Verified factor-similar cluster

ETFs Similar to PEJ

This page expands the verified similar ETF set for PEJ. 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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IQSM
NYLI Candriam U.S. Mid Cap Equity ETF
SMB
shape 95 · level 82 · Adj. R2 0.921 · Rel. Sharpe 0.443
Compare PEJ vs IQSM
85 Verified similar
UPGD
Invesco Bloomberg Analyst Rating Improvers ETF
SMB
shape 97 · level 80 · Adj. R2 0.882 · Rel. Sharpe 0.602
Compare PEJ vs UPGD
84 Verified similar
PRFZ
Invesco RAFI US 1500 Small-Mid ETF
SMB
shape 98 · level 82 · Adj. R2 0.976 · Rel. Sharpe 0.916
Compare PEJ vs PRFZ
84 Verified similar
XTN
State Street SPDR S&P Transportation ETF
SMB
shape 96 · level 82 · Adj. R2 0.788 · Rel. Sharpe 0.614
Compare PEJ vs XTN
84 Verified similar
PEJ 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.