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SIZE: iShares MSCI USA Size Factor ETF (ETF)
Basic Info 174.15 2.84(1.60%) June 05
| Asset Class: | LARGE BLEND |
| MyPlanIQ Rating: | (2%) |
| Start Date: | 04/18/2013 |
| Last Dividend Date: | 03/17/2026 |
| 12-Mo. Yield | 1.67% |
| Expenses | 0.15% |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 04/18/2013 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -1.0 | 8.2 | 17.7 | 15.8 | 7.9 | 11.6 | 11.8 | 10.5 | 14.4 | 17.8 | -15.9 | 25.0 | 16.3 | 29.0 | -6.6 | 18.4 | 11.7 | 1.6 | 16.1 | 16.4 |
| Sharpe Ratio | NA | 1.25 | 1.17 | 0.82 | 0.31 | 0.53 | 0.48 | 0.41 | 0.86 | 0.93 | -0.71 | 1.81 | 0.42 | 2.13 | -0.54 | 2.69 | 0.86 | 0.03 | 1.68 | 2.04 |
| Draw Down(%) | NA | 8.0 | 8.0 | 18.7 | 24.0 | 39.2 | 39.2 | 17.4 | 7.1 | 13.4 | 23.5 | 7.0 | 39.2 | 7.1 | 18.7 | 2.4 | 10.8 | 29.5 | 7.0 | 5.5 |
| Standard Deviation(%) | NA | 14.1 | 12.8 | 15.2 | 17.4 | 18.8 | 21.7 | 18.6 | 12.5 | 15.3 | 24.5 | 13.8 | 37.7 | 12.9 | 14.8 | 6.6 | 13.3 | 48.7 | 9.6 | 11.8 |
| Treynor Ratio | NA | 0.2 | 0.18 | 0.14 | 0.06 | 0.1 | 0.11 | 0.09 | 0.13 | 0.13 | -0.18 | 0.26 | 0.16 | 0.27 | -0.1 | 0.21 | 0.13 | 0.02 | 0.33 | 0.53 |
| Alpha | NA | 0.01 | -0.01 | -0.01 | -0.02 | -0.01 | 0.0 | -0.02 | -0.02 | -0.03 | 0.02 | 0.0 | -0.01 | -0.01 | -0.01 | 0.0 | 0.01 | 0.05 | 0.04 | 0.04 |
| Beta | NA | 0.87 | 0.85 | 0.89 | 0.94 | 0.95 | 0.92 | 0.9 | 0.83 | 1.06 | 0.97 | 0.97 | 1.01 | 1.0 | 0.78 | 0.84 | 0.86 | 0.84 | 0.49 | 0.46 |
| RSquared | NA | 0.74 | 0.65 | 0.78 | 0.86 | 0.86 | 0.51 | 0.82 | 0.71 | 0.84 | 0.96 | 0.87 | 0.87 | 0.95 | 0.81 | 0.73 | 0.74 | 0.07 | 0.35 | 0.18 |
| Yield(%) | N/A | 0.3 | 1.7 | 1.9 | 1.6 | 2.6 | N/A | 1.6 | 1.7 | 1.7 | 1.3 | 1.5 | 1.6 | 1.7 | 2.2 | 1.5 | 1.7 | 1.9 | 2.0 | 1.6 |
| Dividend Growth(%) | N/A | -76.5 | 12.2 | 31.4 | 41.5 | N/A | N/A | 6.9 | 20.9 | 3.5 | 10.5 | 2.8 | 21.0 | -29.3 | 76.2 | 1.3 | -17.9 | 8.8 | 44.3 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/18/2013
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