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SIZE vs. RSHO
Performance
Return for Risk
Drawdowns
Volatility
Dividends

SIZE vs. RSHO

Last updated Jun 4, 2026

SIZE (iShares MSCI USA Size Factor ETF) and RSHO (Tema American Reshoring ETF) are both Mid Cap Blend Equities funds. SIZE is passively managed, while RSHO is actively managed. Over the past 3 years, SIZE returned 15.94%/yr vs 31.02%/yr for RSHO. Their correlation of 0.84 suggests significant overlap in exposure. SIZE charges 0.15%/yr vs 0.75%/yr for RSHO.

Performance

SIZE vs. RSHO - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares MSCI USA Size Factor ETF (SIZE) and Tema American Reshoring ETF (RSHO). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, SIZE achieves a 9.07% return, which is significantly lower than RSHO's 33.69% return.

SIZE

1D
-0.68%
1M
3.62%
YTD
9.07%
6M
8.29%
1Y
18.11%
3Y*
15.94%
5Y*
8.07%
10Y*
11.76%

RSHO

1D
0.12%
1M
7.69%
YTD
33.69%
6M
33.85%
1Y
57.71%
3Y*
31.02%
5Y*
—
10Y*
—
*Multi-year figures are annualized to reflect compound growth (CAGR)

SIZE vs. RSHO - Yearly Performance Comparison

2026 (YTD)202520242023
SIZE
iShares MSCI USA Size Factor ETF		9.07%10.51%14.37%15.97%
RSHO
Tema American Reshoring ETF		33.69%19.23%17.28%28.26%

Correlation

The correlation between SIZE and RSHO is 0.75, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.

Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.75

Correlation (3Y)
Calculated over the trailing 3-year period

0.84

Correlation (All Time)
Calculated using the full available price history since May 12, 2023

0.84

The correlation between SIZE and RSHO has been stable across timeframes, ranging from 0.75 to 0.84 - a consistent structural relationship.

SIZE vs. RSHO - Sectors Allocation Comparison

Sectors
SIZE
RSHO

Technology

19.9%
11.4%

Industrials

16.1%
73.1%

Financial Services

13.5%
0.9%

Consumer Cyclical

9.8%
3.7%

Healthcare

9.6%

-

Real Estate

5.7%

-

Consumer Defensive

5.7%

-

Utilities

5.5%

-

Energy

5.2%
1.0%

Basic Materials

4.8%
8.5%

Communication Services

4.1%

-

Technology

SIZE
19.9%
RSHO
11.4%

Industrials

SIZE
16.1%
RSHO
73.1%

Financial Services

SIZE
13.5%
RSHO
0.9%

Consumer Cyclical

SIZE
9.8%
RSHO
3.7%

Healthcare

SIZE
9.6%
RSHO

-

Real Estate

SIZE
5.7%
RSHO

-

Consumer Defensive

SIZE
5.7%
RSHO

-

Utilities

SIZE
5.5%
RSHO

-

Energy

SIZE
5.2%
RSHO
1.0%

Basic Materials

SIZE
4.8%
RSHO
8.5%

Communication Services

SIZE
4.1%
RSHO

-

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

iShares MSCI USA Size Factor ETF

Tema American Reshoring ETF

Often compared with SIZE:
SIZE vs. XLGSIZE vs. SPYSIZE vs. QUALSIZE vs. QDVA.DESIZE vs. VIGSIZE vs. VOOSIZE vs. DIVB
Often compared with RSHO:
RSHO vs. AIRRRSHO vs. PAVERSHO vs. MAKXRSHO vs. VISRSHO vs. SPYRSHO vs. RFVRSHO vs. CASY

Return for Risk

SIZE vs. RSHO — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
SIZE
SIZE Risk / Return Rank: 4444
Overall Rank
SIZE Sharpe Ratio Rank: 4040
Sharpe Ratio Rank
SIZE Sortino Ratio Rank: 4242
Sortino Ratio Rank
SIZE Omega Ratio Rank: 3838
Omega Ratio Rank
SIZE Calmar Ratio Rank: 4646
Calmar Ratio Rank
SIZE Martin Ratio Rank: 5252
Martin Ratio Rank
RSHO
RSHO Risk / Return Rank: 7373
Overall Rank
RSHO Sharpe Ratio Rank: 7474
Sharpe Ratio Rank
RSHO Sortino Ratio Rank: 7272
Sortino Ratio Rank
RSHO Omega Ratio Rank: 6666
Omega Ratio Rank
RSHO Calmar Ratio Rank: 7777
Calmar Ratio Rank
RSHO Martin Ratio Rank: 7878
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

