SIZEvsSCHXETF Comparison
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iShares MSCI USA Size Factor ETF (SIZE) and Schwab U.S. Large-Cap ETF (SCHX) belong to the same industry segment: US Large Cap. SIZE's top 3 sector exposures are Information Technology, Industrials and Financials. In contrast, SCHX's top sector exposures are Information Technology, Financials and Communication Services. SIZE is more expensive with a Total Expense Ratio (TER) of 0.15%, versus 0.03% for SCHX. SIZE is up 5.87% year-to-date (YTD) with -$452K in YTD flows. SCHX performs worse with 5.49% YTD performance, and +$1.52B in YTD flows. Run a side-by-side ETF comparison of SIZE and SCHX 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 SCHX performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 04/30/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | SIZE SCHX | +9.69%+13.59% | +3.65%+4.14% | +5.87%+5.49% | +21.40%+30.50% | +52.69%+80.23% | +46.25%+79.69% |
| Flows | SIZE SCHX | +$8M+$554M | -$452K+$1.27B | -$452K+$1.52B | +$31M+$2.74B | -$33M+$11.40B | -$715M+$14.50B |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | SIZE SCHX | +14.81%+15.67% | +12.66%+12.69% | +14.68%+15.26% | +17.11%+17.33% |
| Max drawdown | SIZE SCHX | -7.92%-8.78% | -7.92%-9.01% | -18.57%-19.16% | -24.05%-25.39% |
| Max drawdown duration | SIZE SCHX | 49d70d | 49d92d | 219d126d | 820d715d |
Trading data
SIZE | SCHX | |
Last sale 5/1/2026 at 1:30 PM | $170.43 | $28.39 |
| Previous close 04/29/2026 | $170.67 | $28.29 |
| Consolidated volume 04/29/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Replication quality
Data as of April 30, 2026
1-year trailing difference
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SIZE | SCHX | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
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Main metrics
Last update 5/1/2026 at 1:30 PM
Live
Closed
SIZE | SCHX | |
|---|---|---|
| Last price | $170.43 | $28.39 |
| 1D performance | -0.14% | +0.34% |
| AuM | $409.25 M | $68.25 B |
| E/R | 0.15% | 0.03% |
Characteristics
SIZE | SCHX | |
|---|---|---|
| Management strategy | Passive | Passive |
| Provider | iShares | Schwab ETFs |
| Benchmark | MSCI USA Low Size Index | Dow Jones U.S. Large-Cap Total Stock Market Index |
| N° of holdings | 503 | 639 |
| Asset class | Equities | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | April 16, 2013 | November 3, 2009 |
| ESG | No | No |
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Exposure
Countries
SIZE
USA
93.01%
Other
6.99%
SCHX
USA
96.8%
Other
3.2%
Sectors
SIZE
Information Techn.
16.23%
Industrials
15.4%
Financials
12.22%
Health Care
9.66%
Consumer Discreti.
9.26%
Other
37.23%
SCHX
Information Techn.
34.24%
Financials
10.28%
Communication Ser.
10.11%
Consumer Discreti.
9.76%
Health Care
9.31%
Industrials
8.1%
Other
18.19%
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Diversification
SIZE
Total weight of top 15 holdings out of 15
4.62%
SCHX
Total weight of top 15 holdings out of 15
42.19%
Top 15 holdings
Data as of March 31, 2026
SIZE
DOW INC
0.37%
LYONDELLBASELL INDUSTRIES
0.37%
CIENA
0.36%
ECHOSTAR
0.33%
TERADYNE
0.32%
WESTERN DIGITAL
0.31%
CF INDUSTRIES HOLDINGS
0.31%
KEYSIGHT TECHNOLOGIES
0.29%
OCCIDENTAL U
0.29%
CORNING
0.28%
HALLIBURTON
0.28%
TARGA RESOURCS
0.28%
ENTEGRIS
0.28%
DEVON ENERGY
0.28%
TEXAS PACIFIC LAND CORP
0.28%
SCHX
NVIDIA
7.51%
APPLE
6.69%
MICROSOFT-T
4.90%
AMAZON.COM INC
3.66%
ALPHABET INC-CL
2.95%
BROADCOM LIMITED
2.63%
ALPHABET INC-CL
2.36%
META PLATFORMS
2.14%
TESLA
1.89%
BERKSHIRE HATHWAY
1.54%
JPMORGAN CHASE
1.41%
LILLY
1.27%
EXXON
1.24%
JOHNSON&JOHNSON
1.04%
WALMART INC
0.97%
Frequently asked questions about SIZE and SCHX
How have the SIZE and SCHX ETFs performed in 2026?
As of April 30, 2026, SIZE is up 5.87% year-to-date (YTD), while SCHX has returned 5.49%. That puts SIZE better performer ahead so far this year.
Which ETF is attracting more investor money: SIZE or SCHX?
Year-to-date, the SIZE ETF saw -$452K in flows, compared to +$1.52B for SCHX.
Which ETF is more volatile: SIZE or SCHX?
Over the past year, SIZE had a volatility of 12.66%, while SCHX experienced 12.69%.
Which ETF is bigger: SIZE or SCHX?
As of April 30, 2026, SIZE holds $409.25 M in assets under management (AUM), while SCHX manages $68.25 B.
What sectors do the SIZE and SCHX ETFs invest in?
SIZE leans toward sectors like Information Technology, Industrials and Financials. Meanwhile, SCHX focuses on Information Technology, Financials and Communication Services.
What are the top holdings of the SIZE ETF and SCHX ETF?
SIZE top holdings include DOW INC, LYONDELLBASELL INDUSTRIES and CIENA. SCHX holds in its top three: NVIDIA, APPLE and MICROSOFT-T.
Which ETF is more diversified: SIZE or SCHX?
SIZE holds 538 securities with 4.62% of its assets in the top 15. SCHX has 692 securities and a top 15 weight of 42.19%.
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Latest news about SIZE & SCHX
Charles Schwab Asset Management Celebrates 15-Year ETF Anniversary: 3 ETFs to Watch
October 24, 2024
SCHX
ETFs for contrarian investors
December 21, 2022
SIZE
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