Verified factor-similar cluster

ETFs Similar to PHO

This page expands the verified similar ETF set for PHO. 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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FIW
First Trust Water ETF
SMB
shape 99 · level 90 · Adj. R2 0.833 · Rel. Sharpe 0.928
Compare PHO vs FIW
90 Near substitute
MDYG
State Street SPDR S&P 400 Mid Cap Growth ETF
SMB
shape 97 · level 82 · Adj. R2 0.911 · Rel. Sharpe 0.850
Compare PHO vs MDYG
84 Verified similar
SPMD
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SMB
shape 93 · level 79 · Adj. R2 0.941 · Rel. Sharpe 0.925
Compare PHO vs SPMD
81 Verified similar
IJH
iShares Core S&P Mid-Cap ETF
SMB
shape 92 · level 79 · Adj. R2 0.943 · Rel. Sharpe 0.992
Compare PHO vs IJH
81 Verified similar
QVMM
Invesco S&P MidCap 400 QVM Multi-factor ETF
SMB
shape 92 · level 78 · Adj. R2 0.943 · Rel. Sharpe 0.943
Compare PHO vs QVMM
80 Verified similar
UPGD
Invesco Bloomberg Analyst Rating Improvers ETF
SMB
shape 93 · level 76 · Adj. R2 0.882 · Rel. Sharpe 0.602
Compare PHO vs UPGD
80 Verified similar
PHO 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.