Verified factor-similar cluster

ETFs Similar to JHSC

Each fund below shares verified factor exposure with JHSC 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

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

Explore a shared-factor theme
EZM
WisdomTree U.S. MidCap Fund
SMB
Modeled factor tracking error 1.45%/yr · longer factor history 1.44%/yr · 36 months through 2026-08
Compare JHSC vs EZM
90 Very close factor fit
VBR
Vanguard Small Cap Value ETF
SMB
Modeled factor tracking error 1.74%/yr · longer factor history 1.57%/yr · 36 months through 2026-08
Compare JHSC vs VBR
88 Factor-similar
NUSC
Nuveen ESG Small-Cap ETF
SMB
Modeled factor tracking error 2.01%/yr · longer factor history 2.17%/yr · 36 months through 2026-08
Compare JHSC vs NUSC
86 Factor-similar
IVOV
Vanguard S&P Mid-Cap 400 Value ETF
SMB
Modeled factor tracking error 2.00%/yr · longer factor history 2.17%/yr · 36 months through 2026-08
Compare JHSC vs IVOV
86 Factor-similar
IJJ
iShares S&P Mid-Cap 400 Value ETF
SMB
Modeled factor tracking error 2.03%/yr · longer factor history 2.18%/yr · 36 months through 2026-08
Compare JHSC vs IJJ
85 Factor-similar
MDYV
State Street SPDR S&P 400 Mid Cap Value ETF
SMB
Modeled factor tracking error 2.03%/yr · longer factor history 2.20%/yr · 36 months through 2026-08
Compare JHSC vs MDYV
85 Factor-similar
FNDA
Schwab Fundamental U.S. Small Company ETF
SMB
Modeled factor tracking error 2.07%/yr · longer factor history 2.27%/yr · 36 months through 2026-08
Compare JHSC vs FNDA
85 Factor-similar
USVM
VictoryShares US Small Mid Cap Value Momentum ETF
SMB
Modeled factor tracking error 1.88%/yr · longer factor history 2.31%/yr · 36 months through 2026-08
Compare JHSC vs USVM
85 Factor-similar
XJH
iShares ESG Select Screened S&P Mid-Cap ETF
SMB
Modeled factor tracking error 2.05%/yr · longer factor history 2.37%/yr · 36 months through 2026-08
Compare JHSC vs XJH
84 Factor-similar
DFAS
Dimensional U.S. Small Cap ETF
SMB
Modeled factor tracking error 1.75%/yr · longer factor history 2.45%/yr · 36 months through 2026-08
Compare JHSC vs DFAS
84 Factor-similar
AFMC
First Trust Active Factor Mid Cap ETF
SMB
Modeled factor tracking error 2.15%/yr · longer factor history 2.49%/yr · 36 months through 2026-08
Compare JHSC vs AFMC
83 Factor-similar
OMFS
Invesco Russell 2000 Dynamic Multifactor ETF
SMB
Modeled factor tracking error 2.27%/yr · longer factor history 2.58%/yr · 36 months through 2026-08
Compare JHSC vs OMFS
83 Factor-similar
ISCV
iShares Morningstar Small Cap Value ETF
SMB
Modeled factor tracking error 2.74%/yr · longer factor history 2.71%/yr · 36 months through 2026-08
Compare JHSC vs ISCV
82 Factor-similar
SMMD
iShares Russell 2500 ETF
SMB
Modeled factor tracking error 2.82%/yr · longer factor history 2.82%/yr · 36 months through 2026-08
Compare JHSC vs SMMD
81 Factor-similar
VB
Vanguard Small-Cap ETF
SMB
Modeled factor tracking error 2.30%/yr · longer factor history 2.87%/yr · 36 months through 2026-08
Compare JHSC vs VB
81 Factor-similar
TPSC
Timothy Plan US Small Cap Core ETF
SMB
Modeled factor tracking error 2.97%/yr · longer factor history 2.89%/yr · 36 months through 2026-08
Compare JHSC vs TPSC
80 Factor-similar
JHSC 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.