Verified factor-similar cluster

ETFs Similar to NUMV

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

HML
View the full factor-set theme
PY
Principal Value ETF
HML
shape 99 · level 90 · Adj. R2 0.900 · Rel. Sharpe 0.606
Compare NUMV vs PY
92 Near substitute
VLUE
iShares MSCI USA Value Factor ETF
HML
shape 97 · level 89 · Adj. R2 0.912 · Rel. Sharpe 1.004
Compare NUMV vs VLUE
90 Verified similar
VLU
State Street SPDR S&P 1500 Value Tilt ETF
HML
shape 97 · level 88 · Adj. R2 0.909 · Rel. Sharpe 1.170
Compare NUMV vs VLU
88 Verified similar
SPVM
Invesco S&P 500 Value with Momentum ETF
HML
shape 93 · level 85 · Adj. R2 0.908 · Rel. Sharpe 1.013
Compare NUMV vs SPVM
85 Verified similar
DFUV
Dimensional US Marketwide Value ETF
HML
shape 98 · level 85 · Adj. R2 0.948 · Rel. Sharpe 1.146
Compare NUMV vs DFUV
85 Verified similar
IMCV
iShares Morningstar Mid-Cap Value ETF
HML
shape 97 · level 82 · Adj. R2 0.953 · Rel. Sharpe 1.019
Compare NUMV vs IMCV
84 Verified similar
VONV
Vanguard Russell 1000 Value ETF
HML
shape 94 · level 84 · Adj. R2 0.957 · Rel. Sharpe 1.043
Compare NUMV vs VONV
84 Verified similar
DFLV
Dimensional US Large Cap Value ETF
HML
shape 95 · level 83 · Adj. R2 0.893 · Rel. Sharpe 1.064
Compare NUMV vs DFLV
84 Verified similar
RDVY
First Trust Rising Dividend Achievers ETF
HML
shape 95 · level 83 · Adj. R2 0.929 · Rel. Sharpe 1.078
Compare NUMV vs RDVY
83 Verified similar
IWD
iShares Russell 1000 Value ETF
HML
shape 88 · level 83 · Adj. R2 0.961 · Rel. Sharpe 0.956
Compare NUMV vs IWD
83 Verified similar
NULV
Nuveen ESG Large-Cap Value ETF
HML
shape 91 · level 82 · Adj. R2 0.926 · Rel. Sharpe 0.754
Compare NUMV vs NULV
83 Verified similar
REVS
Columbia Research Enhanced Value ETF
HML
shape 92 · level 82 · Adj. R2 0.944 · Rel. Sharpe 0.777
Compare NUMV vs REVS
82 Verified similar
IUSV
iShares Core S&P US Value ETF
HML
shape 91 · level 82 · Adj. R2 0.963 · Rel. Sharpe 1.050
Compare NUMV vs IUSV
82 Verified similar
JAVA
JPMorgan Active Value ETF
HML
shape 95 · level 82 · Adj. R2 0.921 · Rel. Sharpe 1.008
Compare NUMV vs JAVA
82 Verified similar
AVLV
Avantis U.S. Large Cap Value ETF
HML
shape 95 · level 79 · Adj. R2 0.936 · Rel. Sharpe 1.393
Compare NUMV vs AVLV
81 Verified similar
VFLO
VictoryShares Free Cash Flow ETF
HML
shape 95 · level 80 · Adj. R2 0.773 · Rel. Sharpe 1.346
Compare NUMV vs VFLO
80 Verified similar
NUMV 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.