Verified factor-similar cluster

ETFs Similar to XLF

Each fund below shares verified factor exposure with XLF 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.

HML CMA

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

Explore a shared-factor theme
REVS
Columbia Research Enhanced Value ETF
HML
Modeled factor tracking error 1.24%/yr · longer factor history 1.36%/yr · 36 months through 2026-08
Compare XLF vs REVS
91 Very close factor fit
FNCL
Fidelity MSCI Financials Index ETF
HML CMA
Modeled factor tracking error 1.63%/yr · longer factor history 1.73%/yr · 36 months through 2026-08
Compare XLF vs FNCL
88 Factor-similar
IYF
iShares U.S. Financials ETF
HML
Modeled factor tracking error 1.63%/yr · longer factor history 1.76%/yr · 36 months through 2026-08
Compare XLF vs IYF
88 Factor-similar
VFH
Vanguard Financials ETF
HML CMA
Modeled factor tracking error 1.68%/yr · longer factor history 1.77%/yr · 36 months through 2026-08
Compare XLF vs VFH
88 Factor-similar
IVE
iShares S&P 500 Value ETF
HML
Modeled factor tracking error 1.73%/yr · longer factor history 1.91%/yr · 36 months through 2026-08
Compare XLF vs IVE
87 Factor-similar
IUSV
iShares Core S&P US Value ETF
HML
Modeled factor tracking error 1.72%/yr · longer factor history 1.92%/yr · 36 months through 2026-08
Compare XLF vs IUSV
87 Factor-similar
IWX
iShares Russell Top 200 Value ETF
HML
Modeled factor tracking error 1.36%/yr · longer factor history 1.99%/yr · 36 months through 2026-08
Compare XLF vs IWX
87 Factor-similar
SPYV
State Street SPDR Portfolio S&P 500 Value ETF
HML
Modeled factor tracking error 1.76%/yr · longer factor history 2.00%/yr · 36 months through 2026-08
Compare XLF vs SPYV
87 Factor-similar
IWD
iShares Russell 1000 Value ETF
HML
Modeled factor tracking error 1.83%/yr · longer factor history 2.22%/yr · 36 months through 2026-08
Compare XLF vs IWD
85 Factor-similar
VONV
Vanguard Russell 1000 Value ETF
HML
Modeled factor tracking error 1.87%/yr · longer factor history 2.25%/yr · 36 months through 2026-08
Compare XLF vs VONV
85 Factor-similar
DUSA
Davis Select U.S. Equity ETF
HML
Modeled factor tracking error 2.49%/yr · longer factor history 2.44%/yr · 36 months through 2026-08
Compare XLF vs DUSA
83 Factor-similar
VLU
State Street SPDR S&P 1500 Value Tilt ETF
HML
Modeled factor tracking error 2.08%/yr · longer factor history 2.59%/yr · 36 months through 2026-08
Compare XLF vs VLU
83 Factor-similar
ILCV
iShares Morningstar Value ETF
HML
Modeled factor tracking error 2.06%/yr · longer factor history 2.66%/yr · 36 months through 2026-08
Compare XLF vs ILCV
82 Factor-similar
DFLV
Dimensional US Large Cap Value ETF
HML
Modeled factor tracking error 2.38%/yr · longer factor history 2.74%/yr · 36 months through 2026-08
Compare XLF vs DFLV
82 Factor-similar
PY
Principal Value ETF
HML
Modeled factor tracking error 2.64%/yr · longer factor history 2.75%/yr · 36 months through 2026-08
Compare XLF vs PY
82 Factor-similar
IYG
iShares US Financial Services ETF
HML CMA
Modeled factor tracking error 2.53%/yr · longer factor history 2.98%/yr · 36 months through 2026-08
Compare XLF vs IYG
80 Factor-similar
XLF 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.