SIZE vs VB
iShares MSCI USA Size Factor ETF vs Vanguard Small-Cap Index Fund ETF Shares
Last updated: 2026-04-10
iShares MSCI USA Size Factor ETF (SIZE) is an exchange-traded fund issued by iShares that provides exposure to us factor - size securities. It charges a low expense ratio of 0.15%. The fund offers a moderate dividend yield of 1.52%. Launched in 2013, the fund has a 13-year track record.
Vanguard Small-Cap Index Fund ETF Shares (VB) is an exchange-traded fund issued by Vanguard that provides exposure to small-cap U.S. equities with higher growth potential and volatility. It charges a very low expense ratio of 0.03%. The fund offers a moderate dividend yield of 1.28%. Launched in 2004, the fund has a 22-year track record.
Quick Verdict
VB is significantly cheaper at 0.03% vs 0.15% expense ratio, saving you approximately $238 per $10,000 invested over 10 years. Over the past year, VB has significantly outperformed with a 34.1% return vs 24.0%.
Key Metrics
Performance Chart
Indexed to 100 at start (5-year comparison)
Performance Comparison
Fee Impact Over Time
Estimated fee cost difference assuming 8% annual returns
Risk Metrics
Based on 5 years of daily returns
Dividend Comparison
Top Holdings
1 of top 9 holdings overlap (11% overlap in top holdings)
SIZE Top Holdings
| Name | Weight |
|---|---|
| Ciena CorporationCIEN | 0.44% |
| Teradyne, Inc.TER | 0.37% |
| Western Digital CorporationWDC | 0.37% |
| Dow Inc.DOW | 0.34% |
| EchoStar CorporationSATS | 0.33% |
| Corning IncorporatedGLW | 0.33% |
| LyondellBasell Industries N.V.LYB | 0.33% |
| Keysight Technologies, Inc.KEYS | 0.32% |
| Seagate Technology Holdings plcSTX | 0.32% |
| Entegris, Inc.ENTG | 0.30% |
VB Top Holdings
| Name | Weight |
|---|---|
| Sandisk CorporationSNDK | 1.21% |
| Comfort Systems USA, Inc.FIX | 0.65% |
| Lumentum Holdings Inc.LITE | 0.64% |
| Ciena CorporationCIEN | 0.64% |
| Coherent Corp.COHR | 0.53% |
| Rocket Lab CorporationRKLB | 0.48% |
| NRG Energy, Inc.NRG | 0.44% |
| Bloom Energy CorporationBE | 0.43% |
| EMCOR Group, Inc.EME | 0.42% |
Which One Should You Choose?
Choose VB if...
you want the lowest fees and plan to buy and hold long-term. Over decades, the expense ratio difference compounds significantly.
Choose VB if...
recent performance momentum matters to your strategy. Note that past performance doesn't guarantee future results.