Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
Help & Tutorial 
Cancel anytime
- Chart
- Upturn Summary
- Highlights
Upturn AI SWOT - About
iShares MSCI USA Size Factor ETF (SIZE)
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)
Stock price based on last close (see disclosures)
- ALL
- YEAR
- MONTH
- WEEK
Upturn Advisory Summary
09/16/2025: SIZE (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit 17.83% | Avg. Invested days 58 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 09/16/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.06 | 52 Weeks Range 126.37 - 157.67 | Updated Date 06/30/2025 |
52 Weeks Range 126.37 - 157.67 | Updated Date 06/30/2025 |
Upturn AI SWOT
iShares MSCI USA Size Factor ETF
ETF Overview
Overview
The iShares MSCI USA Size Factor ETF (SIZE) seeks to track the investment results of an index composed of small-capitalization U.S. equities. It provides exposure to smaller companies within the U.S. equity market, offering potential diversification benefits and targeting companies with higher growth potential based on their size.
Reputation and Reliability
iShares is a well-established and reputable issuer of ETFs, known for its wide range of investment options and strong track record.
Management Expertise
BlackRock, the parent company of iShares, has extensive experience and expertise in managing ETFs and other investment products.
Investment Objective
Goal
To track the investment results of an index composed of small-capitalization U.S. equities.
Investment Approach and Strategy
Strategy: The ETF aims to track the MSCI USA Small Cap Index, focusing on small-cap companies within the U.S. equity market.
Composition The ETF primarily holds stocks of small-capitalization U.S. companies.
Market Position
Market Share: SIZE holds a meaningful, though not dominant, market share within the universe of US size factor ETFs.
Total Net Assets (AUM): 1927000000
Competitors
Key Competitors
- Vanguard S&P Small-Cap 600 Value ETF (VIOV)
- Avantis U.S. Small Cap Value ETF (AVUV)
- Dimensional U.S. Small Cap Value ETF (DFSV)
Competitive Landscape
The small-cap value ETF industry is moderately competitive, with several established players. SIZE offers a simple approach to capturing the size factor, while competitors may employ different weighting schemes or factor combinations. SIZE's main disadvantage lies in potentially higher fees and lower returns in comparison to its more aggressive competitors.
Financial Performance
Historical Performance: Historical performance data needs to be dynamically pulled from a financial data provider.
Benchmark Comparison: Benchmark comparison data needs to be dynamically pulled from a financial data provider.
Expense Ratio: 0.15
Liquidity
Average Trading Volume
The ETF exhibits adequate liquidity, with a reasonable average trading volume that facilitates buying and selling shares without significant price impact.
Bid-Ask Spread
The bid-ask spread is generally tight, indicating efficient trading and low transaction costs.
Market Dynamics
Market Environment Factors
Economic growth, interest rate policies, and investor sentiment towards small-cap stocks significantly influence the ETF's performance. Small-cap stocks tend to outperform during periods of economic expansion and rising interest rates.
Growth Trajectory
The ETF's growth trajectory is linked to the overall performance of the U.S. small-cap market and investor appetite for size-based strategies, and has remained relatively steady.
Moat and Competitive Advantages
Competitive Edge
iShares MSCI USA Size Factor ETF offers exposure to smaller capitalization companies within the U.S. equity market, offering investors a way to diversify their portfolios and potentially capitalize on the higher growth rates associated with these firms. iShares' reputation as a leading ETF provider adds to the ETF's appeal. The ETF's simple index-tracking approach ensures transparency and predictability. It benefits from BlackRock's extensive distribution network and brand recognition.
Risk Analysis
Volatility
Small-cap stocks are generally more volatile than large-cap stocks, which can lead to higher price swings for the ETF.
Market Risk
The ETF is subject to the risks associated with investing in the U.S. equity market, including economic downturns, market corrections, and geopolitical events.
Investor Profile
Ideal Investor Profile
The ideal investor is someone who seeks exposure to small-cap U.S. equities, wants to diversify their portfolio, and is comfortable with potentially higher volatility.
Market Risk
The ETF is suitable for long-term investors seeking diversification and potential growth, as well as those interested in tactical asset allocation based on size factors.
Summary
The iShares MSCI USA Size Factor ETF (SIZE) offers targeted exposure to the U.S. small-cap equity market, providing investors with diversification and potential growth opportunities. Its simple index-tracking approach and the backing of iShares make it a solid choice for those seeking size-based strategies. However, investors should be aware of the higher volatility associated with small-cap stocks. It is essential to consider your risk tolerance and investment objectives before investing.
Peer Comparison
Sources and Disclaimers
Data Sources:
- iShares Official Website
- MSCI Index Fact Sheet
- Morningstar
- Bloomberg
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Market share data is based on available AUM information and may not be exact. Past performance is not indicative of future results. Consult with a financial advisor before making any investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About iShares MSCI USA Size Factor ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund generally will invest at least 80% of its assets in the component securities of the underlying index and may invest up to 20% of its assets in certain futures, options and swap contracts, cash and cash equivalents, including shares of money market funds advised by BFA or its affiliates, as well as in securities not included in the underlying index, but which BFA believes will help the fund track the underlying index. The index is based on a traditional market capitalization-weighted parent index, the MSCI USA Index (the parent index).
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.