CFO vs SIZE
Comparison between VictoryShares US 500 Enhanced Volatility Wtd ETF (CFO, ETF) and ISHARES MSCI USA SIZE FACTOR ETF (SIZE, ETF).
5-Year PerformanceSIZE has outperformed CFO, delivering a return of +7.9% compared to +3.9%
CFO vs SIZE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
CFO
$408M
Winner
SIZE
$409M
Expense Ratio
CFO
0.35%
Winner
SIZE
0.15%
Max Drawdown
Winner
CFO
28.20%
SIZE
39.15%
Sharpe Ratio
CFO
0.91
Winner
SIZE
1.03
5Y Beta
Winner
CFO
0.73
SIZE
0.87
P/E Ratio
Winner
CFO
22.40
SIZE
27.50
Forward P/E
Winner
CFO
17.50
SIZE
17.87
PEG Ratio
CFO
0.32
SIZE
N/A
5Y Dividends CAGR
CFO
11.46%
Winner
SIZE
13.39%
5Y EPS CAGR
CFO
12.69%
Winner
SIZE
13.09%
Debt to Equity
Winner
CFO
41.53%
SIZE
46.09%
P/S Ratio
Winner
CFO
1.93
SIZE
2.12
P/B Ratio
Winner
CFO
3.39
SIZE
3.54
CFO vs SIZE - Holdings Comparison
CFO and SIZE have 398 common holdings. Overlap is 64.02%
CFO's top 25 holdings weight is 9.14%. SIZE's top 25 holdings weight is 9.59%.
| Rank | CFO | SIZE |
|---|---|---|
| #1 | IDEX CORP (IEX) - 0.44% | INTEL CORP (INTC) - 0.52% |
| #2 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 0.40% | MICRON TECHNOLOGY INC (MU) - 0.50% |
| #3 | MARTIN MARIETTA MATERIALS INC (MLM) - 0.40% | WESTERN DIGITAL CORP (WDC) - 0.50% |
| #4 | HEICO CORP (HEI) - 0.40% | CIENA CORP (CIEN) - 0.49% |
| #5 | ALLIANT ENERGY CORP (LNT) - 0.40% | SEAGATE TECHNOLOGY HOLDINGS PLC (STX) - 0.49% |
| #6 | WEC ENERGY GROUP INC (WEC) - 0.39% | ROCKET LAB CORP (RKLB) - 0.48% |
| #7 | LOEWS CORP (L) - 0.39% | DEVON ENERGY CORP (DVN) - 0.47% |
| #8 | DUKE ENERGY CORP (DUK) - 0.39% | ON SEMICONDUCTOR CORP (ON) - 0.42% |
| #9 | EVERGY INC (EVRG) - 0.39% | BLOOM ENERGY CORP CLASS A (BE) - 0.42% |
| #10 | FIRSTENERGY CORP (FE) - 0.38% | FLEX LTD (FLEX) - 0.38% |
| #11 | AMEREN CORP (AEE) - 0.38% | MARVELL TECHNOLOGY INC (MRVL) - 0.37% |
| #12 | DTE ENERGY CO (DTE) - 0.37% | CORNING INC (GLW) - 0.37% |
| #13 | CMS ENERGY CORP (CMS) - 0.37% | n/a (DELL) - 0.35% |
| #14 | CENTERPOINT ENERGY INC (CNP) - 0.37% | TERADYNE INC (TER) - 0.35% |
| #15 | ATMOS ENERGY CORP (ATO) - 0.36% | ASTERA LABS INC (ALAB) - 0.34% |
| #16 | COCA-COLA CO (KO) - 0.35% | KEYSIGHT TECHNOLOGIES INC (KEYS) - 0.33% |
| #17 | SOUTHERN CO (SO) - 0.35% | COMFORT SYSTEMS USA INC (FIX) - 0.33% |
| #18 | CBOE GLOBAL MARKETS INC (CBOE) - 0.35% | ECHOSTAR CORP CLASS A (SATS) - 0.32% |
| #19 | LINDE PLC (LIN) - 0.35% | VERTIV HOLDINGS CO CLASS A (VRT) - 0.32% |
| #20 | TJX COMPANIES INC (TJX) - 0.35% | APPLIED MATERIALS INC (AMAT) - 0.31% |
| #21 | ENTERGY CORP (ETR) - 0.34% | LAM RESEARCH CORP (LRCX) - 0.31% |
| #22 | AFLAC INC (AFL) - 0.34% | QNITY ELECTRONICS INC (Q) - 0.31% |
| #23 | DOMINION ENERGY INC (D) - 0.33% | TEXAS INSTRUMENTS INC (TXN) - 0.31% |
| #24 | GENERAL DYNAMICS CORP (GD) - 0.28% | CENTENE CORP (CNC) - 0.30% |
| #25 | ALTRIA GROUP INC (MO) - 0.27% | JABIL INC (JBL) - 0.30% |
| Total Holdings | 459 | 542 |
CFO vs SIZE - Historical Returns
Returns include dividend reinvestment.
