Verified factor-similar cluster

ETFs Similar to IWR

Each fund below shares verified factor exposure with IWR and has no more than 3% annualized modeled factor tracking error over either the common 36-month window or the longer factor-history check. Tracking error measures volatility, not the direction of returns. The score runs from 80 at that limit to 100 for identical fitted exposures. See the matching method.

SMB CMA

Factor tags describe the source fund's verified public exposures. A matched ETF may have additional material factors.

Explore a shared-factor theme
IQSM
NYLI Candriam U.S. Mid Cap Equity ETF
SMB
Modeled factor tracking error 1.84%/yr · longer factor history 1.95%/yr · 36 months through 2026-08
Compare IWR vs IQSM
87 Factor-similar
SPMD
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SMB
Modeled factor tracking error 2.07%/yr · longer factor history 1.84%/yr · 36 months through 2026-08
Compare IWR vs SPMD
86 Factor-similar
IVOO
Vanguard S&P Mid-Cap 400 ETF
SMB
Modeled factor tracking error 2.10%/yr · longer factor history 1.87%/yr · 36 months through 2026-08
Compare IWR vs IVOO
86 Factor-similar
IJH
iShares Core S&P Mid-Cap ETF
SMB
Modeled factor tracking error 2.10%/yr · longer factor history 1.87%/yr · 36 months through 2026-08
Compare IWR vs IJH
86 Factor-similar
XJH
iShares ESG Select Screened S&P Mid-Cap ETF
SMB
Modeled factor tracking error 2.39%/yr · longer factor history 2.28%/yr · 36 months through 2026-08
Compare IWR vs XJH
84 Factor-similar
QVMM
Invesco S&P MidCap 400 QVM Multi-factor ETF
SMB
Modeled factor tracking error 2.57%/yr · longer factor history 2.32%/yr · 36 months through 2026-08
Compare IWR vs QVMM
83 Factor-similar
BFOR
ALPS Barron's 400 ETF
SMB
Modeled factor tracking error 2.33%/yr · longer factor history 2.57%/yr · 36 months through 2026-08
Compare IWR vs BFOR
83 Factor-similar
FIW
First Trust Water ETF
SMB
Modeled factor tracking error 2.70%/yr · longer factor history 2.18%/yr · 36 months through 2026-08
Compare IWR vs FIW
82 Factor-similar
EQL
Alps Equal Sector Weight ETF
CMA
Modeled factor tracking error 2.80%/yr · longer factor history 2.46%/yr · 36 months through 2026-08
Compare IWR vs EQL
81 Factor-similar
UPGD
Invesco Bloomberg Analyst Rating Improvers ETF
SMB
Modeled factor tracking error 2.38%/yr · longer factor history 2.82%/yr · 36 months through 2026-08
Compare IWR vs UPGD
81 Factor-similar
BBMC
JPMorgan BetaBuilders U.S. Mid Cap Equity ETF
SMB
Modeled factor tracking error 2.92%/yr · longer factor history 2.76%/yr · 36 months through 2026-08
Compare IWR vs BBMC
81 Factor-similar
IWR 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.