Verified factor-similar cluster

ETFs Similar to UPGD

This page expands the verified similar ETF set for UPGD. 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
ISCB
iShares Morningstar Small-Cap ETF
SMB
shape 100 · level 93 · Adj. R2 0.972 · Rel. Sharpe 0.770
Compare UPGD vs ISCB
93 Near substitute
SPMD
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SMB
shape 99 · level 91 · Adj. R2 0.941 · Rel. Sharpe 0.925
Compare UPGD vs SPMD
90 Near substitute
CSD
Invesco S&P Spin-Off ETF
SMB
shape 99 · level 90 · Adj. R2 0.839 · Rel. Sharpe 0.837
Compare UPGD vs CSD
90 Near substitute
VB
Vanguard Small-Cap ETF
SMB
shape 99 · level 89 · Adj. R2 0.977 · Rel. Sharpe 0.935
Compare UPGD vs VB
90 Verified similar
PRFZ
Invesco RAFI US 1500 Small-Mid ETF
SMB
shape 99 · level 88 · Adj. R2 0.976 · Rel. Sharpe 0.916
Compare UPGD vs PRFZ
88 Verified similar
BBMC
JPMorgan BetaBuilders U.S. Mid Cap Equity ETF
SMB
shape 99 · level 85 · Adj. R2 0.943 · Rel. Sharpe 0.674
Compare UPGD vs BBMC
87 Verified similar
ESML
iShares ESG Aware MSCI USA Small-Cap ETF
SMB
shape 99 · level 85 · Adj. R2 0.981 · Rel. Sharpe 0.806
Compare UPGD vs ESML
87 Verified similar
IJH
iShares Core S&P Mid-Cap ETF
SMB
shape 98 · level 86 · Adj. R2 0.943 · Rel. Sharpe 0.992
Compare UPGD vs IJH
87 Verified similar
JHSC
John Hancock Multifactor Small Cap ETF
SMB
shape 99 · level 84 · Adj. R2 0.965 · Rel. Sharpe 0.624
Compare UPGD vs JHSC
87 Verified similar
GRPM
Invesco S&P MidCap 400 GARP ETF
SMB
shape 97 · level 86 · Adj. R2 0.930 · Rel. Sharpe 0.837
Compare UPGD vs GRPM
87 Verified similar
SMMD
iShares Russell 2500 ETF
SMB
shape 98 · level 84 · Adj. R2 0.976 · Rel. Sharpe 0.740
Compare UPGD vs SMMD
86 Verified similar
SCHM
Schwab U.S. Mid-Cap ETF
SMB
shape 99 · level 84 · Adj. R2 0.949 · Rel. Sharpe 0.858
Compare UPGD vs SCHM
86 Verified similar
FYX
First Trust Small Cap Core Alphadex Fund
SMB
shape 100 · level 84 · Adj. R2 0.979 · Rel. Sharpe 0.915
Compare UPGD vs FYX
86 Verified similar
NUSC
Nuveen ESG Small-Cap ETF
SMB
shape 99 · level 83 · Adj. R2 0.971 · Rel. Sharpe 0.767
Compare UPGD vs NUSC
86 Verified similar
FNDA
Schwab Fundamental U.S. Small Company ETF
SMB
shape 98 · level 84 · Adj. R2 0.978 · Rel. Sharpe 1.011
Compare UPGD vs FNDA
85 Verified similar
ISMD
Inspire Small/Mid Cap ETF
SMB
shape 99 · level 84 · Adj. R2 0.967 · Rel. Sharpe 0.836
Compare UPGD vs ISMD
85 Verified similar
MDYG
State Street SPDR S&P 400 Mid Cap Growth ETF
SMB
shape 97 · level 83 · Adj. R2 0.911 · Rel. Sharpe 0.850
Compare UPGD vs MDYG
85 Verified similar
IJR
iShares Core S&P Small Cap ETF
SMB
shape 99 · level 84 · Adj. R2 0.970 · Rel. Sharpe 0.952
Compare UPGD vs IJR
85 Verified similar
IQSM
NYLI Candriam U.S. Mid Cap Equity ETF
SMB
shape 96 · level 82 · Adj. R2 0.921 · Rel. Sharpe 0.443
Compare UPGD vs IQSM
85 Verified similar
IVOO
Vanguard S&P Mid-Cap 400 ETF
SMB
shape 97 · level 84 · Adj. R2 0.953 · Rel. Sharpe 0.958
Compare UPGD vs IVOO
85 Verified similar
XJH
iShares ESG Select Screened S&P Mid-Cap ETF
SMB
shape 96 · level 81 · Adj. R2 0.947 · Rel. Sharpe 0.618
