SIZE vs VO Comparison | Discover Similar ETFs, Stock Holdings, Pricing, Expense Ratios, Dividends, Yield Data and More | Short And Long Term Data

SIZE: iShares MSCI USA Size Factor ETF

Correlation: 97.7%

VO: Vanguard Mid Cap ETF

What is SIZE?

SIZE was created on 2013-04-16 by iShares. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 282.31m in AUM and 576 holdings. SIZE tracks an index of large- and mid-cap US stocks. Holdings are weighted by the inverse natural logarithm of their market capitalization.

What is VO?

VO was created on 2004-01-26 by Vanguard. The fund's investment portfolio concentrates primarily on mid cap equity. The ETF currently has 65499.32m in AUM and 319 holdings. The fund tracks a market cap-weighted index of mid-cap stocks in the US.

Key Details

SIZE

Website

www.ishares.com

investor.vanguard.com

Inception Date

Apr 16, 2013

Jan 26, 2004

Asset Class

Equity

Investment Segment

Total Market

Mid Cap

AUM

$298.49M

$71.19B

Dividend Yield

1.29%

1.73%

Expense Ratio

0.15%

0.04%

Return 1Y

-0.39%

1.47%

Holdings

iShares MSCI USA Size Factor ETF - SIZE is made up of 577 holdings. Vanguard Mid Cap ETF - VO is made up of 318 holdings.

Name	Weight

S SMCISuper Micro Computer, Inc.	0.37%
M MROConocoPhillips	0.32%
C COPConocoPhillips	0.28%
P PLTRPalantir Technologies, Inc.	0.28%
-	0.27%
V VRSNVeriSign, Inc.	0.26%
O OKTAOkta, Inc.	0.26%
H HOODRobinhood Markets, Inc.	0.26%
R RPRXRoyalty Pharma Plc	0.25%
W WBAWalgreens Boots Alliance, Inc.	0.25%
W WSMWilliams-Sonoma, Inc.	0.25%
C CVSCVS Health Corp.	0.24%
C CNPCenterPoint Energy, Inc.	0.24%
C CNHCNH Industrial NV	0.23%
N NETCloudflare, Inc.	0.23%
D DRIDarden Restaurants, Inc.	0.23%
E EQTEQT Corp.	0.23%
A ACIAlbertsons Cos., Inc.	0.23%
N NEMNewmont Corp.	0.23%
D DLTRDollar Tree, Inc.	0.23%
E EXCExelon Corp.	0.23%
D DGDollar General Corp.	0.22%
T TTWOTake-Two Interactive Software, Inc.	0.22%
S SNOWSnowflake, Inc.	0.22%
L LKQLKQ Corp.	0.22%
P PMPhilip Morris International, Inc.	0.22%
W WRBW.R. Berkley Corp.	0.22%
M MOHMolina Healthcare, Inc.	0.22%
D DTEDTE Energy Co.	0.22%
F FFIVF5, Inc.	0.22%

Name	Weight

P PLTRPalantir Technologies, Inc.	1.23%
W WELLWelltower, Inc.	1.18%
A AJGArthur J. Gallagher & Co.	1.09%
A APHAmphenol Corp.	1.04%
M MSIMotorola Solutions, Inc.	0.94%
T TDGTransDigm Group, Inc.	0.92%
C CEGConstellation Energy Corp.	0.87%
N NEMNewmont Corp.	0.84%
D DASHDoorDash, Inc.	0.78%
C CPRTCopart, Inc.	0.68%
A ALLThe Allstate Corp.	0.68%
H HWMHowmet Aerospace, Inc.	0.67%
C CARRCarrier Global Corp.	0.67%
W WCNWaste Connections, Inc.	0.67%
C CORCencora, Inc.	0.65%
O ORealty Income Corp.	0.64%
O OKEONEOK, Inc.	0.64%
D DLRDigital Realty Trust, Inc.	0.64%
P PCARPACCAR, Inc.	0.62%
L LNGCheniere Energy, Inc.	0.62%
R RCLRoyal Caribbean Group	0.62%
E EXCExelon Corp.	0.61%
F FASTFastenal Co.	0.61%
A AMPAmeriprise Financial, Inc.	0.59%
K KRThe Kroger Co.	0.59%
G GWWW.W. Grainger, Inc.	0.57%
F FICOFair Isaac Corp.	0.57%
K KVUEKenvue, Inc.	0.56%
L LHXL3Harris Technologies, Inc.	0.56%
P PEGPublic Service Enterprise Group, Inc.	0.54%

