Verified factor-similar cluster

ETFs Similar to MDYV

Each fund below shares verified factor exposure with MDYV 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 HML

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

Explore a shared-factor theme
IJJ
iShares S&P Mid-Cap 400 Value ETF
SMB
Modeled factor tracking error 0.14%/yr · longer factor history 0.15%/yr · 36 months through 2026-08
Compare MDYV vs IJJ
99 Very close factor fit
IVOV
Vanguard S&P Mid-Cap 400 Value ETF
SMB HML
Modeled factor tracking error 0.15%/yr · longer factor history 0.19%/yr · 36 months through 2026-08
Compare MDYV vs IVOV
99 Very close factor fit
EZM
WisdomTree U.S. MidCap Fund
SMB
Modeled factor tracking error 1.05%/yr · longer factor history 1.26%/yr · 36 months through 2026-08
Compare MDYV vs EZM
92 Very close factor fit
VBR
Vanguard Small Cap Value ETF
SMB HML
Modeled factor tracking error 0.93%/yr · longer factor history 1.61%/yr · 36 months through 2026-08
Compare MDYV vs VBR
89 Factor-similar
JHSC
John Hancock Multifactor Small Cap ETF
SMB
Modeled factor tracking error 2.03%/yr · longer factor history 2.20%/yr · 36 months through 2026-08
Compare MDYV vs JHSC
85 Factor-similar
FXO
First Trust Financials AlphaDEX Fund
HML
Modeled factor tracking error 2.25%/yr · longer factor history 2.32%/yr · 36 months through 2026-08
Compare MDYV vs FXO
85 Factor-similar
VFMF
Vanguard U.S. Multifactor ETF
SMB HML
Modeled factor tracking error 2.04%/yr · longer factor history 2.33%/yr · 36 months through 2026-08
Compare MDYV vs VFMF
84 Factor-similar
DON
WisdomTree U.S. MidCap Dividend Fund
HML
Modeled factor tracking error 2.55%/yr · longer factor history 2.33%/yr · 36 months through 2026-08
Compare MDYV vs DON
83 Factor-similar
AFMC
First Trust Active Factor Mid Cap ETF
SMB
Modeled factor tracking error 2.48%/yr · longer factor history 2.58%/yr · 36 months through 2026-08
Compare MDYV vs AFMC
83 Factor-similar
RDVY
First Trust Rising Dividend Achievers ETF
HML
Modeled factor tracking error 2.82%/yr · longer factor history 2.72%/yr · 36 months through 2026-08
Compare MDYV vs RDVY
81 Factor-similar
XMVM
Invesco S&P MidCap Value with Momentum ETF
SMB HML
Modeled factor tracking error 2.89%/yr · longer factor history 2.51%/yr · 36 months through 2026-08
Compare MDYV vs XMVM
81 Factor-similar
ISCV
iShares Morningstar Small Cap Value ETF
SMB HML
Modeled factor tracking error 2.56%/yr · longer factor history 2.90%/yr · 36 months through 2026-08
Compare MDYV vs ISCV
81 Factor-similar
MDYV 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.