EQALvsSIZEETF Comparison
VS
Invesco Russell 1000 Equal Weight ETF (EQAL) and iShares MSCI USA Size Factor ETF (SIZE) belong to the same industry segment: US Large Cap. EQAL's top 3 sector exposures are Finance, Technology and Healthcare. In contrast, SIZE's top sector exposures are Finance, Technology and Industrials. EQAL is more expensive with a Total Expense Ratio (TER) of 0.2%, versus 0.15% for SIZE. EQAL is up 14.8% year-to-date (YTD) with +$37M in YTD flows. SIZE performs worse with 12.56% YTD performance, and -$556K in YTD flows. Run a side-by-side ETF comparison of EQAL and SIZE below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
Find out how industry players manage ETF portfolios. Discover our library of Model portfolios
EQAL vs SIZE performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 08/03/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | EQAL SIZE | +0.61%+0.31% | +3.90%+7.02% | +14.80%+12.56% | +22.07%+17.29% | +47.62%+50.92% | +43.37%+47.94% |
| Flows | EQAL SIZE | +$3M- | +$6M-$103K | +$37M-$556K | +$32M+$16M | -$59M-$15M | +$48M-$351M |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | EQAL SIZE | +10.28%+11.29% | +12.05%+12.22% | +14.95%+14.58% | +17.15%+17.08% |
| Max drawdown | EQAL SIZE | -2.61%-2.26% | -6.60%-7.92% | -19.52%-18.57% | -21.70%-24.05% |
| Max drawdown duration | EQAL SIZE | 15d8d | 44d49d | 233d219d | 869d820d |
Trading data
EQAL | SIZE | |
Last sale 8/3/2026 at 7:59 PM | $59.87 | $183.58 |
| Previous close 08/03/2026 | $59.30 | $180.83 |
| Consolidated volume 08/03/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Replication quality
Data as of July 31, 2026
1-year trailing difference
Create an account to view replication metrics
Join for free
EQAL | SIZE | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
Advertisement
Main metrics
Last update 8/3/2026 at 7:59 PM
Live
Closed
EQAL | SIZE | |
|---|---|---|
| Last price | $59.87 | $183.58 |
| 1D performance | +0.96% | +1.52% |
| AuM | $822.87 M | $433.94 M |
| E/R | 0.2% | 0.15% |
Advertisement
Exposure
Countries
EQAL
USA
95.49%
Other
4.51%
SIZE
USA
93.73%
Other
6.27%
Sectors
EQAL
Finance
19.45%
Technology
12.22%
Healthcare
10.18%
Non-Energy Materi.
10.11%
Consumer Non-Cycl.
9.57%
Utilities
8.26%
Other
30.21%
SIZE
Finance
20.78%
Technology
17.58%
Industrials
14.24%
Healthcare
10.89%
Consumer Non-Cycl.
7.05%
Other
29.46%
Advertisement
Diversification
EQAL
Total weight of top 15 holdings out of 15
6.15%
SIZE
Total weight of top 15 holdings out of 15
4.36%
Top 15 holdings
Data as of June 30, 2026
EQAL
Ciena Corp.
0.45%
Comcast Corp.
0.42%
Verizon Communications, Inc.
0.41%
Liberty Broadband Corp.
0.41%
AT&T, Inc.
0.41%
Charter Communications, Inc.
0.41%
T-Mobile US, Inc.
0.41%
Motorola Solutions, Inc.
0.41%
Millicom International Cellular SA
0.41%
Globalstar, Inc.
0.41%
Liberty Global Ltd.
0.41%
Roku, Inc.
0.40%
Viavi Solutions, Inc.
0.40%
Cisco Systems, Inc.
0.40%
Iridium Communications, Inc.
0.39%
SIZE
Astera Labs, Inc.
0.36%
Dell Technologies, Inc.
0.32%
Okta, Inc.
0.30%
Applied Materials, Inc.
0.30%
Credo Technology Group Holding Ltd.
0.30%
KLA Corp.
0.30%
Marvell Technology, Inc.
0.29%
SharkNinja, Inc.
0.28%
United Airlines Holdings, Inc.
0.28%
Entegris, Inc.
0.27%
Teradyne, Inc.
0.27%
Snowflake, Inc.
0.27%
Micron Technology, Inc.
0.27%
Lam Research Corp.
0.27%
Axon Enterprise, Inc.
0.26%
Frequently asked questions about EQAL and SIZE
How have the EQAL and SIZE ETFs performed in 2026?
As of August 3, 2026, EQAL is up 14.8% year-to-date (YTD), while SIZE has returned 12.56%. That puts EQAL better performer ahead so far this year.
Which ETF is attracting more investor money: EQAL or SIZE?
Year-to-date, the EQAL ETF saw +$37M in flows, compared to -$556K for SIZE.
Which ETF is more volatile: EQAL or SIZE?
Over the past year, EQAL had a volatility of 12.05%, while SIZE experienced 12.22%.
Which ETF is bigger: EQAL or SIZE?
As of August 3, 2026, EQAL holds $822.87 M in assets under management (AUM), while SIZE manages $433.94 M.
What sectors do the EQAL and SIZE ETFs invest in?
EQAL leans toward sectors like Finance, Technology and Healthcare. Meanwhile, SIZE focuses on Finance, Technology and Industrials.
What are the top holdings of the EQAL ETF and SIZE ETF?
EQAL top holdings include Ciena Corp., Comcast Corp. and Verizon Communications, Inc.. SIZE holds in its top three: Astera Labs, Inc., Dell Technologies, Inc. and Okta, Inc..
Which ETF is more diversified: EQAL or SIZE?
EQAL holds 1011 securities with 6.15% of its assets in the top 15. SIZE has 529 securities and a top 15 weight of 4.36%.
Advertisement
Latest news about EQAL & SIZE
Tony's ETF Buyers Guide: Equal-Weight ETFs
May 14, 2024
EQAL
ETFs for contrarian investors
December 21, 2022
SIZE
Advertisement
Advertisement
