iShares MSCI USA Size Factor ETF (SIZE) belongs to the Mid Cap Blend Equities category. Below you'll find alternative ETFs from the same category, ranked by key criteria, plus funds that investors commonly compare with SIZE. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to SIZE
SIZE charges 0.15% annually. There are 12 ETFs in the Mid Cap Blend Equities category with lower expense ratios, going as low as 0.03%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Mid-Cap ETF | 0.03% | 218.80B | Jan 2004 | SIZE vs VO | |
| SPDR Portfolio S&P 400 Mid Cap ETF | 0.03% | 18.14B | Nov 2005 | SIZE vs SPMD | |
| Schwab US Mid-Cap ETF | 0.04% | 14.91B | Jan 2011 | SIZE vs SCHM | |
| iShares Morningstar Mid-Cap ETF | 0.04% | 1.64B | Jun 2004 | SIZE vs IMCB | |
| Vanguard Extended Market ETF | 0.05% | 93.70B | Dec 2001 | SIZE vs VXF |
Best Risk-Adjusted Alternatives to SIZE
SIZE has a PortfoliosLab risk / return rank of 49. There are 47 ETFs in the Mid Cap Blend Equities category with higher risk-adjusted ranks, going as high as 93.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Castellan Targeted Equity ETF | 93 | — | Jun 2025 | SIZE vs CTEF | |
| Invesco S&P Spin-Off ETF | 89 | 226.12M | Dec 2006 | SIZE vs CSD | |
| Optimize Strategy Index ETF | 89 | 239.89M | Apr 2024 | SIZE vs OPTZ | |
| Counterpoint Quantitative Equity ETF | 87 | 366.29M | Nov 2023 | SIZE vs CPAI | |
| iShares MSCI Peru ETF | 83 | 536.81M | Jun 2009 | SIZE vs EPU |
Top Performing SIZE Alternatives (YTD)
SIZE is at 11.50% YTD. There are 60 ETFs in the Mid Cap Blend Equities category with higher YTD returns, going as high as 37.32%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Invesco S&P Spin-Off ETF | 37.32% | 226.12M | Dec 2006 | SIZE vs CSD | |
| Castellan Targeted Equity ETF | 34.60% | — | Jun 2025 | SIZE vs CTEF | |
| Optimize Strategy Index ETF | 29.14% | 239.89M | Apr 2024 | SIZE vs OPTZ | |
| Counterpoint Quantitative Equity ETF | 27.31% | 366.29M | Nov 2023 | SIZE vs CPAI | |
| Vanguard U.S. Momentum Factor ETF | 21.55% | 1.70B | Feb 2018 | SIZE vs VFMO |
Lowest Volatility Alternatives to SIZE
SIZE has 13.00% 1-year volatility. There are 19 ETFs in the Mid Cap Blend Equities category with lower 1-year volatility, going as low as 8.76%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard U.S. Minimum Volatility ETF | 8.76% | 426.50M | Feb 2018 | SIZE vs VFMV | |
| Invesco Bloomberg MVP Multi-factor ETF | 9.74% | 101.68M | May 2003 | SIZE vs BMVP | |
| Invesco Dynamic Market ETF | 9.74% | 95.10M | May 2003 | SIZE vs PWC | |
| ETC 6 Meridian Low Beta Equity Strategy ETF | 10.25% | 185.97M | May 2020 | SIZE vs SIXL | |
| Indexperts Quality Earnings Focused ETF | 11.02% | 34.97M | Dec 2024 | SIZE vs QIDX |
Lowest Drawdown Alternatives to SIZE
SIZE has a 1-year max drawdown of -7.97%. There are 22 ETFs in the Mid Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -6.00%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard U.S. Minimum Volatility ETF | -6.00% | 426.50M | Feb 2018 | SIZE vs VFMV | |
| RiverNorth Patriot ETF | -6.25% | 3.97M | Feb 2022 | SIZE vs FLDZ | |
| SRH U.S. Quality ETF | -6.31% | 170.62M | Oct 2022 | SIZE vs SRHQ | |
| Invesco Bloomberg MVP Multi-factor ETF | -6.45% | 101.68M | May 2003 | SIZE vs BMVP | |
| Invesco Dynamic Market ETF | -6.45% | 95.10M | May 2003 | SIZE vs PWC |
Other ETFs from iShares
The 10 most viewed iShares ETFs shown here include SGOV, IBIT, SOXX and span 14 categories. AUM among these funds goes as high as $894B.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| iShares 0-3 Month Treasury Bond ETF | Ultrashort Bond | 100 | 1.92% | 97.69B | May 2020 | SIZE vs SGOV | |
| iShares Bitcoin Trust ETF | Cryptocurrency | 1 | -29.06% | 46.82B | Jan 2024 | SIZE vs IBIT | |
| iShares Semiconductor ETF | Semiconductors, Technology Equities | 93 | 84.03% | 47.60B | Jul 2001 | SIZE vs SOXX | |
| iShares Core S&P 500 ETF | S&P 500 | 66 | 10.46% | 894.38B | May 2000 | SIZE vs IVV | |
| iShares 20+ Year Treasury Bond ETF | Government Bonds, Long-Term Bond | 13 | -1.48% | 42.18B | Jul 2002 | SIZE vs TLT | |
| iShares Core Dividend Growth ETF | Large Cap Growth Equities, Dividend | 86 | 12.23% | 42.05B | Jun 2014 | SIZE vs DGRO | |
| iShares Silver Trust | Silver, Precious Metals | 27 | -19.03% | 28.37B | Apr 2006 | SIZE vs SLV | |
| iShares Gold Trust | Gold, Precious Metals | 22 | -7.29% | 60.94B | Jan 2005 | SIZE vs IAU | |
| iShares Russell 2000 ETF | Small Cap Blend Equities | 69 | 19.72% | 83.34B | May 2000 | SIZE vs IWM | |
| iShares MSCI ACWI ETF | Global Equities | 63 | 10.93% | 33.36B | Mar 2008 | SIZE vs ACWI |
Often Compared With SIZE
Investors most often compare SIZE with XLG, SPY, QUAL. These 20 comparison targets span 12 categories, based on PortfoliosLab usage data.
Compare SIZE with Any Fund or Stock
Compare SIZE with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair SIZE with funds that move differently
iShares MSCI USA Size Factor ETF alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SIZE.
Explore SIZE Diversifiers