What is the expense ratio for SIZE?

SIZE (iShares MSCI USA Size Factor) has an annual expense ratio of 0.15%, issued by iShares. This means for every $10,000 invested, you pay $15 per year in fund fees.

Is SIZE a good ETF to buy?

iShares MSCI USA Size Factor suits investors seeking exposure to Factor / Smart Beta. View the full analysis including performance score, tracking quality, diversification, and macro regime fit on Fisclear.

SIZE — iShares MSCI USA Size Factor | Fisclear

Today

-0.13%

3 Month

+6.89%

YTD

+7.24%

1 Year

+16.49%

Price Chart

251 trading days · Use "Compare" tab to overlay other ETFs + regimes

Price History

Compare — add ETFs, toggle regime overlay

Base 100 = start of period

SIZE

Technical Analysis

Technical Signals

Daily closes · 1-year data

ETF Structural Score

ETF Score evaluates fund wrapper quality, historical performance, and macro regime fit. Not financial advice.

Key Statistics

AUM

—

Expense Ratio

0.15%

Trailing Yield

—

Equity

—

Fixed Income

—

Issuer

iShares

vs S&P 500 (SPY) — 1 Year

Beta

0.86

SIZE moves roughly in line with the S&P 500. Beta near 1 = broad market tracking.

Correlation to SPY

0.81

Moderately correlated. Provides partial diversification — returns are related but not identical.

Annualised Volatility

12.8%

Standard deviation of daily returns annualised. S&P 500 long-run avg ≈ 15%.

Relative Performance — SIZE vs SPY (base 100)

Base: 100 (day 1)

SIZE: 116.5

SPY: 124.7

Alpha: -8.19 (underperformed)

About SIZE

Targets smaller companies within the broad US market.

Macro Regime Alignment

Historical analysis of which macro regimes have favoured SIZE. Based on the regime's characteristic interest rate environment, growth conditions, and sector rotation patterns.

Rate Cut Anticipation

2Y yield ↓ · Pivot approaching

Growth is slowing and the market is pricing in rate cuts. Bonds rally ahead of the Fed. Gold shines as real rates fall. Risk assets begin recovering on the expectation of easier money.

Goldilocks

Growth ↑ · Inflation ↓

The ideal environment: expanding economy, inflation under control, central banks neutral or accommodative. Equities historically deliver their best returns here.

Current regime: Inflationary Boom — this ETF is not historically among the strongest performers in the current macro environment. Consider checking which ETFs are regime-aligned on the ETF Explorer.

Disclaimer: All data sourced from Yahoo Finance and is for informational purposes only. Holdings, sector weights, and AUM update daily but may lag official fund disclosures. Performance figures are price-based and do not include dividends. Regime alignment reflects historical observations and does not guarantee future returns. Nothing on this page constitutes investment advice. Always consult a qualified financial adviser before making investment decisions.