Verified factor-similar cluster

ETFs Similar to OMFS

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

SMB
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ISMD
Inspire Small/Mid Cap ETF
SMB
shape 100 · level 94 · Adj. R2 0.962 · Rel. Sharpe 0.918
Compare OMFS vs ISMD
95 Near substitute
PRFZ
Invesco RAFI US 1500 Small-Mid ETF
SMB
shape 100 · level 84 · Adj. R2 0.974 · Rel. Sharpe 0.963
Compare OMFS vs PRFZ
87 Verified similar
IQSM
NYLI Candriam U.S. Mid Cap Equity ETF
SMB
shape 98 · level 85 · Adj. R2 0.915 · Rel. Sharpe 0.702
Compare OMFS vs IQSM
85 Verified similar
FNDA
Schwab Fundamental U.S. Small Company ETF
SMB
shape 98 · level 83 · Adj. R2 0.977 · Rel. Sharpe 1.059
Compare OMFS vs FNDA
85 Verified similar
JPSE
JPMorgan Diversified Return U.S. Small Cap Equity ETF
SMB
shape 99 · level 81 · Adj. R2 0.973 · Rel. Sharpe 1.051
Compare OMFS vs JPSE
85 Verified similar
ESML
iShares ESG Aware MSCI USA Small-Cap ETF
SMB
shape 99 · level 82 · Adj. R2 0.980 · Rel. Sharpe 0.866
Compare OMFS vs ESML
85 Verified similar
GSSC
TR Activebeta US Small Cap Equity ETF
SMB
shape 99 · level 80 · Adj. R2 0.939 · Rel. Sharpe 1.027
Compare OMFS vs GSSC
84 Verified similar
QVMM
Invesco S&P MidCap 400 QVM Multi-factor ETF
SMB
shape 98 · level 82 · Adj. R2 0.940 · Rel. Sharpe 1.065
Compare OMFS vs QVMM
84 Verified similar
NUSC
Nuveen ESG Small-Cap ETF
SMB
shape 99 · level 81 · Adj. R2 0.971 · Rel. Sharpe 0.789
Compare OMFS vs NUSC
84 Verified similar
AVSC
Avantis U.S Small Cap Equity ETF
SMB
shape 99 · level 82 · Adj. R2 0.986 · Rel. Sharpe 1.329
Compare OMFS vs AVSC
84 Verified similar
BBSC
JPMorgan BetaBuilders U.S. Small Cap Equity Fund
SMB
shape 99 · level 82 · Adj. R2 0.986 · Rel. Sharpe 0.891
Compare OMFS vs BBSC
84 Verified similar
VB
Vanguard Small-Cap ETF
SMB
shape 99 · level 80 · Adj. R2 0.976 · Rel. Sharpe 0.936
Compare OMFS vs VB
84 Verified similar
DFAS
Dimensional U.S. Small Cap ETF
SMB
shape 99 · level 81 · Adj. R2 0.980 · Rel. Sharpe 1.158
Compare OMFS vs DFAS
84 Verified similar
ISCB
iShares Morningstar Small-Cap ETF
SMB
shape 99 · level 81 · Adj. R2 0.972 · Rel. Sharpe 0.793
Compare OMFS vs ISCB
83 Verified similar
IJJ
iShares S&P Mid-Cap 400 Value ETF
SMB
shape 96 · level 81 · Adj. R2 0.946 · Rel. Sharpe 1.083
Compare OMFS vs IJJ
83 Verified similar
CSD
Invesco S&P Spin-Off ETF
SMB
shape 99 · level 81 · Adj. R2 0.833 · Rel. Sharpe 0.927
Compare OMFS vs CSD
83 Verified similar
SPMD
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SMB
shape 98 · level 79 · Adj. R2 0.941 · Rel. Sharpe 0.952
Compare OMFS vs SPMD
83 Verified similar
IJR
iShares Core S&P Small Cap ETF
SMB
shape 99 · level 79 · Adj. R2 0.968 · Rel. Sharpe 0.980
Compare OMFS vs IJR
83 Verified similar
SPSM
State Street SPDR Portfolio S&P 600 Small Cap ETF
SMB
shape 99 · level 79 · Adj. R2 0.978 · Rel. Sharpe 1.027
Compare OMFS vs SPSM
83 Verified similar
FYX
First Trust Small Cap Core Alphadex Fund
SMB
shape 99 · level 79 · Adj. R2 0.977 · Rel. Sharpe 0.958
Compare OMFS vs FYX
83 Verified similar
IWM
iShares Russell 2000 ETF
SMB
shape 99 · level 80 · Adj. R2 0.986 · Rel. Sharpe 0.798
Compare OMFS vs IWM
83 Verified similar
IJH
iShares Core S&P Mid-Cap ETF
SMB
shape 97 · level 79 · Adj. R2 0.942 · Rel. Sharpe 1.011
Compare OMFS vs IJH
82 Verified similar
SMMD
iShares Russell 2500 ETF
SMB
shape 99 · level 79 · Adj. R2 0.975 · Rel. Sharpe 0.773
Compare OMFS vs SMMD
82 Verified similar
IWMI
NEOS Russell 2000 High Income ETF
SMB
shape 96 · level 80 · Adj. R2 0.940 · Rel. Sharpe 0.626
Compare OMFS vs IWMI
82 Verified similar
VIOO
Vanguard S&P Small-Cap 600 ETF
SMB
shape 99 · level 79 · Adj. R2 0.979 · Rel. Sharpe 1.191
Compare OMFS vs VIOO
82 Verified similar
XJR
iShares ESG Select Screened S&P Small-Cap ETF
SMB
shape 99 · level 77 · Adj. R2 0.976 · Rel. Sharpe 0.880
Compare OMFS vs XJR
82 Verified similar
UPGD
Invesco Bloomberg Analyst Rating Improvers ETF
SMB
shape 99 · level 80 · Adj. R2 0.880 · Rel. Sharpe 0.583
Compare OMFS vs UPGD
81 Verified similar
FIW
First Trust Water ETF
SMB
shape 94 · level 77 · Adj. R2 0.827 · Rel. Sharpe 0.951
Compare OMFS vs FIW
81 Verified similar
SCHA
Schwab U.S. Small-Cap ETF
SMB
shape 98 · level 77 · Adj. R2 0.985 · Rel. Sharpe 0.906
Compare OMFS vs SCHA
81 Verified similar
JHSC
John Hancock Multifactor Small Cap ETF
SMB
shape 98 · level 78 · Adj. R2 0.964 · Rel. Sharpe 0.661
Compare OMFS vs JHSC
81 Verified similar
SCHM
Schwab U.S. Mid-Cap ETF
SMB
shape 99 · level 76 · Adj. R2 0.947 · Rel. Sharpe 0.918
Compare OMFS vs SCHM
81 Verified similar
IVOO
Vanguard S&P Mid-Cap 400 ETF
SMB
shape 97 · level 76 · Adj. R2 0.952 · Rel. Sharpe 0.995
Compare OMFS vs IVOO
81 Verified similar
PSC
Principal U.S. Small-Cap ETF
SMB
shape 98 · level 75 · Adj. R2 0.952 · Rel. Sharpe 0.970
Compare OMFS vs PSC
80 Verified similar
BBMC
JPMorgan BetaBuilders U.S. Mid Cap Equity ETF
SMB
shape 99 · level 77 · Adj. R2 0.942 · Rel. Sharpe 0.736
Compare OMFS vs BBMC
80 Verified similar
OMFS 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.