SIZE vs DWAS
Comparison between ISHARES MSCI USA SIZE FACTOR ETF (SIZE, ETF) and INVESCO DORSEY WRIGHT SMALLCAP MOMENTUM ETF (DWAS, ETF).
5-Year PerformanceSIZE has outperformed DWAS, delivering a return of +8.1% compared to +5.4%
SIZE vs DWAS - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
SIZE
$429M
DWAS
$428M
Expense Ratio
Winner
SIZE
0.15%
DWAS
0.60%
Max Drawdown
Winner
SIZE
39.15%
DWAS
46.16%
Sharpe Ratio
Winner
SIZE
0.98
DWAS
0.78
5Y Beta
Winner
SIZE
0.86
DWAS
1.25
P/E Ratio
SIZE
24.18
Winner
DWAS
-115.94
Forward P/E
Winner
SIZE
17.94
DWAS
19.34
5Y Dividends CAGR
SIZE
9.56%
Winner
DWAS
25.43%
5Y EPS CAGR
Winner
SIZE
12.62%
DWAS
6.22%
Debt to Equity
Winner
SIZE
16.11%
DWAS
105.78%
P/S Ratio
SIZE
2.06
Winner
DWAS
1.08
P/B Ratio
Winner
SIZE
3.34
DWAS
3.73
SIZE vs DWAS - Holdings Comparison
SIZE and DWAS have 1 common holdings. Overlap is 0.00%
SIZE's top 25 holdings weight is 7.00%. DWAS's top 25 holdings weight is 26.30%.
| Rank | SIZE | DWAS |
|---|---|---|
| #1 | ATLASSIAN CORP CLASS A (TEAM) - 0.36% | SEZZLE INC (SEZL) - 1.98% |
| #2 | EQUITY RESIDENTIAL (VMRK) - 0.35% | ERASCA INC (ERAS) - 1.61% |
| #3 | SHARKNINJA INC (SN) - 0.33% | AGILON HEALTH INC (AGL) - 1.44% |
| #4 | SNOWFLAKE INC ORDINARY SHARES (SNOW) - 0.33% | TANGO THERAPEUTICS INC (TNGX) - 1.34% |
| #5 | n/a (DELL) - 0.31% | ENOVA INTERNATIONAL INC (ENVA) - 1.31% |
| #6 | OKTA INC CLASS A (OKTA) - 0.30% | GRAHAM CORP (GHM) - 1.30% |
| #7 | NATERA INC (NTRA) - 0.30% | BEL FUSE INC CLASS B (BELFB) - 1.26% |
| #8 | AXON ENTERPRISE INC (AXON) - 0.29% | MYR GROUP INC (MYRG) - 1.14% |
| #9 | HEWLETT PACKARD ENTERPRISE CO (HPE) - 0.29% | CLIMB BIO INC (CLYM) - 1.06% |
| #10 | NETAPP INC (NTAP) - 0.29% | n/a (AMRX) - 1.05% |
| #11 | TOAST INC CLASS A (TOST) - 0.28% | FREQUENCY ELECTRONICS INC (FEIM) - 1.04% |
| #12 | BEST BUY CO INC (BBY) - 0.28% | ORUKA THERAPEUTICS INC (ORKA) - 0.99% |
| #13 | VEEVA SYSTEMS INC CLASS A (VEEV) - 0.28% | AXT INC (AXTI) - 0.94% |
| #14 | DOLLAR TREE INC (DLTR) - 0.27% | SELLAS LIFE SCIENCES GROUP INC (SLS) - 0.94% |
| #15 | WORKDAY INC CLASS A (WDAY) - 0.27% | LINCOLN EDUCATIONAL SERVICES CORP (LINC) - 0.88% |
| #16 | GENUINE PARTS CO (GPC) - 0.27% | PERIMETER SOLUTIONS INC (PRM) - 0.86% |
| #17 | EXPEDIA GROUP INC (EXPE) - 0.27% | ACADIAN ASSET MANAGEMENT INC (AAMI) - 0.85% |
| #18 | EVERPURE INC CLASS A (P) - 0.27% | ARTERIS INC (AIP) - 0.85% |
| #19 | HP INC (HPQ) - 0.26% | NORTHEAST BANK (NBN) - 0.82% |
| #20 | ILLUMINA INC (ILMN) - 0.26% | TERAWULF INC (WULF) - 0.81% |
| #21 | THE COOPER COMPANIES INC (COO) - 0.23% | STONEX GROUP INC (SNEX) - 0.80% |
| #22 | COREBRIDGE FINANCIAL INC (CRBG) - 0.23% | AEHR TEST SYSTEMS (AEHR) - 0.78% |
| #23 | BOOKING HOLDINGS INC (BKNG) - 0.23% | LIQUIDIA CORP ORDINARY SHARES (LQDA) - 0.77% |
| #24 | BECTON DICKINSON & CO (BDX) - 0.23% | VICTORY CAPITAL HOLDINGS INC CLASS A (VCTR) - 0.75% |
| #25 | AVERY DENNISON CORP (AVY) - 0.22% | ACM RESEARCH INC CLASS A (ACMR) - 0.73% |
| Total Holdings | 489 | 202 |
SIZE vs DWAS - Historical Returns
Returns include dividend reinvestment.
