Verified factor-similar cluster

ETFs Similar to JSMD

Each fund below shares verified factor exposure with JSMD 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 UMD

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

Explore a shared-factor theme
FYC
First Trust Small Cap Growth AlphaDEX Fund
SMB UMD
Modeled factor tracking error 2.37%/yr · longer factor history 2.43%/yr · 36 months through 2026-08
Compare JSMD vs FYC
84 Factor-similar
FNY
First Trust Mid Cap Growth AlphaDEX Fund
SMB UMD
Modeled factor tracking error 2.38%/yr · longer factor history 2.76%/yr · 36 months through 2026-08
Compare JSMD vs FNY
82 Factor-similar
ISCG
iShares Morningstar Small-Cap Growth ETF
SMB
Modeled factor tracking error 2.65%/yr · longer factor history 2.96%/yr · 36 months through 2026-08
Compare JSMD vs ISCG
80 Factor-similar
VBK
Vanguard Small-Cap Growth ETF
SMB
Modeled factor tracking error 2.47%/yr · longer factor history 2.97%/yr · 36 months through 2026-08
Compare JSMD vs VBK
80 Factor-similar
JSMD 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.