Verified factor-similar cluster

ETFs Similar to SCHA

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

SMB
View the full factor-set theme
IWM
iShares Russell 2000 ETF
SMB
shape 100 · level 95 · Adj. R2 0.986 · Rel. Sharpe 0.798
Compare SCHA vs IWM
96 Near substitute
VTWO
Vanguard Russell 2000 ETF
SMB
shape 100 · level 94 · Adj. R2 0.991 · Rel. Sharpe 0.866
Compare SCHA vs VTWO
95 Near substitute
ESML
iShares ESG Aware MSCI USA Small-Cap ETF
SMB
shape 100 · level 94 · Adj. R2 0.980 · Rel. Sharpe 0.866
Compare SCHA vs ESML
94 Near substitute
SMMD
iShares Russell 2500 ETF
SMB
shape 100 · level 93 · Adj. R2 0.975 · Rel. Sharpe 0.773
Compare SCHA vs SMMD
94 Near substitute
NUSC
Nuveen ESG Small-Cap ETF
SMB
shape 100 · level 93 · Adj. R2 0.971 · Rel. Sharpe 0.789
Compare SCHA vs NUSC
94 Near substitute
BBMC
JPMorgan BetaBuilders U.S. Mid Cap Equity ETF
SMB
shape 100 · level 91 · Adj. R2 0.942 · Rel. Sharpe 0.736
Compare SCHA vs BBMC
92 Near substitute
VB
Vanguard Small-Cap ETF
SMB
shape 100 · level 89 · Adj. R2 0.976 · Rel. Sharpe 0.936
Compare SCHA vs VB
91 Near substitute
PSC
Principal U.S. Small-Cap ETF
SMB
shape 99 · level 88 · Adj. R2 0.952 · Rel. Sharpe 0.970
Compare SCHA vs PSC
90 Near substitute
BBSC
JPMorgan BetaBuilders U.S. Small Cap Equity Fund
SMB
shape 99 · level 86 · Adj. R2 0.986 · Rel. Sharpe 0.891
Compare SCHA vs BBSC
89 Verified similar
SCHM
Schwab U.S. Mid-Cap ETF
SMB
shape 99 · level 86 · Adj. R2 0.947 · Rel. Sharpe 0.918
Compare SCHA vs SCHM
89 Verified similar
VXF
Vanguard Extended Market ETF
SMB
shape 99 · level 85 · Adj. R2 0.972 · Rel. Sharpe 0.938
Compare SCHA vs VXF
89 Verified similar
RSSL
Global X Russell 2000 ETF
SMB
shape 99 · level 88 · Adj. R2 0.981 · Rel. Sharpe 0.687
Compare SCHA vs RSSL
88 Verified similar
ISCB
iShares Morningstar Small-Cap ETF
SMB
shape 99 · level 85 · Adj. R2 0.972 · Rel. Sharpe 0.793
Compare SCHA vs ISCB
88 Verified similar
SPSM
State Street SPDR Portfolio S&P 600 Small Cap ETF
SMB
shape 99 · level 86 · Adj. R2 0.978 · Rel. Sharpe 1.027
Compare SCHA vs SPSM
88 Verified similar
IJR
iShares Core S&P Small Cap ETF
SMB
shape 98 · level 85 · Adj. R2 0.968 · Rel. Sharpe 0.980
Compare SCHA vs IJR
87 Verified similar
IJT
iShares S&P Small-Cap 600 Growth ETF
SMB
shape 99 · level 84 · Adj. R2 0.944 · Rel. Sharpe 1.009
Compare SCHA vs IJT
87 Verified similar
JHSC
John Hancock Multifactor Small Cap ETF
SMB
shape 98 · level 85 · Adj. R2 0.964 · Rel. Sharpe 0.661
Compare SCHA vs JHSC
87 Verified similar
SMLF
iShares U.S. SmallCap Equity Factor ETF
SMB
shape 98 · level 84 · Adj. R2 0.935 · Rel. Sharpe 1.111
Compare SCHA vs SMLF
86 Verified similar
JSMD
Janus Henderson Small/Mid Cap Growth Alpha ETF
SMB
shape 98 · level 82 · Adj. R2 0.920 · Rel. Sharpe 0.885
Compare SCHA vs JSMD
86 Verified similar
GSSC
TR Activebeta US Small Cap Equity ETF
SMB
shape 99 · level 84 · Adj. R2 0.939 · Rel. Sharpe 1.027
Compare SCHA vs GSSC
86 Verified similar
SLYG
State Street SPDR S&P 600 Small Cap Growth ETF
SMB
shape 98 · level 83 · Adj. R2 0.928 · Rel. Sharpe 0.646
Compare SCHA vs SLYG
85 Verified similar
ISMD
Inspire Small/Mid Cap ETF
SMB
shape 99 · level 81 · Adj. R2 0.962 · Rel. Sharpe 0.918
Compare SCHA vs ISMD
85 Verified similar
CSD
Invesco S&P Spin-Off ETF
SMB
shape 98 · level 82 · Adj. R2 0.833 · Rel. Sharpe 0.927
Compare SCHA vs CSD
85 Verified similar
RZG
Invesco S&P Smallcap 600 Pure Growth ETF
SMB
shape 98 · level 81 · Adj. R2 0.910 · Rel. Sharpe 0.886
Compare SCHA vs RZG
85 Verified similar
SPMD
