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SIZE vs SPY

Comparison between ISHARES MSCI USA SIZE FACTOR ETF (SIZE, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed SIZE, delivering a return of +13.0% compared to +8.1%

SIZE vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
SIZE
$428M
Winner
SPY
$781B
Expense Ratio
SIZE
0.15%
Winner
SPY
0.09%
Max Drawdown
Winner
SIZE
39.15%
SPY
56.47%
Sharpe Ratio
SIZE
0.86
Winner
SPY
1.25
5Y Beta
Winner
SIZE
0.87
SPY
1.00
P/E Ratio
Winner
SIZE
24.14
SPY
28.78
Forward P/E
Winner
SIZE
17.77
SPY
21.23
PEG Ratio
SIZE
0.29
SPY
N/A
5Y Dividends CAGR
Winner
SIZE
9.56%
SPY
6.00%
5Y EPS CAGR
SIZE
12.33%
Winner
SPY
25.62%
Debt to Equity
Winner
SIZE
31.11%
SPY
31.92%
P/S Ratio
Winner
SIZE
2.05
SPY
3.76
P/B Ratio
Winner
SIZE
3.34
SPY
5.64

SIZE vs SPY - Holdings Comparison

SIZE and SPY have 420 common holdings. Overlap is 38.12%

SIZE's top 25 holdings weight is 6.52%. SPY's top 25 holdings weight is 51.74%.

RankSIZESPY
#1
n/a (DELL) - 0.34%
NVIDIA CORP (NVDA) - 7.89%
#2
OKTA INC CLASS A (OKTA) - 0.34%
APPLE INC (AAPL) - 7.37%
#3
SNOWFLAKE INC ORDINARY SHARES (SNOW) - 0.29%
MICROSOFT CORP (MSFT) - 4.50%
#4
SHARKNINJA INC (SN) - 0.28%
AMAZON.COM INC (AMZN) - 3.82%
#5
HEWLETT PACKARD ENTERPRISE CO (HPE) - 0.28%
ALPHABET INC CLASS A (GOOGL) - 3.33%
#6
ASTERA LABS INC (ALAB) - 0.27%
BROADCOM INC (AVGO) - 2.86%
#7
ROBINHOOD MARKETS INC CLASS A (HOOD) - 0.27%
ALPHABET INC CLASS C (GOOG) - 2.68%
#8
NETAPP INC (NTAP) - 0.27%
META PLATFORMS INC CLASS A (META) - 2.29%
#9
BEST BUY CO INC (BBY) - 0.27%
TESLA INC (TSLA) - 1.70%
#10
CREDO TECHNOLOGY GROUP HOLDING LTD (CRDO) - 0.26%
MICRON TECHNOLOGY INC (MU) - 1.56%
#11
AXON ENTERPRISE INC (AXON) - 0.26%
JPMORGAN CHASE & CO (JPM) - 1.42%
#12
CDW CORP (CDW) - 0.26%
ELI LILLY AND CO (LLY) - 1.40%
#13
RIVIAN AUTOMOTIVE INC CLASS A (RIVN) - 0.26%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37%
#14
DOLLAR TREE INC (DLTR) - 0.26%
ADVANCED MICRO DEVICES INC (AMD) - 1.32%
#15
NATERA INC (NTRA) - 0.26%
EXXONMOBIL HOLDINGS CORP (XOM) - 0.92%
#16
GENUINE PARTS CO (GPC) - 0.25%
JOHNSON & JOHNSON (JNJ) - 0.91%
#17
APPLIED MATERIALS INC (AMAT) - 0.25%
VISA INC CLASS A (V) - 0.90%
#18
UNITED AIRLINES HOLDINGS INC (UAL) - 0.25%
WALMART INC (WMT) - 0.76%
#19
ILLUMINA INC (ILMN) - 0.25%
INTEL CORP (INTC) - 0.75%
#20
TOAST INC CLASS A (TOST) - 0.25%
APPLIED MATERIALS INC (AMAT) - 0.70%
#21
LENNOX INTERNATIONAL INC (LII) - 0.22%
CISCO SYSTEMS INC (CSCO) - 0.68%
#22
IQVIA HOLDINGS INC (IQV) - 0.22%
MASTERCARD INC CLASS A (MA) - 0.66%
#23
JACOBS SOLUTIONS INC (J) - 0.22%
ABBVIE INC (ABBV) - 0.66%
#24
HP INC (HPQ) - 0.22%
CATERPILLAR INC (CAT) - 0.65%
#25
DOLLAR GENERAL CORP (DG) - 0.22%
LAM RESEARCH CORP (LRCX) - 0.64%
Total Holdings491505

