SIZE vs PKB
Comparison between ISHARES MSCI USA SIZE FACTOR ETF (SIZE, ETF) and INVESCO BUILDING & CONSTRUCTION ETF (PKB, ETF).
5-Year PerformancePKB has outperformed SIZE, delivering a return of +14.0% compared to +8.1%
SIZE vs PKB - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SIZE
$429M
Winner
PKB
$430M
Expense Ratio
Winner
SIZE
0.15%
PKB
0.57%
Max Drawdown
Winner
SIZE
39.15%
PKB
65.25%
Sharpe Ratio
Winner
SIZE
0.98
PKB
0.22
5Y Beta
Winner
SIZE
0.86
PKB
1.16
P/E Ratio
Winner
SIZE
24.18
PKB
27.70
Forward P/E
Winner
SIZE
17.94
PKB
21.67
PEG Ratio
SIZE
N/A
PKB
0.72
5Y Dividends CAGR
Winner
SIZE
9.56%
PKB
9.15%
5Y EPS CAGR
SIZE
12.62%
Winner
PKB
15.19%
Debt to Equity
Winner
SIZE
16.11%
PKB
34.02%
P/S Ratio
Winner
SIZE
2.06
PKB
2.09
P/B Ratio
Winner
SIZE
3.34
PKB
3.54
SIZE vs PKB - Holdings Comparison
SIZE and PKB have 8 common holdings. Overlap is 1.23%
SIZE's top 25 holdings weight is 7.00%. PKB's top 25 holdings weight is 91.42%.
| Rank | SIZE | PKB |
|---|---|---|
| #1 | ATLASSIAN CORP CLASS A (TEAM) - 0.36% | THE HOME DEPOT INC (HD) - 5.70% |
| #2 | EQUITY RESIDENTIAL (VMRK) - 0.35% | JOHNSON CONTROLS INTERNATIONAL PLC REGISTERED SHARES (JCI) - 5.32% |
| #3 | SHARKNINJA INC (SN) - 0.33% | VULCAN MATERIALS CO (VMC) - 5.29% |
| #4 | SNOWFLAKE INC ORDINARY SHARES (SNOW) - 0.33% | MARTIN MARIETTA MATERIALS INC (MLM) - 4.91% |
| #5 | n/a (DELL) - 0.31% | EMCOR GROUP INC (EME) - 4.82% |
| #6 | OKTA INC CLASS A (OKTA) - 0.30% | CRH PLC (CRH) - 4.77% |
| #7 | NATERA INC (NTRA) - 0.30% | COMFORT SYSTEMS USA INC (FIX) - 4.63% |
| #8 | AXON ENTERPRISE INC (AXON) - 0.29% | AMRIZE LTD REGISTERED SHARE (n/a) - 4.54% |
| #9 | HEWLETT PACKARD ENTERPRISE CO (HPE) - 0.29% | JAMES HARDIE INDUSTRIES PLC (JHX) - 3.95% |
| #10 | NETAPP INC (NTAP) - 0.29% | INTERFACE INC (TILE) - 3.76% |
| #11 | TOAST INC CLASS A (TOST) - 0.28% | CHAMPION HOMES INC (SKY) - 3.62% |
| #12 | BEST BUY CO INC (BBY) - 0.28% | LGI HOMES INC (LGIH) - 3.57% |
| #13 | VEEVA SYSTEMS INC CLASS A (VEEV) - 0.28% | TUTOR PERINI CORP (TPC) - 3.40% |
| #14 | DOLLAR TREE INC (DLTR) - 0.27% | UNITED STATES LIME & MINERALS INC (USLM) - 3.06% |
| #15 | WORKDAY INC CLASS A (WDAY) - 0.27% | TOLL BROTHERS INC (TOL) - 3.02% |
| #16 | GENUINE PARTS CO (GPC) - 0.27% | LOUISIANA-PACIFIC CORP (LPX) - 2.90% |
| #17 | EXPEDIA GROUP INC (EXPE) - 0.27% | SIMPSON MANUFACTURING CO INC (SSD) - 2.86% |
| #18 | EVERPURE INC CLASS A (P) - 0.27% | API GROUP CORP (APG) - 2.82% |
| #19 | HP INC (HPQ) - 0.26% | IES HOLDINGS INC (IESC) - 2.81% |
| #20 | ILLUMINA INC (ILMN) - 0.26% | EAGLE MATERIALS INC (EXP) - 2.80% |
| #21 | THE COOPER COMPANIES INC (COO) - 0.23% | TITAN AMERICA SA (TTAM) - 2.71% |
| #22 | COREBRIDGE FINANCIAL INC (CRBG) - 0.23% | GRANITE CONSTRUCTION INC (GVA) - 2.65% |
| #23 | BOOKING HOLDINGS INC (BKNG) - 0.23% | VALMONT INDUSTRIES INC (VMI) - 2.57% |
| #24 | BECTON DICKINSON & CO (BDX) - 0.23% | KNIFE RIVER CORP (KNF) - 2.47% |
| #25 | AVERY DENNISON CORP (AVY) - 0.22% | NPK INTERNATIONAL INC (NPKI) - 2.47% |
| Total Holdings | 489 | 32 |
SIZE vs PKB - Historical Returns
Returns include dividend reinvestment.
