Verified factor-similar cluster

ETFs Similar to IWX

This page expands the verified similar ETF set for IWX. 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.

HML
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SPYV
State Street SPDR Portfolio S&P 500 Value ETF
HML
shape 99 · level 96 · Adj. R2 0.935 · Rel. Sharpe 0.955
Compare IWX vs SPYV
95 Near substitute
IWD
iShares Russell 1000 Value ETF
HML
shape 99 · level 96 · Adj. R2 0.961 · Rel. Sharpe 0.956
Compare IWX vs IWD
95 Near substitute
ILCV
iShares Morningstar Value ETF
HML
shape 99 · level 95 · Adj. R2 0.927 · Rel. Sharpe 0.926
Compare IWX vs ILCV
95 Near substitute
VTV
Vanguard Value ETF
HML
shape 100 · level 95 · Adj. R2 0.955 · Rel. Sharpe 1.190
Compare IWX vs VTV
95 Near substitute
IUSV
iShares Core S&P US Value ETF
HML
shape 97 · level 95 · Adj. R2 0.963 · Rel. Sharpe 1.050
Compare IWX vs IUSV
94 Near substitute
VONV
Vanguard Russell 1000 Value ETF
HML
shape 96 · level 94 · Adj. R2 0.957 · Rel. Sharpe 1.043
Compare IWX vs VONV
94 Near substitute
NULV
Nuveen ESG Large-Cap Value ETF
HML
shape 97 · level 94 · Adj. R2 0.926 · Rel. Sharpe 0.754
Compare IWX vs NULV
93 Near substitute
REVS
Columbia Research Enhanced Value ETF
HML
shape 97 · level 91 · Adj. R2 0.944 · Rel. Sharpe 0.777
Compare IWX vs REVS
91 Near substitute
JAVA
JPMorgan Active Value ETF
HML
shape 94 · level 91 · Adj. R2 0.921 · Rel. Sharpe 1.008
Compare IWX vs JAVA
91 Near substitute
IVE
iShares S&P 500 Value ETF
HML
shape 99 · level 89 · Adj. R2 0.960 · Rel. Sharpe 0.832
Compare IWX vs IVE
89 Verified similar
PWV
Invesco Large Cap Value ETF
HML
shape 97 · level 88 · Adj. R2 0.900 · Rel. Sharpe 1.429
Compare IWX vs PWV
88 Verified similar
VLUE
iShares MSCI USA Value Factor ETF
HML
shape 92 · level 87 · Adj. R2 0.912 · Rel. Sharpe 1.004
Compare IWX vs VLUE
87 Verified similar
VLU
State Street SPDR S&P 1500 Value Tilt ETF
HML
shape 92 · level 88 · Adj. R2 0.909 · Rel. Sharpe 1.170
Compare IWX vs VLU
87 Verified similar
SPVM
Invesco S&P 500 Value with Momentum ETF
HML
shape 97 · level 84 · Adj. R2 0.908 · Rel. Sharpe 1.013
Compare IWX vs SPVM
87 Verified similar
DFUV
Dimensional US Marketwide Value ETF
HML
shape 90 · level 84 · Adj. R2 0.948 · Rel. Sharpe 1.146
Compare IWX vs DFUV
86 Verified similar
AVLV
Avantis U.S. Large Cap Value ETF
HML
shape 85 · level 87 · Adj. R2 0.936 · Rel. Sharpe 1.393
Compare IWX vs AVLV
83 Verified similar
DFLV
Dimensional US Large Cap Value ETF
HML
shape 95 · level 79 · Adj. R2 0.893 · Rel. Sharpe 1.064
Compare IWX vs DFLV
83 Verified similar
FFLC
Fidelity Fundamental Large Cap Core ETF
HML
shape 91 · level 83 · Adj. R2 0.889 · Rel. Sharpe 1.421
Compare IWX vs FFLC
83 Verified similar
IMCV
iShares Morningstar Mid-Cap Value ETF
HML
shape 84 · level 81 · Adj. R2 0.953 · Rel. Sharpe 1.019
Compare IWX vs IMCV
81 Verified similar
BUSA
Brandes U.S. Value ETF
HML
shape 96 · level 76 · Adj. R2 0.820 · Rel. Sharpe 1.184
Compare IWX vs BUSA
80 Verified 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.