SIZEvsAIVLETF Comparison
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iShares MSCI USA Size Factor ETF (SIZE) belongs to the US Large Cap segment. WisdomTree U.S. AI Enhanced Value Fund ETF (AIVL) is part of the US Large Cap Value segment. SIZE's top 3 sector exposures are Finance, Technology and Industrials. In contrast, AIVL's top sector exposures are Finance, Industrials and Technology. SIZE is less expensive with a Total Expense Ratio (TER) of 0.15%, versus 0.38% for AIVL. SIZE is up 12.81% year-to-date (YTD) with -$556K in YTD flows. AIVL performs better with 18.19% YTD performance, and -$22M in YTD flows. Run a side-by-side ETF comparison of SIZE and AIVL 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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SIZE vs AIVL performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 10/28/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | SIZE AIVL | +3.00%+4.59% | +0.14%+0.59% | +12.81%+18.19% | +13.19%+19.35% | +69.98%+68.60% | +43.82%+53.85% |
| Flows | SIZE AIVL | --$7M | --$13M | -$556K-$22M | +$16M-$27M | -$9M-$100M | -$299M-$250M |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | SIZE AIVL | +10.47%+8.69% | +12.07%+11.63% | +14.36%+12.80% | +17.04%+14.76% |
| Max drawdown | SIZE AIVL | -6.56%-5.97% | -7.92%-7.83% | -18.57%-14.35% | -24.05%-19.08% |
| Max drawdown duration | SIZE AIVL | 76d73d | 49d63d | 219d211d | 820d779d |
Trading data
SIZE | AIVL | |
Last sale 10/29/2026 at 1:30 PM | $182.36 | $135.83 |
| Previous close 10/28/2026 | $180.45 | $134.32 |
| Consolidated volume 10/28/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Replication quality
Data as of September 30, 2026
1-year trailing difference
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AIVL
is actively managed and doesn’t replicate an indexSIZE | AIVL | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
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Main metrics
Last update 10/29/2026 at 1:30 PM
Live
Closed
SIZE | AIVL | |
|---|---|---|
| Last price | $182.36 | $135.83 |
| 1D performance | +1.06% | +1.13% |
| AuM | $433.32 M | $419.92 M |
| E/R | 0.15% | 0.38% |
Characteristics
SIZE | AIVL | |
|---|---|---|
| Management strategy | Passive | Active |
| Provider | iShares | WisdomTree |
| Benchmark | MSCI USA Low Size Index | - |
| N° of holdings | 512 | 101 |
| Asset class | Equities | - |
| Trailing 12m distribution yield | Join | Join |
| Inception date | April 16, 2013 | June 16, 2006 |
| ESG | No | No |
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Exposure
Countries
SIZE
USA
94.8%
Other
5.2%
AIVL
USA
93.75%
Other
6.25%
Sectors
SIZE
Finance
21.7%
Technology
17.25%
Industrials
13.27%
Healthcare
12%
Consumer Non-Cycl.
7.12%
Other
28.67%
AIVL
Finance
20.83%
Industrials
16.25%
Technology
13.7%
Healthcare
13.32%
Consumer Non-Cycl.
10.89%
Utilities
8.14%
Other
16.86%
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Diversification
SIZE
Total weight of top 15 holdings out of 15
4.85%
AIVL
Total weight of top 15 holdings out of 15
44.67%
Top 15 holdings
Data as of August 31, 2026
SIZE
Atlassian Corp.
0.42%
Okta, Inc.
0.39%
Equity Residential
0.37%
SharkNinja, Inc.
0.36%
Snowflake, Inc.
0.35%
Dell Technologies, Inc.
0.34%
Veeva Systems, Inc.
0.33%
Natera, Inc.
0.31%
Hewlett Packard Enterprise Co.
0.29%
NetApp, Inc.
0.29%
Illumina, Inc.
0.28%
Genuine Parts Co.
0.28%
Workday, Inc.
0.28%
Toast, Inc.
0.28%
IQVIA Holdings, Inc.
0.28%
AIVL
Bank of America Corp.
4.01%
Medtronic Plc
3.38%
Intercontinental Exchange, Inc.
3.30%
U.S. Bancorp
3.19%
Danaher Corp.
3.09%
Altria Group, Inc.
3.00%
Amazon.com, Inc.
2.98%
Nasdaq, Inc.
2.96%
Procter & Gamble Co.
2.90%
Teledyne Technologies, Inc.
2.80%
Apple, Inc.
2.79%
Fortive Corp.
2.72%
NiSource, Inc.
2.53%
RTX Corp.
2.51%
Comcast Corp.
2.50%
Frequently asked questions about SIZE and AIVL
How have the SIZE and AIVL ETFs performed in 2026?
As of October 28, 2026, SIZE is up 12.81% year-to-date (YTD), while AIVL has returned 18.19%. That puts AIVL better performer ahead so far this year.
Which ETF is attracting more investor money: SIZE or AIVL?
Year-to-date, the SIZE ETF saw -$556K in flows, compared to -$22M for AIVL.
Which ETF is more volatile: SIZE or AIVL?
Over the past year, SIZE had a volatility of 12.07%, while AIVL experienced 11.63%.
Which ETF is bigger: SIZE or AIVL?
As of October 28, 2026, SIZE holds $433.32 M in assets under management (AUM), while AIVL manages $419.92 M.
What sectors do the SIZE and AIVL ETFs invest in?
SIZE leans toward sectors like Finance, Technology and Industrials. Meanwhile, AIVL focuses on Finance, Industrials and Technology.
What are the top holdings of the SIZE ETF and AIVL ETF?
SIZE top holdings include Atlassian Corp., Okta, Inc. and Equity Residential. AIVL holds in its top three: Bank of America Corp., Medtronic Plc and Intercontinental Exchange, Inc..
Which ETF is more diversified: SIZE or AIVL?
SIZE holds 516 securities with 4.85% of its assets in the top 15. AIVL has 876 securities and a top 15 weight of 44.67%.
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