Verified factor-similar cluster

ETFs Similar to SPSM

This page expands the verified similar ETF set for SPSM. 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
View the full factor-set theme
VIOO
Vanguard S&P Small-Cap 600 ETF
SMB
shape 100 · level 95 · Adj. R2 0.980 · Rel. Sharpe 1.154
Compare SPSM vs VIOO
95 Near substitute
IJR
iShares Core S&P Small Cap ETF
SMB
shape 100 · level 93 · Adj. R2 0.970 · Rel. Sharpe 0.952
Compare SPSM vs IJR
94 Near substitute
JPSE
JPMorgan Diversified Return U.S. Small Cap Equity ETF
SMB
shape 100 · level 90 · Adj. R2 0.974 · Rel. Sharpe 1.020
Compare SPSM vs JPSE
92 Near substitute
PSC
Principal U.S. Small-Cap ETF
SMB
shape 100 · level 90 · Adj. R2 0.955 · Rel. Sharpe 0.902
Compare SPSM vs PSC
92 Near substitute
AVSC
Avantis U.S Small Cap Equity ETF
SMB
shape 100 · level 90 · Adj. R2 0.988 · Rel. Sharpe 1.243
Compare SPSM vs AVSC
91 Near substitute
DFAS
Dimensional U.S. Small Cap ETF
SMB
shape 99 · level 89 · Adj. R2 0.983 · Rel. Sharpe 1.031
Compare SPSM vs DFAS
91 Near substitute
NUSC
Nuveen ESG Small-Cap ETF
SMB
shape 100 · level 89 · Adj. R2 0.971 · Rel. Sharpe 0.767
Compare SPSM vs NUSC
90 Near substitute
SMLF
iShares U.S. SmallCap Equity Factor ETF
SMB
shape 99 · level 88 · Adj. R2 0.936 · Rel. Sharpe 1.074
Compare SPSM vs SMLF
90 Near substitute
ESML
iShares ESG Aware MSCI USA Small-Cap ETF
SMB
shape 100 · level 88 · Adj. R2 0.981 · Rel. Sharpe 0.806
Compare SPSM vs ESML
90 Verified similar
JHSC
John Hancock Multifactor Small Cap ETF
SMB
shape 100 · level 89 · Adj. R2 0.965 · Rel. Sharpe 0.624
Compare SPSM vs JHSC
90 Verified similar
XJR
iShares ESG Select Screened S&P Small-Cap ETF
SMB
shape 100 · level 88 · Adj. R2 0.985 · Rel. Sharpe 0.705
Compare SPSM vs XJR
90 Verified similar
FFSM
Fidelity Fundamental Small-Mid Cap ETF
SMB
shape 99 · level 88 · Adj. R2 0.925 · Rel. Sharpe 1.021
Compare SPSM vs FFSM
89 Verified similar
IJT
iShares S&P Small-Cap 600 Growth ETF
SMB
shape 99 · level 86 · Adj. R2 0.948 · Rel. Sharpe 0.970
Compare SPSM vs IJT
89 Verified similar
SCHA
Schwab U.S. Small-Cap ETF
SMB
shape 99 · level 87 · Adj. R2 0.987 · Rel. Sharpe 0.861
Compare SPSM vs SCHA
88 Verified similar
FNDA
Schwab Fundamental U.S. Small Company ETF
SMB
shape 99 · level 85 · Adj. R2 0.978 · Rel. Sharpe 1.011
Compare SPSM vs FNDA
88 Verified similar
FYX
First Trust Small Cap Core Alphadex Fund
SMB
shape 100 · level 85 · Adj. R2 0.979 · Rel. Sharpe 0.915
Compare SPSM vs FYX
88 Verified similar
ISMD
Inspire Small/Mid Cap ETF
SMB
shape 100 · level 85 · Adj. R2 0.967 · Rel. Sharpe 0.836
Compare SPSM vs ISMD
88 Verified similar
VTWO
Vanguard Russell 2000 ETF
SMB
shape 99 · level 85 · Adj. R2 0.991 · Rel. Sharpe 0.857
Compare SPSM vs VTWO
88 Verified similar
IWM
iShares Russell 2000 ETF
SMB
shape 99 · level 86 · Adj. R2 0.986 · Rel. Sharpe 0.785
Compare SPSM vs IWM
88 Verified similar
GSSC
TR Activebeta US Small Cap Equity ETF
SMB
shape 99 · level 85 · Adj. R2 0.940 · Rel. Sharpe 0.971
Compare SPSM vs GSSC
87 Verified similar
IVOO
Vanguard S&P Mid-Cap 400 ETF
SMB
shape 98 · level 83 · Adj. R2 0.953 · Rel. Sharpe 0.958
Compare SPSM vs IVOO