SIZE vs. RSHO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares MSCI USA Size Factor ETF (SIZE) and Tema American Reshoring ETF (RSHO). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

SIZERSHODifference
Sharpe ratioReturn per unit of total volatility
1.43
2.44

-1.01

Sortino ratioReturn per unit of downside risk
2.12
3.28

-1.16

Omega ratioGain probability vs. loss probability

1.25

1.40

-0.15

Calmar ratioReturn relative to maximum drawdown

2.28

3.96

-1.68

Martin ratioReturn relative to average drawdown

8.88

15.16

-6.29

Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

SIZE vs. RSHO - Sharpe Ratio Comparison

The current SIZE Sharpe Ratio is 1.43, which is lower than the RSHO Sharpe Ratio of 2.44. The chart below compares the historical Sharpe Ratios of SIZE and RSHO, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

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Sharpe Ratios by Period

SIZERSHODifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.43

2.44

-1.01

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.47

—

—

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.63

—

—

Sharpe Ratio (All Time)

Calculated using the full available price history

0.68

1.48

-0.79

Drawdowns

SIZE vs. RSHO - Drawdown Comparison

The maximum SIZE drawdown since its inception was -39.15%, which is greater than RSHO's maximum drawdown of -27.31%. Use the drawdown chart below to compare losses from any high point for SIZE and RSHO.

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Drawdown Indicators

SIZERSHODifference

Max Drawdown

Largest peak-to-trough decline

-39.15%

-27.31%

-11.84%

Max Drawdown (1Y)

Largest decline over 1 year

-7.97%

-14.64%

+6.67%

Max Drawdown (3Y)

Largest decline over 3 years

-18.71%

-27.31%

+8.60%

Max Drawdown (5Y)

Largest decline over 5 years

-24.03%

—

—

Max Drawdown (10Y)

Largest decline over 10 years

-39.15%

—

—

Current Drawdown

Current decline from peak

-0.68%

0.00%

-0.68%

Average Drawdown

Average peak-to-trough decline

-4.18%

-4.32%

+0.14%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.04%

3.82%

-1.78%

Volatility

SIZE vs. RSHO - Volatility Comparison

The current volatility for iShares MSCI USA Size Factor ETF (SIZE) is 3.17%, while Tema American Reshoring ETF (RSHO) has a volatility of 9.22%. This indicates that SIZE experiences smaller price fluctuations and is considered to be less risky than RSHO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

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Volatility by Period

SIZERSHODifference

Volatility (1M)

Calculated over the trailing 1-month period

3.17%

9.22%

-6.05%

Volatility (6M)

Calculated over the trailing 6-month period

9.54%

20.09%

-10.55%

Volatility (1Y)

Calculated over the trailing 1-year period

12.73%

23.74%

-11.01%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

17.39%

22.55%

-5.16%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

18.69%

22.55%

-3.86%

SIZE vs. RSHO - Expense Ratio Comparison

SIZE has a 0.15% expense ratio, which is lower than RSHO's 0.75% expense ratio.

Dividends

SIZE vs. RSHO - Dividend Comparison

SIZE's dividend yield for the trailing twelve months is around 1.42%, more than RSHO's 0.22% yield.

PositionTTM20252024202320222021202020192018201720162015
RSHO
Tema American Reshoring ETF		0.22%0.30%0.26%0.25%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
SIZE
iShares MSCI USA Size Factor ETF		1.42%1.50%1.53%1.42%1.59%1.19%1.43%1.35%2.43%1.58%1.88%1.95%

Frequently Asked Questions

SIZE and RSHO have a correlation of 0.75, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

RSHO has higher volatility (9.22%) compared to SIZE (3.17%). In terms of maximum drawdown, SIZE dropped -39.15% vs RSHO's -27.31%.

On 3-year performance, RSHO leads with 31.02% vs 15.94% for SIZE. On fees, SIZE is cheaper at 0.15% per year. On volatility, SIZE has been the lower-risk option at 3.17%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 3-year period, RSHO has performed better with a 31.02% return vs 15.94%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

SIZE is cheaper with a 0.15% expense ratio, compared with 0.75% for RSHO.

SIZE has the higher dividend yield at 1.42%, compared with 0.22% for RSHO.

They also come from different issuers: iShares and Tema. Their fees differ too: 0.15% for SIZE and 0.75% for RSHO.

RSHO currently has the higher Sharpe Ratio (2.44 vs 1.43), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

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