Verified factor-similar cluster

ETFs Similar to IWM

This page expands the verified similar ETF set for IWM. 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
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NUSC
Nuveen ESG Small-Cap ETF
SMB
shape 100 · level 94 · Adj. R2 0.971 · Rel. Sharpe 0.767
Compare IWM vs NUSC
95 Near substitute
ESML
iShares ESG Aware MSCI USA Small-Cap ETF
SMB
shape 100 · level 94 · Adj. R2 0.981 · Rel. Sharpe 0.806
Compare IWM vs ESML
95 Near substitute
SCHA
Schwab U.S. Small-Cap ETF
SMB
shape 100 · level 94 · Adj. R2 0.987 · Rel. Sharpe 0.861
Compare IWM vs SCHA
95 Near substitute
VTWO
Vanguard Russell 2000 ETF
SMB
shape 100 · level 92 · Adj. R2 0.991 · Rel. Sharpe 0.857
Compare IWM vs VTWO
94 Near substitute
SMMD
iShares Russell 2500 ETF
SMB
shape 100 · level 92 · Adj. R2 0.976 · Rel. Sharpe 0.740
Compare IWM vs SMMD
94 Near substitute
BBSC
JPMorgan BetaBuilders U.S. Small Cap Equity Fund
SMB
shape 100 · level 91 · Adj. R2 0.988 · Rel. Sharpe 0.819
Compare IWM vs BBSC
92 Near substitute
VB
Vanguard Small-Cap ETF
SMB
shape 100 · level 90 · Adj. R2 0.977 · Rel. Sharpe 0.935
Compare IWM vs VB
91 Near substitute
BBMC
JPMorgan BetaBuilders U.S. Mid Cap Equity ETF
SMB
shape 100 · level 88 · Adj. R2 0.943 · Rel. Sharpe 0.674
Compare IWM vs BBMC
91 Near substitute
ISCB
iShares Morningstar Small-Cap ETF
SMB
shape 99 · level 86 · Adj. R2 0.972 · Rel. Sharpe 0.770
Compare IWM vs ISCB
89 Verified similar
SPSM
State Street SPDR Portfolio S&P 600 Small Cap ETF
SMB
shape 99 · level 86 · Adj. R2 0.981 · Rel. Sharpe 0.969
Compare IWM vs SPSM
88 Verified similar
GSSC
TR Activebeta US Small Cap Equity ETF
SMB
shape 100 · level 87 · Adj. R2 0.940 · Rel. Sharpe 0.971
Compare IWM vs GSSC
87 Verified similar
PSC
Principal U.S. Small-Cap ETF
SMB
shape 98 · level 83 · Adj. R2 0.955 · Rel. Sharpe 0.902
Compare IWM vs PSC
86 Verified similar
SCHM
Schwab U.S. Mid-Cap ETF
SMB
shape 98 · level 82 · Adj. R2 0.949 · Rel. Sharpe 0.858
Compare IWM vs SCHM
86 Verified similar
IJR
iShares Core S&P Small Cap ETF
SMB
shape 98 · level 83 · Adj. R2 0.970 · Rel. Sharpe 0.952
Compare IWM vs IJR
86 Verified similar
ISMD
Inspire Small/Mid Cap ETF
SMB
shape 99 · level 82 · Adj. R2 0.967 · Rel. Sharpe 0.836
Compare IWM vs ISMD
86 Verified similar
JHSC
John Hancock Multifactor Small Cap ETF
SMB
shape 97 · level 83 · Adj. R2 0.965 · Rel. Sharpe 0.624
Compare IWM vs JHSC
86 Verified similar
SLYG
State Street SPDR S&P 600 Small Cap Growth ETF
SMB
shape 98 · level 83 · Adj. R2 0.931 · Rel. Sharpe 0.591
Compare IWM vs SLYG
86 Verified similar
IJT
iShares S&P Small-Cap 600 Growth ETF
SMB
shape 99 · level 82 · Adj. R2 0.948 · Rel. Sharpe 0.970
Compare IWM vs IJT
85 Verified similar
VXF
Vanguard Extended Market ETF
SMB
shape 98 · level 81 · Adj. R2 0.973 · Rel. Sharpe 0.923
Compare IWM vs VXF
85 Verified similar
UPGD
Invesco Bloomberg Analyst Rating Improvers ETF
SMB
shape 99 · level 82 · Adj. R2 0.882 · Rel. Sharpe 0.602
Compare IWM vs UPGD
85 Verified similar
VIOO
Vanguard S&P Small-Cap 600 ETF
SMB
shape 98 · level 82 · Adj. R2 0.980 · Rel. Sharpe 1.154
Compare IWM vs VIOO
84 Verified similar
SMLF
iShares U.S. SmallCap Equity Factor ETF
