SIZE vs DXUV
Comparison between ISHARES MSCI USA SIZE FACTOR ETF (SIZE, ETF) and DIMENSIONAL US VECTOR EQUITY ETF (DXUV, ETF).
SIZE vs DXUV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SIZE
$422M
Winner
DXUV
$423M
Expense Ratio
Winner
SIZE
0.15%
DXUV
0.25%
Max Drawdown
SIZE
39.15%
Winner
DXUV
21.53%
Sharpe Ratio
SIZE
1.10
Winner
DXUV
1.65
5Y Beta
Winner
SIZE
0.87
DXUV
0.96
P/E Ratio
Winner
SIZE
25.80
DXUV
25.86
Forward P/E
SIZE
17.57
Winner
DXUV
16.34
5Y Dividends CAGR
SIZE
9.56%
DXUV
N/A
5Y EPS CAGR
SIZE
12.18%
Winner
DXUV
21.17%
Debt to Equity
Winner
SIZE
17.26%
DXUV
63.99%
P/S Ratio
SIZE
2.04
Winner
DXUV
1.75
P/B Ratio
SIZE
3.44
Winner
DXUV
3.30
SIZE vs DXUV - Holdings Comparison
SIZE and DXUV have 377 common holdings. Overlap is 37.07%
SIZE's top 25 holdings weight is 7.15%. DXUV's top 25 holdings weight is 30.19%.
| Rank | SIZE | DXUV |
|---|---|---|
| #1 | UNITED RENTALS INC (URI) - 0.42% | NVIDIA CORP (NVDA) - 5.30% |
| #2 | TOAST INC CLASS A (TOST) - 0.42% | APPLE INC (AAPL) - 4.36% |
| #3 | VULCAN MATERIALS CO (VMC) - 0.42% | MICROSOFT CORP (MSFT) - 4.29% |
| #4 | BLACKROCK CASH FUNDS TREASURY SL AGENCY (n/a) - 0.40% | AMAZON.COM INC (AMZN) - 2.67% |
| #5 | n/a (DELL) - 0.32% | META PLATFORMS INC CLASS A (META) - 1.85% |
| #6 | MARVELL TECHNOLOGY INC (MRVL) - 0.29% | ALPHABET INC CLASS A (GOOGL) - 1.66% |
| #7 | ASTERA LABS INC (ALAB) - 0.29% | ALPHABET INC CLASS C (GOOG) - 1.42% |
| #8 | CREDO TECHNOLOGY GROUP HOLDING LTD (CRDO) - 0.28% | MICRON TECHNOLOGY INC (MU) - 0.95% |
| #9 | HEWLETT PACKARD ENTERPRISE CO (HPE) - 0.28% | ELI LILLY AND CO (LLY) - 0.79% |
| #10 | WESTERN DIGITAL CORP (WDC) - 0.28% | JPMORGAN CHASE & CO (JPM) - 0.68% |
| #11 | SNOWFLAKE INC ORDINARY SHARES (SNOW) - 0.26% | VISA INC CLASS A (V) - 0.53% |
| #12 | OKTA INC CLASS A (OKTA) - 0.26% | EXXON MOBIL CORP (XOM) - 0.52% |
| #13 | ROBINHOOD MARKETS INC CLASS A (HOOD) - 0.26% | CATERPILLAR INC (CAT) - 0.51% |
| #14 | SHARKNINJA INC (SN) - 0.26% | PROCTER & GAMBLE CO (PG) - 0.49% |
| #15 | SEAGATE TECHNOLOGY HOLDINGS PLC (STX) - 0.26% | VERIZON COMMUNICATIONS INC (VZ) - 0.45% |
| #16 | WILLIAMS-SONOMA INC (WSM) - 0.25% | MERCK & CO INC (MRK) - 0.44% |
| #17 | MICRON TECHNOLOGY INC (MU) - 0.25% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 0.41% |
| #18 | NETAPP INC (NTAP) - 0.25% | MASTERCARD INC CLASS A (MA) - 0.41% |
| #19 | APPLIED MATERIALS INC (AMAT) - 0.25% | THE HOME DEPOT INC (HD) - 0.37% |
| #20 | UNITED AIRLINES HOLDINGS INC (UAL) - 0.25% | NETFLIX INC (NFLX) - 0.36% |
| #21 | LAM RESEARCH CORP (LRCX) - 0.24% | CHEVRON CORP (CVX) - 0.36% |
| #22 | KLA CORP (KLAC) - 0.24% | WESTERN DIGITAL CORP (WDC) - 0.35% |
| #23 | INTERNATIONAL PAPER CO (IP) - 0.24% | QUALCOMM INC (QCOM) - 0.35% |
| #24 | BEST BUY CO INC (BBY) - 0.24% | COCA-COLA CO (KO) - 0.34% |
| #25 | AMPHENOL CORP CLASS A (APH) - 0.24% | SANDISK CORP ORDINARY SHARES (SNDK) - 0.33% |
| Total Holdings | 527 | 1716 |
SIZE vs DXUV - Historical Returns
Returns include dividend reinvestment.
