Verified factor-similar cluster

ETFs Similar to VLU

This page expands the verified similar ETF set for VLU. 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.

HML
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VLUE
iShares MSCI USA Value Factor ETF
HML
shape 100 · level 94 · Adj. R2 0.912 · Rel. Sharpe 1.004
Compare VLU vs VLUE
94 Near substitute
VONV
Vanguard Russell 1000 Value ETF
HML
shape 98 · level 89 · Adj. R2 0.957 · Rel. Sharpe 1.043
Compare VLU vs VONV
90 Near substitute
IVE
iShares S&P 500 Value ETF
HML
shape 93 · level 90 · Adj. R2 0.960 · Rel. Sharpe 0.832
Compare VLU vs IVE
89 Verified similar
IUSV
iShares Core S&P US Value ETF
HML
shape 97 · level 87 · Adj. R2 0.963 · Rel. Sharpe 1.050
Compare VLU vs IUSV
89 Verified similar
IWD
iShares Russell 1000 Value ETF
HML
shape 95 · level 89 · Adj. R2 0.961 · Rel. Sharpe 0.956
Compare VLU vs IWD
89 Verified similar
JAVA
JPMorgan Active Value ETF
HML
shape 99 · level 88 · Adj. R2 0.921 · Rel. Sharpe 1.008
Compare VLU vs JAVA
88 Verified similar
REVS
Columbia Research Enhanced Value ETF
HML
shape 98 · level 88 · Adj. R2 0.944 · Rel. Sharpe 0.777
Compare VLU vs REVS
88 Verified similar
DFUV
Dimensional US Marketwide Value ETF
HML
shape 99 · level 85 · Adj. R2 0.948 · Rel. Sharpe 1.146
Compare VLU vs DFUV
88 Verified similar
NUMV
Nuveen ESG Mid-Cap Value ETF
HML
shape 97 · level 88 · Adj. R2 0.930 · Rel. Sharpe 0.557
Compare VLU vs NUMV
88 Verified similar
IWX
iShares Russell Top 200 Value ETF
HML
shape 92 · level 88 · Adj. R2 0.934 · Rel. Sharpe 1.030
Compare VLU vs IWX
87 Verified similar
SPYV
State Street SPDR Portfolio S&P 500 Value ETF
HML
shape 90 · level 87 · Adj. R2 0.935 · Rel. Sharpe 0.955
Compare VLU vs SPYV
87 Verified similar
SPVM
Invesco S&P 500 Value with Momentum ETF
HML
shape 98 · level 84 · Adj. R2 0.908 · Rel. Sharpe 1.013
Compare VLU vs SPVM
87 Verified similar
IMCV
iShares Morningstar Mid-Cap Value ETF
HML
shape 96 · level 85 · Adj. R2 0.953 · Rel. Sharpe 1.019
Compare VLU vs IMCV
87 Verified similar
PY
Principal Value ETF
HML
shape 98 · level 87 · Adj. R2 0.900 · Rel. Sharpe 0.606
Compare VLU vs PY
86 Verified similar
VTV
Vanguard Value ETF
HML
shape 92 · level 85 · Adj. R2 0.955 · Rel. Sharpe 1.190
Compare VLU vs VTV
86 Verified similar
NULV
Nuveen ESG Large-Cap Value ETF
HML
shape 96 · level 86 · Adj. R2 0.926 · Rel. Sharpe 0.754
Compare VLU vs NULV
86 Verified similar
DFLV
Dimensional US Large Cap Value ETF
HML
shape 99 · level 81 · Adj. R2 0.893 · Rel. Sharpe 1.064
Compare VLU vs DFLV
85 Verified similar
ILCV
iShares Morningstar Value ETF
HML
shape 86 · level 85 · Adj. R2 0.927 · Rel. Sharpe 0.926
Compare VLU vs ILCV
84 Verified similar
AVLV
Avantis U.S. Large Cap Value ETF
HML
shape 94 · level 82 · Adj. R2 0.936 · Rel. Sharpe 1.393
Compare VLU vs AVLV
83 Verified similar
FFLC
Fidelity Fundamental Large Cap Core ETF
HML
shape 84 · level 84 · Adj. R2 0.889 · Rel. Sharpe 1.421
Compare VLU vs FFLC
83 Verified similar
PWV
Invesco Large Cap Value ETF
HML
shape 93 · level 80 · Adj. R2 0.900 · Rel. Sharpe 1.429
Compare VLU vs PWV
81 Verified similar
RDVY
First Trust Rising Dividend Achievers ETF
HML
shape 93 · level 78 · Adj. R2 0.929 · Rel. Sharpe 1.078
Compare VLU vs RDVY
80 Verified similar
VLU fund page US ETF Leaders US Universe Similarity methodology
Important context

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