SMB
shape 97 · level 81 · Adj. R2 0.936 · Rel. Sharpe 1.074
Compare IWM vs SMLF
84 Verified similar
SPMD
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SMB
shape 97 · level 80 · Adj. R2 0.941 · Rel. Sharpe 0.925
Compare IWM vs SPMD
84 Verified similar
FYX
First Trust Small Cap Core Alphadex Fund
SMB
shape 98 · level 79 · Adj. R2 0.979 · Rel. Sharpe 0.915
Compare IWM vs FYX
83 Verified similar
PRFZ
Invesco RAFI US 1500 Small-Mid ETF
SMB
shape 99 · level 78 · Adj. R2 0.976 · Rel. Sharpe 0.916
Compare IWM vs PRFZ
83 Verified similar
FFSM
Fidelity Fundamental Small-Mid Cap ETF
SMB
shape 96 · level 80 · Adj. R2 0.925 · Rel. Sharpe 1.021
Compare IWM vs FFSM
83 Verified similar
OMFS
Invesco Russell 2000 Dynamic Multifactor ETF
SMB
shape 99 · level 79 · Adj. R2 0.941 · Rel. Sharpe 0.914
Compare IWM vs OMFS
83 Verified similar
FNDA
Schwab Fundamental U.S. Small Company ETF
SMB
shape 96 · level 79 · Adj. R2 0.978 · Rel. Sharpe 1.011
Compare IWM vs FNDA
83 Verified similar
IJK
iShares S&P Mid-Cap 400 Growth ETF
SMB
shape 96 · level 78 · Adj. R2 0.906 · Rel. Sharpe 0.877
Compare IWM vs IJK
83 Verified similar
RZG
Invesco S&P Smallcap 600 Pure Growth ETF
SMB
shape 98 · level 76 · Adj. R2 0.921 · Rel. Sharpe 0.797
Compare IWM vs RZG
82 Verified similar
AVSC
Avantis U.S Small Cap Equity ETF
SMB
shape 99 · level 80 · Adj. R2 0.988 · Rel. Sharpe 1.243
Compare IWM vs AVSC
82 Verified similar
JPSE
JPMorgan Diversified Return U.S. Small Cap Equity ETF
SMB
shape 97 · level 80 · Adj. R2 0.974 · Rel. Sharpe 1.020
Compare IWM vs JPSE
82 Verified similar
MDYG
State Street SPDR S&P 400 Mid Cap Growth ETF
SMB
shape 95 · level 78 · Adj. R2 0.911 · Rel. Sharpe 0.850
Compare IWM vs MDYG
82 Verified similar
IJH
iShares Core S&P Mid-Cap ETF
SMB
shape 95 · level 79 · Adj. R2 0.943 · Rel. Sharpe 0.992
Compare IWM vs IJH
82 Verified similar
IVOO
Vanguard S&P Mid-Cap 400 ETF
SMB
shape 95 · level 79 · Adj. R2 0.953 · Rel. Sharpe 0.958
Compare IWM vs IVOO
82 Verified similar
VBK
Vanguard Small-Cap Growth ETF
SMB
shape 95 · level 78 · Adj. R2 0.965 · Rel. Sharpe 0.736
Compare IWM vs VBK
82 Verified similar
XJR
iShares ESG Select Screened S&P Small-Cap ETF
SMB
shape 97 · level 77 · Adj. R2 0.985 · Rel. Sharpe 0.705
Compare IWM vs XJR
82 Verified similar
DFAS
Dimensional U.S. Small Cap ETF
SMB
shape 97 · level 78 · Adj. R2 0.983 · Rel. Sharpe 1.031
Compare IWM vs DFAS
82 Verified similar
CSD
Invesco S&P Spin-Off ETF
SMB
shape 96 · level 78 · Adj. R2 0.839 · Rel. Sharpe 0.837
Compare IWM vs CSD
81 Verified similar
JSMD
Janus Henderson Small/Mid Cap Growth Alpha ETF
SMB
shape 96 · level 75 · Adj. R2 0.927 · Rel. Sharpe 0.792
Compare IWM vs JSMD
81 Verified similar
ISCG
iShares Morningstar Small-Cap Growth ETF
SMB
shape 95 · level 75 · Adj. R2 0.960 · Rel. Sharpe 0.712
Compare IWM vs ISCG
80 Verified similar
PSCT
Invesco S&P SmallCap Information Technology ETF
SMB
shape 97 · level 77 · Adj. R2 0.818 · Rel. Sharpe 0.995
Compare IWM vs PSCT
80 Verified similar
VTWG
Vanguard Russell 2000 Growth ETF
SMB
shape 97 · level 76 · Adj. R2 0.983 · Rel. Sharpe 0.663
Compare IWM vs VTWG
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.