Verified factor-similar cluster

ETFs Similar to XJR

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

SMB
View the full factor-set theme
QVMS
Invesco S&P SmallCap 600 QVM Multi-factor ETF
SMB
shape 100 · level 96 · Adj. R2 0.974 · Rel. Sharpe 1.218
Compare XJR vs QVMS
95 Near substitute
VIOO
Vanguard S&P Small-Cap 600 ETF
SMB
shape 100 · level 95 · Adj. R2 0.979 · Rel. Sharpe 1.191
Compare XJR vs VIOO
95 Near substitute
SPSM
State Street SPDR Portfolio S&P 600 Small Cap ETF
SMB
shape 100 · level 93 · Adj. R2 0.978 · Rel. Sharpe 1.027
Compare XJR vs SPSM
94 Near substitute
JPSE
JPMorgan Diversified Return U.S. Small Cap Equity ETF
SMB
shape 100 · level 92 · Adj. R2 0.973 · Rel. Sharpe 1.051
Compare XJR vs JPSE
92 Near substitute
IJR
iShares Core S&P Small Cap ETF
SMB
shape 100 · level 91 · Adj. R2 0.968 · Rel. Sharpe 0.980
Compare XJR vs IJR
92 Near substitute
DFAS
Dimensional U.S. Small Cap ETF
SMB
shape 100 · level 91 · Adj. R2 0.980 · Rel. Sharpe 1.158
Compare XJR vs DFAS
92 Near substitute
AVSC
Avantis U.S Small Cap Equity ETF
SMB
shape 100 · level 90 · Adj. R2 0.986 · Rel. Sharpe 1.329
Compare XJR vs AVSC
90 Near substitute
JHSC
John Hancock Multifactor Small Cap ETF
SMB
shape 100 · level 86 · Adj. R2 0.964 · Rel. Sharpe 0.661
Compare XJR vs JHSC
88 Verified similar
FYX
First Trust Small Cap Core Alphadex Fund
SMB
shape 100 · level 85 · Adj. R2 0.977 · Rel. Sharpe 0.958
Compare XJR vs FYX
88 Verified similar
NUSC
Nuveen ESG Small-Cap ETF
SMB
shape 99 · level 85 · Adj. R2 0.971 · Rel. Sharpe 0.789
Compare XJR vs NUSC
88 Verified similar
PSC
Principal U.S. Small-Cap ETF
SMB
shape 99 · level 85 · Adj. R2 0.952 · Rel. Sharpe 0.970
Compare XJR vs PSC
88 Verified similar
IJT
iShares S&P Small-Cap 600 Growth ETF
SMB
shape 99 · level 84 · Adj. R2 0.944 · Rel. Sharpe 1.009
Compare XJR vs IJT
87 Verified similar
FFSM
Fidelity Fundamental Small-Mid Cap ETF
SMB
shape 99 · level 86 · Adj. R2 0.916 · Rel. Sharpe 1.190
Compare XJR vs FFSM
87 Verified similar
RZG
Invesco S&P Smallcap 600 Pure Growth ETF
SMB
shape 99 · level 83 · Adj. R2 0.910 · Rel. Sharpe 0.886
Compare XJR vs RZG
87 Verified similar
ESML
iShares ESG Aware MSCI USA Small-Cap ETF
SMB
shape 99 · level 83 · Adj. R2 0.980 · Rel. Sharpe 0.866
Compare XJR vs ESML
87 Verified similar
FNDA
Schwab Fundamental U.S. Small Company ETF
SMB
shape 99 · level 84 · Adj. R2 0.977 · Rel. Sharpe 1.059
Compare XJR vs FNDA
87 Verified similar
SMLF
iShares U.S. SmallCap Equity Factor ETF
SMB
shape 99 · level 84 · Adj. R2 0.935 · Rel. Sharpe 1.111
Compare XJR vs SMLF
87 Verified similar
FSMD
Fidelity Small-Mid Multifactor ETF
SMB
shape 98 · level 83 · Adj. R2 0.955 · Rel. Sharpe 0.972
Compare XJR vs FSMD
86 Verified similar
IVOO
Vanguard S&P Mid-Cap 400 ETF
SMB
shape 99 · level 81 · Adj. R2 0.952 · Rel. Sharpe 0.995
Compare XJR vs IVOO
85 Verified similar
QVMM
