ETFs Similar to USVM

Each fund below shares verified factor exposure with USVM 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 UMD

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

Explore a shared-factor theme

FNDA

Schwab Fundamental U.S. Small Company ETF

SMB

Modeled factor tracking error 1.54%/yr · longer factor history 1.56%/yr · 36 months through 2026-08

Compare USVM vs FNDA

90 Factor-similar

TPSC

Timothy Plan US Small Cap Core ETF

SMB

Modeled factor tracking error 1.81%/yr · longer factor history 1.67%/yr · 36 months through 2026-08

Compare USVM vs TPSC

88 Factor-similar

DFAS

Dimensional U.S. Small Cap ETF

SMB

Modeled factor tracking error 1.76%/yr · longer factor history 2.01%/yr · 36 months through 2026-08

Compare USVM vs DFAS

87 Factor-similar

JPSE

JPMorgan Diversified Return U.S. Small Cap Equity ETF

SMB

Modeled factor tracking error 1.92%/yr · longer factor history 2.06%/yr · 36 months through 2026-08

Compare USVM vs JPSE

86 Factor-similar

OMFS

Invesco Russell 2000 Dynamic Multifactor ETF

SMB

Modeled factor tracking error 2.02%/yr · longer factor history 2.07%/yr · 36 months through 2026-08

Compare USVM vs OMFS

86 Factor-similar

VBR

Vanguard Small Cap Value ETF

SMB

Modeled factor tracking error 2.14%/yr · longer factor history 2.11%/yr · 36 months through 2026-08

Compare USVM vs VBR

86 Factor-similar

JHSC

John Hancock Multifactor Small Cap ETF

SMB

Modeled factor tracking error 1.88%/yr · longer factor history 2.31%/yr · 36 months through 2026-08

Compare USVM vs JHSC

85 Factor-similar

FXR

First Trust Industrials/Producer Durables AlphaDEX Fund

SMB

Modeled factor tracking error 2.48%/yr · longer factor history 2.48%/yr · 36 months through 2026-08

Compare USVM vs FXR

83 Factor-similar

AFMC

First Trust Active Factor Mid Cap ETF

SMB

Modeled factor tracking error 2.55%/yr · longer factor history 2.52%/yr · 36 months through 2026-08

Compare USVM vs AFMC

83 Factor-similar

XJR

iShares ESG Select Screened S&P Small-Cap ETF

SMB

Modeled factor tracking error 2.76%/yr · longer factor history 2.64%/yr · 36 months through 2026-08

Compare USVM vs XJR

82 Factor-similar

QVMM

Invesco S&P MidCap 400 QVM Multi-factor ETF

SMB

Modeled factor tracking error 2.76%/yr · longer factor history 2.53%/yr · 36 months through 2026-08

Compare USVM vs QVMM

82 Factor-similar

NUSC

Nuveen ESG Small-Cap ETF

SMB

Modeled factor tracking error 2.80%/yr · longer factor history 2.67%/yr · 36 months through 2026-08

Compare USVM vs NUSC

81 Factor-similar

SPSM

State Street SPDR Portfolio S&P 600 Small Cap ETF

SMB

Modeled factor tracking error 2.85%/yr · longer factor history 2.87%/yr · 36 months through 2026-08

Compare USVM vs SPSM

81 Factor-similar

IJR

iShares Core S&P Small Cap ETF

SMB

Modeled factor tracking error 2.88%/yr · longer factor history 2.90%/yr · 36 months through 2026-08

Compare USVM vs IJR

81 Factor-similar

IJT

iShares S&P Small-Cap 600 Growth ETF

SMB

Modeled factor tracking error 2.94%/yr · longer factor history 2.91%/yr · 36 months through 2026-08

Compare USVM vs IJT

80 Factor-similar

FFSM

Fidelity Fundamental Small-Mid Cap ETF

SMB UMD

Modeled factor tracking error 2.94%/yr · longer factor history 2.58%/yr · 36 months through 2026-08

Compare USVM vs FFSM

80 Factor-similar

VIOO

Vanguard S&P Small-Cap 600 ETF

SMB

Modeled factor tracking error 2.95%/yr · longer factor history 2.98%/yr · 36 months through 2026-08

Compare USVM vs VIOO

80 Factor-similar

FSMD

Fidelity Small-Mid Multifactor ETF

SMB UMD

Modeled factor tracking error 2.77%/yr · longer factor history 2.98%/yr · 36 months through 2026-08

Compare USVM vs FSMD

80 Factor-similar

XSHQ

Invesco S&P SmallCap Quality ETF

SMB

Modeled factor tracking error 2.82%/yr · longer factor history 2.98%/yr · 36 months through 2026-08

Compare USVM vs XSHQ

80 Factor-similar

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