SIZEvsIWRETF Comparison
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iShares MSCI USA Size Factor ETF (SIZE) belongs to the US Large Cap segment. iShares Russell Mid-Cap ETF (IWR) is part of the US Mid Cap segment. Both ETFs have the same top 3 sector exposures: Finance, Technology and Industrials. SIZE is less expensive with a Total Expense Ratio (TER) of 0.15%, versus 0.18% for IWR. SIZE is up 12.61% year-to-date (YTD) with -$556K in YTD flows. IWR performs better with 15.28% YTD performance, and +$4.73B in YTD flows. Run a side-by-side ETF comparison of SIZE and IWR 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 IWR performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 10/30/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | SIZE IWR | +3.61%+3.17% | +0.98%+0.38% | +12.61%+15.28% | +14.60%+17.19% | +69.66%+75.52% | +42.61%+40.90% |
| Flows | SIZE IWR | -+$1.47B | -+$2.26B | -$556K+$4.73B | +$16M+$5.97B | -$9M+$12.22B | -$299M+$14.07B |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | SIZE IWR | +10.68%+11.61% | +12.12%+13.48% | +14.36%+15.74% | +17.05%+18.23% |
| Max drawdown | SIZE IWR | -6.56%-6.83% | -7.92%-8.16% | -18.57%-21.08% | -24.05%-26.20% |
| Max drawdown duration | SIZE IWR | 78d75d | 49d49d | 219d239d | 820d854d |
Trading data
SIZE | IWR | |
Last sale 10/30/2026 at 1:30 PM | $180.13 | $110.03 |
| Previous close 10/29/2026 | $182.36 | $111.56 |
| 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 | IWR | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
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Main metrics
Last update 10/30/2026 at 1:30 PM
Live
Closed
SIZE | IWR | |
|---|---|---|
| Last price | $180.13 | $110.03 |
| 1D performance | -1.22% | -1.37% |
| AuM | $432.52 M | $58.06 B |
| E/R | 0.15% | 0.18% |
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Exposure
Countries
SIZE
USA
94.6%
Other
5.4%
IWR
USA
95.79%
Other
4.21%
Sectors
SIZE
Finance
20.9%
Technology
18.59%
Industrials
13.34%
Healthcare
12.51%
Consumer Non-Cycl.
7.03%
Other
27.64%
IWR
Finance
20.74%
Technology
17.64%
Industrials
13.87%
Healthcare
12.44%
Other
35.31%
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Diversification
SIZE
Total weight of top 15 holdings out of 15
5.53%
IWR
Total weight of top 15 holdings out of 15
9.35%
Top 15 holdings
Data as of September 30, 2026
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%
IWR
Marathon Petroleum Corp.
0.87%
Snowflake, Inc.
0.85%
Cloudflare, Inc.
0.83%
Phillips 66
0.77%
Datadog, Inc.
0.68%
Robinhood Markets, Inc.
0.65%
Hewlett Packard Enterprise Co.
0.64%
Lumentum Holdings, Inc.
0.56%
Warner Bros. Discovery, Inc.
0.56%
Moderna, Inc.
0.53%
Royal Caribbean Group
0.50%
Digital Realty Trust, Inc.
0.49%
Simon Property Group, Inc.
0.48%
Teradyne, Inc.
0.47%
United Rentals, Inc.
0.47%
Frequently asked questions about SIZE and IWR
How have the SIZE and IWR ETFs performed in 2026?
As of October 30, 2026, SIZE is up 12.61% year-to-date (YTD), while IWR has returned 15.28%. That puts IWR better performer ahead so far this year.
Which ETF is attracting more investor money: SIZE or IWR?
Year-to-date, the SIZE ETF saw -$556K in flows, compared to +$4.73B for IWR.
Which ETF is more volatile: SIZE or IWR?
Over the past year, SIZE had a volatility of 12.12%, while IWR experienced 13.48%.
Which ETF is bigger: SIZE or IWR?
As of October 30, 2026, SIZE holds $432.52 M in assets under management (AUM), while IWR manages $58.06 B.
What sectors do the SIZE and IWR ETFs invest in?
SIZE leans toward sectors like Finance, Technology and Industrials. Meanwhile, IWR focuses on Finance, Technology and Industrials.
What are the top holdings of the SIZE ETF and IWR ETF?
SIZE top holdings include Okta, Inc., Dell Technologies, Inc. and Natera, Inc.. IWR holds in its top three: Marathon Petroleum Corp., Snowflake, Inc. and Cloudflare, Inc..
Which ETF is more diversified: SIZE or IWR?
SIZE holds 515 securities with 5.53% of its assets in the top 15. IWR has 823 securities and a top 15 weight of 9.35%.
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Latest news about SIZE & IWR
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