SIZE vs DMAR

Comparison between ISHARES MSCI USA SIZE FACTOR ETF (SIZE, ETF) and FT VEST U.S. EQUITY DEEP BUFFER ETF - MARCH (DMAR, ETF).

5-Year PerformanceSIZE has outperformed DMAR, delivering a return of +8.1% compared to +7.6%

SIZE vs DMAR - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SIZE(ETF)	DMAR(ETF)
Net Assets	$422M	$420M
Expense Ratio	0.15%	0.85%
Max Drawdown	39.15%	9.84%
Sharpe Ratio	1.10	2.65
5Y Beta	0.87	0.41
P/E Ratio	25.80	N/A
Forward P/E	17.57	N/A
5Y Dividends CAGR	9.56%	N/A
5Y EPS CAGR	12.18%	N/A
Debt to Equity	17.26%	N/A
P/S Ratio	2.04	N/A
P/B Ratio	3.44	N/A

Net Assets

Winner

SIZE

$422M

DMAR

$420M

Expense Ratio

Winner

SIZE

0.15%

DMAR

0.85%

Max Drawdown

SIZE

39.15%

Winner

DMAR

9.84%

Sharpe Ratio

SIZE

1.10

Winner

DMAR

2.65

5Y Beta

SIZE

0.87

Winner

DMAR

0.41

P/E Ratio

SIZE

25.80

DMAR

N/A

Forward P/E

SIZE

17.57

DMAR

N/A

5Y Dividends CAGR

SIZE

9.56%

DMAR

N/A

5Y EPS CAGR

SIZE

12.18%

DMAR

N/A

Debt to Equity

SIZE

17.26%

DMAR

N/A

P/S Ratio

SIZE

2.04

DMAR

N/A

P/B Ratio

SIZE

3.44

DMAR

N/A

SIZE vs DMAR - Historical Returns

Returns include dividend reinvestment.

Period	SIZE	DMAR
1 month	+1.12%	+0.26%
3 months	+10.58%	+5.15%
6 months	+7.56%	+7.27%
1 year	+17.55%	+14.17%
5 years(CAGR)	+8.11%	+7.65%
10 years(CAGR)	+11.75%	N/A
Max(CAGR)	+11.87%	+8.00%

Winner

SIZE

+1.12%

DMAR

+0.26%

Winner

SIZE

+10.58%

DMAR

+5.15%

Winner

SIZE

+7.56%

DMAR

+7.27%

Winner

SIZE

+17.55%

DMAR

+14.17%

5Y(CAGR)

Winner

SIZE

+8.11%

DMAR

+7.65%

10Y(CAGR)

SIZE

+11.75%

DMAR

N/A

Max(CAGR)

Winner

SIZE

+11.87%

DMAR

+8.00%

SIZE vs DMAR - Annual Returns (2013 - 2026)

Returns include dividend reinvestment.

Year	SIZE	DMAR
2026	+8.44%	+7.10%
2025	+10.84%	+9.20%
2024	+14.77%	+12.81%
2023	+18.03%	+12.36%
2022	-15.76%	-5.54%
2021	+27.05%	+7.04%
2020	+15.82%	N/A
2019	+29.23%	N/A
2018	-6.57%	N/A
2017	+18.56%	N/A
2016	+15.89%	N/A
2015	+1.92%	N/A
2014	+16.07%	N/A
2013	+16.41%	N/A

SIZE vs DMAR Drawdown Comparison

The maximum drawdown for SIZE was -39.15%, occurring on Mar 23, 2020. Recovery took 163 trading sessions.

The maximum drawdown for DMAR was -9.84%, occurring on Sep 30, 2022. Recovery took 334 trading sessions.

The current SIZE drawdown is -1.21%. The current DMAR drawdown is -0.19%.

Rank	SIZE	DMAR
#1	-39.15% Feb 20, 2020 - Oct 12, 2020	-9.84% Mar 29, 2022 - Jul 28, 2023
#2	-24.01% Nov 16, 2021 - Feb 15, 2024	-9.16% Feb 19, 2025 - Jun 24, 2025
#3	-18.71% Nov 29, 2024 - Jul 3, 2025	-4.40% Jul 16, 2024 - Aug 19, 2024
#4	-18.66% Sep 21, 2018 - Mar 21, 2019	-3.60% Sep 14, 2023 - Nov 7, 2023
#5	-12.77% Aug 17, 2015 - Apr 1, 2016	-2.95% Mar 28, 2024 - May 13, 2024
#6	-7.97% Feb 26, 2026 - Apr 17, 2026	-2.71% Jan 4, 2022 - Mar 16, 2022
#7	-7.70% Jan 26, 2018 - Aug 17, 2018	-2.40% Aug 30, 2024 - Sep 19, 2024
#8	-7.11% Jul 24, 2019 - Nov 1, 2019	-1.53% Mar 23, 2026 - Apr 1, 2026
#9	-6.97% Sep 8, 2014 - Oct 30, 2014	-1.46% May 7, 2021 - May 28, 2021
#10	-6.92% Apr 30, 2019 - Jun 20, 2019	-1.44% Jul 28, 2023 - Aug 30, 2023
#11	-6.51% Mar 28, 2024 - Jul 16, 2024	-1.36% Dec 16, 2024 - Dec 24, 2024
#12	-6.19% Oct 12, 2020 - Nov 5, 2020	-1.35% Nov 24, 2021 - Dec 22, 2021
#13	-6.03% Jul 16, 2024 - Aug 19, 2024	-1.26% Sep 2, 2021 - Oct 15, 2021
#14	-5.71% Oct 27, 2025 - Dec 3, 2025	-1.23% Jun 4, 2026 - Jun 10, 2026
#15	-5.50% May 21, 2013 - Jul 22, 2013	-1.12% Dec 24, 2024 - Jan 15, 2025