Verified factor-similar cluster

ETFs Similar to IWX

Each fund below shares verified factor exposure with IWX 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.

HML

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

Explore a shared-factor theme
SPYV
State Street SPDR Portfolio S&P 500 Value ETF
HML
Modeled factor tracking error 1.15%/yr · longer factor history 1.16%/yr · 36 months through 2026-08
Compare IWX vs SPYV
92 Very close factor fit
IVE
iShares S&P 500 Value ETF
HML
Modeled factor tracking error 1.18%/yr · longer factor history 1.20%/yr · 36 months through 2026-08
Compare IWX vs IVE
92 Very close factor fit
IUSV
iShares Core S&P US Value ETF
HML
Modeled factor tracking error 1.31%/yr · longer factor history 1.35%/yr · 36 months through 2026-08
Compare IWX vs IUSV
91 Very close factor fit
VONV
Vanguard Russell 1000 Value ETF
HML
Modeled factor tracking error 1.55%/yr · longer factor history 1.46%/yr · 36 months through 2026-08
Compare IWX vs VONV
90 Factor-similar
IWD
iShares Russell 1000 Value ETF
HML
Modeled factor tracking error 1.56%/yr · longer factor history 1.46%/yr · 36 months through 2026-08
Compare IWX vs IWD
90 Factor-similar
VYM
Vanguard High Dividend Yield Index ETF
HML
Modeled factor tracking error 1.32%/yr · longer factor history 1.59%/yr · 36 months through 2026-08
Compare IWX vs VYM
89 Factor-similar
REVS
Columbia Research Enhanced Value ETF
HML
Modeled factor tracking error 1.43%/yr · longer factor history 1.66%/yr · 36 months through 2026-08
Compare IWX vs REVS
89 Factor-similar
VLU
State Street SPDR S&P 1500 Value Tilt ETF
HML
Modeled factor tracking error 1.69%/yr · longer factor history 1.80%/yr · 36 months through 2026-08
Compare IWX vs VLU
88 Factor-similar
XLF
State Street Financial Select Sector SPDR ETF
HML
Modeled factor tracking error 1.36%/yr · longer factor history 1.99%/yr · 36 months through 2026-08
Compare IWX vs XLF
87 Factor-similar
ILCV
iShares Morningstar Value ETF
HML
Modeled factor tracking error 1.75%/yr · longer factor history 2.25%/yr · 36 months through 2026-08
Compare IWX vs ILCV
85 Factor-similar
DFLV
Dimensional US Large Cap Value ETF
HML
Modeled factor tracking error 2.14%/yr · longer factor history 2.33%/yr · 36 months through 2026-08
Compare IWX vs DFLV
84 Factor-similar
SPVM
Invesco S&P 500 Value with Momentum ETF
HML
Modeled factor tracking error 2.76%/yr · longer factor history 2.46%/yr · 36 months through 2026-08
Compare IWX vs SPVM
82 Factor-similar
VTV
Vanguard Value ETF
HML
Modeled factor tracking error 2.00%/yr · longer factor history 2.76%/yr · 36 months through 2026-08
Compare IWX vs VTV
82 Factor-similar
DUSA
Davis Select U.S. Equity ETF
HML
Modeled factor tracking error 2.64%/yr · longer factor history 2.77%/yr · 36 months through 2026-08
Compare IWX vs DUSA
82 Factor-similar
EQIN
Columbia U.S. Equity Income ETF
HML
Modeled factor tracking error 2.62%/yr · longer factor history 2.86%/yr · 36 months through 2026-08
Compare IWX vs EQIN
81 Factor-similar
ULVM
VictoryShares US Value Momentum ETF
HML
Modeled factor tracking error 2.91%/yr · longer factor history 2.84%/yr · 36 months through 2026-08
Compare IWX vs ULVM
81 Factor-similar
IWX 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.