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EQALvsSIZEETF Comparison

ETF 1

EQAL

Invesco Russell 1000 Equal Weight ETF

This fund is part of

US Large Cap

-1.98%

Full EQAL fund page

VS

ETF 2

SIZE

iShares MSCI USA Size Factor ETF

This fund is part of

US Large Cap

-1.98%

Full SIZE fund page

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 Non-Energy Materials. 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 13.93% year-to-date (YTD) with +$51M in YTD flows. SIZE performs worse with 12.61% 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.

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EQAL vs SIZE performance and flow charts

Performance

Cumulative Flows

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Daily, global ETF data for advanced analysis or integration into apps (API), from our partner Trackinsight.

Data Services

Historic performance and flows

Data as of 10/30/2026

		1M	3M	YTD	1Y	3Y	5Y
Perf.	EQAL SIZE	+3.29%+3.61%	-0.05%+0.98%	+13.93%+12.61%	+16.97%+14.60%	+65.32%+69.66%	+36.39%+42.61%
Flows	EQAL SIZE	+$7M-	+$13M-	+$51M-$556K	+$51M+$16M	-$57M-$9M	+$3M-$299M

Volatility and drawdown

		3M	1Y	3Y	5Y
Volatility	EQAL SIZE	+10.11%+10.68%	+11.61%+12.12%	+14.71%+14.36%	+17.08%+17.05%
Max drawdown	EQAL SIZE	-7.06%-6.56%	-7.06%-7.92%	-19.52%-18.57%	-21.70%-24.05%
Max drawdown duration	EQAL SIZE	75d78d	75d49d	233d219d	869d820d

Trading data

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	EQAL	SIZE
Last sale 10/30/2026 at 1:30 PM	$59.17	$180.13
Previous close 10/29/2026	$59.64	$182.36
Consolidated volume 10/29/2026
Average volume 30 days
Average discount or premium 30 days
Average Bid/Ask spread 30 days

Replication quality

Data as of October 30, 2026

1-year trailing difference

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	EQAL	SIZE
Tracking error
Tracking difference
1 year cumulative return difference
Best
Worst
Daily return difference
Average
Worst

Main metrics

Last update 10/30/2026 at 1:30 PM

Live

Closed

	EQAL	SIZE
Last price	$59.17	$180.13
1D performance	-0.79%	-1.22%
AuM	$826.14 M	$432.52 M
E/R	0.2%	0.15%

Characteristics

	EQAL	SIZE
Management strategy	Passive	Passive
Provider	Invesco	iShares
Benchmark	Russell 1000 Equal Weight Index	MSCI USA Low Size Index
N° of holdings	1011	511
Asset class	Equities	Equities
Trailing 12m distribution yield	Join	Join
Inception date	December 23, 2014	April 16, 2013
ESG	No	No

More EQAL data on Trackinsight

More SIZE data on Trackinsight

Exposure

Countries

EQAL

USA

95.65%

Other

4.35%

SIZE

USA

94.6%

Other

5.4%

Sectors

EQAL

Finance

19%

Technology

13.4%

Non-Energy Materi.

10.32%

Healthcare

10.22%

Consumer Non-Cycl.

9.44%

Industrials

7.96%

Other

29.66%

SIZE

Finance

20.9%

Technology

18.59%

Industrials

13.34%

Healthcare

12.51%

Consumer Non-Cycl.

7.03%

Other

27.64%

Diversification

EQAL

Total weight of top 15 holdings out of 15

6.72%

SIZE

Total weight of top 15 holdings out of 15

5.53%

Top 15 holdings

Data as of September 30, 2026

EQAL

Viavi Solutions, Inc.

0.49%

Arista Networks, Inc.

0.48%

Ubiquiti, Inc.

0.46%

Iridium Communications, Inc.

0.46%

Ciena Corp.

0.46%

AST SpaceMobile, Inc.

0.45%

Globalstar, Inc.

0.45%

Cisco Systems, Inc.

0.44%

Roku, Inc.

0.44%

Lumentum Holdings, Inc.

