Verified factor-similar cluster

ETFs Similar to SCHA

This page expands the verified similar ETF set for SCHA. 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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VTWO
Vanguard Russell 2000 ETF
SMB
shape 100 · level 94 · Adj. R2 0.991 · Rel. Sharpe 0.857
Compare SCHA vs VTWO
95 Near substitute
IWM
iShares Russell 2000 ETF
SMB
shape 100 · level 94 · Adj. R2 0.986 · Rel. Sharpe 0.785
Compare SCHA vs IWM
95 Near substitute
ESML
iShares ESG Aware MSCI USA Small-Cap ETF
SMB
shape 100 · level 94 · Adj. R2 0.981 · Rel. Sharpe 0.806
Compare SCHA vs ESML
94 Near substitute
SMMD
iShares Russell 2500 ETF
SMB
shape 100 · level 93 · Adj. R2 0.976 · Rel. Sharpe 0.740
Compare SCHA vs SMMD
94 Near substitute
NUSC
Nuveen ESG Small-Cap ETF
SMB
shape 100 · level 93 · Adj. R2 0.971 · Rel. Sharpe 0.767
Compare SCHA vs NUSC
94 Near substitute
VB
Vanguard Small-Cap ETF
SMB
shape 100 · level 91 · Adj. R2 0.977 · Rel. Sharpe 0.935
Compare SCHA vs VB
93 Near substitute
BBMC
JPMorgan BetaBuilders U.S. Mid Cap Equity ETF
SMB
shape 100 · level 92 · Adj. R2 0.943 · Rel. Sharpe 0.674
Compare SCHA vs BBMC
92 Near substitute
PSC
Principal U.S. Small-Cap ETF
SMB
shape 99 · level 87 · Adj. R2 0.955 · Rel. Sharpe 0.902
Compare SCHA vs PSC
89 Verified similar
ISCB
iShares Morningstar Small-Cap ETF
SMB
shape 99 · level 86 · Adj. R2 0.972 · Rel. Sharpe 0.770
Compare SCHA vs ISCB
89 Verified similar
SCHM
Schwab U.S. Mid-Cap ETF
SMB
shape 98 · level 85 · Adj. R2 0.949 · Rel. Sharpe 0.858
Compare SCHA vs SCHM
89 Verified similar
BBSC
JPMorgan BetaBuilders U.S. Small Cap Equity Fund
SMB
shape 99 · level 86 · Adj. R2 0.988 · Rel. Sharpe 0.819
Compare SCHA vs BBSC
89 Verified similar
VXF
Vanguard Extended Market ETF
SMB
shape 99 · level 85 · Adj. R2 0.973 · Rel. Sharpe 0.923
Compare SCHA vs VXF
88 Verified similar
SPSM
State Street SPDR Portfolio S&P 600 Small Cap ETF
SMB
shape 99 · level 87 · Adj. R2 0.981 · Rel. Sharpe 0.969
Compare SCHA vs SPSM
88 Verified similar
IJT
iShares S&P Small-Cap 600 Growth ETF
SMB
shape 99 · level 85 · Adj. R2 0.948 · Rel. Sharpe 0.970
Compare SCHA vs IJT
88 Verified similar
IJR
iShares Core S&P Small Cap ETF
SMB
shape 99 · level 85 · Adj. R2 0.970 · Rel. Sharpe 0.952
Compare SCHA vs IJR
87 Verified similar
JHSC
John Hancock Multifactor Small Cap ETF
SMB
shape 98 · level 86 · Adj. R2 0.965 · Rel. Sharpe 0.624
Compare SCHA vs JHSC
87 Verified similar
FFSM
Fidelity Fundamental Small-Mid Cap ETF
SMB
shape 97 · level 83 · Adj. R2 0.925 · Rel. Sharpe 1.021
Compare SCHA vs FFSM
86 Verified similar
IJK
iShares S&P Mid-Cap 400 Growth ETF
SMB
shape 97 · level 81 · Adj. R2 0.906 · Rel. Sharpe 0.877
Compare SCHA vs IJK
86 Verified similar
SMLF
iShares U.S. SmallCap Equity Factor ETF
SMB
shape 98 · level 83 · Adj. R2 0.936 · Rel. Sharpe 1.074
Compare SCHA vs SMLF
85 Verified similar
GSSC
TR Activebeta US Small Cap Equity ETF
SMB
shape 99 · level 84 · Adj. R2 0.940 · Rel. Sharpe 0.971
Compare SCHA vs GSSC
85 Verified similar
SLYG
State Street SPDR S&P 600 Small Cap Growth ETF
SMB
shape 98 · level 82 · Adj. R2 0.931 · Rel. Sharpe 0.591
Compare SCHA vs SLYG
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 0.925
Compare SCHA vs SPMD
85 Verified similar
VIOO
Vanguard S&P Small-Cap 600 ETF
SMB
shape 98 · level 83 · Adj. R2 0.980 · Rel. Sharpe 1.154
Compare SCHA vs VIOO
