SIZE vs SPXU
Comparison between ISHARES MSCI USA SIZE FACTOR ETF (SIZE, ETF) and ProShares UltraPro Short S&P 500 (SPXU, ETF).
5-Year PerformanceSIZE has outperformed SPXU, delivering a return of +8.1% compared to -33.3%
SIZE vs SPXU - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
SIZE vs SPXU - Historical Returns
Returns include dividend reinvestment.
SIZE vs SPXU - Annual Returns (2009 - 2026)
Returns include dividend reinvestment.
| Year | SIZE | SPXU |
|---|---|---|
| 2026 | +9.73% | -23.83% |
| 2025 | +10.84% | -42.26% |
| 2024 | +14.77% | -44.36% |
| 2023 | +18.03% | -46.82% |
| 2022 | -15.76% | +38.93% |
| 2021 | +27.05% | -59.51% |
| 2020 | +15.82% | -69.58% |
| 2019 | +29.23% | -56.23% |
| 2018 | -6.57% | +6.18% |
| 2017 | +18.56% | -42.98% |
| 2016 | +15.89% | -38.28% |
| 2015 | +1.92% | -16.75% |
| 2014 | +16.07% | -38.65% |
| 2013 | +16.41% | -56.86% |
| 2012 | N/A | -39.74% |
| 2011 | N/A | -30.34% |
| 2010 | N/A | -43.79% |
| 2009 | N/A | -50.48% |
SIZE vs SPXU Drawdown Comparison
The maximum drawdown for SIZE was -39.15%, occurring on Mar 23, 2020. Recovery took 163 trading sessions.
The maximum drawdown for SPXU was -99.99%, occurring on Jun 2, 2026. This drawdown has not yet recovered.
The current SIZE drawdown is -1.77%. The current SPXU drawdown is -99.99%.
| Rank | SIZE | SPXU |
|---|---|---|
| #1 | -39.15% Feb 20, 2020 - Oct 12, 2020 | -99.99% Jul 10, 2009 - Jun 2, 2026 |
| #2 | -24.01% Nov 16, 2021 - Feb 15, 2024 | -2.98% Jun 26, 2009 - Jul 2, 2009 |
| #3 | -18.71% Nov 29, 2024 - Jul 3, 2025 | -0.23% Jul 2, 2009 - Jul 7, 2009 |
| #4 | -18.66% Sep 21, 2018 - Mar 21, 2019 | -0.23% Jul 7, 2009 - Jul 10, 2009 |
| #5 | -12.77% Aug 17, 2015 - Apr 1, 2016 | N/A |
| #6 | -7.97% Feb 26, 2026 - Apr 17, 2026 | N/A |
| #7 | -7.70% Jan 26, 2018 - Aug 17, 2018 | N/A |
| #8 | -7.11% Jul 24, 2019 - Nov 1, 2019 | N/A |
| #9 | -6.97% Sep 8, 2014 - Oct 30, 2014 | N/A |
| #10 | -6.92% Apr 30, 2019 - Jun 20, 2019 | N/A |
| #11 | -6.51% Mar 28, 2024 - Jul 16, 2024 | N/A |
| #12 | -6.19% Oct 12, 2020 - Nov 5, 2020 | N/A |
| #13 | -6.03% Jul 16, 2024 - Aug 19, 2024 | N/A |
| #14 | -5.71% Oct 27, 2025 - Dec 3, 2025 | N/A |
| #15 | -5.50% May 21, 2013 - Jul 22, 2013 | N/A |
Correlation
Correlation between SIZE and SPXU is -0.72 which considered as a strong negative correlation - the stocks tend to move in opposite directions.
Dividend Comparison (2013 - 2026)
SIZE vs SPXU dividend yield comparison.
| Year | SIZE | SPXU |
|---|---|---|
| 2026 | 0.60% | 2.26% |
| 2025 | 1.50% | 7.02% |
| 2024 | 1.53% | 9.53% |
| 2023 | 1.42% | 7.06% |
| 2022 | 1.59% | 0.39% |
| 2021 | 1.19% | 0.00% |
| 2020 | 1.43% | 0.70% |
| 2019 | 1.35% | 2.14% |
| 2018 | 2.43% | 1.41% |
| 2017 | 1.58% | 0.10% |
| 2016 | 1.88% | 0.00% |
| 2015 | 1.95% | 0.00% |
| 2014 | 1.78% | 0.00% |
| 2013 | 1.41% | 0.00% |
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