Verified factor-similar cluster

ETFs Similar to IWMI

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

SMB
View the full factor-set theme
GSSC
TR Activebeta US Small Cap Equity ETF
SMB
shape 97 · level 82 · Adj. R2 0.939 · Rel. Sharpe 1.027
Compare IWMI vs GSSC
84 Verified similar
SMMD
iShares Russell 2500 ETF
SMB
shape 97 · level 81 · Adj. R2 0.975 · Rel. Sharpe 0.773
Compare IWMI vs SMMD
83 Verified similar
ISMD
Inspire Small/Mid Cap ETF
SMB
shape 97 · level 81 · Adj. R2 0.962 · Rel. Sharpe 0.918
Compare IWMI vs ISMD
83 Verified similar
RSSL
Global X Russell 2000 ETF
SMB
shape 98 · level 81 · Adj. R2 0.981 · Rel. Sharpe 0.687
Compare IWMI vs RSSL
82 Verified similar
ESML
iShares ESG Aware MSCI USA Small-Cap ETF
SMB
shape 96 · level 81 · Adj. R2 0.980 · Rel. Sharpe 0.866
Compare IWMI vs ESML
82 Verified similar
OMFS
Invesco Russell 2000 Dynamic Multifactor ETF
SMB
shape 96 · level 80 · Adj. R2 0.941 · Rel. Sharpe 0.951
Compare IWMI vs OMFS
82 Verified similar
NUSC
Nuveen ESG Small-Cap ETF
SMB
shape 96 · level 80 · Adj. R2 0.971 · Rel. Sharpe 0.789
Compare IWMI vs NUSC
82 Verified similar
IWM
iShares Russell 2000 ETF
SMB
shape 96 · level 79 · Adj. R2 0.986 · Rel. Sharpe 0.798
Compare IWMI vs IWM
81 Verified similar
IQSM
NYLI Candriam U.S. Mid Cap Equity ETF
SMB
shape 95 · level 79 · Adj. R2 0.915 · Rel. Sharpe 0.702
Compare IWMI vs IQSM
81 Verified similar
BBMC
JPMorgan BetaBuilders U.S. Mid Cap Equity ETF
SMB
shape 96 · level 79 · Adj. R2 0.942 · Rel. Sharpe 0.736
Compare IWMI vs BBMC
81 Verified similar
BBSC
JPMorgan BetaBuilders U.S. Small Cap Equity Fund
SMB
shape 96 · level 80 · Adj. R2 0.986 · Rel. Sharpe 0.891
Compare IWMI vs BBSC
81 Verified similar
SCHA
Schwab U.S. Small-Cap ETF
SMB
shape 96 · level 79 · Adj. R2 0.985 · Rel. Sharpe 0.906
Compare IWMI vs SCHA
80 Verified similar
IWMI 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.