Verified factor-similar cluster

ETFs Similar to OMFS

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

SMB
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ISMD
Inspire Small/Mid Cap ETF
SMB
shape 100 · level 91 · Adj. R2 0.967 · Rel. Sharpe 0.836
Compare OMFS vs ISMD
92 Near substitute
PRFZ
Invesco RAFI US 1500 Small-Mid ETF
SMB
shape 99 · level 83 · Adj. R2 0.976 · Rel. Sharpe 0.916
Compare OMFS vs PRFZ
86 Verified similar
JPSE
JPMorgan Diversified Return U.S. Small Cap Equity ETF
SMB
shape 99 · level 81 · Adj. R2 0.974 · Rel. Sharpe 1.020
Compare OMFS vs JPSE
85 Verified similar
GSSC
TR Activebeta US Small Cap Equity ETF
SMB
shape 99 · level 81 · Adj. R2 0.940 · Rel. Sharpe 0.971
Compare OMFS vs GSSC
85 Verified similar
FNDA
Schwab Fundamental U.S. Small Company ETF
SMB
shape 98 · level 82 · Adj. R2 0.978 · Rel. Sharpe 1.011
Compare OMFS vs FNDA
84 Verified similar
ESML
iShares ESG Aware MSCI USA Small-Cap ETF
SMB
shape 99 · level 81 · Adj. R2 0.981 · Rel. Sharpe 0.806
Compare OMFS vs ESML
84 Verified similar
NUSC
Nuveen ESG Small-Cap ETF
SMB
shape 99 · level 81 · Adj. R2 0.971 · Rel. Sharpe 0.767
Compare OMFS vs NUSC
84 Verified similar
BBSC
JPMorgan BetaBuilders U.S. Small Cap Equity Fund
SMB
shape 98 · level 81 · Adj. R2 0.988 · Rel. Sharpe 0.819
Compare OMFS vs BBSC
83 Verified similar
IJJ
iShares S&P Mid-Cap 400 Value ETF
SMB
shape 96 · level 81 · Adj. R2 0.947 · Rel. Sharpe 1.075
Compare OMFS vs IJJ
83 Verified similar
ISCB
iShares Morningstar Small-Cap ETF
SMB
shape 99 · level 80 · Adj. R2 0.972 · Rel. Sharpe 0.770
Compare OMFS vs ISCB
83 Verified similar
SPSM
State Street SPDR Portfolio S&P 600 Small Cap ETF
SMB
shape 99 · level 78 · Adj. R2 0.981 · Rel. Sharpe 0.969
Compare OMFS vs SPSM
83 Verified similar
QVMM
Invesco S&P MidCap 400 QVM Multi-factor ETF
SMB
shape 97 · level 79 · Adj. R2 0.943 · Rel. Sharpe 0.943
Compare OMFS vs QVMM
83 Verified similar
SPMD
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SMB
shape 98 · level 78 · Adj. R2 0.941 · Rel. Sharpe 0.925
Compare OMFS vs SPMD
83 Verified similar
AVSC
Avantis U.S Small Cap Equity ETF
SMB
shape 99 · level 80 · Adj. R2 0.988 · Rel. Sharpe 1.243
Compare OMFS vs AVSC
83 Verified similar
IJR
iShares Core S&P Small Cap ETF
SMB
shape 99 · level 78 · Adj. R2 0.970 · Rel. Sharpe 0.952
Compare OMFS vs IJR
83 Verified similar
IWM
iShares Russell 2000 ETF
SMB
shape 99 · level 79 · Adj. R2 0.986 · Rel. Sharpe 0.785
Compare OMFS vs IWM
83 Verified similar
VB
Vanguard Small-Cap ETF
SMB
shape 99 · level 79 · Adj. R2 0.977 · Rel. Sharpe 0.935
Compare OMFS vs VB
83 Verified similar
IQSM
NYLI Candriam U.S. Mid Cap Equity ETF
SMB
shape 97 · level 82 · Adj. R2 0.921 · Rel. Sharpe 0.443
Compare OMFS vs IQSM
82 Verified similar
UPGD
Invesco Bloomberg Analyst Rating Improvers ETF
SMB
shape 99 · level 80 · Adj. R2 0.882 · Rel. Sharpe 0.602
Compare OMFS vs UPGD
82 Verified similar
SMMD
iShares Russell 2500 ETF
SMB
shape 99 · level 79 · Adj. R2 0.976 · Rel. Sharpe 0.740
Compare OMFS vs SMMD
82 Verified similar
VIOO
Vanguard S&P Small-Cap 600 ETF
SMB
shape 99 · level 78 · Adj. R2 0.980 · Rel. Sharpe 1.154
Compare OMFS vs VIOO
82 Verified similar
IJH
iShares Core S&P Mid-Cap ETF
SMB
shape 97 · level 78 · Adj. R2 0.943 · Rel. Sharpe 0.992
Compare OMFS vs IJH
82 Verified similar
FYX
First Trust Small Cap Core Alphadex Fund
SMB
shape 98 · level 77 · Adj. R2 0.979 · Rel. Sharpe 0.915
Compare OMFS vs FYX
81 Verified similar
FIW
First Trust Water ETF
SMB
shape 95 · level 77 · Adj. R2 0.833 · Rel. Sharpe 0.928
Compare OMFS vs FIW
81 Verified similar
DFAS
Dimensional U.S. Small Cap ETF
SMB
shape 98 · level 77 · Adj. R2 0.983 · Rel. Sharpe 1.031
Compare OMFS vs DFAS
81 Verified similar
SCHA
Schwab U.S. Small-Cap ETF
SMB
shape 98 · level 76 · Adj. R2 0.987 · Rel. Sharpe 0.861
Compare OMFS vs SCHA
81 Verified similar
JHSC
John Hancock Multifactor Small Cap ETF
SMB
shape 98 · level 77 · Adj. R2 0.965 · Rel. Sharpe 0.624
Compare OMFS vs JHSC
80 Verified similar
XJR
iShares ESG Select Screened S&P Small-Cap ETF
SMB
shape 98 · level 76 · Adj. R2 0.985 · Rel. Sharpe 0.705
Compare OMFS vs XJR
80 Verified similar
CSD
Invesco S&P Spin-Off ETF
SMB
shape 97 · level 78 · Adj. R2 0.839 · Rel. Sharpe 0.837
Compare OMFS vs CSD
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.