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SIZE vs SVAL
iShares MSCI USA Size Factor ETF vs iShares US Small Cap Value Factor ETF
Key differences
- SIZE costs 0.05% less per year.
- Over the last 3 years, SVAL has delivered higher annualized returns.
- SIZE has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| SIZE | SVAL | |
|---|---|---|
| Annual cost (TER) | 0.15% | 0.20% |
| Fund size (AUM) | $409M | $188M |
| Since | 2013 | 2020 |
| Dividend yield | 1.46% | 2.30% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +18.9% | +36.9% |
| CAGR 3Y | +16.4% | +18.9% |
| CAGR 5Y | +8.3% | +6.5% |
| Sharpe 3Y | 0.84 | 0.74 |
| Volatility 1Y | 12.83% | 18.05% |
| Max drawdown | -39.15% | -27.44% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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