Verified factor-similar cluster

ETFs Similar to JPSE

Each fund below has the same statistically significant, material FF6 US non-market factor set as JPSE and clears the threshold used for comparison pages.

SMB
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DFAS
Dimensional U.S. Small Cap ETF
SMB
shape 100 · level 97 · Adj. R2 0.980 · Rel. Sharpe 1.158
Compare JPSE vs DFAS
96 Near substitute
VIOO
Vanguard S&P Small-Cap 600 ETF
SMB
shape 100 · level 93 · Adj. R2 0.979 · Rel. Sharpe 1.191
Compare JPSE vs VIOO
93 Near substitute
XJR
iShares ESG Select Screened S&P Small-Cap ETF
SMB
shape 100 · level 92 · Adj. R2 0.976 · Rel. Sharpe 0.880
Compare JPSE vs XJR
92 Near substitute
IJR
iShares Core S&P Small Cap ETF
SMB
shape 100 · level 91 · Adj. R2 0.968 · Rel. Sharpe 0.980
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 0.978 · Rel. Sharpe 1.027
Compare JPSE vs SPSM
92 Near substitute
FNDA
Schwab Fundamental U.S. Small Company ETF
SMB
shape 100 · level 90 · Adj. R2 0.977 · Rel. Sharpe 1.059
Compare JPSE vs FNDA
91 Near substitute
QVMS
Invesco S&P SmallCap 600 QVM Multi-factor ETF
SMB
shape 100 · level 90 · Adj. R2 0.974 · Rel. Sharpe 1.218
Compare JPSE vs QVMS
91 Near substitute
QVMM
Invesco S&P MidCap 400 QVM Multi-factor ETF
SMB
shape 99 · level 89 · Adj. R2 0.940 · Rel. Sharpe 1.065
Compare JPSE vs QVMM
91 Near substitute
AVSC
Avantis U.S Small Cap Equity ETF
SMB
shape 100 · level 89 · Adj. R2 0.986 · Rel. Sharpe 1.329
Compare JPSE vs AVSC
90 Verified similar
JHSC
John Hancock Multifactor Small Cap ETF
SMB
shape 100 · level 88 · Adj. R2 0.964 · Rel. Sharpe 0.661
Compare JPSE vs JHSC
89 Verified similar
FYX
First Trust Small Cap Core Alphadex Fund
SMB
shape 100 · level 86 · Adj. R2 0.977 · Rel. Sharpe 0.958
Compare JPSE vs FYX
88 Verified similar
IVOO
Vanguard S&P Mid-Cap 400 ETF
SMB
shape 99 · level 85 · Adj. R2 0.952 · Rel. Sharpe 0.995
Compare JPSE vs IVOO
88 Verified similar
FFSM
Fidelity Fundamental Small-Mid Cap ETF
SMB
shape 99 · level 87 · Adj. R2 0.916 · Rel. Sharpe 1.190
Compare JPSE vs FFSM
88 Verified similar
SMLF
iShares U.S. SmallCap Equity Factor ETF
SMB
shape 99 · level 84 · Adj. R2 0.935 · Rel. Sharpe 1.111
Compare JPSE vs SMLF
87 Verified similar
NUSC
Nuveen ESG Small-Cap ETF
SMB
shape 99 · level 85 · Adj. R2 0.971 · Rel. Sharpe 0.789
Compare JPSE vs NUSC
87 Verified similar
ISMD
Inspire Small/Mid Cap ETF
SMB
shape 99 · level 84 · Adj. R2 0.962 · Rel. Sharpe 0.918
Compare JPSE vs ISMD
87 Verified similar
IJH
iShares Core S&P Mid-Cap ETF
SMB
shape 100 · level 83 · Adj. R2 0.942 · Rel. Sharpe 1.011
Compare JPSE vs IJH
86 Verified similar
XJH
iShares ESG Select Screened S&P Mid-Cap ETF
SMB
shape 99 · level 86 · Adj. R2 0.942 · Rel. Sharpe 0.705
Compare JPSE vs XJH
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 0.952
Compare JPSE vs SPMD
86 Verified similar
PSC
Principal U.S. Small-Cap ETF
SMB
shape 99 · level 83 · Adj. R2 0.952 · Rel. Sharpe 0.970
Compare JPSE vs PSC
86 Verified similar
FSMD
Fidelity Small-Mid Multifactor ETF
SMB
shape 99 · level 82 · Adj. R2 0.955 · Rel. Sharpe 0.972
Compare JPSE vs FSMD
86 Verified similar
ESML