84 Verified similar
UPGD
Invesco Bloomberg Analyst Rating Improvers ETF
SMB
shape 99 · level 82 · Adj. R2 0.882 · Rel. Sharpe 0.602
Compare SCHA vs UPGD
84 Verified similar
FYX
First Trust Small Cap Core Alphadex Fund
SMB
shape 98 · level 80 · Adj. R2 0.979 · Rel. Sharpe 0.915
Compare SCHA vs FYX
84 Verified similar
IVOO
Vanguard S&P Mid-Cap 400 ETF
SMB
shape 96 · level 81 · Adj. R2 0.953 · Rel. Sharpe 0.958
Compare SCHA vs IVOO
84 Verified similar
ISMD
Inspire Small/Mid Cap ETF
SMB
shape 99 · level 80 · Adj. R2 0.967 · Rel. Sharpe 0.836
Compare SCHA vs ISMD
84 Verified similar
MDYG
State Street SPDR S&P 400 Mid Cap Growth ETF
SMB
shape 94 · level 79 · Adj. R2 0.911 · Rel. Sharpe 0.850
Compare SCHA vs MDYG
83 Verified similar
IJH
iShares Core S&P Mid-Cap ETF
SMB
shape 96 · level 80 · Adj. R2 0.943 · Rel. Sharpe 0.992
Compare SCHA vs IJH
83 Verified similar
JSMD
Janus Henderson Small/Mid Cap Growth Alpha ETF
SMB
shape 97 · level 79 · Adj. R2 0.927 · Rel. Sharpe 0.792
Compare SCHA vs JSMD
83 Verified similar
RZG
Invesco S&P Smallcap 600 Pure Growth ETF
SMB
shape 98 · level 78 · Adj. R2 0.921 · Rel. Sharpe 0.797
Compare SCHA vs RZG
83 Verified similar
FNDA
Schwab Fundamental U.S. Small Company ETF
SMB
shape 97 · level 79 · Adj. R2 0.978 · Rel. Sharpe 1.011
Compare SCHA vs FNDA
83 Verified similar
CSD
Invesco S&P Spin-Off ETF
SMB
shape 96 · level 80 · Adj. R2 0.839 · Rel. Sharpe 0.837
Compare SCHA vs CSD
83 Verified similar
DFAS
Dimensional U.S. Small Cap ETF
SMB
shape 97 · level 79 · Adj. R2 0.983 · Rel. Sharpe 1.031
Compare SCHA vs DFAS
83 Verified similar
JPSE
JPMorgan Diversified Return U.S. Small Cap Equity ETF
SMB
shape 98 · level 80 · Adj. R2 0.974 · Rel. Sharpe 1.020
Compare SCHA vs JPSE
83 Verified similar
PRFZ
Invesco RAFI US 1500 Small-Mid ETF
SMB
shape 99 · level 77 · Adj. R2 0.976 · Rel. Sharpe 0.916
Compare SCHA vs PRFZ
82 Verified similar
AVSC
Avantis U.S Small Cap Equity ETF
SMB
shape 99 · level 79 · Adj. R2 0.988 · Rel. Sharpe 1.243
Compare SCHA vs AVSC
82 Verified similar
PSCT
Invesco S&P SmallCap Information Technology ETF
SMB
shape 97 · level 78 · Adj. R2 0.818 · Rel. Sharpe 0.995
Compare SCHA vs PSCT
82 Verified similar
XJR
iShares ESG Select Screened S&P Small-Cap ETF
SMB
shape 98 · level 78 · Adj. R2 0.985 · Rel. Sharpe 0.705
Compare SCHA vs XJR
82 Verified similar
VBK
Vanguard Small-Cap Growth ETF
SMB
shape 95 · level 78 · Adj. R2 0.965 · Rel. Sharpe 0.736
Compare SCHA vs VBK
82 Verified similar
XJH
iShares ESG Select Screened S&P Mid-Cap ETF
SMB
shape 94 · level 78 · Adj. R2 0.947 · Rel. Sharpe 0.618
Compare SCHA vs XJH
81 Verified similar
FSMD
Fidelity Small-Mid Multifactor ETF
SMB
shape 95 · level 78 · Adj. R2 0.960 · Rel. Sharpe 0.866
Compare SCHA vs FSMD
81 Verified similar
RFG
Invesco S&P Midcap 400 Pure Growth ETF
SMB
shape 94 · level 77 · Adj. R2 0.865 · Rel. Sharpe 0.777
Compare SCHA vs RFG
81 Verified similar
OMFS
Invesco Russell 2000 Dynamic Multifactor ETF
SMB
shape 98 · level 76 · Adj. R2 0.941 · Rel. Sharpe 0.914
Compare SCHA vs OMFS
81 Verified similar
QVMM
Invesco S&P MidCap 400 QVM Multi-factor ETF
SMB
shape 94 · level 76 · Adj. R2 0.943 · Rel. Sharpe 0.943
Compare SCHA vs QVMM
80 Verified similar
VTWG
Vanguard Russell 2000 Growth ETF
SMB
shape 97 · level 76 · Adj. R2 0.983 · Rel. Sharpe 0.663
Compare SCHA vs VTWG
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.