Screener
SIZE vs EGUS
iShares MSCI USA Size Factor ETF vs Ishares ESG Aware MSCI USA Growth ETF
Key differences
- SIZE is significantly larger than EGUS — larger funds tend to be more liquid and less likely to close.
- Over the last 3 years, EGUS has delivered higher annualized returns.
- SIZE has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| SIZE | EGUS | |
|---|---|---|
| Annual cost (TER) | 0.15% | 0.18% |
| Fund size (AUM) | $409M | $26M |
| Since | 2013 | 2023 |
| Dividend yield | 1.46% | 0.21% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +18.9% | +32.8% |
| CAGR 3Y | +16.4% | +28.1% |
| CAGR 5Y | +8.3% | N/A |
| Sharpe 3Y | 0.84 | 1.20 |
| Volatility 1Y | 12.83% | 16.43% |
| Max drawdown | -39.15% | -24.87% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
Similar to SIZE and EGUS
Explore further