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