Verified factor-similar cluster

ETFs Similar to SCHM

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

SMB
View the full factor-set theme
BBMC
JPMorgan BetaBuilders U.S. Mid Cap Equity ETF
SMB
shape 99 · level 93 · Adj. R2 0.942 · Rel. Sharpe 0.736
Compare SCHM vs BBMC
94 Near substitute
IVOO
Vanguard S&P Mid-Cap 400 ETF
SMB
shape 99 · level 91 · Adj. R2 0.952 · Rel. Sharpe 0.995
Compare SCHM vs IVOO
92 Near substitute
VB
Vanguard Small-Cap ETF
SMB
shape 99 · level 89 · Adj. R2 0.976 · Rel. Sharpe 0.936
Compare SCHM vs VB
92 Near substitute
IJH
iShares Core S&P Mid-Cap ETF
SMB
shape 98 · level 90 · Adj. R2 0.942 · Rel. Sharpe 1.011
Compare SCHM vs IJH
92 Near substitute
SMMD
iShares Russell 2500 ETF
SMB
shape 99 · level 90 · Adj. R2 0.975 · Rel. Sharpe 0.773
Compare SCHM vs SMMD
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 0.952
Compare SCHM vs SPMD
91 Near substitute
CSD
Invesco S&P Spin-Off ETF
SMB
shape 100 · level 90 · Adj. R2 0.833 · Rel. Sharpe 0.927
Compare SCHM vs CSD
91 Near substitute
ESML
iShares ESG Aware MSCI USA Small-Cap ETF
SMB
shape 99 · level 87 · Adj. R2 0.980 · Rel. Sharpe 0.866
Compare SCHM vs ESML
90 Near substitute
JHSC
John Hancock Multifactor Small Cap ETF
SMB
shape 100 · level 89 · Adj. R2 0.964 · Rel. Sharpe 0.661
Compare SCHM vs JHSC
89 Verified similar
NUSC
Nuveen ESG Small-Cap ETF
SMB
shape 99 · level 87 · Adj. R2 0.971 · Rel. Sharpe 0.789
Compare SCHM vs NUSC
89 Verified similar
SCHA
Schwab U.S. Small-Cap ETF
SMB
shape 99 · level 86 · Adj. R2 0.985 · Rel. Sharpe 0.906
Compare SCHM vs SCHA
89 Verified similar
XJH
iShares ESG Select Screened S&P Mid-Cap ETF
SMB
shape 98 · level 87 · Adj. R2 0.942 · Rel. Sharpe 0.705
Compare SCHM vs XJH
89 Verified similar
MDYG
State Street SPDR S&P 400 Mid Cap Growth ETF
SMB
shape 94 · level 86 · Adj. R2 0.909 · Rel. Sharpe 0.890
Compare SCHM vs MDYG
88 Verified similar
PSC
Principal U.S. Small-Cap ETF
SMB
shape 100 · level 84 · Adj. R2 0.952 · Rel. Sharpe 0.970
Compare SCHM vs PSC
88 Verified similar
ISCB
iShares Morningstar Small-Cap ETF
SMB
shape 99 · level 85 · Adj. R2 0.972 · Rel. Sharpe 0.793
Compare SCHM vs ISCB
88 Verified similar
SMLF
iShares U.S. SmallCap Equity Factor ETF
SMB
shape 100 · level 85 · Adj. R2 0.935 · Rel. Sharpe 1.111
Compare SCHM vs SMLF
87 Verified similar
IWM
iShares Russell 2000 ETF
SMB
shape 99 · level 84 · Adj. R2 0.986 · Rel. Sharpe 0.798
Compare SCHM vs IWM
87 Verified similar
IJR
iShares Core S&P Small Cap ETF
SMB
shape 100 · level 83 · Adj. R2 0.968 · Rel. Sharpe 0.980
Compare SCHM vs IJR
87 Verified similar
VXF
Vanguard Extended Market ETF
SMB
shape 97 · level 83 · Adj. R2 0.972 · Rel. Sharpe 0.938
Compare SCHM vs VXF
87 Verified similar
FFSM
Fidelity Fundamental Small-Mid Cap ETF
SMB
shape 100 · level 84 · Adj. R2 0.916 · Rel. Sharpe 1.190
Compare SCHM vs FFSM
86 Verified similar
FNDA
Schwab Fundamental U.S. Small Company ETF
SMB
shape 99 · level 82 · Adj. R2 0.977 · Rel. Sharpe 1.059
Compare SCHM vs FNDA
86 Verified similar
VTWO
Vanguard Russell 2000 ETF
SMB
shape 98 · level 81 · Adj. R2 0.991 · Rel. Sharpe 0.866
Compare SCHM vs VTWO
86 Verified similar
QVMM
Invesco S&P MidCap 400 QVM Multi-factor ETF
SMB
shape 98 · level 83 · Adj. R2 0.940 · Rel. Sharpe 1.065
Compare SCHM vs QVMM
86 Verified similar
FSMD
Fidelity Small-Mid Multifactor ETF
