Verified factor-similar cluster

ETFs Similar to UPGD

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

SMB
View the full factor-set theme
ISCB
iShares Morningstar Small-Cap ETF
SMB
shape 100 · level 90 · Adj. R2 0.972 · Rel. Sharpe 0.793
Compare UPGD vs ISCB
91 Near substitute
VB
Vanguard Small-Cap ETF
SMB
shape 99 · level 89 · Adj. R2 0.976 · Rel. Sharpe 0.936
Compare UPGD vs VB
89 Verified similar
CSD
Invesco S&P Spin-Off ETF
SMB
shape 99 · level 89 · Adj. R2 0.833 · Rel. Sharpe 0.927
Compare UPGD vs CSD
89 Verified similar
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 UPGD vs SPMD
89 Verified similar
PRFZ
Invesco RAFI US 1500 Small-Mid ETF
SMB
shape 99 · level 88 · Adj. R2 0.974 · Rel. Sharpe 0.963
Compare UPGD vs PRFZ
89 Verified similar
GRPM
Invesco S&P MidCap 400 GARP ETF
SMB
shape 97 · level 86 · Adj. R2 0.929 · Rel. Sharpe 0.862
Compare UPGD vs GRPM
87 Verified similar
PEJ
Invesco Leisure and Entertainment ETF
SMB
shape 97 · level 83 · Adj. R2 0.753 · Rel. Sharpe 0.551
Compare UPGD vs PEJ
87 Verified similar
SLYG
State Street SPDR S&P 600 Small Cap Growth ETF
SMB
shape 97 · level 83 · Adj. R2 0.928 · Rel. Sharpe 0.646
Compare UPGD vs SLYG
86 Verified similar
XTN
State Street SPDR S&P Transportation ETF
SMB
shape 98 · level 85 · Adj. R2 0.788 · Rel. Sharpe 0.668
Compare UPGD vs XTN
86 Verified similar
IJH
iShares Core S&P Mid-Cap ETF
SMB
shape 98 · level 85 · Adj. R2 0.942 · Rel. Sharpe 1.011
Compare UPGD vs IJH
86 Verified similar
XJH
iShares ESG Select Screened S&P Mid-Cap ETF
SMB
shape 97 · level 83 · Adj. R2 0.942 · Rel. Sharpe 0.705
Compare UPGD vs XJH
86 Verified similar
BBMC
JPMorgan BetaBuilders U.S. Mid Cap Equity ETF
SMB
shape 98 · level 82 · Adj. R2 0.942 · Rel. Sharpe 0.736
Compare UPGD vs BBMC
85 Verified similar
FYX
First Trust Small Cap Core Alphadex Fund
SMB
shape 100 · level 83 · Adj. R2 0.977 · Rel. Sharpe 0.958
Compare UPGD vs FYX
85 Verified similar
SMMD
iShares Russell 2500 ETF
SMB
shape 98 · level 82 · Adj. R2 0.975 · Rel. Sharpe 0.773
Compare UPGD vs SMMD
84 Verified similar
ESML
iShares ESG Aware MSCI USA Small-Cap ETF
SMB
shape 99 · level 82 · Adj. R2 0.980 · Rel. Sharpe 0.866
Compare UPGD vs ESML
84 Verified similar
SCHM
Schwab U.S. Mid-Cap ETF
SMB
shape 98 · level 82 · Adj. R2 0.947 · Rel. Sharpe 0.918
Compare UPGD vs SCHM
84 Verified similar
FNDA
Schwab Fundamental U.S. Small Company ETF
SMB
shape 98 · level 82 · Adj. R2 0.977 · Rel. Sharpe 1.059
Compare UPGD vs FNDA
84 Verified similar
MDYG
State Street SPDR S&P 400 Mid Cap Growth ETF
SMB
shape 98 · level 82 · Adj. R2 0.909 · Rel. Sharpe 0.890