1M
Winner
SIZE
+1.55%
DWAS
-0.97%
3M
Winner
SIZE
+5.05%
DWAS
-5.63%
6M
Winner
SIZE
+9.25%
DWAS
+7.72%
1Y
SIZE
+16.46%
Winner
DWAS
+22.37%
5Y(CAGR)
Winner
SIZE
+8.11%
DWAS
+5.41%
10Y(CAGR)
Winner
SIZE
+11.87%
DWAS
+11.78%
Max(CAGR)
Winner
SIZE
+12.09%
DWAS
+11.55%
SIZE vs DWAS - Annual Returns (2012 - 2026)
Returns include dividend reinvestment.
| Year | SIZE | DWAS |
|---|---|---|
| 2026 | +13.67% | +14.77% |
| 2025 | +10.84% | +5.36% |
| 2024 | +14.77% | +10.82% |
| 2023 | +18.03% | +19.26% |
| 2022 | -15.76% | -18.67% |
| 2021 | +27.05% | +21.67% |
| 2020 | +15.82% | +32.57% |
| 2019 | +29.23% | +31.24% |
| 2018 | -6.57% | -10.85% |
| 2017 | +18.56% | +20.42% |
| 2016 | +15.89% | +12.06% |
| 2015 | +1.92% | -2.33% |
| 2014 | +16.07% | -0.06% |
| 2013 | +16.41% | +45.26% |
| 2012 | N/A | +6.63% |
SIZE vs DWAS Drawdown Comparison
The maximum drawdown for SIZE was -39.15%, occurring on Mar 23, 2020. Recovery took 163 trading sessions.
The maximum drawdown for DWAS was -46.16%, occurring on Mar 18, 2020. Recovery took 115 trading sessions.
The current SIZE drawdown is -1.65%. The current DWAS drawdown is -13.25%.
| Rank | SIZE | DWAS |
|---|---|---|
| #1 | -39.15% Feb 20, 2020 - Oct 12, 2020 | -46.16% Feb 20, 2020 - Aug 4, 2020 |
| #2 | -24.01% Nov 16, 2021 - Feb 15, 2024 | -33.83% Nov 11, 2024 - Jan 22, 2026 |
| #3 | -18.71% Nov 29, 2024 - Jul 3, 2025 | -33.68% Nov 8, 2021 - Nov 6, 2024 |
| #4 | -18.66% Sep 21, 2018 - Mar 21, 2019 | -32.51% Aug 31, 2018 - Feb 19, 2020 |
| #5 | -12.77% Aug 17, 2015 - Apr 1, 2016 | -29.53% Jul 22, 2015 - Jun 8, 2017 |
| #6 | -7.97% Feb 26, 2026 - Apr 17, 2026 | -19.92% Mar 4, 2014 - Mar 16, 2015 |
| #7 | -7.70% Jan 26, 2018 - Aug 17, 2018 | -16.92% Feb 9, 2021 - Nov 1, 2021 |
| #8 | -7.11% Jul 24, 2019 - Nov 1, 2019 | -15.10% Jun 30, 2026 - Jul 29, 2026 |
| #9 | -6.97% Sep 8, 2014 - Oct 30, 2014 | -12.55% Nov 1, 2012 - Jan 4, 2013 |
| #10 | -6.92% Apr 30, 2019 - Jun 20, 2019 | -10.14% Oct 13, 2020 - Nov 5, 2020 |
| #11 | -6.51% Mar 28, 2024 - Jul 16, 2024 | -10.02% Feb 26, 2026 - Apr 8, 2026 |
| #12 | -6.19% Oct 12, 2020 - Nov 5, 2020 | -8.74% Mar 12, 2018 - May 18, 2018 |
| #13 | -6.03% Jul 16, 2024 - Aug 19, 2024 | -8.58% Aug 19, 2020 - Oct 5, 2020 |
| #14 | -5.71% Oct 27, 2025 - Dec 3, 2025 | -8.30% Dec 26, 2013 - Feb 26, 2014 |
| #15 | -5.50% May 21, 2013 - Jul 22, 2013 | -7.73% Jan 23, 2018 - Mar 7, 2018 |
Correlation
Correlation between SIZE and DWAS is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2012 - 2026)
SIZE vs DWAS dividend yield comparison.
| Year | SIZE | DWAS |
|---|---|---|
| 2026 | 0.58% | 0.00% |
| 2025 | 1.50% | 0.07% |
| 2024 | 1.53% | 0.79% |
| 2023 | 1.42% | 1.42% |
| 2022 | 1.59% | 0.81% |
| 2021 | 1.19% | 0.16% |
| 2020 | 1.43% | 0.21% |
| 2019 | 1.35% | 0.13% |
| 2018 | 2.43% | 0.04% |
| 2017 | 1.58% | 0.20% |
| 2016 | 1.88% | 0.52% |
| 2015 | 1.95% | 0.19% |
| 2014 | 1.78% | 0.05% |
| 2013 | 1.41% | 0.16% |
| 2012 | 0.00% | 0.83% |
Select Stocks to Compare
Popular: SIZE vs SPYDWAS vs SPY
More Comparisons
Compare with similar stocks