ISCG
iShares Morningstar Small-Cap Growth ETF
SMB
Adj. R2
0.960
Rel. Sharpe
0.731
Mkt beta
1.03
AUM
US$908M
MER
0.06%
Valuation
99
ETF comparison
Verified factor-similar pair
ISCG vs JSMD
These two ETFs meet the same FF6 US comparison criteria: US-listed equity ETFs, the 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
The score combines exposure-level distance, factor-vector shape, market-beta closeness, and a small backtested relative-Sharpe term.
Quick Read
- JSMD has the higher backtested relative Sharpe (0.885 vs 0.731).
- ISCG has the lower published fee (0.06% vs 0.30%).
- JSMD is cheaper on dividend valuation (95 vs 99, where 100 is each fund's historical median).
- ISCG has the stronger regression fit (adjusted R-squared 0.960 vs 0.920).
These are screening signals, not a complete review of portfolio construction, turnover, taxes, or trading quality.
JSMD
Janus Henderson Small/Mid Cap Growth Alpha ETF
SMB
Adj. R2
0.920
Rel. Sharpe
0.885
Mkt beta
1.05
AUM
US$879M
MER
0.30%
Valuation
95
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 +0.16
HML
diff -0.23
RMW
diff -0.18
CMA
diff +0.08
UMD
diff -0.00
Why This Pair Matches
Exposure level
79
Exposure shape
97
Mkt beta diff
0.02
Rel. Sharpe diff
0.154
This comparison focuses on measured factor exposure. It does not compare holdings methodology, turnover, tax handling, or issuer process. Backtested relative Sharpe is a secondary signal rather than a stand-alone forecast. See methodology.
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