA
JPMorgan Active Value ETF
HML
shape 96 · level 91 · Adj. R2 0.921 · Rel. Sharpe 1.008
Compare IWD vs JAVA
91 Near substitute
IVE
iShares S&P 500 Value ETF
HML
shape 97 · level 88 · Adj. R2 0.960 · Rel. Sharpe 0.832
Compare IWD vs IVE
90 Verified similar
VLUE
iShares MSCI USA Value Factor ETF
HML
shape 95 · level 89 · Adj. R2 0.912 · Rel. Sharpe 1.004
Compare IWD vs VLUE
90 Verified similar
VLU
State Street SPDR S&P 1500 Value Tilt ETF
HML
shape 95 · level 89 · Adj. R2 0.909 · Rel. Sharpe 1.170
Compare IWD vs VLU
89 Verified similar
SPVM
Invesco S&P 500 Value with Momentum ETF
HML
shape 98 · level 86 · Adj. R2 0.908 · Rel. Sharpe 1.013
Compare IWD vs SPVM
89 Verified similar
PWV
Invesco Large Cap Value ETF
HML
shape 99 · level 89 · Adj. R2 0.900 · Rel. Sharpe 1.429
Compare IWD vs PWV
88 Verified similar
DFUV
Dimensional US Marketwide Value ETF
HML
shape 94 · level 87 · Adj. R2 0.948 · Rel. Sharpe 1.146
Compare IWD vs DFUV
87 Verified similar
AVLV
Avantis U.S. Large Cap Value ETF
HML
shape 90 · level 88 · Adj. R2 0.936 · Rel. Sharpe 1.393
Compare IWD vs AVLV
86 Verified similar
DFLV
Dimensional US Large Cap Value ETF
HML
shape 98 · level 81 · Adj. R2 0.893 · Rel. Sharpe 1.064
Compare IWD vs DFLV
85 Verified similar
IMCV
iShares Morningstar Mid-Cap Value ETF
HML
shape 90 · level 83 · Adj. R2 0.953 · Rel. Sharpe 1.019
Compare IWD vs IMCV
85 Verified similar
PY
Principal Value ETF
HML
shape 92 · level 83 · Adj. R2 0.900 · Rel. Sharpe 0.606
Compare IWD vs PY
83 Verified similar
NUMV
Nuveen ESG Mid-Cap Value ETF
HML
shape 88 · level 83 · Adj. R2 0.930 · Rel. Sharpe 0.557
Compare IWD vs NUMV
83 Verified similar
BUSA
Brandes U.S. Value ETF
HML
shape 99 · level 78 · Adj. R2 0.820 · Rel. Sharpe 1.184
Compare IWD vs BUSA
81 Verified similar
FFLC
Fidelity Fundamental Large Cap Core ETF
HML
shape 87 · level 81 · Adj. R2 0.889 · Rel. Sharpe 1.421
Compare IWD vs FFLC
81 Verified similar
MBOX
Freedom Day Dividend ETF
HML
shape 88 · level 81 · Adj. R2 0.888 · Rel. Sharpe 1.283
Compare IWD vs MBOX
81 Verified similar
IWD 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.