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SIZEvsVOETF Comparison

ETF 1

SIZE

iShares MSCI USA Size Factor ETF

This fund is part of

US Large Cap

+0.71%

Full SIZE fund page

VS

ETF 2

VO

Vanguard Morningstar Mid-Cap ETF

This fund is part of

US Mid Cap

+0.83%

Full VO fund page

iShares MSCI USA Size Factor ETF (SIZE) belongs to the US Large Cap segment. Vanguard Morningstar Mid-Cap ETF (VO) is part of the US Mid Cap segment. SIZE's top 3 sector exposures are Finance, Technology and Industrials. In contrast, VO's top sector exposures are Finance, Industrials and Technology. SIZE is more expensive with a Total Expense Ratio (TER) of 0.15%, versus 0.03% for VO. SIZE is up 11.63% year-to-date (YTD) with -$556K in YTD flows. VO performs better with 12.5% YTD performance, and +$4.66B in YTD flows. Run a side-by-side ETF comparison of SIZE and VO 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 VO performance and flow charts

Performance

Cumulative Flows

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Daily, global ETF data for advanced analysis or integration into apps (API), from our partner Trackinsight.

Data Services

Historic performance and flows

Data as of 09/11/2026

		1M	3M	YTD	1Y	3Y	5Y
Perf.	SIZE VO	-3.04%-2.47%	+2.33%+2.84%	+11.63%+12.50%	+12.50%+11.95%	+53.17%+56.29%	+45.96%+42.90%
Flows	SIZE VO	-+$245M	-+$304M	-$556K+$4.66B	+$16M+$7.50B	-$15M+$21.15B	-$271M+$29.38B

Volatility and drawdown

		3M	1Y	3Y	5Y
Volatility	SIZE VO	+10.50%+9.86%	+12.28%+12.54%	+14.58%+14.71%	+17.12%+17.58%
Max drawdown	SIZE VO	-4.80%-4.83%	-7.92%-8.12%	-18.57%-18.93%	-24.05%-27.54%
Max drawdown duration	SIZE VO	29d26d	49d49d	219d211d	820d972d

Trading data

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	SIZE	VO
Last sale 9/11/2026 at 1:30 PM	$179.22	$81.03
Previous close 09/10/2026	$177.94	$80.40
Consolidated volume 09/10/2026
Average volume 30 days
Average discount or premium 30 days
Average Bid/Ask spread 30 days

Replication quality

Data as of August 31, 2026

1-year trailing difference

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	SIZE	VO
Tracking error
Tracking difference
1 year cumulative return difference
Best
Worst
Daily return difference
Average
Worst

Main metrics

Last update 9/11/2026 at 1:30 PM

Live

Closed

	SIZE	VO
Last price	$179.22	$81.03
1D performance	+0.72%	+0.78%
AuM	$430.36 M	$106.29 B
E/R	0.15%	0.03%

Characteristics

	SIZE	VO
Management strategy	Passive	Passive
Provider	iShares	Vanguard
Benchmark	MSCI USA Low Size Index	CRSP U.S. Mid Cap Index
N° of holdings	525	279
Asset class	Equities	Equities
Trailing 12m distribution yield	Join	Join
Inception date	April 16, 2013	January 26, 2004
ESG	No	No

More SIZE data on Trackinsight

More VO data on Trackinsight

Exposure

Countries

SIZE

USA

94.33%

Other

5.67%

VO

USA

95.09%

Other

4.91%

Sectors

SIZE

Finance

21.9%

Technology

16.31%

Industrials

13.66%

Healthcare

11.31%

Consumer Non-Cycl.

7.29%

Other

29.52%

VO

Finance

20.62%

Industrials

16.97%

Technology

16.77%

Utilities

8.1%

Healthcare

8.01%

Energy

7.92%

Other

21.61%

Diversification

SIZE

Total weight of top 15 holdings out of 15

4.16%

VO

Total weight of top 15 holdings out of 15

12.98%

Top 15 holdings

Data as of July 31, 2026

SIZE

Snowflake, Inc.

0.32%

Okta, Inc.

0.31%

SharkNinja, Inc.

0.30%

Dell Technologies, Inc.

