Verified factor-similar cluster

ETFs Similar to IWM

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

SMB
View the full factor-set theme
SCHA
Schwab U.S. Small-Cap ETF
SMB
shape 100 · level 95 · Adj. R2 0.985 · Rel. Sharpe 0.906
Compare IWM vs SCHA
96 Near substitute
ESML
iShares ESG Aware MSCI USA Small-Cap ETF
SMB
shape 100 · level 95 · Adj. R2 0.980 · Rel. Sharpe 0.866
Compare IWM vs ESML
95 Near substitute
NUSC
Nuveen ESG Small-Cap ETF
SMB
shape 100 · level 94 · Adj. R2 0.971 · Rel. Sharpe 0.789
Compare IWM vs NUSC
95 Near substitute
SMMD
iShares Russell 2500 ETF
SMB
shape 100 · level 92 · Adj. R2 0.975 · Rel. Sharpe 0.773
Compare IWM vs SMMD
94 Near substitute
VTWO
Vanguard Russell 2000 ETF
SMB
shape 100 · level 92 · Adj. R2 0.991 · Rel. Sharpe 0.866
Compare IWM vs VTWO
93 Near substitute
BBMC
JPMorgan BetaBuilders U.S. Mid Cap Equity ETF
SMB
shape 100 · level 89 · Adj. R2 0.942 · Rel. Sharpe 0.736
Compare IWM vs BBMC
92 Near substitute
BBSC
JPMorgan BetaBuilders U.S. Small Cap Equity Fund
SMB
shape 100 · level 90 · Adj. R2 0.986 · Rel. Sharpe 0.891
Compare IWM vs BBSC
91 Near substitute
VB
Vanguard Small-Cap ETF
SMB
shape 100 · level 89 · Adj. R2 0.976 · Rel. Sharpe 0.936
Compare IWM vs VB
91 Near substitute
ISCB
iShares Morningstar Small-Cap ETF
SMB
shape 99 · level 86 · Adj. R2 0.972 · Rel. Sharpe 0.793
Compare IWM vs ISCB
90 Verified similar
PSC
Principal U.S. Small-Cap ETF
SMB
shape 99 · level 86 · Adj. R2 0.952 · Rel. Sharpe 0.970
Compare IWM vs PSC
89 Verified similar
RSSL
Global X Russell 2000 ETF
SMB
shape 99 · level 88 · Adj. R2 0.981 · Rel. Sharpe 0.687
Compare IWM vs RSSL
89 Verified similar
SPSM
State Street SPDR Portfolio S&P 600 Small Cap ETF
SMB
shape 99 · level 86 · Adj. R2 0.978 · Rel. Sharpe 1.027
Compare IWM vs SPSM
88 Verified similar
SCHM
Schwab U.S. Mid-Cap ETF
SMB
shape 99 · level 84 · Adj. R2 0.947 · Rel. Sharpe 0.918
Compare IWM vs SCHM
87 Verified similar
IJR
iShares Core S&P Small Cap ETF
SMB
shape 98 · level 85 · Adj. R2 0.968 · Rel. Sharpe 0.980
Compare IWM vs IJR
87 Verified similar
SLYG
State Street SPDR S&P 600 Small Cap Growth ETF
SMB
shape 99 · level 84 · Adj. R2 0.928 · Rel. Sharpe 0.646
Compare IWM vs SLYG
87 Verified similar
JHSC
John Hancock Multifactor Small Cap ETF
SMB
shape 97 · level 84 · Adj. R2 0.964 · Rel. Sharpe 0.661
Compare IWM vs JHSC
87 Verified similar
ISMD
Inspire Small/Mid Cap ETF
SMB
shape 99 · level 84 · Adj. R2 0.962 · Rel. Sharpe 0.918
Compare IWM vs ISMD
87 Verified similar
GSSC
TR Activebeta US Small Cap Equity ETF
SMB
shape 100 · level 86 · Adj. R2 0.939 · Rel. Sharpe 1.027
Compare IWM vs GSSC
86 Verified similar
VXF
Vanguard Extended Market ETF
SMB
shape 99 · level 83 · Adj. R2 0.972 · Rel. Sharpe 0.938
Compare IWM vs VXF
86 Verified similar
IJT
iShares S&P Small-Cap 600 Growth ETF
SMB
shape 99 · level 83 · Adj. R2 0.944 · Rel. Sharpe 1.009
Compare IWM vs IJT
86 Verified similar
RZG
Invesco S&P Smallcap 600 Pure Growth ETF
SMB
shape 98 · level 82 · Adj. R2 0.910 · Rel. Sharpe 0.886
Compare IWM vs RZG
86 Verified similar
XJR
iShares ESG Select Screened S&P Small-Cap ETF
SMB
shape 98 · level 81 · Adj. R2 0.976 · Rel. Sharpe 0.880
Compare IWM vs XJR
85 Verified similar
FYX
First Trust Small Cap Core Alphadex Fund
SMB
shape 98 · level 81 · Adj. R2 0.977 · Rel. Sharpe 0.958
Compare IWM vs FYX
85 Verified similar
SMLF
iShares U.S. SmallCap Equity Factor ETF
SMB
shape 98 · level 83 · Adj. R2 0.935 · Rel. Sharpe 1.111
Compare IWM vs SMLF
85 Verified similar
VIOO
