SIZE 📈 iShares MSCI USA Size Factor - Overview
Exchange: NYSE ARCA • Country: USA • Currency: USD • Type: Etf • ISIN: US46432F3709 • Mid-Cap Blend
SIZE: Large, Mid, Small, Cap, Stocks
The fund generally will invest at least 80% of its assets in the component securities of the underlying index and may invest up to 20% of its assets in certain futures, options and swap contracts, cash and cash equivalents, including shares of money market funds advised by BFA or its affiliates, as well as in securities not included in the underlying index, but which BFA believes will help the fund track the underlying index. The index is based on a traditional market capitalization-weighted parent index, the MSCI USA Index (the parent index). ‣ Company URL: http://www.ishares.com ‣ Domicile: United States
Additional Sources for SIZE ETF
News:
Wall Street Journal
Benzinga
Yahoo Finance
Tweets: X Stocktwits
Fund Manager Positions: Dataroma Stockcircle
Tweets: X Stocktwits
Fund Manager Positions: Dataroma Stockcircle
SIZE ETF Overview
| Market Cap in USD | 318m |
| Category | Mid-Cap Blend |
| TER | 0.15% |
| IPO / Inception | 2013-04-16 |
SIZE ETF Ratings
| Growth 5y | 65.8% |
| Fundamental | - |
| Dividend | 56.3% |
| Rel. Strength Industry | -26.8 |
| Analysts | - |
| Fair Price Momentum | 151.46 USD |
| Fair Price DCF | - |
SIZE Dividends
| Dividend Yield 12m | 1.49% |
| Yield on Cost 5y | 2.46% |
| Annual Growth 5y | 7.27% |
| Payout Consistency | 97.0% |
SIZE Growth Ratios
| Growth Correlation 3m | -2.6% |
| Growth Correlation 12m | 89.9% |
| Growth Correlation 5y | 74.6% |
| CAGR 5y | 10.50% |
| CAGR/Mean DD 5y | 1.42 |
| Sharpe Ratio 12m | 1.15 |
| Alpha | -7.80 |
| Beta | 1.07 |
| Volatility | 16.03% |
| Current Volume | 80.4k |
| Average Volume 20d | 9.6k |
What is the price of SIZE stocks?
As of January 17, 2025, the stock is trading at USD 151.85 with a total of 80,427 shares traded.
Over the past week, the price has changed by +3.21%, over one month by -1.27%, over three months by +0.67% and over the past year by +19.17%.
As of January 17, 2025, the stock is trading at USD 151.85 with a total of 80,427 shares traded.
Over the past week, the price has changed by +3.21%, over one month by -1.27%, over three months by +0.67% and over the past year by +19.17%.
Is iShares MSCI USA Size Factor a good stock to buy?
Yes. Based on ValueRay Analyses, iShares MSCI USA Size Factor (NYSE ARCA:SIZE) is currently (January 2025) a good stock to buy. It has a ValueRay Growth Rating of 65.77 and therefor a clear technical positive rating according to historical growth.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of SIZE as of January 2025 is 151.46. This means that SIZE is currently overvalued and has a potential downside of -0.26%.
Yes. Based on ValueRay Analyses, iShares MSCI USA Size Factor (NYSE ARCA:SIZE) is currently (January 2025) a good stock to buy. It has a ValueRay Growth Rating of 65.77 and therefor a clear technical positive rating according to historical growth.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of SIZE as of January 2025 is 151.46. This means that SIZE is currently overvalued and has a potential downside of -0.26%.
Is SIZE a buy, sell or hold?
iShares MSCI USA Size Factor has no consensus analysts rating.
iShares MSCI USA Size Factor has no consensus analysts rating.
What are the forecast for SIZE stock price target?
According to ValueRays Forecast Model, SIZE iShares MSCI USA Size Factor will be worth about 168.8 in January 2026. The stock is currently trading at 151.85. This means that the stock has a potential upside of +11.18%.
According to ValueRays Forecast Model, SIZE iShares MSCI USA Size Factor will be worth about 168.8 in January 2026. The stock is currently trading at 151.85. This means that the stock has a potential upside of +11.18%.
| Issuer | Forecast | Upside |
|---|---|---|
| Wallstreet Target Price | - | - |
| Analysts Target Price | - | - |
| ValueRay Target Price | 168.8 | 11.2% |