Verified factor-similar cluster

ETFs Similar to XSVM

Each fund below shares verified factor exposure with XSVM 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 CMA

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

Explore a shared-factor theme
SMDV
ProShares Russell 2000 Dividend Growers ETF
SMB HML
Modeled factor tracking error 1.91%/yr · longer factor history 2.25%/yr · 36 months through 2026-08
Compare XSVM vs SMDV
85 Factor-similar
SMLV
State Street SPDR US Small Cap Low Volatility Index ETF
SMB HML
Modeled factor tracking error 2.17%/yr · longer factor history 2.51%/yr · 36 months through 2026-08
Compare XSVM vs SMLV
83 Factor-similar
DES
WisdomTree U.S. SmallCap Dividend Fund
SMB HML
Modeled factor tracking error 2.01%/yr · longer factor history 2.69%/yr · 36 months through 2026-08
Compare XSVM vs DES
82 Factor-similar
AVUV
Avantis U.S. Small Cap Value ETF
SMB HML
Modeled factor tracking error 2.12%/yr · longer factor history 2.69%/yr · 36 months through 2026-08
Compare XSVM vs AVUV
82 Factor-similar
SVAL
iShares US Small Cap Value Factor ETF
SMB HML
Modeled factor tracking error 2.45%/yr · longer factor history 2.80%/yr · 36 months through 2026-08
Compare XSVM vs SVAL
81 Factor-similar
DFAT
Dimensional U.S. Targeted Value ETF
SMB HML
Modeled factor tracking error 2.64%/yr · longer factor history 2.85%/yr · 36 months through 2026-08
Compare XSVM vs DFAT
81 Factor-similar
DGRS
WisdomTree US Smallcap Quality Dividend Growth Fund
SMB HML
Modeled factor tracking error 2.43%/yr · longer factor history 2.88%/yr · 36 months through 2026-08
Compare XSVM vs DGRS
81 Factor-similar
XSVM 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.