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SIZE

iShares MSCI USA Size Factor ETF

Size factor ETF — overweights smaller companies within the large/mid cap universe. Based on academic research showing historically higher returns for smaller firms. Part of iShares factor suite.

TER
0.15%
AUM
$0.5B
Holdings
~600
Data Range
— → —

Key Facts

ISIN
US46434V6957
Issuer
BlackRock
Benchmark
MSCI USA Risk Weighted Index
Total Expense Ratio (TER)
0.15%
Assets Under Management
$0.5B approx.
Inception Date
2013-04-16
Domicile
United States
Legal Structure
Open-End Fund
Dividend Policy
Distributing (pays dividends)
Replication Method
Physical (Full Replication)
UCITS Status
✗ Not UCITS
Fund Currency
USD
Primary Exchange
NYSE Arca
Number of Holdings
~600
Backtest this ETFOfficial Fund Page

Who Is This ETF For?

General portfolio building block for the asset class it covers.

Key Risks to Consider

Market risk: equity values can drop 30-50% in severe bear markets.

Non-UCITS: may have unfavorable tax treatment for non-US investors (US estate tax, withholding tax).

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Data & Methodology

Metadata sourced from official issuer documentation. Price data from Yahoo Finance (monthly adjusted close, includes reinvested dividends and splits). AUM figures are approximate and updated quarterly.

Data source: Yahoo Finance (adjusted close), iShares (metadata)Last verified: 2026-05-09