Verified factor-similar cluster

ETFs Similar to SVAL

Each fund below shares verified factor exposure with SVAL and has no more than 3% annualized modeled factor tracking error over either the common 36-month window or the longer factor-history check. Tracking error measures volatility, not the direction of returns. The score runs from 80 at that limit to 100 for identical fitted exposures. See the matching method.

SMB HML CMA

Factor tags describe the source fund's verified public exposures. A matched ETF may have additional material factors.

Explore a shared-factor theme
DFSV
Dimensional US Small Cap Value ETF
SMB HML
Modeled factor tracking error 2.21%/yr · longer factor history 2.25%/yr · 36 months through 2026-08
Compare SVAL vs DFSV
85 Factor-similar
FYT
First Trust Small Cap Value AlphaDEX Fund
SMB HML
Modeled factor tracking error 2.19%/yr · longer factor history 2.35%/yr · 36 months through 2026-08
Compare SVAL vs FYT
84 Factor-similar
DFAT
Dimensional U.S. Targeted Value ETF
SMB HML
Modeled factor tracking error 2.30%/yr · longer factor history 2.44%/yr · 36 months through 2026-08
Compare SVAL vs DFAT
84 Factor-similar
VIOV
Vanguard S&P Small-Cap 600 Value ETF
SMB HML
Modeled factor tracking error 2.47%/yr · longer factor history 2.73%/yr · 36 months through 2026-08
Compare SVAL vs VIOV
82 Factor-similar
SLYV
State Street SPDR S&P 600 Small Cap Value ETF
SMB HML
Modeled factor tracking error 2.45%/yr · longer factor history 2.78%/yr · 36 months through 2026-08
Compare SVAL vs SLYV
81 Factor-similar
XSVM
Invesco S&P SmallCap Value with Momentum ETF
SMB HML
Modeled factor tracking error 2.45%/yr · longer factor history 2.80%/yr · 36 months through 2026-08
Compare SVAL vs XSVM
81 Factor-similar
AVUV
Avantis U.S. Small Cap Value ETF
SMB HML
Modeled factor tracking error 2.28%/yr · longer factor history 2.88%/yr · 36 months through 2026-08
Compare SVAL vs AVUV
81 Factor-similar
VTWV
Vanguard Russell 2000 Value ETF
SMB HML
Modeled factor tracking error 2.98%/yr · longer factor history 2.54%/yr · 36 months through 2026-08
Compare SVAL vs VTWV
80 Factor-similar
IWN
iShares Russell 2000 Value ETF
SMB HML
Modeled factor tracking error 2.98%/yr · longer factor history 2.64%/yr · 36 months through 2026-08
Compare SVAL vs IWN
80 Factor-similar
SVAL 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.