Verified factor-similar cluster

ETFs Similar to PHO

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

SMB
View the full factor-set theme
FIW
First Trust Water ETF
SMB
shape 99 · level 91 · Adj. R2 0.827 · Rel. Sharpe 0.951
Compare PHO vs FIW
91 Near substitute
MDYG
State Street SPDR S&P 400 Mid Cap Growth ETF
SMB
shape 97 · level 81 · Adj. R2 0.909 · Rel. Sharpe 0.890
Compare PHO vs MDYG
83 Verified similar
QVMM
Invesco S&P MidCap 400 QVM Multi-factor ETF
SMB
shape 93 · level 80 · Adj. R2 0.940 · Rel. Sharpe 1.065
Compare PHO vs QVMM
82 Verified similar
SPMD
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SMB
shape 93 · level 78 · Adj. R2 0.941 · Rel. Sharpe 0.952
Compare PHO vs SPMD
81 Verified similar
IJH
iShares Core S&P Mid-Cap ETF
SMB
shape 92 · level 79 · Adj. R2 0.942 · Rel. Sharpe 1.011
Compare PHO vs IJH
81 Verified similar
IQSM
NYLI Candriam U.S. Mid Cap Equity ETF
SMB
shape 89 · level 77 · Adj. R2 0.915 · Rel. Sharpe 0.702
Compare PHO vs IQSM
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.