Strategies that include

Create your own
strategy with

SIZE

Stock Correlation

The stocks that are correlated to SIZE - iShares MSCI USA Size Factor ETF are BN, BNT, ITT, JHG, SEIC

Name	Correlation	Market Cap	Return % (1 Year)	Div Yield %

B BNBrookfield Corp.	85.46%	$70.33B	+18.15%	0.70%
B BNTBrookfield Wealth Solutions Ltd.	82.97%	$9.44B	+18.27%	0.00%
I ITTITT, Inc.	82.80%	$9.95B	-6.56%	1.06%
J JHGJanus Henderson Group Plc	82.24%	$4.80B	-5.14%	5.16%
S SEICSEI Investments Co.	81.89%	$9.02B	+3.20%	1.34%
P PHParker-Hannifin Corp.	81.56%	$72.13B	+0.79%	1.17%
A AVNTAvient Corp.	81.52%	$2.79B	-27.55%	3.46%
F FTVFortive Corp.	80.82%	$21.70B	-23.62%	0.50%
P PFGPrincipal Financial Group, Inc.	80.69%	$16.19B	-10.33%	4.06%
B BXBlackstone, Inc.	80.48%	$155.32B	+0.46%	3.13%
P PEBPebblebrook Hotel Trust	79.71%	$1.02B	-45.79%	0.47%
B BLKBlackRock, Inc.	79.66%	$133.13B	+9.27%	2.41%
J JEFJefferies Financial Group, Inc.	79.59%	$8.77B	-0.58%	3.31%
F FLSFlowserve Corp.	79.37%	$5.51B	-11.17%	2.03%
T TROWT. Rowe Price Group, Inc.	79.29%	$19.10B	-26.99%	5.81%
X XHRXenia Hotels & Resorts, Inc.	79.22%	$989.00M	-35.04%	5.15%
D DOVDover Corp.	79.20%	$21.87B	-7.92%	1.29%
G GSThe Goldman Sachs Group, Inc.	79.08%	$152.22B	+23.23%	2.42%
A ARCCAres Capital Corp.	78.99%	$15.07B	-	9.67%
T TNLTravel Leisure Co.	78.91%	$2.75B	-9.89%	4.98%

The stocks that are correlated to VO - Vanguard Mid Cap ETF are BN, ITT, BNT, PH, JHG

Name	Correlation	Market Cap	Return % (1 Year)	Div Yield %

B BNBrookfield Corp.	86.55%	$70.33B	+18.15%	0.70%
I ITTITT, Inc.	85.60%	$9.95B	-6.56%	1.06%
B BNTBrookfield Wealth Solutions Ltd.	84.08%	$9.44B	+18.27%	0.00%
P PHParker-Hannifin Corp.	83.37%	$72.13B	+0.79%	1.17%
J JHGJanus Henderson Group Plc	82.73%	$4.80B	-5.14%	5.16%
S SEICSEI Investments Co.	82.38%	$9.02B	+3.20%	1.34%
F FLSFlowserve Corp.	81.60%	$5.51B	-11.17%	2.03%
D DOVDover Corp.	81.33%	$21.87B	-7.92%	1.29%
B BXBlackstone, Inc.	81.33%	$155.32B	+0.46%	3.13%
F FTVFortive Corp.	80.79%	$21.70B	-23.62%	0.50%
P PFGPrincipal Financial Group, Inc.	80.08%	$16.19B	-10.33%	4.06%
A AVNTAvient Corp.	79.99%	$2.79B	-27.55%	3.46%
G GSThe Goldman Sachs Group, Inc.	79.91%	$152.22B	+23.23%	2.42%
J JEFJefferies Financial Group, Inc.	79.81%	$8.77B	-0.58%	3.31%
A APOApollo Global Management, Inc.	79.68%	$70.70B	+9.65%	1.51%
E EMREmerson Electric Co.	79.49%	$56.24B	-12.15%	2.12%
E EVREvercore, Inc.	79.47%	$6.84B	-9.90%	1.85%
A ARESAres Management Corp.	79.35%	$28.19B	+1.27%	2.93%
H HLNEHamilton Lane, Inc.	79.30%	$5.98B	+20.88%	1.43%
A AWIArmstrong World Industries, Inc.	79.20%	$5.76B	+11.73%	0.90%