0.44%

Space Exploration Technologies Corp.

0.44%

AT&T, Inc.

0.43%

Motorola Solutions, Inc.

0.43%

EchoStar Corp.

0.43%

T-Mobile US, Inc.

0.42%

SIZE

Okta, Inc.

0.49%

Dell Technologies, Inc.

0.42%

Natera, Inc.

0.41%

Atlassian Corp.

0.41%

Illumina, Inc.

0.38%

Snowflake, Inc.

0.38%

Hewlett Packard Enterprise Co.

0.38%

Equity Residential

0.36%

SharkNinja, Inc.

0.35%

NetApp, Inc.

0.34%

Veeva Systems, Inc.

0.34%

Everpure, Inc.

0.34%

Cloudflare, Inc.

0.32%

CrowdStrike Holdings, Inc.

0.31%

Agilent Technologies, Inc.

0.30%

Frequently asked questions about EQAL and SIZE

How have the EQAL and SIZE ETFs performed in 2026?

As of October 30, 2026, EQAL is up 13.93% year-to-date (YTD), while SIZE has returned 12.61%. 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 +$51M in flows, compared to -$556K for SIZE.

Which ETF is more volatile: EQAL or SIZE?

Over the past year, EQAL had a volatility of 11.61%, while SIZE experienced 12.12%.

Which ETF is bigger: EQAL or SIZE?

As of October 30, 2026, EQAL holds $826.14 M in assets under management (AUM), while SIZE manages $432.52 M.

What sectors do the EQAL and SIZE ETFs invest in?

EQAL leans toward sectors like Finance, Technology and Non-Energy Materials. Meanwhile, SIZE focuses on Finance, Technology and Industrials.

What are the top holdings of the EQAL ETF and SIZE ETF?

EQAL top holdings include Viavi Solutions, Inc., Arista Networks, Inc. and Ubiquiti, Inc.. SIZE holds in its top three: Okta, Inc., Dell Technologies, Inc. and Natera, Inc..

Which ETF is more diversified: EQAL or SIZE?

EQAL holds 1011 securities with 6.72% of its assets in the top 15. SIZE has 515 securities and a top 15 weight of 5.53%.

Tony's ETF Buyers Guide: Equal-Weight ETFs

May 14, 2024

EQAL

ETFs for contrarian investors

December 21, 2022

SIZE

EQALvsSIZEETF Comparison

Invesco Russell 1000 Equal Weight ETF

iShares MSCI USA Size Factor ETF

EQAL vs SIZE performance and flow charts

Performance

Cumulative Flows

Get all the metrics on this page, and more, through a reliable ETF data feed

Countries

Sectors

Diversification

Top 15 holdings

How have the EQAL and SIZE ETFs performed in 2026?

As of October 30, 2026, EQAL is up 13.93% year-to-date (YTD), while SIZE has returned 12.61%. 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 +$51M in flows, compared to -$556K for SIZE.

Which ETF is more volatile: EQAL or SIZE?

Over the past year, EQAL had a volatility of 11.61%, while SIZE experienced 12.12%.

Which ETF is bigger: EQAL or SIZE?

As of October 30, 2026, EQAL holds $826.14 M in assets under management (AUM), while SIZE manages $432.52 M.

What sectors do the EQAL and SIZE ETFs invest in?

EQAL leans toward sectors like Finance, Technology and Non-Energy Materials. Meanwhile, SIZE focuses on Finance, Technology and Industrials.

What are the top holdings of the EQAL ETF and SIZE ETF?

EQAL top holdings include Viavi Solutions, Inc., Arista Networks, Inc. and Ubiquiti, Inc.. SIZE holds in its top three: Okta, Inc., Dell Technologies, Inc. and Natera, Inc..

Which ETF is more diversified: EQAL or SIZE?

EQAL holds 1011 securities with 6.72% of its assets in the top 15. SIZE has 515 securities and a top 15 weight of 5.53%.

Tony's ETF Buyers Guide: Equal-Weight ETFs

ETFs for contrarian investors

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