Verified factor-similar cluster

ETFs Similar to SPSM

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

SMB
View the full factor-set theme
VIOO
Vanguard S&P Small-Cap 600 ETF
SMB
shape 100 · level 96 · Adj. R2 0.979 · Rel. Sharpe 1.191
Compare SPSM vs VIOO
96 Near substitute
XJR
iShares ESG Select Screened S&P Small-Cap ETF
SMB
shape 100 · level 93 · Adj. R2 0.976 · Rel. Sharpe 0.880
Compare SPSM vs XJR
94 Near substitute
IJR
iShares Core S&P Small Cap ETF
SMB
shape 100 · level 91 · Adj. R2 0.968 · Rel. Sharpe 0.980
Compare SPSM vs IJR
93 Near substitute
JPSE
JPMorgan Diversified Return U.S. Small Cap Equity ETF
SMB
shape 100 · level 90 · Adj. R2 0.973 · Rel. Sharpe 1.051
Compare SPSM vs JPSE
92 Near substitute
QVMS
Invesco S&P SmallCap 600 QVM Multi-factor ETF
SMB
shape 100 · level 91 · Adj. R2 0.974 · Rel. Sharpe 1.218
Compare SPSM vs QVMS
92 Near substitute
DFAS
Dimensional U.S. Small Cap ETF
SMB
shape 100 · level 90 · Adj. R2 0.980 · Rel. Sharpe 1.158
Compare SPSM vs DFAS
91 Near substitute
NUSC
Nuveen ESG Small-Cap ETF
SMB
shape 100 · level 90 · Adj. R2 0.971 · Rel. Sharpe 0.789
Compare SPSM vs NUSC
91 Near substitute
AVSC
Avantis U.S Small Cap Equity ETF
SMB
shape 100 · level 90 · Adj. R2 0.986 · Rel. Sharpe 1.329
Compare SPSM vs AVSC
91 Near substitute
PSC
Principal U.S. Small-Cap ETF
SMB
shape 99 · level 89 · Adj. R2 0.952 · Rel. Sharpe 0.970
Compare SPSM vs PSC
91 Near substitute
SMLF
iShares U.S. SmallCap Equity Factor ETF
SMB
shape 99 · level 88 · Adj. R2 0.935 · Rel. Sharpe 1.111
Compare SPSM vs SMLF
90 Near substitute
ESML
iShares ESG Aware MSCI USA Small-Cap ETF
SMB
shape 100 · level 88 · Adj. R2 0.980 · Rel. Sharpe 0.866
Compare SPSM vs ESML
90 Verified similar
JHSC
John Hancock Multifactor Small Cap ETF
SMB
shape 100 · level 88 · Adj. R2 0.964 · Rel. Sharpe 0.661
Compare SPSM vs JHSC
89 Verified similar
FFSM
Fidelity Fundamental Small-Mid Cap ETF
SMB
shape 99 · level 89 · Adj. R2 0.916 · Rel. Sharpe 1.190
Compare SPSM vs FFSM
89 Verified similar
IJT
iShares S&P Small-Cap 600 Growth ETF
SMB
shape 99 · level 86 · Adj. R2 0.944 · Rel. Sharpe 1.009
Compare SPSM vs IJT
89 Verified similar
FNDA
Schwab Fundamental U.S. Small Company ETF
SMB
shape 99 · level 85 · Adj. R2 0.977 · Rel. Sharpe 1.059
Compare SPSM vs FNDA
88 Verified similar
GSSC
TR Activebeta US Small Cap Equity ETF
SMB
shape 99 · level 85 · Adj. R2 0.939 · Rel. Sharpe 1.027
Compare SPSM vs GSSC
88 Verified similar
SCHA
Schwab U.S. Small-Cap ETF
SMB
shape 99 · level 86 · Adj. R2 0.985 · Rel. Sharpe 0.906
Compare SPSM vs SCHA
88 Verified similar
IWM
iShares Russell 2000 ETF
SMB
shape 99 · level 86 · Adj. R2 0.986 · Rel. Sharpe 0.798
Compare SPSM vs IWM
88 Verified similar
FYX
First Trust Small Cap Core Alphadex Fund
SMB
shape 100 · level 84 · Adj. R2 0.977 · Rel. Sharpe 0.958
Compare SPSM vs FYX
87 Verified similar
VTWO
Vanguard Russell 2000 ETF
SMB
shape 99 · level 85 · Adj. R2 0.991 · Rel. Sharpe 0.866
Compare SPSM vs VTWO
87 Verified similar
FSMD
Fidelity Small-Mid Multifactor ETF
SMB
shape 98 · level 84 · Adj. R2 0.955 · Rel. Sharpe 0.972