Invesco S&P MidCap 400 QVM Multi-factor ETF
SMB
shape 99 · level 82 · Adj. R2 0.940 · Rel. Sharpe 1.065
Compare XJR vs QVMM
85 Verified similar
AFMC
First Trust Active Factor Mid Cap ETF
SMB
shape 97 · level 81 · Adj. R2 0.933 · Rel. Sharpe 0.807
Compare XJR vs AFMC
85 Verified similar
IWM
iShares Russell 2000 ETF
SMB
shape 98 · level 81 · Adj. R2 0.986 · Rel. Sharpe 0.798
Compare XJR vs IWM
85 Verified similar
VTWO
Vanguard Russell 2000 ETF
SMB
shape 98 · level 81 · Adj. R2 0.991 · Rel. Sharpe 0.866
Compare XJR vs VTWO
85 Verified similar
ISMD
Inspire Small/Mid Cap ETF
SMB
shape 99 · level 80 · Adj. R2 0.962 · Rel. Sharpe 0.918
Compare XJR vs ISMD
85 Verified similar
SCHA
Schwab U.S. Small-Cap ETF
SMB
shape 98 · level 81 · Adj. R2 0.985 · Rel. Sharpe 0.906
Compare XJR vs SCHA
85 Verified similar
XJH
iShares ESG Select Screened S&P Mid-Cap ETF
SMB
shape 99 · level 81 · Adj. R2 0.942 · Rel. Sharpe 0.705
Compare XJR vs XJH
85 Verified similar
ISCB
iShares Morningstar Small-Cap ETF
SMB
shape 99 · level 80 · Adj. R2 0.972 · Rel. Sharpe 0.793
Compare XJR vs ISCB
84 Verified similar
SPMD
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SMB
shape 100 · level 79 · Adj. R2 0.941 · Rel. Sharpe 0.952
Compare XJR vs SPMD
84 Verified similar
VB
Vanguard Small-Cap ETF
SMB
shape 99 · level 79 · Adj. R2 0.976 · Rel. Sharpe 0.936
Compare XJR vs VB
84 Verified similar
GSSC
TR Activebeta US Small Cap Equity ETF
SMB
shape 98 · level 81 · Adj. R2 0.939 · Rel. Sharpe 1.027
Compare XJR vs GSSC
84 Verified similar
SCHM
Schwab U.S. Mid-Cap ETF
SMB
shape 99 · level 78 · Adj. R2 0.947 · Rel. Sharpe 0.918
Compare XJR vs SCHM
83 Verified similar
BBMC
JPMorgan BetaBuilders U.S. Mid Cap Equity ETF
SMB
shape 99 · level 79 · Adj. R2 0.942 · Rel. Sharpe 0.736
Compare XJR vs BBMC
83 Verified similar
IJH
iShares Core S&P Mid-Cap ETF
SMB
shape 99 · level 79 · Adj. R2 0.942 · Rel. Sharpe 1.011
Compare XJR vs IJH
83 Verified similar
SMMD
iShares Russell 2500 ETF
SMB
shape 98 · level 79 · Adj. R2 0.975 · Rel. Sharpe 0.773
Compare XJR vs SMMD
83 Verified similar
BBSC
JPMorgan BetaBuilders U.S. Small Cap Equity Fund
SMB
shape 97 · level 78 · Adj. R2 0.986 · Rel. Sharpe 0.891
Compare XJR vs BBSC
82 Verified similar
OMFS
Invesco Russell 2000 Dynamic Multifactor ETF
SMB
shape 99 · level 77 · Adj. R2 0.941 · Rel. Sharpe 0.951
Compare XJR vs OMFS
82 Verified similar
CSD
Invesco S&P Spin-Off ETF
SMB
shape 99 · level 78 · Adj. R2 0.833 · Rel. Sharpe 0.927
Compare XJR vs CSD
81 Verified similar
MDYG
State Street SPDR S&P 400 Mid Cap Growth ETF
SMB
shape 97 · level 76 · Adj. R2 0.909 · Rel. Sharpe 0.890
Compare XJR vs MDYG
81 Verified similar
JSMD
Janus Henderson Small/Mid Cap Growth Alpha ETF
SMB
shape 97 · level 75 · Adj. R2 0.920 · Rel. Sharpe 0.885
Compare XJR vs JSMD
81 Verified similar
XJR 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.