Compare UPGD vs MDYG
84 Verified similar
JHSC
John Hancock Multifactor Small Cap ETF
SMB
shape 98 · level 81 · Adj. R2 0.964 · Rel. Sharpe 0.661
Compare UPGD vs JHSC
84 Verified similar
NUSC
Nuveen ESG Small-Cap ETF
SMB
shape 99 · level 81 · Adj. R2 0.971 · Rel. Sharpe 0.789
Compare UPGD vs NUSC
84 Verified similar
RZG
Invesco S&P Smallcap 600 Pure Growth ETF
SMB
shape 99 · level 81 · Adj. R2 0.910 · Rel. Sharpe 0.886
Compare UPGD vs RZG
83 Verified similar
IWM
iShares Russell 2000 ETF
SMB
shape 98 · level 80 · Adj. R2 0.986 · Rel. Sharpe 0.798
Compare UPGD vs IWM
83 Verified similar
ISMD
Inspire Small/Mid Cap ETF
SMB
shape 99 · level 81 · Adj. R2 0.962 · Rel. Sharpe 0.918
Compare UPGD vs ISMD
83 Verified similar
IVOO
Vanguard S&P Mid-Cap 400 ETF
SMB
shape 97 · level 82 · Adj. R2 0.952 · Rel. Sharpe 0.995
Compare UPGD vs IVOO
83 Verified similar
IJR
iShares Core S&P Small Cap ETF
SMB
shape 99 · level 81 · Adj. R2 0.968 · Rel. Sharpe 0.980
Compare UPGD vs IJR
83 Verified similar
IQSM
NYLI Candriam U.S. Mid Cap Equity ETF
SMB
shape 95 · level 78 · Adj. R2 0.915 · Rel. Sharpe 0.702
Compare UPGD vs IQSM
82 Verified similar
FIW
First Trust Water ETF
SMB
shape 96 · level 81 · Adj. R2 0.827 · Rel. Sharpe 0.951
Compare UPGD vs FIW
82 Verified similar
SCHA
Schwab U.S. Small-Cap ETF
SMB
shape 98 · level 79 · Adj. R2 0.985 · Rel. Sharpe 0.906
Compare UPGD vs SCHA
82 Verified similar
DFAS
Dimensional U.S. Small Cap ETF
SMB
shape 99 · level 80 · Adj. R2 0.980 · Rel. Sharpe 1.158
Compare UPGD vs DFAS
82 Verified similar
QVMM
Invesco S&P MidCap 400 QVM Multi-factor ETF
SMB
shape 97 · level 80 · Adj. R2 0.940 · Rel. Sharpe 1.065
Compare UPGD vs QVMM
82 Verified similar
OMFS
Invesco Russell 2000 Dynamic Multifactor ETF
SMB
shape 99 · level 80 · Adj. R2 0.941 · Rel. Sharpe 0.951
Compare UPGD vs OMFS
81 Verified similar
IJJ
iShares S&P Mid-Cap 400 Value ETF
SMB
shape 95 · level 80 · Adj. R2 0.946 · Rel. Sharpe 1.083
Compare UPGD vs IJJ
81 Verified similar
VXF
Vanguard Extended Market ETF
SMB
shape 97 · level 78 · Adj. R2 0.972 · Rel. Sharpe 0.938
Compare UPGD vs VXF
81 Verified similar
BBSC
JPMorgan BetaBuilders U.S. Small Cap Equity Fund
SMB
shape 98 · level 77 · Adj. R2 0.986 · Rel. Sharpe 0.891
Compare UPGD vs BBSC
81 Verified similar
JPSE
JPMorgan Diversified Return U.S. Small Cap Equity ETF
SMB
shape 99 · level 78 · Adj. R2 0.973 · Rel. Sharpe 1.051
Compare UPGD vs JPSE
80 Verified similar
PSC
Principal U.S. Small-Cap ETF
SMB
shape 98 · level 77 · Adj. R2 0.952 · Rel. Sharpe 0.970
Compare UPGD vs PSC
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.