iShares MSCI USA Size Factor ETF

iShares MSCI USA Size Factor ETF

About

iShares MSCI USA Size Factor ETF (US46432F3709) is a US-listed equity ETF tracking the MSCI USA Low Size Index. With a expense ratio of 0.15%, it is competitively priced, paying distributions. The fund holds 531 positions across 1 region with 421M in assets, with heavy concentration — 100% in United States.

Score Breakdown

Scores are scaled 1–10 on a logarithmic curve relative to all ETFs in the database. Last updated: Jun 22, 2026
Component Score Details
Cost (30%) 8.6 Tracking Difference: 9.5 · TD Consistency: — · Expense Ratio: 6.5
Liquidity (25%) 7.2 Assets Under Management

Data sources: provider factsheets, exchange data, and NAV history. Information for educational purposes only — not investment advice.

Ticker SIZE
ISIN
Fund Size $420.6M
Issuer iShares
Distribution Pays Distributions
Replication Physical
Inception Apr 2013
Base Currency USD
Index MSCI USA Low Size Index
Asset Class Equities
Category US Equity

Costs

8.6
This fund has low total costs, with competitive tracking and expense ratios.

Cost Metrics Explained

What expense ratio, tracking difference, and TD consistency measure

Expense ratio (Total Expense Ratio) is the annual fee the fund charges, deducted from assets. It’s the headline cost, but not the full picture.

Tracking Difference measures how much the fund actually lags (or leads) its benchmark index per year. This is the single best measure of true cost — it captures the expense ratio plus all other drags like sampling error and tax withholding. A lower (or negative) value is better.

TD Consistency measures how stable the tracking difference is from year to year. A low value means predictable, reliable costs; a high value means costs can vary significantly.

Expense Ratio0.00%
 
Metric Value
Expense Ratio 0.15%

Cumulative Returns

Performance across different time periods.
Year to Date+0.00%
1 Year+0.00%
3 Years+0.00%
5 Years+0.00%
Inception+0.00%
 
Period Cumulative Return
1 Month
3 Months
6 Months
1 Year +19.41%
3 Years +17.20%
5 Years +8.25%
10 Years +11.84%
YTD +9.20%
Since Inception +11.83%

Holdings

This fund invests into 531 individual investments.
#1
Astera Labs Inc
0.32%
#2
Marvell Technology Inc
0.31%
#3
Dell Technologies Inc
0.31%
#4
Credo Technology Group Holding Ltd
0.30%
#5
Western Digital Corp
0.29%
#6
Entegris Inc
0.28%
#7
Hewlett Packard Enterprise Co
0.27%
#8
Micron Technology Inc
0.27%
#9
SharkNinja Inc
0.27%
#10
Okta Inc
0.27%
View all holdings (50)
# Holding Ticker Weight
1 Astera Labs Inc ALAB 31.82%
2 Marvell Technology Inc MRVL 31.14%
3 Dell Technologies Inc DELL 30.73%
4 Credo Technology Group Holding Ltd CRDO 30.35%
5 Western Digital Corp WDC 28.85%
6 Entegris Inc ENTG 27.64%
7 Hewlett Packard Enterprise Co HPE 26.98%
8 Micron Technology Inc MU 26.96%
9 SharkNinja Inc SN 26.77%
10 Okta Inc OKTA 26.64%
11 Robinhood Markets Inc HOOD 26.57%
12 KLA Corp KLAC 26.04%
13 Applied Materials Inc AMAT 26.00%
14 Seagate Technology Holdings PLC STX 25.67%
15 Williams-Sonoma Inc WSM 25.32%
16 NetApp Inc NTAP 25.19%
17 Snowflake Inc SNOW 25.17%
18 Teradyne Inc TER 25.14%
19 United Airlines Holdings Inc UAL 24.95%
20 Rivian Automotive Inc RIVN 24.75%
21 Best Buy Co Inc BBY 24.62%
22 Lam Research Corp LRCX 24.34%
23 Amphenol Corp APH 24.31%
24 Iris Energy Ltd IREN 24.24%
25 CARNIVAL CORP CCL 24.24%
26 International Paper Co IP 24.17%
27 CDW Corp/DE CDW 24.00%
28 Hyatt Hotels Corp H 23.75%
29 Dollar Tree Inc DLTR 23.74%
30 Smurfit Westrock PLC SW 23.73%
31 Aptiv Holdings Ltd APTV 23.73%
32 FTAI Aviation Ltd FTAI 23.52%
33 Royal Caribbean Cruises Ltd RCL 23.05%
34 Delta Air Lines Inc DAL 23.03%
35 Genuine Parts Co GPC 22.97%
36 Bloom Energy Corp BE 22.84%
37 Burlington Stores Inc BURL 22.65%
38 Deckers Outdoor Corp DECK 22.58%
39 SoFi Technologies Inc SOFI 22.55%
40 Vistra Corp VST 22.51%
41 Masco Corp MAS 22.51%
42 IonQ Inc IONQ 22.49%
43 MEDLINE INC CLASS A MDLN 22.44%
44 Natera Inc NTRA 22.31%
45 RPM International Inc RPM 22.23%
46 PPG Industries Inc PPG 22.15%
47 First Solar Inc FSLR 22.09%
48 Qnity Electronics Inc Q 21.89%
49 PulteGroup Inc PHM 21.86%
50 Vulcan Materials Co VMC 21.84%

Sectors

Allocation by industry sector.
 
Sector Weight
Technology 1741.00%
Industrials 1719.00%
Financials 1575.00%
Health Care 1066.00%
Consumer Discretionary 993.00%
Materials 563.00%
Consumer Staples 548.00%
Utilities 548.00%
Real Estate 500.00%
Communication Services 367.00%
Energy 354.00%
Unknown 26.00%

Regions

Geographic allocation by country of risk.
 
Country Weight
United States 9974.00%
UNKNOWN 26.00%
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