1M
CFO
+1.08%
Winner
SIZE
+1.80%
3M
CFO
+2.09%
Winner
SIZE
+5.19%
6M
CFO
+6.64%
Winner
SIZE
+7.90%
1Y
CFO
+14.06%
Winner
SIZE
+17.67%
5Y(CAGR)
CFO
+3.87%
Winner
SIZE
+7.89%
10Y(CAGR)
CFO
+9.31%
Winner
SIZE
+11.66%
Max(CAGR)
CFO
+8.68%
Winner
SIZE
+11.83%
CFO vs SIZE - Annual Returns (2013 - 2026)
Returns include dividend reinvestment.
| Year | CFO | SIZE |
|---|---|---|
| 2026 | +6.04% | +7.38% |
| 2025 | +8.60% | +10.84% |
| 2024 | +15.27% | +14.77% |
| 2023 | -3.59% | +18.03% |
| 2022 | -14.02% | -15.76% |
| 2021 | +27.99% | +27.05% |
| 2020 | +19.35% | +15.82% |
| 2019 | +22.09% | +29.23% |
| 2018 | -9.10% | -6.57% |
| 2017 | +21.81% | +18.56% |
| 2016 | +16.25% | +15.89% |
| 2015 | -0.70% | +1.92% |
| 2014 | +5.54% | +16.07% |
| 2013 | N/A | +16.41% |
CFO vs SIZE Drawdown Comparison
The maximum drawdown for CFO was -24.33%, occurring on Oct 27, 2023. Recovery took 717 trading sessions.
The maximum drawdown for SIZE was -39.15%, occurring on Mar 23, 2020. Recovery took 163 trading sessions.
The current CFO drawdown is -0.90%. The current SIZE drawdown is -1.60%.
| Rank | CFO | SIZE |
|---|---|---|
| #1 | -24.33% Jan 4, 2022 - Nov 11, 2024 | -39.15% Feb 20, 2020 - Oct 12, 2020 |
| #2 | -20.79% Sep 21, 2018 - Nov 26, 2019 | -24.01% Nov 16, 2021 - Feb 15, 2024 |
| #3 | -17.24% Nov 29, 2024 - Aug 22, 2025 | -18.71% Nov 29, 2024 - Jul 3, 2025 |
| #4 | -16.57% Feb 19, 2020 - Aug 5, 2020 | -18.66% Sep 21, 2018 - Mar 21, 2019 |
| #5 | -14.36% Jun 23, 2015 - Apr 27, 2016 | -12.77% Aug 17, 2015 - Apr 1, 2016 |
| #6 | -9.22% Jan 26, 2018 - Aug 20, 2018 | -7.97% Feb 26, 2026 - Apr 17, 2026 |
| #7 | -7.77% Sep 5, 2014 - Oct 31, 2014 | -7.70% Jan 26, 2018 - Aug 17, 2018 |
| #8 | -7.24% Sep 2, 2020 - Oct 8, 2020 | -7.11% Jul 24, 2019 - Nov 1, 2019 |
| #9 | -7.10% Mar 2, 2026 - Jun 2, 2026 | -6.97% Sep 8, 2014 - Oct 30, 2014 |
| #10 | -6.67% Jun 8, 2016 - Jul 11, 2016 | -6.92% Apr 30, 2019 - Jun 20, 2019 |
| #11 | -6.01% Oct 12, 2020 - Nov 5, 2020 | -6.51% Mar 28, 2024 - Jul 16, 2024 |
| #12 | -5.55% Nov 16, 2021 - Dec 27, 2021 | -6.19% Oct 12, 2020 - Nov 5, 2020 |
| #13 | -5.23% Sep 2, 2021 - Oct 21, 2021 | -6.03% Jul 16, 2024 - Aug 19, 2024 |
| #14 | -4.91% Dec 29, 2014 - Feb 12, 2015 | -5.71% Oct 27, 2025 - Dec 3, 2025 |
| #15 | -4.70% Jan 20, 2021 - Feb 8, 2021 | -5.50% May 21, 2013 - Jul 22, 2013 |
Correlation
Correlation between CFO and SIZE is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2013 - 2026)
CFO vs SIZE dividend yield comparison.
| Year | CFO | SIZE |
|---|---|---|
| 2026 | 0.49% | 0.33% |
| 2025 | 1.32% | 1.50% |
| 2024 | 1.44% | 1.53% |
| 2023 | 1.72% | 1.42% |
| 2022 | 3.95% | 1.59% |
| 2021 | 1.06% | 1.19% |
| 2020 | 0.90% | 1.43% |
| 2019 | 1.44% | 1.35% |
| 2018 | 1.49% | 2.43% |
| 2017 | 1.18% | 1.58% |
| 2016 | 1.35% | 1.88% |
| 2015 | 1.31% | 1.95% |
| 2014 | 0.50% | 1.78% |
| 2013 | 0.00% | 1.41% |
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