Verified factor-similar cluster

ETFs Similar to SCHM

This page expands the verified similar ETF set for SCHM. 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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BBMC
JPMorgan BetaBuilders U.S. Mid Cap Equity ETF
SMB
shape 99 · level 93 · Adj. R2 0.943 · Rel. Sharpe 0.674
Compare SCHM vs BBMC
93 Near substitute
IVOO
Vanguard S&P Mid-Cap 400 ETF
SMB
shape 99 · level 90 · Adj. R2 0.953 · Rel. Sharpe 0.958
Compare SCHM vs IVOO
92 Near substitute
IJH
iShares Core S&P Mid-Cap ETF
SMB
shape 99 · level 90 · Adj. R2 0.943 · Rel. Sharpe 0.992
Compare SCHM vs IJH
91 Near substitute
VB
Vanguard Small-Cap ETF
SMB
shape 99 · level 89 · Adj. R2 0.977 · Rel. Sharpe 0.935
Compare SCHM vs VB
91 Near substitute
SPMD
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SMB
shape 99 · level 89 · Adj. R2 0.941 · Rel. Sharpe 0.925
Compare SCHM vs SPMD
91 Near substitute
SMMD
iShares Russell 2500 ETF
SMB
shape 98 · level 88 · Adj. R2 0.976 · Rel. Sharpe 0.740
Compare SCHM vs SMMD
90 Near substitute
JHSC
John Hancock Multifactor Small Cap ETF
SMB
shape 100 · level 89 · Adj. R2 0.965 · Rel. Sharpe 0.624
Compare SCHM vs JHSC
90 Near substitute
ESML
iShares ESG Aware MSCI USA Small-Cap ETF
SMB
shape 99 · level 87 · Adj. R2 0.981 · Rel. Sharpe 0.806
Compare SCHM vs ESML
90 Verified similar
CSD
Invesco S&P Spin-Off ETF
SMB
shape 99 · level 88 · Adj. R2 0.839 · Rel. Sharpe 0.837
Compare SCHM vs CSD
89 Verified similar
SCHA
Schwab U.S. Small-Cap ETF
SMB
shape 98 · level 85 · Adj. R2 0.987 · Rel. Sharpe 0.861
Compare SCHM vs SCHA
89 Verified similar
FFSM
Fidelity Fundamental Small-Mid Cap ETF
SMB
shape 100 · level 87 · Adj. R2 0.925 · Rel. Sharpe 1.021
Compare SCHM vs FFSM
89 Verified similar
NUSC
Nuveen ESG Small-Cap ETF
SMB
shape 99 · level 86 · Adj. R2 0.971 · Rel. Sharpe 0.767
Compare SCHM vs NUSC
89 Verified similar
ISCB
iShares Morningstar Small-Cap ETF
SMB
shape 99 · level 85 · Adj. R2 0.972 · Rel. Sharpe 0.770
Compare SCHM vs ISCB
88 Verified similar
MDYG
State Street SPDR S&P 400 Mid Cap Growth ETF
SMB
shape 94 · level 85 · Adj. R2 0.911 · Rel. Sharpe 0.850
Compare SCHM vs MDYG
88 Verified similar
PSC
Principal U.S. Small-Cap ETF
SMB
shape 100 · level 84 · Adj. R2 0.955 · Rel. Sharpe 0.902
Compare SCHM vs PSC
88 Verified similar
IJK
iShares S&P Mid-Cap 400 Growth ETF
SMB
shape 95 · level 85 · Adj. R2 0.906 · Rel. Sharpe 0.877
Compare SCHM vs IJK
87 Verified similar
XJH
iShares ESG Select Screened S&P Mid-Cap ETF
SMB
shape 98 · level 85 · Adj. R2 0.947 · Rel. Sharpe 0.618
Compare SCHM vs XJH
87 Verified similar
IJR
iShares Core S&P Small Cap ETF
SMB
shape 100 · level 83 · Adj. R2 0.970 · Rel. Sharpe 0.952
Compare SCHM vs IJR
87 Verified similar
SMLF
iShares U.S. SmallCap Equity Factor ETF
SMB
shape 100 · level 84 · Adj. R2 0.936 · Rel. Sharpe 1.074
Compare SCHM vs SMLF
86 Verified similar
IWM
iShares Russell 2000 ETF
SMB
shape 98 · level 82 · Adj. R2 0.986 · Rel. Sharpe 0.785
Compare SCHM vs IWM
86 Verified similar
UPGD
Invesco Bloomberg Analyst Rating Improvers ETF
SMB
shape 99 · level 84 · Adj. R2 0.882 · Rel. Sharpe 0.602
Compare SCHM vs UPGD
86 Verified similar
QVMM
Invesco S&P MidCap 400 QVM Multi-factor ETF
SMB
shape 98 · level 82 · Adj. R2 0.943 · Rel. Sharpe 0.943
Compare SCHM vs QVMM
86 Verified similar
FNDA
