SIZEvsIMCBETF Comparison
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iShares MSCI USA Size Factor ETF (SIZE) belongs to the US Large Cap segment. iShares Morningstar Mid-Cap ETF (IMCB) is part of the US Mid Cap segment. Both ETFs have the same top 3 sector exposures: Finance, Technology and Industrials. SIZE is more expensive with a Total Expense Ratio (TER) of 0.15%, versus 0.04% for IMCB. SIZE is up 13.91% year-to-date (YTD) with -$556K in YTD flows. IMCB performs better with 20.85% YTD performance, and +$88M in YTD flows. Run a side-by-side ETF comparison of SIZE and IMCB 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 IMCB performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 10/29/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | SIZE IMCB | +4.14%+4.08% | +2.18%+2.60% | +13.91%+20.85% | +15.23%+21.70% | +71.63%+83.15% | +45.25%+51.21% |
| Flows | SIZE IMCB | -+$29M | -+$78M | -$556K+$88M | +$16M+$274M | -$9M+$473M | -$299M+$404M |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | SIZE IMCB | +10.42%+10.46% | +12.08%+12.84% | +14.36%+14.99% | +17.05%+17.64% |
| Max drawdown | SIZE IMCB | -6.56%-6.39% | -7.92%-8.06% | -18.57%-19.88% | -24.05%-25.13% |
| Max drawdown duration | SIZE IMCB | 77d74d | 49d49d | 219d238d | 820d835d |
Trading data
SIZE | IMCB | |
Last sale 10/29/2026 at 7:59 PM | $182.17 | $99.02 |
| Previous close 10/29/2026 | $180.45 | $98.22 |
| 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 September 30, 2026
1-year trailing difference
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SIZE | IMCB | |
|---|---|---|
| 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 7:59 PM
Live
Closed
SIZE | IMCB | |
|---|---|---|
| Last price | $182.17 | $99.02 |
| 1D performance | +0.95% | +0.81% |
| AuM | $437.53 M | $1.77 B |
| E/R | 0.15% | 0.04% |
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Exposure
Countries
SIZE
USA
32.29%
Other
67.71%
IMCB
USA
33.57%
Other
66.43%
Sectors
SIZE
Municipal
16.38%
Finance
9.57%
Other
74.05%
IMCB
Municipal
17.59%
Finance
8.68%
Other
73.74%
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Diversification
SIZE
Total weight of top 15 holdings out of 15
5.53%
IMCB
Total weight of top 15 holdings out of 15
11.08%
Top 15 holdings
Data as of September 30, 2026
SIZE
Oxford Square Capital Corp.
0.49%
Dexcom, 0.375% 15may2028, USD (Conv.)
0.42%
US64542UFM18
0.41%
US052409DR79
0.41%
US45528VHC63
0.38%
Equinor, 4.8% 8nov2043, USD
0.38%
Honolulu, 5% 1jul2032, USD (2019B)
0.38%
US30320AAL17
0.36%
Befesa SA
0.35%
US64613CCC01
0.34%
US938154DV05
0.34%
US765743DM84
0.34%
US19648FTF17
0.32%
Daimler Trucks Finance North America, 4.5% 12apr2031, USD
0.31%
US010056MR72
0.30%
IMCB
Dexcom, 0.375% 15may2028, USD (Conv.)
1.09%
Equinor, 4.8% 8nov2043, USD
0.81%
US19648FTF17
0.79%
Walmart, 2.5% 22sep2041, USD
0.79%
US3587762U52
0.79%
US574296EC90
0.79%
US05492TBK51
0.73%
US73743LAG77
0.72%
US36179NLC01
0.71%
US06644XBT28
0.69%
US248867FQ10
0.64%
MediWound Ltd.
0.64%
US915130AQ10
0.64%
Pennsylvania, 5% 15aug2032, USD (2025)
0.63%
Salt River Project Agricultural Improvement and Power District, 5.25% 1jan2054, USD (2024)
0.62%
Frequently asked questions about SIZE and IMCB
How have the SIZE and IMCB ETFs performed in 2026?
As of October 29, 2026, SIZE is up 13.91% year-to-date (YTD), while IMCB has returned 20.85%. That puts IMCB better performer ahead so far this year.
Which ETF is attracting more investor money: SIZE or IMCB?
Year-to-date, the SIZE ETF saw -$556K in flows, compared to +$88M for IMCB.
Which ETF is more volatile: SIZE or IMCB?
Over the past year, SIZE had a volatility of 12.08%, while IMCB experienced 12.84%.
Which ETF is bigger: SIZE or IMCB?
As of October 29, 2026, SIZE holds $437.53 M in assets under management (AUM), while IMCB manages $1.77 B.
What sectors do the SIZE and IMCB ETFs invest in?
SIZE leans toward sectors like Municipal and Finance. Meanwhile, IMCB focuses on Municipal and Finance.
What are the top holdings of the SIZE ETF and IMCB ETF?
SIZE top holdings include Oxford Square Capital Corp., Dexcom, 0.375% 15may2028, USD (Conv.) and US64542UFM18. IMCB holds in its top three: Dexcom, 0.375% 15may2028, USD (Conv.), Equinor, 4.8% 8nov2043, USD and US19648FTF17.
Which ETF is more diversified: SIZE or IMCB?
SIZE holds 515 securities with 5.53% of its assets in the top 15. IMCB has 395 securities and a top 15 weight of 11.08%.
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Latest news about SIZE & IMCB
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