SIZE ETF

SIZE ETF
$176.53
See how much of SIZE you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-4.51%
3 Months
-2.09%
6 Months
+9.35%
YTD
+6.83%
1 Year
+9.64%
3 Years (annualized)
+13.87%
5 Years (annualized)
+6.39%
10 Years (annualized)
+10.03%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would SIZE have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI USA Low Size Index(^MUSALSXLSI)
This ETF (YTD)
+6.83%
Peer Avg (YTD)
+16.41%
vs Peers
-9.58%

SIZE ETF Performance

SIZE performance across multiple time periods: 1-month -4.51%, YTD 6.83%, 1-year 9.64%, 3-year 13.87%, 5-year 6.39%, 10-year 10.03%.

SIZE returns trail the peer average of 16.41% YTD. With an expense ratio of 0.15%, investors should weigh costs against performance when evaluating this ETF.

SIZE vs another fund shows side-by-side returns. SIZE alternatives are available in the ETF Screener.

Performance & Returns

Loading chart...

Performance Returns

PeriodTotal ReturnDate Range
1 Month-4.51%N/A
3 Months-2.09%N/A
6 Months+9.35%N/A
1 Year+9.64%N/A
3 Years+13.87%N/A
5 Years+6.39%N/A

Periods up to 1 year are total returns; 3, 5 and 10 year figures are annualized