1M
SIZE
+1.12%
Winner
DXUV
+1.13%
3M
SIZE
+10.58%
Winner
DXUV
+11.47%
6M
SIZE
+7.56%
Winner
DXUV
+9.75%
1Y
SIZE
+17.55%
Winner
DXUV
+26.29%
5Y(CAGR)
SIZE
+8.11%
DXUV
N/A
10Y(CAGR)
SIZE
+11.75%
DXUV
N/A
Max(CAGR)
SIZE
+11.87%
Winner
DXUV
+17.56%
SIZE vs DXUV - Annual Returns (2013 - 2026)
Returns include dividend reinvestment.
| Year | SIZE | DXUV |
|---|---|---|
| 2026 | +8.44% | +10.37% |
| 2025 | +10.84% | +14.55% |
| 2024 | +14.77% | +5.00% |
| 2023 | +18.03% | N/A |
| 2022 | -15.76% | N/A |
| 2021 | +27.05% | N/A |
| 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 DXUV Drawdown Comparison
The maximum drawdown for SIZE was -39.15%, occurring on Mar 23, 2020. Recovery took 163 trading sessions.
The maximum drawdown for DXUV was -21.08%, occurring on Apr 8, 2025. Recovery took 147 trading sessions.
The current SIZE drawdown is -1.21%. The current DXUV drawdown is -0.79%.
| Rank | SIZE | DXUV |
|---|---|---|
| #1 | -39.15% Feb 20, 2020 - Oct 12, 2020 | -21.08% Dec 4, 2024 - Jul 10, 2025 |
| #2 | -24.01% Nov 16, 2021 - Feb 15, 2024 | -8.53% Feb 9, 2026 - Apr 17, 2026 |
| #3 | -18.71% Nov 29, 2024 - Jul 3, 2025 | -5.36% Oct 27, 2025 - Dec 3, 2025 |
| #4 | -18.66% Sep 21, 2018 - Mar 21, 2019 | -3.69% Oct 3, 2025 - Oct 24, 2025 |
| #5 | -12.77% Aug 17, 2015 - Apr 1, 2016 | -3.28% Jul 25, 2025 - Aug 12, 2025 |
| #6 | -7.97% Feb 26, 2026 - Apr 17, 2026 | -2.97% Oct 18, 2024 - Nov 6, 2024 |
| #7 | -7.70% Jan 26, 2018 - Aug 17, 2018 | -2.92% Jun 4, 2026 - Jun 15, 2026 |
| #8 | -7.11% Jul 24, 2019 - Nov 1, 2019 | -2.61% Nov 11, 2024 - Nov 25, 2024 |
| #9 | -6.97% Sep 8, 2014 - Oct 30, 2014 | -2.03% Jan 15, 2026 - Jan 22, 2026 |
| #10 | -6.92% Apr 30, 2019 - Jun 20, 2019 | -1.95% Jul 10, 2025 - Jul 23, 2025 |
| #11 | -6.51% Mar 28, 2024 - Jul 16, 2024 | -1.79% Dec 11, 2025 - Dec 24, 2025 |
| #12 | -6.19% Oct 12, 2020 - Nov 5, 2020 | -1.78% May 6, 2026 - May 22, 2026 |
| #13 | -6.03% Jul 16, 2024 - Aug 19, 2024 | -1.63% Jun 15, 2026 - Jun 17, 2026 |
| #14 | -5.71% Oct 27, 2025 - Dec 3, 2025 | -1.62% Aug 18, 2025 - Aug 22, 2025 |
| #15 | -5.50% May 21, 2013 - Jul 22, 2013 | -1.45% Dec 24, 2025 - Jan 5, 2026 |
Correlation
Correlation between SIZE and DXUV is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
Dividend Comparison (2013 - 2026)
SIZE vs DXUV dividend yield comparison.
| Year | SIZE | DXUV |
|---|---|---|
| 2026 | 0.60% | 0.21% |
| 2025 | 1.50% | 1.01% |
| 2024 | 1.53% | 0.37% |
| 2023 | 1.42% | 0.00% |
| 2022 | 1.59% | 0.00% |
| 2021 | 1.19% | 0.00% |
| 2020 | 1.43% | 0.00% |
| 2019 | 1.35% | 0.00% |
| 2018 | 2.43% | 0.00% |
| 2017 | 1.58% | 0.00% |
| 2016 | 1.88% | 0.00% |
| 2015 | 1.95% | 0.00% |
| 2014 | 1.78% | 0.00% |
| 2013 | 1.41% | 0.00% |
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