iShares MSCI USA Size Factor ETF

Frequently Asked Questions About SIZE

What does SIZE invest in?

This exchange-traded fund endeavors to mirror the performance of a specific index. Its portfolio primarily consists of U.S.-based companies, focusing on those categorized as large or mid-capitalization. A distinguishing feature of its selection process is an emphasis on firms within this group that exhibit a comparatively modest average market value.

What is the expense ratio of SIZE?

iShares MSCI USA Size Factor ETF (SIZE) charges an expense ratio of 0.15%. This is the annual fee deducted from fund assets to cover management and operations.

How big is SIZE?

iShares MSCI USA Size Factor ETF (SIZE) manages $425.4M in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.

Is SIZE actively managed or an index fund?

SIZE is a passive index fund — it tracks a published benchmark by holding the constituents in their published weights. Index funds typically charge low expense ratios (SIZE's is 0.15%) because there's no security selection cost.

When was SIZE launched?

iShares MSCI USA Size Factor ETF (SIZE) launched in April 2013 and is managed by IShares.

How has SIZE performed?

SIZE's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.