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SIZE vs ESML

iShares MSCI USA Size Factor ETF vs iShares ESG Aware MSCI USA Small-Cap ETF

SIZE

iShares MSCI USA Size Factor ETF

iShares

Annual cost

0.15%

Fund size

$409M

ESML

iShares ESG Aware MSCI USA Small-Cap ETF

iShares

Annual cost

0.17%

Fund size

$2.3B

Key differences

  • ESML is significantly larger than SIZE — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, ESML has delivered higher annualized returns.
  • SIZE has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

SIZEESML
Annual cost (TER)0.15%0.17%
Fund size (AUM)$409M$2.3B
Since20132018
Dividend yield1.46%0.99%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+18.9%+34.4%
CAGR 3Y+16.4%+17.5%
CAGR 5Y+8.3%+7.1%
Sharpe 3Y0.840.74
Volatility 1Y12.83%16.76%
Max drawdown-39.15%-41.97%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to SIZE and ESML