Verified factor-similar cluster

ETFs Similar to PHO

Each fund below shares verified factor exposure with PHO and has no more than 3% annualized modeled factor tracking error over either the common 36-month window or the longer factor-history check. Tracking error measures volatility, not the direction of returns. The score runs from 80 at that limit to 100 for identical fitted exposures. See the matching method.

SMB

Factor tags describe the source fund's verified public exposures. A matched ETF may have additional material factors.

Explore a shared-factor theme
FIW
First Trust Water ETF
SMB
Modeled factor tracking error 1.24%/yr · longer factor history 1.17%/yr · 36 months through 2026-08
Compare PHO vs FIW
92 Very close factor fit
OUSM
ALPS O'Shares US Small-Cap Quality Dividend ETF
SMB
Modeled factor tracking error 1.52%/yr · longer factor history 1.61%/yr · 36 months through 2026-08
Compare PHO vs OUSM
89 Factor-similar
VFMF
Vanguard U.S. Multifactor ETF
SMB
Modeled factor tracking error 1.44%/yr · longer factor history 2.18%/yr · 36 months through 2026-08
Compare PHO vs VFMF
85 Factor-similar
BFOR
ALPS Barron's 400 ETF
SMB
Modeled factor tracking error 2.71%/yr · longer factor history 2.69%/yr · 36 months through 2026-08
Compare PHO vs BFOR
82 Factor-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.