SIZEvsRSPEETF Comparison
VS
iShares MSCI USA Size Factor ETF (SIZE) and Invesco ESG S&P 500 Equal Weight ETF (RSPE) belong to the same industry segment: US Large Cap. 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 0.2% for RSPE. SIZE is up 13.91% year-to-date (YTD) with -$556K in YTD flows. RSPE performs better with 19.58% YTD performance, and +$29M in YTD flows. Run a side-by-side ETF comparison of SIZE and RSPE 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 RSPE 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 RSPE | +4.14%+4.68% | +2.18%+3.47% | +13.91%+19.58% | +15.23%+23.41% | +71.63%+78.70% | +45.25%n/a |
| Flows | SIZE RSPE | -+$2M | -+$5M | -$556K+$29M | +$16M+$36M | -$9M+$52M | -$299M- |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | SIZE RSPE | +10.42%+10.63% | +12.08%+12.33% | +14.36%+14.28% | +17.05%n/a |
| Max drawdown | SIZE RSPE | -6.56%-5.05% | -7.92%-8.83% | -18.57%-18.59% | -24.05%n/a |
| Max drawdown duration | SIZE RSPE | 77d70d | 49d65d | 219d219d | 820dn/a |
Trading data
SIZE | RSPE | |
Last sale 10/29/2026 at 7:59 PM | $182.17 | $35.19 |
| Previous close 10/29/2026 | $180.45 | $34.86 |
| 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 | RSPE | |
|---|---|---|
| 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 | RSPE | |
|---|---|---|
| Last price | $182.17 | $35.19 |
| 1D performance | +0.95% | +0.95% |
| AuM | $437.53 M | $75.63 M |
| E/R | 0.15% | 0.2% |
Characteristics
SIZE | RSPE | |
|---|---|---|
| Management strategy | Passive | Passive |
| Provider | iShares | Invesco |
| Benchmark | MSCI USA Low Size Index | S&P 500 Equal Weight Scored & Screened Leaders Select Index |
| N° of holdings | 511 | 182 |
| Asset class | Equities | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | April 16, 2013 | November 17, 2021 |
| ESG | No | Yes |
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Exposure
Countries
SIZE
USA
32.29%
Other
67.71%
RSPE
USA
28.47%
Other
71.53%
Sectors
SIZE
Municipal
16.38%
Finance
9.57%
Other
74.05%
RSPE
Municipal
16.46%
Finance
12.25%
Other
71.28%
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Diversification
SIZE
Total weight of top 15 holdings out of 15
5.53%
RSPE
Total weight of top 15 holdings out of 15
9.5%
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%
RSPE
US625693HP42
0.81%
US010056MR72
0.68%
US71384PBG54
0.65%
Sumisho Air Lease Corp, 3.625% 1dec2027, USD
0.65%
US3587762U52
0.63%
US248555AB01
0.62%
US64613CCC01
0.62%
US98190BAB53
0.61%
Tampa, 4% 1jul2038, USD
0.61%
US463612KA89
0.61%
Kronos Acquisition Holdings, 10.75% 30jun2032, USD
0.61%
US57582R8C36
0.60%
PACCAR Financial, 4.6% 31jan2029, USD (Q)
0.60%
Rowland Unified School District, 4% 1aug2044, USD (2024)
0.60%
Honolulu, 5% 1jul2032, USD (2019B)
0.59%
Frequently asked questions about SIZE and RSPE
How have the SIZE and RSPE ETFs performed in 2026?
As of October 29, 2026, SIZE is up 13.91% year-to-date (YTD), while RSPE has returned 19.58%. That puts RSPE better performer ahead so far this year.
Which ETF is attracting more investor money: SIZE or RSPE?
Year-to-date, the SIZE ETF saw -$556K in flows, compared to +$29M for RSPE.
Which ETF is more volatile: SIZE or RSPE?
Over the past year, SIZE had a volatility of 12.08%, while RSPE experienced 12.33%.
Which ETF is bigger: SIZE or RSPE?
As of October 29, 2026, SIZE holds $437.53 M in assets under management (AUM), while RSPE manages $75.63 M.
What sectors do the SIZE and RSPE ETFs invest in?
SIZE leans toward sectors like Municipal and Finance. Meanwhile, RSPE focuses on Municipal and Finance.
What are the top holdings of the SIZE ETF and RSPE ETF?
SIZE top holdings include Oxford Square Capital Corp., Dexcom, 0.375% 15may2028, USD (Conv.) and US64542UFM18. RSPE holds in its top three: US625693HP42, US010056MR72 and US71384PBG54.
Which ETF is more diversified: SIZE or RSPE?
SIZE holds 515 securities with 5.53% of its assets in the top 15. RSPE has 184 securities and a top 15 weight of 9.5%.
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