Compare SPSM vs FSMD
87 Verified similar
IVOO
Vanguard S&P Mid-Cap 400 ETF
SMB
shape 98 · level 83 · Adj. R2 0.952 · Rel. Sharpe 0.995
Compare SPSM vs IVOO
87 Verified similar
ISMD
Inspire Small/Mid Cap ETF
SMB
shape 99 · level 83 · Adj. R2 0.962 · Rel. Sharpe 0.918
Compare SPSM vs ISMD
87 Verified similar
QVMM
Invesco S&P MidCap 400 QVM Multi-factor ETF
SMB
shape 98 · level 82 · Adj. R2 0.940 · Rel. Sharpe 1.065
Compare SPSM vs QVMM
86 Verified similar
VB
Vanguard Small-Cap ETF
SMB
shape 99 · level 82 · Adj. R2 0.976 · Rel. Sharpe 0.936
Compare SPSM vs VB
86 Verified similar
RZG
Invesco S&P Smallcap 600 Pure Growth ETF
SMB
shape 99 · level 82 · Adj. R2 0.910 · Rel. Sharpe 0.886
Compare SPSM vs RZG
85 Verified similar
SMMD
iShares Russell 2500 ETF
SMB
shape 99 · level 83 · Adj. R2 0.975 · Rel. Sharpe 0.773
Compare SPSM vs SMMD
85 Verified similar
BBMC
JPMorgan BetaBuilders U.S. Mid Cap Equity ETF
SMB
shape 99 · level 83 · Adj. R2 0.942 · Rel. Sharpe 0.736
Compare SPSM vs BBMC
85 Verified similar
ISCB
iShares Morningstar Small-Cap ETF
SMB
shape 100 · level 82 · Adj. R2 0.972 · Rel. Sharpe 0.793
Compare SPSM vs ISCB
85 Verified similar
AFMC
First Trust Active Factor Mid Cap ETF
SMB
shape 97 · level 82 · Adj. R2 0.933 · Rel. Sharpe 0.807
Compare SPSM vs AFMC
85 Verified similar
SCHM
Schwab U.S. Mid-Cap ETF
SMB
shape 100 · level 81 · Adj. R2 0.947 · Rel. Sharpe 0.918
Compare SPSM vs SCHM
85 Verified similar
SPMD
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SMB
shape 99 · level 80 · Adj. R2 0.941 · Rel. Sharpe 0.952
Compare SPSM vs SPMD
85 Verified similar
IJH
iShares Core S&P Mid-Cap ETF
SMB
shape 99 · level 80 · Adj. R2 0.942 · Rel. Sharpe 1.011
Compare SPSM vs IJH
84 Verified similar
BBSC
JPMorgan BetaBuilders U.S. Small Cap Equity Fund
SMB
shape 98 · level 82 · Adj. R2 0.986 · Rel. Sharpe 0.891
Compare SPSM vs BBSC
84 Verified similar
XJH
iShares ESG Select Screened S&P Mid-Cap ETF
SMB
shape 98 · level 82 · Adj. R2 0.942 · Rel. Sharpe 0.705
Compare SPSM vs XJH
84 Verified similar
OMFS
Invesco Russell 2000 Dynamic Multifactor ETF
SMB
shape 99 · level 79 · Adj. R2 0.941 · Rel. Sharpe 0.951
Compare SPSM vs OMFS
83 Verified similar
RSSL
Global X Russell 2000 ETF
SMB
shape 98 · level 82 · Adj. R2 0.981 · Rel. Sharpe 0.687
Compare SPSM vs RSSL
83 Verified similar
CSD
Invesco S&P Spin-Off ETF
SMB
shape 99 · level 80 · Adj. R2 0.833 · Rel. Sharpe 0.927
Compare SPSM vs CSD
82 Verified similar
JSMD
Janus Henderson Small/Mid Cap Growth Alpha ETF
SMB
shape 97 · level 78 · Adj. R2 0.920 · Rel. Sharpe 0.885
Compare SPSM vs JSMD
81 Verified similar
MDYG
State Street SPDR S&P 400 Mid Cap Growth ETF
SMB
shape 96 · level 77 · Adj. R2 0.909 · Rel. Sharpe 0.890
Compare SPSM vs MDYG
81 Verified similar
VXF
Vanguard Extended Market ETF
SMB
shape 97 · level 76 · Adj. R2 0.972 · Rel. Sharpe 0.938
Compare SPSM vs VXF
81 Verified similar
PRFZ
Invesco RAFI US 1500 Small-Mid ETF
SMB
shape 99 · level 75 · Adj. R2 0.974 · Rel. Sharpe 0.963
Compare SPSM vs PRFZ
80 Verified similar
SPSM 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.