87 Verified similar
VB
Vanguard Small-Cap ETF
SMB
shape 99 · level 84 · Adj. R2 0.977 · Rel. Sharpe 0.935
Compare SPSM vs VB
87 Verified similar
ISCB
iShares Morningstar Small-Cap ETF
SMB
shape 100 · level 84 · Adj. R2 0.972 · Rel. Sharpe 0.770
Compare SPSM vs ISCB
86 Verified similar
SMMD
iShares Russell 2500 ETF
SMB
shape 99 · level 84 · Adj. R2 0.976 · Rel. Sharpe 0.740
Compare SPSM vs SMMD
86 Verified similar
FSMD
Fidelity Small-Mid Multifactor ETF
SMB
shape 98 · level 83 · Adj. R2 0.960 · Rel. Sharpe 0.866
Compare SPSM vs FSMD
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 SPSM vs QVMM
86 Verified similar
BBMC
JPMorgan BetaBuilders U.S. Mid Cap Equity ETF
SMB
shape 100 · level 83 · Adj. R2 0.943 · Rel. Sharpe 0.674
Compare SPSM vs BBMC
86 Verified similar
SPMD
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SMB
shape 99 · level 81 · Adj. R2 0.941 · Rel. Sharpe 0.925
Compare SPSM vs SPMD
85 Verified similar
SCHM
Schwab U.S. Mid-Cap ETF
SMB
shape 100 · level 82 · Adj. R2 0.949 · Rel. Sharpe 0.858
Compare SPSM vs SCHM
85 Verified similar
IJH
iShares Core S&P Mid-Cap ETF
SMB
shape 98 · level 81 · Adj. R2 0.943 · Rel. Sharpe 0.992
Compare SPSM vs IJH
85 Verified similar
AFMC
First Trust Active Factor Mid Cap ETF
SMB
shape 96 · level 81 · Adj. R2 0.935 · Rel. Sharpe 0.737
Compare SPSM vs AFMC
84 Verified similar
XJH
iShares ESG Select Screened S&P Mid-Cap ETF
SMB
shape 97 · level 82 · Adj. R2 0.947 · Rel. Sharpe 0.618
Compare SPSM vs XJH
84 Verified similar
RZG
Invesco S&P Smallcap 600 Pure Growth ETF
SMB
shape 99 · level 80 · Adj. R2 0.921 · Rel. Sharpe 0.797
Compare SPSM vs RZG
83 Verified similar
BBSC
JPMorgan BetaBuilders U.S. Small Cap Equity Fund
SMB
shape 98 · level 81 · Adj. R2 0.988 · Rel. Sharpe 0.819
Compare SPSM vs BBSC
83 Verified similar
OMFS
Invesco Russell 2000 Dynamic Multifactor ETF
SMB
shape 99 · level 78 · Adj. R2 0.941 · Rel. Sharpe 0.914
Compare SPSM vs OMFS
83 Verified similar
CSD
Invesco S&P Spin-Off ETF
SMB
shape 99 · level 80 · Adj. R2 0.839 · Rel. Sharpe 0.837
Compare SPSM vs CSD
82 Verified similar
UPGD
Invesco Bloomberg Analyst Rating Improvers ETF
SMB
shape 99 · level 80 · Adj. R2 0.882 · Rel. Sharpe 0.602
Compare SPSM vs UPGD
82 Verified similar
VXF
Vanguard Extended Market ETF
SMB
shape 97 · level 77 · Adj. R2 0.973 · Rel. Sharpe 0.923
Compare SPSM vs VXF
81 Verified similar
MDYG
State Street SPDR S&P 400 Mid Cap Growth ETF
SMB
shape 96 · level 77 · Adj. R2 0.911 · Rel. Sharpe 0.850
Compare SPSM vs MDYG
81 Verified similar
PRFZ
Invesco RAFI US 1500 Small-Mid ETF
SMB
shape 99 · level 76 · Adj. R2 0.976 · Rel. Sharpe 0.916
Compare SPSM vs PRFZ
81 Verified similar
IJK
iShares S&P Mid-Cap 400 Growth ETF
SMB
shape 97 · level 77 · Adj. R2 0.906 · Rel. Sharpe 0.877
Compare SPSM vs IJK
81 Verified similar
JSMD
Janus Henderson Small/Mid Cap Growth Alpha ETF
SMB
shape 97 · level 77 · Adj. R2 0.927 · Rel. Sharpe 0.792
Compare SPSM vs JSMD
80 Verified similar
FIW
First Trust Water ETF
SMB
shape 95 · level 74 · Adj. R2 0.833 · Rel. Sharpe 0.928
Compare SPSM vs FIW
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.