SIZE ETF

SIZE ETF
$177.80
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Returns Overview

1 Month
+2.33%
3 Months
+3.93%
6 Months
+8.09%
YTD
+13.81%
1 Year
+16.10%
3 Years (annualized)
+13.87%
5 Years (annualized)
+6.39%
10 Years (annualized)
+10.03%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would SIZE have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI USA Low Size Index(^MUSALSXLSI)
This ETF (YTD)
+13.81%
Peer Avg (YTD)
+14.35%
vs Peers
-0.54%

SIZE ETF Performance

SIZE performance across multiple time periods: 1-month 2.33%, YTD 13.81%, 1-year 16.10%, 3-year 13.87%, 5-year 6.39%, 10-year 10.03%.

SIZE returns trail the peer average of 14.35% YTD. With an expense ratio of 0.15%, investors should weigh costs against performance when evaluating this ETF.

SIZE vs another fund shows side-by-side returns. SIZE alternatives are available in the ETF Screener.

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month+2.33%N/A
3 Months+3.93%N/A
6 Months+8.09%N/A
1 Year+16.10%N/A
3 Years+13.87%N/A
5 Years+6.39%N/A

Periods up to 1 year are total returns; 3, 5 and 10 year figures are annualized