Compare UPGD vs XJH
85 Verified similar
IWM
iShares Russell 2000 ETF
SMB
shape 99 · level 82 · Adj. R2 0.986 · Rel. Sharpe 0.785
Compare UPGD vs IWM
85 Verified similar
SCHA
Schwab U.S. Small-Cap ETF
SMB
shape 99 · level 82 · Adj. R2 0.987 · Rel. Sharpe 0.861
Compare UPGD vs SCHA
84 Verified similar
PEJ
Invesco Leisure and Entertainment ETF
SMB
shape 97 · level 80 · Adj. R2 0.755 · Rel. Sharpe 0.510
Compare UPGD vs PEJ
84 Verified similar
SLYG
State Street SPDR S&P 600 Small Cap Growth ETF
SMB
shape 96 · level 80 · Adj. R2 0.931 · Rel. Sharpe 0.591
Compare UPGD vs SLYG
84 Verified similar
RZG
Invesco S&P Smallcap 600 Pure Growth ETF
SMB
shape 99 · level 81 · Adj. R2 0.921 · Rel. Sharpe 0.797
Compare UPGD vs RZG
84 Verified similar
FIW
First Trust Water ETF
SMB
shape 97 · level 83 · Adj. R2 0.833 · Rel. Sharpe 0.928
Compare UPGD vs FIW
84 Verified similar
XTN
State Street SPDR S&P Transportation ETF
SMB
shape 98 · level 80 · Adj. R2 0.788 · Rel. Sharpe 0.614
Compare UPGD vs XTN
83 Verified similar
QVMM
Invesco S&P MidCap 400 QVM Multi-factor ETF
SMB
shape 97 · level 81 · Adj. R2 0.943 · Rel. Sharpe 0.943
Compare UPGD vs QVMM
83 Verified similar
DFAS
Dimensional U.S. Small Cap ETF
SMB
shape 99 · level 81 · Adj. R2 0.983 · Rel. Sharpe 1.031
Compare UPGD vs DFAS
83 Verified similar
XJR
iShares ESG Select Screened S&P Small-Cap ETF
SMB
shape 99 · level 80 · Adj. R2 0.985 · Rel. Sharpe 0.705
Compare UPGD vs XJR
83 Verified similar
BBSC
JPMorgan BetaBuilders U.S. Small Cap Equity Fund
SMB
shape 98 · level 78 · Adj. R2 0.988 · Rel. Sharpe 0.819
Compare UPGD vs BBSC
83 Verified similar
PSC
Principal U.S. Small-Cap ETF
SMB
shape 98 · level 80 · Adj. R2 0.955 · Rel. Sharpe 0.902
Compare UPGD vs PSC
82 Verified similar
JPSE
JPMorgan Diversified Return U.S. Small Cap Equity ETF
SMB
shape 99 · level 81 · Adj. R2 0.974 · Rel. Sharpe 1.020
Compare UPGD vs JPSE
82 Verified similar
SPSM
State Street SPDR Portfolio S&P 600 Small Cap ETF
SMB
shape 99 · level 80 · Adj. R2 0.981 · Rel. Sharpe 0.969
Compare UPGD vs SPSM
82 Verified similar
OMFS
Invesco Russell 2000 Dynamic Multifactor ETF
SMB
shape 99 · level 80 · Adj. R2 0.941 · Rel. Sharpe 0.914
Compare UPGD vs OMFS
82 Verified similar
FFSM
Fidelity Fundamental Small-Mid Cap ETF
SMB
shape 97 · level 78 · Adj. R2 0.925 · Rel. Sharpe 1.021
Compare UPGD vs FFSM
82 Verified similar
VXF
Vanguard Extended Market ETF
SMB
shape 97 · level 78 · Adj. R2 0.973 · Rel. Sharpe 0.923
Compare UPGD vs VXF
82 Verified similar
IJJ
iShares S&P Mid-Cap 400 Value ETF
SMB
shape 95 · level 80 · Adj. R2 0.947 · Rel. Sharpe 1.075
Compare UPGD vs IJJ
81 Verified similar
VTWO
Vanguard Russell 2000 ETF
SMB
shape 98 · level 78 · Adj. R2 0.991 · Rel. Sharpe 0.857
Compare UPGD vs VTWO
81 Verified similar
VIOO
Vanguard S&P Small-Cap 600 ETF
SMB
shape 99 · level 79 · Adj. R2 0.980 · Rel. Sharpe 1.154
Compare UPGD vs VIOO
81 Verified similar
PHO
Invesco Water Resources ETF
SMB
shape 93 · level 76 · Adj. R2 0.804 · Rel. Sharpe 0.613
Compare UPGD vs PHO
80 Verified similar
UPGD 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.