ETFs Similar to XMVM

Each fund below shares verified factor exposure with XMVM 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.

SMB HML RMW

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

Explore a shared-factor theme

FNK

First Trust Mid Cap Value AlphaDEX Fund

SMB HML RMW

Modeled factor tracking error 1.59%/yr · longer factor history 1.64%/yr · 36 months through 2026-08

Compare XMVM vs FNK

89 Factor-similar

FXO

First Trust Financials AlphaDEX Fund

HML

Modeled factor tracking error 2.33%/yr · longer factor history 2.14%/yr · 36 months through 2026-08

Compare XMVM vs FXO

84 Factor-similar

FAB

First Trust Multi Cap Value AlphaDEX Fund

SMB HML RMW

Modeled factor tracking error 2.35%/yr · longer factor history 2.65%/yr · 36 months through 2026-08

Compare XMVM vs FAB

82 Factor-similar

DFSV

Dimensional US Small Cap Value ETF

SMB HML

Modeled factor tracking error 2.67%/yr · longer factor history 2.67%/yr · 36 months through 2026-08

Compare XMVM vs DFSV

82 Factor-similar

DFAT

Dimensional U.S. Targeted Value ETF

SMB HML

Modeled factor tracking error 2.72%/yr · longer factor history 2.58%/yr · 36 months through 2026-08

Compare XMVM vs DFAT

82 Factor-similar

VFVA

Vanguard U.S. Value Factor ETF

SMB HML

Modeled factor tracking error 2.81%/yr · longer factor history 2.84%/yr · 36 months through 2026-08

Compare XMVM vs VFVA

81 Factor-similar

IJJ

iShares S&P Mid-Cap 400 Value ETF

SMB

Modeled factor tracking error 2.85%/yr · longer factor history 2.47%/yr · 36 months through 2026-08

Compare XMVM vs IJJ

81 Factor-similar

MDYV

State Street SPDR S&P 400 Mid Cap Value ETF

SMB HML

Modeled factor tracking error 2.89%/yr · longer factor history 2.51%/yr · 36 months through 2026-08

Compare XMVM vs MDYV

81 Factor-similar

ISCV

iShares Morningstar Small Cap Value ETF

SMB HML

Modeled factor tracking error 2.90%/yr · longer factor history 2.64%/yr · 36 months through 2026-08

Compare XMVM vs ISCV

81 Factor-similar

IVOV

Vanguard S&P Mid-Cap 400 Value ETF

SMB HML

Modeled factor tracking error 2.92%/yr · longer factor history 2.48%/yr · 36 months through 2026-08

Compare XMVM vs IVOV

81 Factor-similar

XMVM fund page US ETF Leaders US Universe Similarity methodology

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