0.30%

Best Buy Co., Inc.

0.28%

International Paper Co.

0.28%

Illumina, Inc.

0.27%

Toast, Inc.

0.27%

NetApp, Inc.

0.27%

Dollar Tree, Inc.

0.27%

CDW Corp.

0.27%

Hewlett Packard Enterprise Co.

0.26%

Genuine Parts Co.

0.26%

United Airlines Holdings, Inc.

0.25%

Williams-Sonoma, Inc.

0.25%

VO

Howmet Aerospace, Inc.

1.08%

Quanta Services, Inc.

0.96%

Seagate Technology Holdings Plc

0.92%

Western Digital Corp.

0.90%

Valero Energy Corp.

0.89%

Vertiv Holdings Co.

0.89%

Marathon Petroleum Corp.

0.89%

Cloudflare, Inc.

0.85%

Datadog, Inc.

0.85%

Cummins, Inc.

0.84%

Constellation Energy Corp.

0.82%

Phillips 66

0.81%

Ross Stores, Inc.

0.78%

General Motors Co.

0.77%

Royal Caribbean Group

0.74%

Frequently asked questions about SIZE and VO

How have the SIZE and VO ETFs performed in 2026?

As of September 11, 2026, SIZE is up 11.63% year-to-date (YTD), while VO has returned 12.5%. That puts VO better performer ahead so far this year.

Which ETF is attracting more investor money: SIZE or VO?

Year-to-date, the SIZE ETF saw -$556K in flows, compared to +$4.66B for VO.

Which ETF is more volatile: SIZE or VO?

Over the past year, SIZE had a volatility of 12.28%, while VO experienced 12.54%.

Which ETF is bigger: SIZE or VO?

As of September 11, 2026, SIZE holds $430.36 M in assets under management (AUM), while VO manages $106.29 B.

What sectors do the SIZE and VO ETFs invest in?

SIZE leans toward sectors like Finance, Technology and Industrials. Meanwhile, VO focuses on Finance, Industrials and Technology.

What are the top holdings of the SIZE ETF and VO ETF?

SIZE top holdings include Snowflake, Inc., Okta, Inc. and SharkNinja, Inc.. VO holds in its top three: Howmet Aerospace, Inc., Quanta Services, Inc. and Seagate Technology Holdings Plc.

Which ETF is more diversified: SIZE or VO?

SIZE holds 529 securities with 4.16% of its assets in the top 15. VO has 282 securities and a top 15 weight of 12.98%.

ETFs for contrarian investors

December 21, 2022

SIZE

SIZEvsVOETF Comparison

iShares MSCI USA Size Factor ETF

Vanguard Morningstar Mid-Cap ETF

SIZE vs VO performance and flow charts

Performance

Cumulative Flows

Get all the metrics on this page, and more, through a reliable ETF data feed

Countries

Sectors

Diversification

Top 15 holdings

How have the SIZE and VO ETFs performed in 2026?

As of September 11, 2026, SIZE is up 11.63% year-to-date (YTD), while VO has returned 12.5%. That puts VO better performer ahead so far this year.

Which ETF is attracting more investor money: SIZE or VO?

Year-to-date, the SIZE ETF saw -$556K in flows, compared to +$4.66B for VO.

Which ETF is more volatile: SIZE or VO?

Over the past year, SIZE had a volatility of 12.28%, while VO experienced 12.54%.

Which ETF is bigger: SIZE or VO?

As of September 11, 2026, SIZE holds $430.36 M in assets under management (AUM), while VO manages $106.29 B.

What sectors do the SIZE and VO ETFs invest in?

SIZE leans toward sectors like Finance, Technology and Industrials. Meanwhile, VO focuses on Finance, Industrials and Technology.

What are the top holdings of the SIZE ETF and VO ETF?

SIZE top holdings include Snowflake, Inc., Okta, Inc. and SharkNinja, Inc.. VO holds in its top three: Howmet Aerospace, Inc., Quanta Services, Inc. and Seagate Technology Holdings Plc.

Which ETF is more diversified: SIZE or VO?

SIZE holds 529 securities with 4.16% of its assets in the top 15. VO has 282 securities and a top 15 weight of 12.98%.

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