QVMM vs SIZE
Comparison between INVESCO S&P MIDCAP 400 QVM MULTI-FACTOR ETF (QVMM, ETF) and ISHARES MSCI USA SIZE FACTOR ETF (SIZE, ETF).
5-Year PerformanceSIZE has outperformed QVMM, delivering a return of +8.1% compared to +8.1%
QVMM vs SIZE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
QVMM
$429M
Winner
SIZE
$429M
Expense Ratio
QVMM
0.15%
SIZE
0.15%
Max Drawdown
Winner
QVMM
24.55%
SIZE
39.15%
Sharpe Ratio
QVMM
0.91
Winner
SIZE
0.98
5Y Beta
QVMM
0.96
Winner
SIZE
0.86
P/E Ratio
Winner
QVMM
22.59
SIZE
24.18
Forward P/E
Winner
QVMM
16.63
SIZE
17.94
PEG Ratio
QVMM
0.27
SIZE
N/A
5Y Dividends CAGR
QVMM
N/A
SIZE
9.56%
5Y EPS CAGR
Winner
QVMM
12.70%
SIZE
12.62%
Debt to Equity
QVMM
52.14%
Winner
SIZE
16.11%
P/S Ratio
Winner
QVMM
1.57
SIZE
2.06
P/B Ratio
Winner
QVMM
2.61
SIZE
3.34
QVMM vs SIZE - Holdings Comparison
QVMM and SIZE have 20 common holdings. Overlap is 3.95%
QVMM's top 25 holdings weight is 17.44%. SIZE's top 25 holdings weight is 7.00%.
| Rank | QVMM | SIZE |
|---|---|---|
| #1 | EVERPURE INC CLASS A (P) - 1.28% | ATLASSIAN CORP CLASS A (TEAM) - 0.36% |
| #2 | ILLUMINA INC (ILMN) - 0.96% | EQUITY RESIDENTIAL (VMRK) - 0.35% |
| #3 | TWILIO INC CLASS A (TWLO) - 0.94% | SHARKNINJA INC (SN) - 0.33% |
| #4 | TECHNIPFMC PLC (n/a) - 0.93% | SNOWFLAKE INC ORDINARY SHARES (SNOW) - 0.33% |
| #5 | ATI INC (ATI) - 0.85% | n/a (DELL) - 0.31% |
| #6 | NVENT ELECTRIC PLC (NVT) - 0.82% | OKTA INC CLASS A (OKTA) - 0.30% |
| #7 | CURTISS-WRIGHT CORP (CW) - 0.79% | NATERA INC (NTRA) - 0.30% |
| #8 | OKTA INC CLASS A (OKTA) - 0.78% | AXON ENTERPRISE INC (AXON) - 0.29% |
| #9 | TENET HEALTHCARE CORP (THC) - 0.77% | HEWLETT PACKARD ENTERPRISE CO (HPE) - 0.29% |
| #10 | ENTEGRIS INC (ENTG) - 0.72% | NETAPP INC (NTAP) - 0.29% |
| #11 | UNITED THERAPEUTICS CORP (UTHR) - 0.71% | TOAST INC CLASS A (TOST) - 0.28% |
| #12 | XPO INC (XPO) - 0.70% | BEST BUY CO INC (BBY) - 0.28% |
| #13 | ROYAL GOLD INC (RGLD) - 0.70% | VEEVA SYSTEMS INC CLASS A (VEEV) - 0.28% |
| #14 | CARPENTER TECHNOLOGY CORP (CRS) - 0.69% | DOLLAR TREE INC (DLTR) - 0.27% |
| #15 | US FOODS HOLDING CORP (USFD) - 0.66% | WORKDAY INC CLASS A (WDAY) - 0.27% |
| #16 | BURLINGTON STORES INC (BURL) - 0.63% | GENUINE PARTS CO (GPC) - 0.27% |
| #17 | WOODWARD INC (WWD) - 0.62% | EXPEDIA GROUP INC (EXPE) - 0.27% |
| #18 | RELIANCE INC (RS) - 0.61% | EVERPURE INC CLASS A (P) - 0.27% |
| #19 | MKS INC (MKSI) - 0.59% | HP INC (HPQ) - 0.26% |
| #20 | ITT INC (ITT) - 0.59% | ILLUMINA INC (ILMN) - 0.26% |
| #21 | TOLL BROTHERS INC (TOL) - 0.43% | THE COOPER COMPANIES INC (COO) - 0.23% |
| #22 | BORGWARNER INC (BWA) - 0.42% | COREBRIDGE FINANCIAL INC (CRBG) - 0.23% |
| #23 | DYCOM INDUSTRIES INC (DY) - 0.42% | BOOKING HOLDINGS INC (BKNG) - 0.23% |
| #24 | ARROWHEAD PHARMACEUTICALS INC (ARWR) - 0.42% | BECTON DICKINSON & CO (BDX) - 0.23% |
| #25 | DT MIDSTREAM INC ORDINARY SHARES (DTM) - 0.41% | AVERY DENNISON CORP (AVY) - 0.22% |
| Total Holdings | 317 | 489 |
QVMM vs SIZE - Historical Returns
Returns include dividend reinvestment.
