SIZEvsFCTRETF Comparison
iShares MSCI USA Size Factor ETF (SIZE) belongs to the US Large Cap segment. First Trust Lunt U.S. Factor Rotation ETF (FCTR) is part of the US Multi-Factor segment. SIZE's top 3 sector exposures are Information Technology, Industrials and Financials. In contrast, FCTR's top sector exposures are Information Technology, Financials and Industrials. SIZE is less expensive with a Total Expense Ratio (TER) of 0.15%, versus 0.65% for FCTR. SIZE is up 9.81% year-to-date (YTD) with -$556K in YTD flows. FCTR performs better with 14.06% YTD performance, and -$4M in YTD flows. Run a side-by-side ETF comparison of SIZE and FCTR below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
SIZE vs FCTR performance and flow charts
Performance
Cumulative Flows
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | SIZE FCTR | +3.22%+5.08% | +10.83%+13.86% | +9.81%+14.06% | +18.14%+22.25% | +54.62%+60.62% | +47.80%+21.06% |
| Flows | SIZE FCTR | -$103K- | +$8M-$2M | -$556K-$4M | +$31M-$18M | -$21M-$129M | -$647M-$105M |
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | SIZE FCTR | +13.70%+18.76% | +12.42%+18.18% | +14.62%+18.45% | +17.11%+20.07% |
| Max drawdown | SIZE FCTR | -3.94%-5.14% | -7.92%-11.18% | -18.57%-22.60% | -24.05%-37.23% |
| Max drawdown duration | SIZE FCTR | 21d8d | 49d37d | 219d231d | 820d1186d |
SIZE | FCTR | |
Last sale 6/12/2026 at 1:30 PM | $176.78 | $40.57 |
| Previous close 06/11/2026 | $175.79 | $40.17 |
| Consolidated volume 06/11/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
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SIZE | FCTR | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
SIZE | FCTR | |
|---|---|---|
| Last price | $176.78 | $40.57 |
| 1D performance | +0.56% | +1.00% |
| AuM | $424.51 M | $56.84 M |
| E/R | 0.15% | 0.65% |
SIZE | FCTR | |
|---|---|---|
| Management strategy | Passive | Passive |
| Provider | iShares | First Trust |
| Benchmark | MSCI USA Low Size Index | Lunt Capital Large Cap Factor Rotation Index |
| N° of holdings | 502 | 164 |
| Asset class | Equities | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | April 16, 2013 | July 25, 2018 |
| ESG | No | No |
Countries
Sectors
Diversification
Total weight of top 15 holdings out of 15
Total weight of top 15 holdings out of 15
