SIZE ETF

$183.72

Returns Overview

1 Month
+1.37%
3 Months
+12.10%
6 Months
+10.31%
YTD
+9.51%
1 Year
+15.44%
3 Years (annualized)
+14.25%
5 Years (annualized)
+7.85%
10 Years (annualized)
+11.70%

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
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI USA Low Size Index(^MUSALSXLSI)
This ETF (YTD)
+9.51%
Peer Avg (YTD)
+16.06%
vs Peers
-6.55%

SIZE ETF Performance

SIZE performance across multiple time periods: 1-month 1.37%, YTD 9.51%, 1-year 15.44%, 3-year 14.25%, 5-year 7.85%, 10-year 11.70%.

SIZE returns trail the peer average of 16.06% YTD. With an expense ratio of 0.15%, investors should weigh costs against performance when evaluating this ETF.

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

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month+1.37%N/A
3 Months+12.10%N/A
6 Months+10.31%N/A
1 Year+15.44%N/A
3 Years+14.25%N/A
5 Years+7.85%N/A

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