SMB
shape 99 · level 82 · Adj. R2 0.955 · Rel. Sharpe 0.972
Compare SCHM vs FSMD
85 Verified similar
AFMC
First Trust Active Factor Mid Cap ETF
SMB
shape 98 · level 82 · Adj. R2 0.933 · Rel. Sharpe 0.807
Compare SCHM vs AFMC
85 Verified similar
SPSM
State Street SPDR Portfolio S&P 600 Small Cap ETF
SMB
shape 100 · level 81 · Adj. R2 0.978 · Rel. Sharpe 1.027
Compare SCHM vs SPSM
85 Verified similar
GRPM
Invesco S&P MidCap 400 GARP ETF
SMB
shape 98 · level 80 · Adj. R2 0.929 · Rel. Sharpe 0.862
Compare SCHM vs GRPM
84 Verified similar
DFAS
Dimensional U.S. Small Cap ETF
SMB
shape 99 · level 81 · Adj. R2 0.980 · Rel. Sharpe 1.158
Compare SCHM vs DFAS
84 Verified similar
ISMD
Inspire Small/Mid Cap ETF
SMB
shape 99 · level 80 · Adj. R2 0.962 · Rel. Sharpe 0.918
Compare SCHM vs ISMD
84 Verified similar
IJT
iShares S&P Small-Cap 600 Growth ETF
SMB
shape 98 · level 80 · Adj. R2 0.944 · Rel. Sharpe 1.009
Compare SCHM vs IJT
84 Verified similar
UPGD
Invesco Bloomberg Analyst Rating Improvers ETF
SMB
shape 98 · level 82 · Adj. R2 0.880 · Rel. Sharpe 0.583
Compare SCHM vs UPGD
84 Verified similar
FYX
First Trust Small Cap Core Alphadex Fund
SMB
shape 99 · level 78 · Adj. R2 0.977 · Rel. Sharpe 0.958
Compare SCHM vs FYX
84 Verified similar
JSMD
Janus Henderson Small/Mid Cap Growth Alpha ETF
SMB
shape 96 · level 79 · Adj. R2 0.920 · Rel. Sharpe 0.885
Compare SCHM vs JSMD
84 Verified similar
JPSE
JPMorgan Diversified Return U.S. Small Cap Equity ETF
SMB
shape 99 · level 80 · Adj. R2 0.973 · Rel. Sharpe 1.051
Compare SCHM vs JPSE
83 Verified similar
VIOO
Vanguard S&P Small-Cap 600 ETF
SMB
shape 100 · level 80 · Adj. R2 0.979 · Rel. Sharpe 1.191
Compare SCHM vs VIOO
83 Verified similar
RFG
Invesco S&P Midcap 400 Pure Growth ETF
SMB
shape 94 · level 80 · Adj. R2 0.864 · Rel. Sharpe 0.812
Compare SCHM vs RFG
83 Verified similar
RZG
Invesco S&P Smallcap 600 Pure Growth ETF
SMB
shape 98 · level 77 · Adj. R2 0.910 · Rel. Sharpe 0.886
Compare SCHM vs RZG
83 Verified similar
XJR
iShares ESG Select Screened S&P Small-Cap ETF
SMB
shape 99 · level 78 · Adj. R2 0.976 · Rel. Sharpe 0.880
Compare SCHM vs XJR
83 Verified similar
PRFZ
Invesco RAFI US 1500 Small-Mid ETF
SMB
shape 99 · level 76 · Adj. R2 0.974 · Rel. Sharpe 0.963
Compare SCHM vs PRFZ
82 Verified similar
BBSC
JPMorgan BetaBuilders U.S. Small Cap Equity Fund
SMB
shape 97 · level 77 · Adj. R2 0.986 · Rel. Sharpe 0.891
Compare SCHM vs BBSC
82 Verified similar
RSSL
Global X Russell 2000 ETF
SMB
shape 98 · level 80 · Adj. R2 0.981 · Rel. Sharpe 0.687
Compare SCHM vs RSSL
82 Verified similar
FIW
First Trust Water ETF
SMB
shape 92 · level 79 · Adj. R2 0.827 · Rel. Sharpe 0.951
Compare SCHM vs FIW
82 Verified similar
GSSC
TR Activebeta US Small Cap Equity ETF
SMB
shape 98 · level 79 · Adj. R2 0.939 · Rel. Sharpe 1.027
Compare SCHM vs GSSC
81 Verified similar
SLYG
State Street SPDR S&P 600 Small Cap Growth ETF
SMB
shape 95 · level 78 · Adj. R2 0.928 · Rel. Sharpe 0.646
Compare SCHM vs SLYG
81 Verified similar
IJJ
iShares S&P Mid-Cap 400 Value ETF
SMB
shape 96 · level 77 · Adj. R2 0.946 · Rel. Sharpe 1.083
Compare SCHM vs IJJ
81 Verified similar
OMFS
Invesco Russell 2000 Dynamic Multifactor ETF
SMB
shape 99 · level 76 · Adj. R2 0.941 · Rel. Sharpe 0.951
Compare SCHM vs OMFS
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.