SIZE vs QVMM
Comparison between ISHARES MSCI USA SIZE FACTOR ETF (SIZE, ETF) and INVESCO S&P MIDCAP 400 QVM MULTI-FACTOR ETF (QVMM, ETF).
5-Year PerformanceSIZE has outperformed QVMM, delivering a return of +8.1% compared to +8.1%
SIZE vs QVMM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
SIZE
$429M
QVMM
$429M
Expense Ratio
SIZE
0.15%
QVMM
0.15%
Max Drawdown
SIZE
39.15%
Winner
QVMM
24.55%
Sharpe Ratio
Winner
SIZE
0.98
QVMM
0.91
5Y Beta
Winner
SIZE
0.86
QVMM
0.96
P/E Ratio
SIZE
24.18
Winner
QVMM
22.59
Forward P/E
SIZE
17.94
Winner
QVMM
16.63
PEG Ratio
SIZE
N/A
QVMM
0.27
5Y Dividends CAGR
SIZE
9.56%
QVMM
N/A
5Y EPS CAGR
SIZE
12.62%
Winner
QVMM
12.70%
Debt to Equity
Winner
SIZE
16.11%
QVMM
52.14%
P/S Ratio
SIZE
2.06
Winner
QVMM
1.57
P/B Ratio
SIZE
3.34
Winner
QVMM
2.61
SIZE vs QVMM - Holdings Comparison
SIZE and QVMM have 20 common holdings. Overlap is 3.95%
SIZE's top 25 holdings weight is 7.00%. QVMM's top 25 holdings weight is 17.44%.
| Rank | SIZE | QVMM |
|---|---|---|
| #1 | ATLASSIAN CORP CLASS A (TEAM) - 0.36% | EVERPURE INC CLASS A (P) - 1.28% |
| #2 | EQUITY RESIDENTIAL (VMRK) - 0.35% | ILLUMINA INC (ILMN) - 0.96% |
| #3 | SHARKNINJA INC (SN) - 0.33% | TWILIO INC CLASS A (TWLO) - 0.94% |
| #4 | SNOWFLAKE INC ORDINARY SHARES (SNOW) - 0.33% | TECHNIPFMC PLC (n/a) - 0.93% |
| #5 | n/a (DELL) - 0.31% | ATI INC (ATI) - 0.85% |
| #6 | OKTA INC CLASS A (OKTA) - 0.30% | NVENT ELECTRIC PLC (NVT) - 0.82% |
| #7 | NATERA INC (NTRA) - 0.30% | CURTISS-WRIGHT CORP (CW) - 0.79% |
| #8 | AXON ENTERPRISE INC (AXON) - 0.29% | OKTA INC CLASS A (OKTA) - 0.78% |
| #9 | HEWLETT PACKARD ENTERPRISE CO (HPE) - 0.29% | TENET HEALTHCARE CORP (THC) - 0.77% |
| #10 | NETAPP INC (NTAP) - 0.29% | ENTEGRIS INC (ENTG) - 0.72% |
| #11 | TOAST INC CLASS A (TOST) - 0.28% | UNITED THERAPEUTICS CORP (UTHR) - 0.71% |
| #12 | BEST BUY CO INC (BBY) - 0.28% | XPO INC (XPO) - 0.70% |
| #13 | VEEVA SYSTEMS INC CLASS A (VEEV) - 0.28% | ROYAL GOLD INC (RGLD) - 0.70% |
| #14 | DOLLAR TREE INC (DLTR) - 0.27% | CARPENTER TECHNOLOGY CORP (CRS) - 0.69% |
| #15 | WORKDAY INC CLASS A (WDAY) - 0.27% | US FOODS HOLDING CORP (USFD) - 0.66% |
| #16 | GENUINE PARTS CO (GPC) - 0.27% | BURLINGTON STORES INC (BURL) - 0.63% |
| #17 | EXPEDIA GROUP INC (EXPE) - 0.27% | WOODWARD INC (WWD) - 0.62% |
| #18 | EVERPURE INC CLASS A (P) - 0.27% | RELIANCE INC (RS) - 0.61% |
| #19 | HP INC (HPQ) - 0.26% | MKS INC (MKSI) - 0.59% |
| #20 | ILLUMINA INC (ILMN) - 0.26% | ITT INC (ITT) - 0.59% |
| #21 | THE COOPER COMPANIES INC (COO) - 0.23% | TOLL BROTHERS INC (TOL) - 0.43% |
| #22 | COREBRIDGE FINANCIAL INC (CRBG) - 0.23% | BORGWARNER INC (BWA) - 0.42% |
| #23 | BOOKING HOLDINGS INC (BKNG) - 0.23% | DYCOM INDUSTRIES INC (DY) - 0.42% |
| #24 | BECTON DICKINSON & CO (BDX) - 0.23% | ARROWHEAD PHARMACEUTICALS INC (ARWR) - 0.42% |
| #25 | AVERY DENNISON CORP (AVY) - 0.22% | DT MIDSTREAM INC ORDINARY SHARES (DTM) - 0.41% |
| Total Holdings | 489 | 317 |
SIZE vs QVMM - Historical Returns
Returns include dividend reinvestment.
