Verified factor-similar cluster

ETFs Similar to PEJ

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

SMB
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XTN
State Street SPDR S&P Transportation ETF
SMB
shape 97 · level 86 · Adj. R2 0.788 · Rel. Sharpe 0.668
Compare PEJ vs XTN
87 Verified similar
UPGD
Invesco Bloomberg Analyst Rating Improvers ETF
SMB
shape 97 · level 83 · Adj. R2 0.880 · Rel. Sharpe 0.583
Compare PEJ vs UPGD
87 Verified similar
IQSM
NYLI Candriam U.S. Mid Cap Equity ETF
SMB
shape 97 · level 83 · Adj. R2 0.915 · Rel. Sharpe 0.702
Compare PEJ vs IQSM
86 Verified similar
PRFZ
Invesco RAFI US 1500 Small-Mid ETF
SMB
shape 98 · level 83 · Adj. R2 0.974 · Rel. Sharpe 0.963
Compare PEJ vs PRFZ
84 Verified similar
CSD
Invesco S&P Spin-Off ETF
SMB
shape 96 · level 80 · Adj. R2 0.833 · Rel. Sharpe 0.927
Compare PEJ vs CSD
82 Verified similar
SLYG
State Street SPDR S&P 600 Small Cap Growth ETF
SMB
shape 96 · level 76 · Adj. R2 0.928 · Rel. Sharpe 0.646
Compare PEJ vs SLYG
81 Verified similar
ISCB
iShares Morningstar Small-Cap ETF
SMB
shape 97 · level 77 · Adj. R2 0.972 · Rel. Sharpe 0.793
Compare PEJ vs ISCB
80 Verified similar
VB
Vanguard Small-Cap ETF
SMB
shape 97 · level 77 · Adj. R2 0.976 · Rel. Sharpe 0.936
Compare PEJ vs VB
80 Verified similar
PEJ fund page US ETF Leaders US Universe Similarity methodology
Important context

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