ETF Correlation

The ETFs that are correlated to SIZE - iShares MSCI USA Size Factor ETF are GSEW, RSP, IWR, VO, IWS

Name	Correlation	AUM	Expense Ratio

G GSEWGoldman Sachs Equal Weight U.S. Large Cap Equity ETF	98.47%	$1.07B	0.09%
R RSPInvesco S&P 500 Equal Weight ETF	98.43%	$69.49B	0.2%
I IWRiShares Russell Mid Cap ETF	98.13%	$37.01B	0.19%
V VOVanguard Mid Cap ETF	97.69%	$71.19B	0.04%
I IWSiShares Russell Mid Cap Value ETF	97.60%	$12.56B	0.23%
C CFAVictoryShares US 500 Volatility Wtd ETF	97.53%	$495.93M	0.35%
F FEXTraded Fund III First Trust Large Cap Core AlphaDEX Fund	97.39%	$1.19B	0.6%
J JHMMJohn Hancock Multifactor Mid Cap ETF	97.35%	$3.71B	0.42%
J JVALTraded Fund Trust JPMorgan U.S. Value Factor ETF	97.00%	$625.44M	0.12%
F FNDXSchwab Fundamental U.S. Large Company ETF	96.91%	$16.49B	0.25%
P PRFInvesco RAFI US 1000 ETF	96.68%	$7.25B	0.33%
S SCHMSchwab U.S. Mid Cap ETF	96.63%	$10.38B	0.04%
I IUSTraded Self Indexed Fund Trust Invesco RAFI Strategic US ETF	96.58%	$592.55M	0.19%
I IWDiShares Russell 1000 Value ETF	96.32%	$59.36B	0.19%
S SMOTVanEck Morningstar SMID Moat ETF	96.25%	$363.53M	0.49%
D DFVXDimensional US Large Cap Vector ETF	96.22%	$391.13M	0.19%
J JHMLJohn Hancock Multifactor Large Cap ETF	96.20%	$874.68M	0.29%
F FLQMFranklin U.S. Mid Cap Multifactor Index ETF	96.16%	$1.41B	0.3%
D DFACDimensional U.S. Core Equity 2 ETF	96.13%	$30.22B	0.17%
P PYTraded Funds Principal Value ETF	96.12%	$286.29M	0.15%

The ETFs that are correlated to VO - Vanguard Mid Cap ETF are IWR, GSEW, FEX, CFA, JHMM