SIZE vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
SIZE
+1.19%
SPY
+0.52%
3M
SIZE
+5.01%
Winner
SPY
+6.55%
6M
SIZE
+6.89%
Winner
SPY
+9.76%
1Y
SIZE
+15.42%
Winner
SPY
+20.32%
5Y(CAGR)
SIZE
+8.12%
Winner
SPY
+13.01%
10Y(CAGR)
SIZE
+11.57%
Winner
SPY
+15.06%
Max(CAGR)
Winner
SIZE
+11.89%
SPY
+8.50%

SIZE vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearSIZESPY
2026+9.73%+10.11%
2025+10.84%+18.00%
2024+14.77%+25.59%
2023+18.03%+26.72%
2022-15.76%-18.64%
2021+27.05%+30.52%
2020+15.82%+17.28%
2019+29.23%+31.09%
2018-6.57%-5.24%
2017+18.56%+20.78%
2016+15.89%+13.59%
2015+1.92%+1.31%
2014+16.07%+14.56%
2013+16.41%+29.00%
2012N/A+14.17%
2011N/A+0.85%
2010N/A+13.14%
2009N/A+22.67%
2008N/A-36.25%
2007N/A+5.32%
2006N/A+13.85%
2005N/A+5.32%
2004N/A+10.75%
2003N/A+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/A+8.61%

SIZE vs SPY Drawdown Comparison

The maximum drawdown for SIZE was -39.15%, occurring on Mar 23, 2020. Recovery took 163 trading sessions.

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current SIZE drawdown is -1.77%. The current SPY drawdown is -1.24%.

RankSIZESPY
#1-39.15%
Feb 20, 2020 - Oct 12, 2020		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-24.01%
Nov 16, 2021 - Feb 15, 2024		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-18.71%
Nov 29, 2024 - Jul 3, 2025		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-18.66%
Sep 21, 2018 - Mar 21, 2019		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-12.77%
Aug 17, 2015 - Apr 1, 2016		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-7.97%
Feb 26, 2026 - Apr 17, 2026		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-7.70%
Jan 26, 2018 - Aug 17, 2018		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-7.11%
Jul 24, 2019 - Nov 1, 2019		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-6.97%
Sep 8, 2014 - Oct 30, 2014		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-6.92%
Apr 30, 2019 - Jun 20, 2019		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-6.51%
Mar 28, 2024 - Jul 16, 2024		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-6.19%
Oct 12, 2020 - Nov 5, 2020		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-6.03%
Jul 16, 2024 - Aug 19, 2024		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-5.71%
Oct 27, 2025 - Dec 3, 2025		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-5.50%
May 21, 2013 - Jul 22, 2013		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between SIZE and SPY is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.

0.99
-101

Dividend Comparison (1999 - 2026)

SIZE vs SPY dividend yield comparison.

YearSIZESPY
20260.60%0.49%
20251.50%1.07%
20241.53%1.21%
20231.42%1.40%
20221.59%1.65%
20211.19%1.20%
20201.43%1.52%
20191.35%1.75%
20182.43%2.04%
20171.58%1.80%
20161.88%2.03%
20151.95%2.06%
20141.78%1.87%
20131.41%1.81%
20120.00%2.18%
20110.00%2.05%
20100.00%1.80%
20090.00%1.95%
20080.00%3.02%
20070.00%1.85%
20060.00%1.73%
20050.00%1.73%
20040.00%1.82%
20030.00%1.47%
20020.00%1.70%
20010.00%1.25%
20000.00%1.15%
19990.00%0.24%

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