iShares ESG Aware MSCI USA Small-Cap ETF
SMB
shape 98 · level 84 · Adj. R2 0.980 · Rel. Sharpe 0.866
Compare JPSE vs ESML
86 Verified similar
OMFS
Invesco Russell 2000 Dynamic Multifactor ETF
SMB
shape 99 · level 81 · Adj. R2 0.941 · Rel. Sharpe 0.951
Compare JPSE vs OMFS
85 Verified similar
GSSC
TR Activebeta US Small Cap Equity ETF
SMB
shape 98 · level 81 · Adj. R2 0.939 · Rel. Sharpe 1.027
Compare JPSE vs GSSC
85 Verified similar
IJJ
iShares S&P Mid-Cap 400 Value ETF
SMB
shape 98 · level 81 · Adj. R2 0.946 · Rel. Sharpe 1.083
Compare JPSE vs IJJ
85 Verified similar
ISCB
iShares Morningstar Small-Cap ETF
SMB
shape 99 · level 82 · Adj. R2 0.972 · Rel. Sharpe 0.793
Compare JPSE vs ISCB
84 Verified similar
IJT
iShares S&P Small-Cap 600 Growth ETF
SMB
shape 99 · level 80 · Adj. R2 0.944 · Rel. Sharpe 1.009
Compare JPSE vs IJT
84 Verified similar
VB
Vanguard Small-Cap ETF
SMB
shape 99 · level 81 · Adj. R2 0.976 · Rel. Sharpe 0.936
Compare JPSE vs VB
84 Verified similar
RZG
Invesco S&P Smallcap 600 Pure Growth ETF
SMB
shape 99 · level 81 · Adj. R2 0.910 · Rel. Sharpe 0.886
Compare JPSE vs RZG
84 Verified similar
CSD
Invesco S&P Spin-Off ETF
SMB
shape 99 · level 82 · Adj. R2 0.833 · Rel. Sharpe 0.927
Compare JPSE vs CSD
83 Verified similar
AFMC
First Trust Active Factor Mid Cap ETF
SMB
shape 97 · level 81 · Adj. R2 0.933 · Rel. Sharpe 0.807
Compare JPSE vs AFMC
83 Verified similar
SCHM
Schwab U.S. Mid-Cap ETF
SMB
shape 99 · level 80 · Adj. R2 0.947 · Rel. Sharpe 0.918
Compare JPSE vs SCHM
83 Verified similar
FIW
First Trust Water ETF
SMB
shape 96 · level 79 · Adj. R2 0.827 · Rel. Sharpe 0.951
Compare JPSE vs FIW
83 Verified similar
IWM
iShares Russell 2000 ETF
SMB
shape 97 · level 81 · Adj. R2 0.986 · Rel. Sharpe 0.798
Compare JPSE vs IWM
83 Verified similar
SCHA
Schwab U.S. Small-Cap ETF
SMB
shape 97 · level 80 · Adj. R2 0.985 · Rel. Sharpe 0.906
Compare JPSE vs SCHA
83 Verified similar
BBMC
JPMorgan BetaBuilders U.S. Mid Cap Equity ETF
SMB
shape 98 · level 80 · Adj. R2 0.942 · Rel. Sharpe 0.736
Compare JPSE vs BBMC
82 Verified similar
SMMD
iShares Russell 2500 ETF
SMB
shape 97 · level 80 · Adj. R2 0.975 · Rel. Sharpe 0.773
Compare JPSE vs SMMD
82 Verified similar
VTWO
Vanguard Russell 2000 ETF
SMB
shape 97 · level 78 · Adj. R2 0.991 · Rel. Sharpe 0.866
Compare JPSE vs VTWO
81 Verified similar
MDYG
State Street SPDR S&P 400 Mid Cap Growth ETF
SMB
shape 97 · level 78 · Adj. R2 0.909 · Rel. Sharpe 0.890
Compare JPSE vs MDYG
81 Verified similar
PRFZ
Invesco RAFI US 1500 Small-Mid ETF
SMB
shape 98 · level 77 · Adj. R2 0.974 · Rel. Sharpe 0.963
Compare JPSE vs PRFZ
81 Verified similar
BBSC
JPMorgan BetaBuilders U.S. Small Cap Equity Fund
SMB
shape 96 · level 78 · Adj. R2 0.986 · Rel. Sharpe 0.891
Compare JPSE vs BBSC
80 Verified similar
UPGD
Invesco Bloomberg Analyst Rating Improvers ETF
SMB
shape 99 · level 78 · Adj. R2 0.880 · Rel. Sharpe 0.583
Compare JPSE vs UPGD
80 Verified similar
GRPM
Invesco S&P MidCap 400 GARP ETF
SMB
shape 98 · level 76 · Adj. R2 0.929 · Rel. Sharpe 0.862
Compare JPSE vs GRPM
80 Verified similar
JPSE 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.