Vanguard S&P Small-Cap 600 ETF
SMB
shape 98 · level 83 · Adj. R2 0.979 · Rel. Sharpe 1.191
Compare IWM vs VIOO
85 Verified similar
SPMD
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SMB
shape 97 · level 81 · Adj. R2 0.941 · Rel. Sharpe 0.952
Compare IWM vs SPMD
85 Verified similar
CSD
Invesco S&P Spin-Off ETF
SMB
shape 98 · level 83 · Adj. R2 0.833 · Rel. Sharpe 0.927
Compare IWM vs CSD
84 Verified similar
DFAS
Dimensional U.S. Small Cap ETF
SMB
shape 97 · level 82 · Adj. R2 0.980 · Rel. Sharpe 1.158
Compare IWM vs DFAS
84 Verified similar
FNDA
Schwab Fundamental U.S. Small Company ETF
SMB
shape 97 · level 80 · Adj. R2 0.977 · Rel. Sharpe 1.059
Compare IWM vs FNDA
84 Verified similar
JSMD
Janus Henderson Small/Mid Cap Growth Alpha ETF
SMB
shape 98 · level 80 · Adj. R2 0.920 · Rel. Sharpe 0.885
Compare IWM vs JSMD
84 Verified similar
MDYG
State Street SPDR S&P 400 Mid Cap Growth ETF
SMB
shape 96 · level 80 · Adj. R2 0.909 · Rel. Sharpe 0.890
Compare IWM vs MDYG
84 Verified similar
AVSC
Avantis U.S Small Cap Equity ETF
SMB
shape 99 · level 82 · Adj. R2 0.986 · Rel. Sharpe 1.329
Compare IWM vs AVSC
83 Verified similar
IVOO
Vanguard S&P Mid-Cap 400 ETF
SMB
shape 95 · level 81 · Adj. R2 0.952 · Rel. Sharpe 0.995
Compare IWM vs IVOO
83 Verified similar
UPGD
Invesco Bloomberg Analyst Rating Improvers ETF
SMB
shape 98 · level 80 · Adj. R2 0.880 · Rel. Sharpe 0.583
Compare IWM vs UPGD
83 Verified similar
XJH
iShares ESG Select Screened S&P Mid-Cap ETF
SMB
shape 95 · level 79 · Adj. R2 0.942 · Rel. Sharpe 0.705
Compare IWM vs XJH
83 Verified similar
PRFZ
Invesco RAFI US 1500 Small-Mid ETF
SMB
shape 99 · level 79 · Adj. R2 0.974 · Rel. Sharpe 0.963
Compare IWM vs PRFZ
83 Verified similar
JPSE
JPMorgan Diversified Return U.S. Small Cap Equity ETF
SMB
shape 97 · level 81 · Adj. R2 0.973 · Rel. Sharpe 1.051
Compare IWM vs JPSE
83 Verified similar
IJH
iShares Core S&P Mid-Cap ETF
SMB
shape 95 · level 80 · Adj. R2 0.942 · Rel. Sharpe 1.011
Compare IWM vs IJH
83 Verified similar
FFSM
Fidelity Fundamental Small-Mid Cap ETF
SMB
shape 97 · level 81 · Adj. R2 0.916 · Rel. Sharpe 1.190
Compare IWM vs FFSM
83 Verified similar
OMFS
Invesco Russell 2000 Dynamic Multifactor ETF
SMB
shape 99 · level 80 · Adj. R2 0.941 · Rel. Sharpe 0.951
Compare IWM vs OMFS
83 Verified similar
VBK
Vanguard Small-Cap Growth ETF
SMB
shape 95 · level 79 · Adj. R2 0.965 · Rel. Sharpe 0.748
Compare IWM vs VBK
83 Verified similar
QVMS
Invesco S&P SmallCap 600 QVM Multi-factor ETF
SMB
shape 98 · level 79 · Adj. R2 0.974 · Rel. Sharpe 1.218
Compare IWM vs QVMS
81 Verified similar
IWMI
NEOS Russell 2000 High Income ETF
SMB
shape 96 · level 79 · Adj. R2 0.940 · Rel. Sharpe 0.626
Compare IWM vs IWMI
81 Verified similar
QVMM
Invesco S&P MidCap 400 QVM Multi-factor ETF
SMB
shape 95 · level 77 · Adj. R2 0.940 · Rel. Sharpe 1.065
Compare IWM vs QVMM
81 Verified similar
RFG
Invesco S&P Midcap 400 Pure Growth ETF
SMB
shape 95 · level 76 · Adj. R2 0.864 · Rel. Sharpe 0.812
Compare IWM vs RFG
81 Verified similar
ISCG
iShares Morningstar Small-Cap Growth ETF
SMB
shape 95 · level 76 · Adj. R2 0.960 · Rel. Sharpe 0.731
Compare IWM vs ISCG
81 Verified similar
FSMD
Fidelity Small-Mid Multifactor ETF
SMB
shape 95 · level 77 · Adj. R2 0.955 · Rel. Sharpe 0.972
Compare IWM vs FSMD
80 Verified similar
AFMC
First Trust Active Factor Mid Cap ETF
SMB
shape 93 · level 75 · Adj. R2 0.933 · Rel. Sharpe 0.807
Compare IWM vs AFMC
80 Verified similar
IWM 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.