Verified factor-similar cluster

ETFs Similar to JPSE

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

SMB
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DFAS
Dimensional U.S. Small Cap ETF
SMB
shape 100 · level 93 · Adj. R2 0.983 · Rel. Sharpe 1.031
Compare JPSE vs DFAS
94 Near substitute
VIOO
Vanguard S&P Small-Cap 600 ETF
SMB
shape 100 · level 93 · Adj. R2 0.980 · Rel. Sharpe 1.154
Compare JPSE vs VIOO
93 Near substitute
IJR
iShares Core S&P Small Cap ETF
SMB
shape 100 · level 91 · Adj. R2 0.970 · Rel. Sharpe 0.952
Compare JPSE vs IJR
92 Near substitute
SPSM
State Street SPDR Portfolio S&P 600 Small Cap ETF
SMB
shape 100 · level 90 · Adj. R2 0.981 · Rel. Sharpe 0.969
Compare JPSE vs SPSM
92 Near substitute
XJR
iShares ESG Select Screened S&P Small-Cap ETF
SMB
shape 100 · level 91 · Adj. R2 0.985 · Rel. Sharpe 0.705
Compare JPSE vs XJR
92 Near substitute
FNDA
Schwab Fundamental U.S. Small Company ETF
SMB
shape 100 · level 90 · Adj. R2 0.978 · Rel. Sharpe 1.011
Compare JPSE vs FNDA
91 Near substitute
AVSC
Avantis U.S Small Cap Equity ETF
SMB
shape 100 · level 89 · Adj. R2 0.988 · Rel. Sharpe 1.243
Compare JPSE vs AVSC
90 Near substitute
QVMM
Invesco S&P MidCap 400 QVM Multi-factor ETF
SMB
shape 99 · level 89 · Adj. R2 0.943 · Rel. Sharpe 0.943
Compare JPSE vs QVMM
90 Near substitute
ISMD
Inspire Small/Mid Cap ETF
SMB
shape 100 · level 88 · Adj. R2 0.967 · Rel. Sharpe 0.836
Compare JPSE vs ISMD
90 Verified similar
JHSC
John Hancock Multifactor Small Cap ETF
SMB
shape 99 · level 87 · Adj. R2 0.965 · Rel. Sharpe 0.624
Compare JPSE vs JHSC
88 Verified similar
FFSM
Fidelity Fundamental Small-Mid Cap ETF
SMB
shape 99 · level 86 · Adj. R2 0.925 · Rel. Sharpe 1.021
Compare JPSE vs FFSM
88 Verified similar
IVOO
Vanguard S&P Mid-Cap 400 ETF
SMB
shape 99 · level 85 · Adj. R2 0.953 · Rel. Sharpe 0.958
Compare JPSE vs IVOO
88 Verified similar
FYX
First Trust Small Cap Core Alphadex Fund
SMB
shape 100 · level 86 · Adj. R2 0.979 · Rel. Sharpe 0.915
Compare JPSE vs FYX
88 Verified similar
SMLF
iShares U.S. SmallCap Equity Factor ETF
SMB
shape 99 · level 85 · Adj. R2 0.936 · Rel. Sharpe 1.074
Compare JPSE vs SMLF
87 Verified similar
IJH
iShares Core S&P Mid-Cap ETF
SMB
shape 100 · level 84 · Adj. R2 0.943 · Rel. Sharpe 0.992
Compare JPSE vs IJH
87 Verified similar
PSC
Principal U.S. Small-Cap ETF
SMB
shape 99 · level 84 · Adj. R2 0.955 · Rel. Sharpe 0.902
Compare JPSE vs PSC
86 Verified similar
SPMD
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SMB
shape 100 · level 83 · Adj. R2 0.941 · Rel. Sharpe 0.925
Compare JPSE vs SPMD
86 Verified similar
ESML
iShares ESG Aware MSCI USA Small-Cap ETF
SMB
shape 99 · level 84 · Adj. R2 0.981 · Rel. Sharpe 0.806
Compare JPSE vs ESML
86 Verified similar
NUSC
Nuveen ESG Small-Cap ETF
SMB
shape 99 · level 84 · Adj. R2 0.971 · Rel. Sharpe 0.767
Compare JPSE vs NUSC
86 Verified similar
FSMD
Fidelity Small-Mid Multifactor ETF
SMB
shape 98 · level 82 · Adj. R2 0.960 · Rel. Sharpe 0.866
Compare JPSE vs FSMD
85 Verified similar
GSSC