Schwab Fundamental U.S. Small Company ETF
SMB
shape 99 · level 82 · Adj. R2 0.978 · Rel. Sharpe 1.011
Compare SCHM vs FNDA
86 Verified similar
VXF
Vanguard Extended Market ETF
SMB
shape 96 · level 82 · Adj. R2 0.973 · Rel. Sharpe 0.923
Compare SCHM vs VXF
86 Verified similar
GRPM
Invesco S&P MidCap 400 GARP ETF
SMB
shape 98 · level 80 · Adj. R2 0.930 · Rel. Sharpe 0.837
Compare SCHM vs GRPM
85 Verified similar
VTWO
Vanguard Russell 2000 ETF
SMB
shape 98 · level 80 · Adj. R2 0.991 · Rel. Sharpe 0.857
Compare SCHM vs VTWO
85 Verified similar
SPSM
State Street SPDR Portfolio S&P 600 Small Cap ETF
SMB
shape 100 · level 82 · Adj. R2 0.981 · Rel. Sharpe 0.969
Compare SCHM vs SPSM
85 Verified similar
FSMD
Fidelity Small-Mid Multifactor ETF
SMB
shape 99 · level 81 · Adj. R2 0.960 · Rel. Sharpe 0.866
Compare SCHM vs FSMD
85 Verified similar
IJT
iShares S&P Small-Cap 600 Growth ETF
SMB
shape 98 · level 80 · Adj. R2 0.948 · Rel. Sharpe 0.970
Compare SCHM vs IJT
84 Verified similar
DFAS
Dimensional U.S. Small Cap ETF
SMB
shape 99 · level 80 · Adj. R2 0.983 · Rel. Sharpe 1.031
Compare SCHM vs DFAS
84 Verified similar
AFMC
First Trust Active Factor Mid Cap ETF
SMB
shape 98 · level 81 · Adj. R2 0.935 · Rel. Sharpe 0.737
Compare SCHM vs AFMC
84 Verified similar
ISMD
Inspire Small/Mid Cap ETF
SMB
shape 99 · level 79 · Adj. R2 0.967 · Rel. Sharpe 0.836
Compare SCHM vs ISMD
84 Verified similar
FYX
First Trust Small Cap Core Alphadex Fund
SMB
shape 100 · level 78 · Adj. R2 0.979 · Rel. Sharpe 0.915
Compare SCHM vs FYX
83 Verified similar
JPSE
JPMorgan Diversified Return U.S. Small Cap Equity ETF
SMB
shape 99 · level 80 · Adj. R2 0.974 · Rel. Sharpe 1.020
Compare SCHM vs JPSE
83 Verified similar
VIOO
Vanguard S&P Small-Cap 600 ETF
SMB
shape 100 · level 80 · Adj. R2 0.980 · Rel. Sharpe 1.154
Compare SCHM vs VIOO
83 Verified similar
RFG
Invesco S&P Midcap 400 Pure Growth ETF
SMB
shape 94 · level 79 · Adj. R2 0.865 · Rel. Sharpe 0.777
Compare SCHM vs RFG
83 Verified similar
FIW
First Trust Water ETF
SMB
shape 93 · level 80 · Adj. R2 0.833 · Rel. Sharpe 0.928
Compare SCHM vs FIW
83 Verified similar
PRFZ
Invesco RAFI US 1500 Small-Mid ETF
SMB
shape 99 · level 76 · Adj. R2 0.976 · Rel. Sharpe 0.916
Compare SCHM vs PRFZ
82 Verified similar
JSMD
Janus Henderson Small/Mid Cap Growth Alpha ETF
SMB
shape 96 · level 77 · Adj. R2 0.927 · Rel. Sharpe 0.792
Compare SCHM vs JSMD
82 Verified similar
RZG
Invesco S&P Smallcap 600 Pure Growth ETF
SMB
shape 98 · level 76 · Adj. R2 0.921 · Rel. Sharpe 0.797
Compare SCHM vs RZG
82 Verified similar
XJR
iShares ESG Select Screened S&P Small-Cap ETF
SMB
shape 99 · level 77 · Adj. R2 0.985 · Rel. Sharpe 0.705
Compare SCHM vs XJR
81 Verified similar
BBSC
JPMorgan BetaBuilders U.S. Small Cap Equity Fund
SMB
shape 96 · level 76 · Adj. R2 0.988 · Rel. Sharpe 0.819
Compare SCHM vs BBSC
81 Verified similar
IQSM
NYLI Candriam U.S. Mid Cap Equity ETF
SMB
shape 96 · level 78 · Adj. R2 0.921 · Rel. Sharpe 0.443
Compare SCHM vs IQSM
81 Verified similar
GSSC
TR Activebeta US Small Cap Equity ETF
SMB
shape 98 · level 78 · Adj. R2 0.940 · Rel. Sharpe 0.971
Compare SCHM vs GSSC
81 Verified similar
IJJ
iShares S&P Mid-Cap 400 Value ETF
SMB
shape 97 · level 77 · Adj. R2 0.947 · Rel. Sharpe 1.075
Compare SCHM vs IJJ
81 Verified similar
SCHM 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.