Name	Correlation	AUM	Expense Ratio

I IWRiShares Russell Mid Cap ETF	99.24%	$37.01B	0.19%
G GSEWGoldman Sachs Equal Weight U.S. Large Cap Equity ETF	99.05%	$1.07B	0.09%
F FEXTraded Fund III First Trust Large Cap Core AlphaDEX Fund	98.74%	$1.19B	0.6%
C CFAVictoryShares US 500 Volatility Wtd ETF	98.36%	$495.93M	0.35%
J JHMMJohn Hancock Multifactor Mid Cap ETF	98.25%	$3.71B	0.42%
R RSPInvesco S&P 500 Equal Weight ETF	98.13%	$69.49B	0.2%
F FMDEFidelity Enhanced Mid Cap ETF	98.13%	$2.28B	0.23%
I IWSiShares Russell Mid Cap Value ETF	97.85%	$12.56B	0.23%
I IMCGiShares Morningstar Mid Cap Growth ETF	97.81%	$2.39B	0.06%
S SIZEiShares MSCI USA Size Factor ETF	97.69%	$298.49M	0.15%
S SCHMSchwab U.S. Mid Cap ETF	97.09%	$10.38B	0.04%
J JHMLJohn Hancock Multifactor Large Cap ETF	96.90%	$874.68M	0.29%
J JVALTraded Fund Trust JPMorgan U.S. Value Factor ETF	96.55%	$625.44M	0.12%
P PRFInvesco RAFI US 1000 ETF	96.41%	$7.25B	0.33%
A AVUSAvantis U.S. Equity ETF	96.40%	$7.40B	0.15%
D DFACDimensional U.S. Core Equity 2 ETF	96.37%	$30.22B	0.17%
I IYJiShares U.S. Industrials ETF	96.33%	$1.52B	0.39%
V VOTVanguard Mid Cap Growth ETF	96.29%	$14.35B	0.07%
I IWDiShares Russell 1000 Value ETF	96.26%	$59.36B	0.19%
F FNDXSchwab Fundamental U.S. Large Company ETF	96.24%	$16.49B	0.25%

Holding Overlap

SIZE - iShares MSCI USA Size Factor ETF and VO - Vanguard Mid Cap ETF have a 305 holding overlap. Which accounts for a 50.6% overlap.

Number of overlapping holdings

305

% of overlapping holdings

50.58%

Name	Weight in SIZE	Weight in VO
S SMCISuper Micro Computer Inc	0.37%	0.23%
P PLTRPalantir Technologies Inc - Ordinary Shares - Class A	0.28%	1.23%
V VRSNVerisign Inc.	0.26%	0.27%
O OKTAOkta Inc - Ordinary Shares - Class A	0.26%	0.22%
H HOODRobinhood Markets Inc - Ordinary Shares - Class A	0.26%	0.20%
R RPRXRoyalty Pharma plc - Ordinary Shares - Class A	0.25%	0.16%
C CNPCenterpoint Energy Inc.	0.24%	0.32%
N NETCloudflare Inc - Ordinary Shares - Class A	0.23%	0.41%
D DRIDarden Restaurants, Inc.	0.23%	0.30%
E EQTEQT Corp	0.23%	0.19%

News

SeekingAlpha

We consider 3 notable relative equity market underperformers during US growthâs triumphant run and share 4 avenues of analysis we recommend. Click here to read more.

SeekingAlpha

A 90-Day Tariff Reprieve

SeekingAlpha

As much as those gyrations in the Dow and the S&P 500 dominated the financial news shows, though, the real action was taking place in the bond market.

SeekingAlpha

Markets surged on hopes of a tariff reprieve, only to stumble as new details revealed deeper trade tensions with China.

SeekingAlpha

The stock market had a rough spell last week. A change in the market reflects a change in expectations. Investors who are panicked should use this event to evaluate their investment strategy

SeekingAlpha

Equity Volatility Jumps The Most As Trump Tariffs Roil Markets

SeekingAlpha

3 Tips For Investors Navigating These Uncertain Times

Disclaimer

Information on this page is obtained from our data provider, Xignite, an unaffiliated third party. Double believes the information shown here is reliable, but has not been verified and there is no guarantee that the information is accurate. We also show information based on calculations performed by Double using data from our provider. Double believes this information is reliable, but has not verified the data and there is no guarantee that the calculations are accurate.

0% Expense Ratios with TLH

We offer over 50 indexes with zero expense ratios.

Registration will take about 10 seconds

What is SIZE?

What is VO?

Holdings

Strategies that include

Create your ownstrategy with

Stock Correlation

ETF Correlation

Holding Overlap

News

Disclaimer

0% Expense Ratios with TLH

Create your own
strategy with