EVUS vs SIZE: holdings overlap, shared companies and scores
As of October 9, 2026, EVUS and SIZE overlap 37.1% by weight. iShares ESG Aware MSCI USA Value ETF (EVUS): US large-cap value stocks. iShares MSCI USA Size Factor ETF (SIZE): U.S. large and mid caps.
Updated October 9, 2026
Where EVUS and SIZE trade against their own history
EVUS trades at 20.3 times earnings, against its own median of 20.3, and is cheaper than 54% of its own last 4 years.
SIZE trades at 21.4 times earnings, against its own median of 20.3, and is more expensive than 64% of its own last 9 years.
What moved EVUS and SIZE this week
EVUS rose 1.4% in the week to October 9, 2026. The holdings that moved it most were Microsoft (+3.4%), Cisco Systems (+5.5%) and Abbvie (+5.2%); Intel (−12.3%) pushed the other way.
SIZE rose 1.6% in the week to October 9, 2026. The holdings that moved it most were PTC (+35.0%), Okta (+9.8%) and Zscaler (+18.9%); Iren (−15.7%) pushed the other way.
What do EVUS and SIZE each hold?
What's inside EVUS: Tech 26%, Magnificent 7 16%.
32% of EVUS is its ten largest holdings.
What's inside SIZE: Tech 21%, AI 5%.
4% of SIZE is its ten largest holdings.
How much do EVUS and SIZE overlap? 37.1% by weight
As of October 9, 2026, EVUS and SIZE overlap 37.1% by weight.
100% of EVUS is already inside SIZE.
43% of SIZE is already inside EVUS.
EVUS holds 224 companies and SIZE holds 518; 223 are in both.
Computed by ETF Copilot from both funds' holdings rather than quoted from a data provider, and rebuilt nightly.
How does ETF Copilot score EVUS and SIZE? 6.3 and 5.0 out of 10
As of October 9, 2026, ETF Copilot scores EVUS 6.3 out of 10 and SIZE 5.0 out of 10.
They differ most on Quality: EVUS 7.5 and SIZE 3.8.
The five factor scores behind them are set out below, 0–10 and higher is better, ranked against every US equity ETF we track.
| Factor | EVUS | SIZE |
|---|---|---|
| Growth | 5.1 | 4.6 |
| Value | 4.8 | 5.0 |
| Risk | 9.5 | 7.1 |
| Quality | 7.5 | 3.8 |
| Return | 5.4 | 5.0 |
SIZE is the cheaper of the two at 0.15% a year
As of October 9, 2026, EVUS charges 0.18% a year, yields 1.43% and holds $381M in assets across 224 positions.
As of October 9, 2026, SIZE charges 0.15% a year, yields 1.39% and holds $424M in assets across 518 positions.
| Measure | EVUS | SIZE |
|---|---|---|
| Expense ratio | 0.18% | 0.15% |
| Dividend yield | 1.43% | 1.39% |
| Assets under management | $381M | $424M |
| Holdings | 224 | 518 |
Expense ratio, dividend yield and assets under management are reported by the fund and refreshed daily. Every other figure on this page is computed by ETF Copilot.
Cite this
ETF Copilot, “EVUS vs SIZE holdings overlap and scores”, as of October 9, 2026.
https://etf-copilot.com/compare/evus-vs-size
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