IJK
iShares S&P Mid-Cap 400 Growth ETF
SMB
Adj. R2
0.906
Rel. Sharpe
0.877
Mkt beta
1.04
AUM
US$10.1B
MER
0.17%
Valuation
135
ETF comparison
Verified factor-similar pair
IJK vs IWM
These two ETFs pass the same FF6 US similarity lane: US-listed equity ETFs, same USD model basis, at least one material non-market factor, and 100% overlap in statistically significant material factor exposure.
SMB
Similarity score
83
Verified similar
Score blends exposure-level distance, factor-vector shape, market-beta closeness, and a small backtested relative-Sharpe term.
IWM
iShares Russell 2000 ETF
SMB
Adj. R2
0.986
Rel. Sharpe
0.785
Mkt beta
1.02
AUM
US$73.2B
MER
0.19%
Valuation
136
Factor Exposure Match
Blue bars compare raw factor beta magnitude. Green bars compare absolute t-stat strength. Dim bars indicate the t-stat is below 1.96.
SMB
diff -0.41
HML
diff -0.15
RMW
diff +0.12
CMA
diff -0.06
UMD
diff +0.05
Why This Pair Matches
Exposure level
78
Exposure shape
96
Mkt beta diff
0.03
Rel. Sharpe diff
0.092
This comparison focuses on measured factor exposure, not a qualitative review of each fund's portfolio-construction process. Backtested relative Sharpe is included as a secondary signal, while we continue refining a comparison metric that separates factor payoff from alpha. See methodology.
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