Verified factor-similar cluster

ETFs Similar to VBR

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

SMB HML
View the full factor-set theme
MDYV
State Street SPDR S&P 400 Mid Cap Value ETF
SMB HML
shape 100 · level 92 · Adj. R2 0.949 · Rel. Sharpe 0.894
Compare VBR vs MDYV
93 Near substitute
IVOV
Vanguard S&P Mid-Cap 400 Value ETF
SMB HML
shape 99 · level 91 · Adj. R2 0.954 · Rel. Sharpe 0.934
Compare VBR vs IVOV
92 Near substitute
VIOV
Vanguard S&P Small-Cap 600 Value ETF
SMB HML
shape 100 · level 89 · Adj. R2 0.979 · Rel. Sharpe 1.082
Compare VBR vs VIOV
91 Near substitute
VTWV
Vanguard Russell 2000 Value ETF
SMB HML
shape 99 · level 86 · Adj. R2 0.980 · Rel. Sharpe 0.948
Compare VBR vs VTWV
89 Verified similar
IWN
iShares Russell 2000 Value ETF
SMB HML
shape 100 · level 86 · Adj. R2 0.978 · Rel. Sharpe 0.994
Compare VBR vs IWN
89 Verified similar
ISCV
iShares Morningstar Small Cap Value ETF
SMB HML
shape 100 · level 85 · Adj. R2 0.970 · Rel. Sharpe 0.861
Compare VBR vs ISCV
88 Verified similar
VBR 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.