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SMB
shape 97 · level 81 · Adj. R2 0.941 · Rel. Sharpe 0.952
Compare SCHA vs SPMD
85 Verified similar
XJR
iShares ESG Select Screened S&P Small-Cap ETF
SMB
shape 98 · level 81 · Adj. R2 0.976 · Rel. Sharpe 0.880
Compare SCHA vs XJR
85 Verified similar
FFSM
Fidelity Fundamental Small-Mid Cap ETF
SMB
shape 97 · level 82 · Adj. R2 0.916 · Rel. Sharpe 1.190
Compare SCHA vs FFSM
85 Verified similar
VIOO
Vanguard S&P Small-Cap 600 ETF
SMB
shape 98 · level 83 · Adj. R2 0.979 · Rel. Sharpe 1.191
Compare SCHA vs VIOO
85 Verified similar
FYX
First Trust Small Cap Core Alphadex Fund
SMB
shape 98 · level 80 · Adj. R2 0.977 · Rel. Sharpe 0.958
Compare SCHA vs FYX
85 Verified similar
IVOO
Vanguard S&P Mid-Cap 400 ETF
SMB
shape 95 · level 82 · Adj. R2 0.952 · Rel. Sharpe 0.995
Compare SCHA vs IVOO
84 Verified similar
MDYG
State Street SPDR S&P 400 Mid Cap Growth ETF
SMB
shape 95 · level 80 · Adj. R2 0.909 · Rel. Sharpe 0.890
Compare SCHA vs MDYG
84 Verified similar
IJH
iShares Core S&P Mid-Cap ETF
SMB
shape 95 · level 80 · Adj. R2 0.942 · Rel. Sharpe 1.011
Compare SCHA vs IJH
83 Verified similar
DFAS
Dimensional U.S. Small Cap ETF
SMB
shape 97 · level 81 · Adj. R2 0.980 · Rel. Sharpe 1.158
Compare SCHA vs DFAS
83 Verified similar
FNDA
Schwab Fundamental U.S. Small Company ETF
SMB
shape 97 · level 80 · Adj. R2 0.977 · Rel. Sharpe 1.059
Compare SCHA vs FNDA
83 Verified similar
XJH
iShares ESG Select Screened S&P Mid-Cap ETF
SMB
shape 95 · level 80 · Adj. R2 0.942 · Rel. Sharpe 0.705
Compare SCHA vs XJH
83 Verified similar
JPSE
JPMorgan Diversified Return U.S. Small Cap Equity ETF
SMB
shape 97 · level 80 · Adj. R2 0.973 · Rel. Sharpe 1.051
Compare SCHA vs JPSE
83 Verified similar
PRFZ
Invesco RAFI US 1500 Small-Mid ETF
SMB
shape 99 · level 77 · Adj. R2 0.974 · Rel. Sharpe 0.963
Compare SCHA vs PRFZ
82 Verified similar
FSMD
Fidelity Small-Mid Multifactor ETF
SMB
shape 95 · level 79 · Adj. R2 0.955 · Rel. Sharpe 0.972
Compare SCHA vs FSMD
82 Verified similar
VBK
Vanguard Small-Cap Growth ETF
SMB
shape 95 · level 79 · Adj. R2 0.965 · Rel. Sharpe 0.748
Compare SCHA vs VBK
82 Verified similar
AVSC
Avantis U.S Small Cap Equity ETF
SMB
shape 99 · level 80 · Adj. R2 0.986 · Rel. Sharpe 1.329
Compare SCHA vs AVSC
82 Verified similar
UPGD
Invesco Bloomberg Analyst Rating Improvers ETF
SMB
shape 98 · level 79 · Adj. R2 0.880 · Rel. Sharpe 0.583
Compare SCHA vs UPGD
82 Verified similar
RFG
Invesco S&P Midcap 400 Pure Growth ETF
SMB
shape 94 · level 78 · Adj. R2 0.864 · Rel. Sharpe 0.812
Compare SCHA vs RFG
82 Verified similar
OMFS
Invesco Russell 2000 Dynamic Multifactor ETF
SMB
shape 98 · level 77 · Adj. R2 0.941 · Rel. Sharpe 0.951
Compare SCHA vs OMFS
81 Verified similar
QVMS
Invesco S&P SmallCap 600 QVM Multi-factor ETF
SMB
shape 98 · level 78 · Adj. R2 0.974 · Rel. Sharpe 1.218
Compare SCHA vs QVMS
81 Verified similar
AFMC
First Trust Active Factor Mid Cap ETF
SMB
shape 93 · level 78 · Adj. R2 0.933 · Rel. Sharpe 0.807
Compare SCHA vs AFMC
81 Verified similar
QVMM
Invesco S&P MidCap 400 QVM Multi-factor ETF
SMB
shape 94 · level 77 · Adj. R2 0.940 · Rel. Sharpe 1.065
Compare SCHA vs QVMM
81 Verified similar
ISCG
iShares Morningstar Small-Cap Growth ETF
SMB
shape 95 · level 76 · Adj. R2 0.960 · Rel. Sharpe 0.731
Compare SCHA vs ISCG
80 Verified similar
IWMI
NEOS Russell 2000 High Income ETF
SMB
shape 96 · level 79 · Adj. R2 0.940 · Rel. Sharpe 0.626
Compare SCHA vs IWMI
80 Verified similar
SCHA 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.