1M
QVMM
-0.96%
Winner
SIZE
+1.55%
3M
QVMM
+1.75%
Winner
SIZE
+5.05%
6M
QVMM
+6.24%
Winner
SIZE
+9.25%
1Y
Winner
QVMM
+17.70%
SIZE
+16.46%
5Y(CAGR)
QVMM
+8.08%
Winner
SIZE
+8.11%
10Y(CAGR)
QVMM
N/A
SIZE
+11.87%
Max(CAGR)
QVMM
+8.39%
Winner
SIZE
+12.09%
QVMM vs SIZE - Annual Returns (2013 - 2026)
Returns include dividend reinvestment.
| Year | QVMM | SIZE |
|---|---|---|
| 2026 | +14.06% | +13.67% |
| 2025 | +9.07% | +10.84% |
| 2024 | +13.84% | +14.77% |
| 2023 | +15.89% | +18.03% |
| 2022 | -13.11% | -15.76% |
| 2021 | +6.05% | +27.05% |
| 2020 | N/A | +15.82% |
| 2019 | N/A | +29.23% |
| 2018 | N/A | -6.57% |
| 2017 | N/A | +18.56% |
| 2016 | N/A | +15.89% |
| 2015 | N/A | +1.92% |
| 2014 | N/A | +16.07% |
| 2013 | N/A | +16.41% |
QVMM vs SIZE Drawdown Comparison
The maximum drawdown for QVMM was -24.01%, occurring on Apr 8, 2025. Recovery took 260 trading sessions.
The maximum drawdown for SIZE was -39.15%, occurring on Mar 23, 2020. Recovery took 163 trading sessions.
The current QVMM drawdown is -3.79%. The current SIZE drawdown is -1.65%.
| Rank | QVMM | SIZE |
|---|---|---|
| #1 | -24.01% Nov 25, 2024 - Dec 10, 2025 | -39.15% Feb 20, 2020 - Oct 12, 2020 |
| #2 | -23.39% Nov 16, 2021 - Feb 12, 2024 | -24.01% Nov 16, 2021 - Feb 15, 2024 |
| #3 | -8.31% Mar 2, 2026 - Apr 14, 2026 | -18.71% Nov 29, 2024 - Jul 3, 2025 |
| #4 | -7.76% Jul 16, 2024 - Sep 19, 2024 | -18.66% Sep 21, 2018 - Mar 21, 2019 |
| #5 | -6.97% Mar 28, 2024 - Jul 16, 2024 | -12.77% Aug 17, 2015 - Apr 1, 2016 |
| #6 | -5.24% Sep 2, 2021 - Oct 20, 2021 | -7.97% Feb 26, 2026 - Apr 17, 2026 |
| #7 | -5.18% Jul 12, 2021 - Aug 3, 2021 | -7.70% Jan 26, 2018 - Aug 17, 2018 |
| #8 | -4.78% May 6, 2026 - Jun 2, 2026 | -7.11% Jul 24, 2019 - Nov 1, 2019 |
| #9 | -3.79% Aug 14, 2026 - Aug 28, 2026 | -6.97% Sep 8, 2014 - Oct 30, 2014 |
| #10 | -3.50% Aug 11, 2021 - Aug 27, 2021 | -6.92% Apr 30, 2019 - Jun 20, 2019 |
| #11 | -3.30% Nov 11, 2024 - Nov 22, 2024 | -6.51% Mar 28, 2024 - Jul 16, 2024 |
| #12 | -3.19% Oct 18, 2024 - Nov 6, 2024 | -6.19% Oct 12, 2020 - Nov 5, 2020 |
| #13 | -3.01% Jun 30, 2026 - Aug 4, 2026 | -6.03% Jul 16, 2024 - Aug 19, 2024 |
| #14 | -2.47% Feb 12, 2024 - Feb 15, 2024 | -5.71% Oct 27, 2025 - Dec 3, 2025 |
| #15 | -2.44% Jul 1, 2021 - Jul 12, 2021 | -5.50% May 21, 2013 - Jul 22, 2013 |
Correlation
Correlation between QVMM and SIZE is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
Dividend Comparison (2013 - 2026)
QVMM vs SIZE dividend yield comparison.
| Year | QVMM | SIZE |
|---|---|---|
| 2026 | 0.58% | 0.58% |
| 2025 | 1.32% | 1.50% |
| 2024 | 1.29% | 1.53% |
| 2023 | 1.42% | 1.42% |
| 2022 | 1.51% | 1.59% |
| 2021 | 0.60% | 1.19% |
| 2020 | 0.00% | 1.43% |
| 2019 | 0.00% | 1.35% |
| 2018 | 0.00% | 2.43% |
| 2017 | 0.00% | 1.58% |
| 2016 | 0.00% | 1.88% |
| 2015 | 0.00% | 1.95% |
| 2014 | 0.00% | 1.78% |
| 2013 | 0.00% | 1.41% |
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