Verified factor-similar cluster

ETFs Similar to VBR

This page expands the verified similar ETF set for VBR. 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 HML
View the full factor-set theme
MDYV
State Street SPDR S&P 400 Mid Cap Value ETF
SMB HML
shape 99 · level 90 · Adj. R2 0.950 · Rel. Sharpe 0.875
Compare VBR vs MDYV
91 Near substitute
VIOV
Vanguard S&P Small-Cap 600 Value ETF
SMB HML
shape 100 · level 89 · Adj. R2 0.979 · Rel. Sharpe 1.077
Compare VBR vs VIOV
91 Near substitute
IVOV
Vanguard S&P Mid-Cap 400 Value ETF
SMB HML
shape 99 · level 89 · Adj. R2 0.955 · Rel. Sharpe 0.900
Compare VBR vs IVOV
91 Near substitute
XMVM
Invesco S&P MidCap Value with Momentum ETF
SMB HML
shape 98 · level 89 · Adj. R2 0.899 · Rel. Sharpe 1.001
Compare VBR vs XMVM
91 Near substitute
SLYV
State Street SPDR S&P 600 Small Cap Value ETF
SMB HML
shape 100 · level 87 · Adj. R2 0.955 · Rel. Sharpe 1.067
Compare VBR vs SLYV
90 Near substitute
VTWV
Vanguard Russell 2000 Value ETF
SMB HML
shape 99 · level 87 · Adj. R2 0.980 · Rel. Sharpe 0.947
Compare VBR vs VTWV
90 Verified similar
IWN
iShares Russell 2000 Value ETF
SMB HML
shape 100 · level 87 · Adj. R2 0.978 · Rel. Sharpe 0.982
Compare VBR vs IWN
89 Verified similar
ISCV
iShares Morningstar Small Cap Value ETF
SMB HML
shape 100 · level 84 · Adj. R2 0.970 · Rel. Sharpe 0.845
Compare VBR vs ISCV
87 Verified similar
SYLD
Cambria Shareholder Yield ETF
SMB HML
shape 98 · level 79 · Adj. R2 0.890 · Rel. Sharpe 1.272
Compare VBR vs SYLD
83 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.