1M
Winner
SIZE
+1.55%
QVMM
-0.96%
3M
Winner
SIZE
+5.05%
QVMM
+1.75%
6M
Winner
SIZE
+9.25%
QVMM
+6.24%
1Y
SIZE
+16.46%
Winner
QVMM
+17.70%
5Y(CAGR)
Winner
SIZE
+8.11%
QVMM
+8.08%
10Y(CAGR)
SIZE
+11.87%
QVMM
N/A
Max(CAGR)
Winner
SIZE
+12.09%
QVMM
+8.39%
SIZE vs QVMM - Annual Returns (2013 - 2026)
Returns include dividend reinvestment.
| Year | SIZE | QVMM |
|---|---|---|
| 2026 | +13.67% | +14.06% |
| 2025 | +10.84% | +9.07% |
| 2024 | +14.77% | +13.84% |
| 2023 | +18.03% | +15.89% |
| 2022 | -15.76% | -13.11% |
| 2021 | +27.05% | +6.05% |
| 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 QVMM Drawdown Comparison
The maximum drawdown for SIZE was -39.15%, occurring on Mar 23, 2020. Recovery took 163 trading sessions.
The maximum drawdown for QVMM was -24.01%, occurring on Apr 8, 2025. Recovery took 260 trading sessions.
The current SIZE drawdown is -1.65%. The current QVMM drawdown is -3.79%.
| Rank | SIZE | QVMM |
|---|---|---|
| #1 | -39.15% Feb 20, 2020 - Oct 12, 2020 | -24.01% Nov 25, 2024 - Dec 10, 2025 |
| #2 | -24.01% Nov 16, 2021 - Feb 15, 2024 | -23.39% Nov 16, 2021 - Feb 12, 2024 |
| #3 | -18.71% Nov 29, 2024 - Jul 3, 2025 | -8.31% Mar 2, 2026 - Apr 14, 2026 |
| #4 | -18.66% Sep 21, 2018 - Mar 21, 2019 | -7.76% Jul 16, 2024 - Sep 19, 2024 |
| #5 | -12.77% Aug 17, 2015 - Apr 1, 2016 | -6.97% Mar 28, 2024 - Jul 16, 2024 |
| #6 | -7.97% Feb 26, 2026 - Apr 17, 2026 | -5.24% Sep 2, 2021 - Oct 20, 2021 |
| #7 | -7.70% Jan 26, 2018 - Aug 17, 2018 | -5.18% Jul 12, 2021 - Aug 3, 2021 |
| #8 | -7.11% Jul 24, 2019 - Nov 1, 2019 | -4.78% May 6, 2026 - Jun 2, 2026 |
| #9 | -6.97% Sep 8, 2014 - Oct 30, 2014 | -3.79% Aug 14, 2026 - Aug 28, 2026 |
| #10 | -6.92% Apr 30, 2019 - Jun 20, 2019 | -3.50% Aug 11, 2021 - Aug 27, 2021 |
| #11 | -6.51% Mar 28, 2024 - Jul 16, 2024 | -3.30% Nov 11, 2024 - Nov 22, 2024 |
| #12 | -6.19% Oct 12, 2020 - Nov 5, 2020 | -3.19% Oct 18, 2024 - Nov 6, 2024 |
| #13 | -6.03% Jul 16, 2024 - Aug 19, 2024 | -3.01% Jun 30, 2026 - Aug 4, 2026 |
| #14 | -5.71% Oct 27, 2025 - Dec 3, 2025 | -2.47% Feb 12, 2024 - Feb 15, 2024 |
| #15 | -5.50% May 21, 2013 - Jul 22, 2013 | -2.44% Jul 1, 2021 - Jul 12, 2021 |
Correlation
Correlation between SIZE and QVMM 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 QVMM dividend yield comparison.
| Year | SIZE | QVMM |
|---|---|---|
| 2026 | 0.58% | 0.58% |
| 2025 | 1.50% | 1.32% |
| 2024 | 1.53% | 1.29% |
| 2023 | 1.42% | 1.42% |
| 2022 | 1.59% | 1.51% |
| 2021 | 1.19% | 0.60% |
| 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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