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Upturn AI SWOT - About
iShares MSCI USA Size Factor ETF (SIZE)
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Upturn Advisory Summary
07/30/2025: 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 16.32% | Avg. Invested days 52 | 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 07/30/2025 |
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) aims to track the investment results of an index composed of U.S. equities that have relatively smaller market capitalization. It provides exposure to small-cap stocks in the US market, targeting companies believed to have the potential for long-term growth.
Reputation and Reliability
iShares, managed by BlackRock, is a leading issuer of ETFs globally, known for its wide range of offerings and generally reliable fund management.
Management Expertise
BlackRock has a large team of experienced professionals managing iShares ETFs, providing expertise in investment management and index tracking.
Investment Objective
Goal
The fund seeks to track the investment results of the MSCI USA Small Cap Index, which represents the performance of small capitalization stocks in the U.S. equity market.
Investment Approach and Strategy
Strategy: The ETF aims to replicate the performance of the MSCI USA Small Cap Index by investing in a portfolio of U.S. small-cap stocks.
Composition The ETF primarily holds stocks of small-cap companies in various sectors within the U.S. equity market.
Market Position
Market Share: SIZE accounts for a portion of the market share for factor-based ETFs focused on the small-cap segment of the US equity market.
Total Net Assets (AUM): 3139882561
Competitors
Key Competitors
- VBR
- IWM
- SMLV
Competitive Landscape
The small-cap ETF market is competitive, with several large players. SIZE's advantages include iShares' brand recognition and relatively low expense ratio compared to some factor-focused alternatives. However, IWM has a considerable market share lead and greater liquidity, making it a strong competitor. SMLV focuses on value, thus SIZE can attract different investment strategies.
Financial Performance
Historical Performance: Historical performance data available on iShares website. Past performance is not indicative of future results.
Benchmark Comparison: Performance is tracked against the MSCI USA Small Cap Index.
Expense Ratio: 0.15
Liquidity
Average Trading Volume
The average daily trading volume for SIZE is approximately 135468 shares, indicating moderate liquidity.
Bid-Ask Spread
The bid-ask spread for SIZE is typically low, often around $0.01, reflecting good liquidity and ease of trading.
Market Dynamics
Market Environment Factors
Economic growth, interest rates, and investor sentiment towards small-cap stocks influence SIZE's performance.
Growth Trajectory
Growth depends on the overall performance of the small-cap market and any adjustments to the fund's strategy or holdings to better track the underlying index.
Moat and Competitive Advantages
Competitive Edge
SIZE benefits from iShares' strong brand and reputation. Its focused approach on U.S. small-cap stocks with size factor exposure allows investors to precisely target this segment. While the ETF tracks the performance of the MSCI USA Small Cap Index, iShares scale and execution leads to efficient tracking. This efficient tracking of an established index is an advantage.
Risk Analysis
Volatility
Small-cap stocks are generally more volatile than large-cap stocks, leading to higher volatility for SIZE.
Market Risk
SIZE is subject to market risk, as the value of its holdings can fluctuate based on overall market conditions and economic factors affecting small-cap companies.
Investor Profile
Ideal Investor Profile
Investors seeking exposure to the U.S. small-cap market with a focus on the size factor, or those looking to diversify their portfolio with smaller companies, might find SIZE suitable.
Market Risk
SIZE is suitable for long-term investors who understand the risks and potential rewards of small-cap investing. It could also be used by active traders for short-term tactical allocations.
Summary
iShares MSCI USA Size Factor ETF (SIZE) provides exposure to small-cap stocks in the U.S. market by tracking the MSCI USA Small Cap Index. While this fund is subject to higher volatility than large cap stocks, it is a good option for long-term investors seeking to diversify their portfolios. The ETF offers reasonable liquidity and a low expense ratio, backed by the reliability of BlackRock's iShares. However, the ETF faces strong competition from other small-cap ETFs, especially IWM.
Peer Comparison
Sources and Disclaimers
Data Sources:
- iShares website
- BlackRock website
- MSCI website
- Various financial news and data providers
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Investment decisions should be based on individual circumstances and after consulting with a qualified financial advisor.
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.