1M
Winner
SIZE
+1.55%
PKB
-3.56%
3M
Winner
SIZE
+5.05%
PKB
-7.03%
6M
Winner
SIZE
+9.25%
PKB
-9.71%
1Y
Winner
SIZE
+16.46%
PKB
+6.04%
5Y(CAGR)
SIZE
+8.11%
Winner
PKB
+13.99%
10Y(CAGR)
SIZE
+11.87%
Winner
PKB
+14.29%
Max(CAGR)
Winner
SIZE
+12.09%
PKB
+9.88%
SIZE vs PKB - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | SIZE | PKB |
|---|---|---|
| 2026 | +13.67% | +3.27% |
| 2025 | +10.84% | +22.85% |
| 2024 | +14.77% | +22.09% |
| 2023 | +18.03% | +54.17% |
| 2022 | -15.76% | -23.89% |
| 2021 | +27.05% | +35.26% |
| 2020 | +15.82% | +24.01% |
| 2019 | +29.23% | +39.80% |
| 2018 | -6.57% | -31.46% |
| 2017 | +18.56% | +23.39% |
| 2016 | +15.89% | +20.26% |
| 2015 | +1.92% | +11.08% |
| 2014 | +16.07% | -2.31% |
| 2013 | +16.41% | +26.04% |
| 2012 | N/A | +43.79% |
| 2011 | N/A | -8.56% |
| 2010 | N/A | +13.77% |
| 2009 | N/A | -1.10% |
| 2008 | N/A | -34.03% |
| 2007 | N/A | +12.62% |
| 2006 | N/A | -0.94% |
| 2005 | N/A | +6.19% |
SIZE vs PKB Drawdown Comparison
The maximum drawdown for SIZE was -39.15%, occurring on Mar 23, 2020. Recovery took 163 trading sessions.
The maximum drawdown for PKB was -65.21%, occurring on Mar 9, 2009. Recovery took 1423 trading sessions.
The current SIZE drawdown is -1.65%. The current PKB drawdown is -14.01%.
| Rank | SIZE | PKB |
|---|---|---|
| #1 | -39.15% Feb 20, 2020 - Oct 12, 2020 | -65.21% Jul 19, 2007 - Mar 14, 2013 |
| #2 | -24.01% Nov 16, 2021 - Feb 15, 2024 | -52.29% Feb 20, 2020 - Oct 2, 2020 |
| #3 | -18.71% Nov 29, 2024 - Jul 3, 2025 | -37.73% Jan 23, 2018 - Jan 23, 2020 |
| #4 | -18.66% Sep 21, 2018 - Mar 21, 2019 | -34.84% Dec 31, 2021 - Jun 30, 2023 |
| #5 | -12.77% Aug 17, 2015 - Apr 1, 2016 | -29.75% Nov 25, 2024 - Aug 7, 2025 |
| #6 | -7.97% Feb 26, 2026 - Apr 17, 2026 | -26.86% Apr 19, 2006 - Apr 20, 2007 |
| #7 | -7.70% Jan 26, 2018 - Aug 17, 2018 | -21.48% Dec 1, 2015 - Apr 13, 2016 |
| #8 | -7.11% Jul 24, 2019 - Nov 1, 2019 | -18.31% Aug 8, 2023 - Dec 7, 2023 |
| #9 | -6.97% Sep 8, 2014 - Oct 30, 2014 | -18.04% Mar 7, 2014 - Mar 20, 2015 |
| #10 | -6.92% Apr 30, 2019 - Jun 20, 2019 | -15.41% Feb 20, 2026 - May 6, 2026 |
| #11 | -6.51% Mar 28, 2024 - Jul 16, 2024 | -14.46% Jun 25, 2026 - Jul 29, 2026 |
| #12 | -6.19% Oct 12, 2020 - Nov 5, 2020 | -13.37% May 7, 2021 - Nov 22, 2021 |
| #13 | -6.03% Jul 16, 2024 - Aug 19, 2024 | -13.04% Aug 18, 2015 - Nov 25, 2015 |
| #14 | -5.71% Oct 27, 2025 - Dec 3, 2025 | -12.70% Jul 18, 2016 - Nov 15, 2016 |
| #15 | -5.50% May 21, 2013 - Jul 22, 2013 | -12.21% May 17, 2013 - Oct 22, 2013 |
Correlation
Correlation between SIZE and PKB is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
0.96
-101
Dividend Comparison (2005 - 2026)
SIZE vs PKB dividend yield comparison.
| Year | SIZE | PKB |
|---|---|---|
| 2026 | 0.58% | 0.14% |
| 2025 | 1.50% | 0.14% |
| 2024 | 1.53% | 0.23% |
| 2023 | 1.42% | 0.33% |
| 2022 | 1.59% | 0.43% |
| 2021 | 1.19% | 0.25% |
| 2020 | 1.43% | 0.30% |
| 2019 | 1.35% | 0.37% |
| 2018 | 2.43% | 0.54% |
| 2017 | 1.58% | 0.17% |
| 2016 | 1.88% | 0.31% |
| 2015 | 1.95% | 0.11% |
| 2014 | 1.78% | 0.10% |
| 2013 | 1.41% | 0.00% |
| 2012 | 0.00% | 0.53% |
| 2011 | 0.00% | 0.13% |
| 2010 | 0.00% | 6.00% |
| 2009 | 0.00% | 0.13% |
| 2008 | 0.00% | 0.19% |
| 2007 | 0.00% | 0.11% |
| 2006 | 0.00% | 0.02% |
| 2005 | 0.00% | 0.04% |
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