TR Activebeta US Small Cap Equity ETF
SMB
shape 98 · level 82 · Adj. R2 0.940 · Rel. Sharpe 0.971
Compare JPSE vs GSSC
85 Verified similar
OMFS
Invesco Russell 2000 Dynamic Multifactor ETF
SMB
shape 99 · level 81 · Adj. R2 0.941 · Rel. Sharpe 0.914
Compare JPSE vs OMFS
85 Verified similar
XJH
iShares ESG Select Screened S&P Mid-Cap ETF
SMB
shape 98 · level 84 · Adj. R2 0.947 · Rel. Sharpe 0.618
Compare JPSE vs XJH
85 Verified similar
IJJ
iShares S&P Mid-Cap 400 Value ETF
SMB
shape 98 · level 81 · Adj. R2 0.947 · Rel. Sharpe 1.075
Compare JPSE vs IJJ
85 Verified similar
ISCB
iShares Morningstar Small-Cap ETF
SMB
shape 99 · level 82 · Adj. R2 0.972 · Rel. Sharpe 0.770
Compare JPSE vs ISCB
84 Verified similar
CSD
Invesco S&P Spin-Off ETF
SMB
shape 100 · level 83 · Adj. R2 0.839 · Rel. Sharpe 0.837
Compare JPSE vs CSD
84 Verified similar
VB
Vanguard Small-Cap ETF
SMB
shape 98 · level 81 · Adj. R2 0.977 · Rel. Sharpe 0.935
Compare JPSE vs VB
84 Verified similar
IJT
iShares S&P Small-Cap 600 Growth ETF
SMB
shape 99 · level 80 · Adj. R2 0.948 · Rel. Sharpe 0.970
Compare JPSE vs IJT
84 Verified similar
SCHM
Schwab U.S. Mid-Cap ETF
SMB
shape 99 · level 80 · Adj. R2 0.949 · Rel. Sharpe 0.858
Compare JPSE vs SCHM
83 Verified similar
FIW
First Trust Water ETF
SMB
shape 97 · level 78 · Adj. R2 0.833 · Rel. Sharpe 0.928
Compare JPSE vs FIW
83 Verified similar
AFMC
First Trust Active Factor Mid Cap ETF
SMB
shape 97 · level 80 · Adj. R2 0.935 · Rel. Sharpe 0.737
Compare JPSE vs AFMC
83 Verified similar
SCHA
Schwab U.S. Small-Cap ETF
SMB
shape 98 · level 80 · Adj. R2 0.987 · Rel. Sharpe 0.861
Compare JPSE vs SCHA
83 Verified similar
IWM
iShares Russell 2000 ETF
SMB
shape 97 · level 80 · Adj. R2 0.986 · Rel. Sharpe 0.785
Compare JPSE vs IWM
82 Verified similar
UPGD
Invesco Bloomberg Analyst Rating Improvers ETF
SMB
shape 99 · level 81 · Adj. R2 0.882 · Rel. Sharpe 0.602
Compare JPSE vs UPGD
82 Verified similar
BBMC
JPMorgan BetaBuilders U.S. Mid Cap Equity ETF
SMB
shape 98 · level 80 · Adj. R2 0.943 · Rel. Sharpe 0.674
Compare JPSE vs BBMC
82 Verified similar
SMMD
iShares Russell 2500 ETF
SMB
shape 98 · level 80 · Adj. R2 0.976 · Rel. Sharpe 0.740
Compare JPSE vs SMMD
82 Verified similar
RZG
Invesco S&P Smallcap 600 Pure Growth ETF
SMB
shape 99 · level 78 · Adj. R2 0.921 · Rel. Sharpe 0.797
Compare JPSE vs RZG
81 Verified similar
MDYG
State Street SPDR S&P 400 Mid Cap Growth ETF
SMB
shape 97 · level 78 · Adj. R2 0.911 · Rel. Sharpe 0.850
Compare JPSE vs MDYG
81 Verified similar
PRFZ
Invesco RAFI US 1500 Small-Mid ETF
SMB
shape 99 · level 77 · Adj. R2 0.976 · Rel. Sharpe 0.916
Compare JPSE vs PRFZ
81 Verified similar
VTWO
Vanguard Russell 2000 ETF
SMB
shape 97 · level 77 · Adj. R2 0.991 · Rel. Sharpe 0.857
Compare JPSE vs VTWO
81 Verified similar
GRPM
Invesco S&P MidCap 400 GARP ETF
SMB
shape 98 · level 76 · Adj. R2 0.930 · Rel. Sharpe 0.837
Compare JPSE vs GRPM
80 Verified similar
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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.