SIZE vs SUSL: holdings overlap, shared companies and scores
As of October 9, 2026, SIZE and SUSL overlap 31.6% by weight. iShares MSCI USA Size Factor ETF (SIZE): U.S. large and mid caps. iShares ESG MSCI USA Leaders ETF (SUSL): U.S. ESG leaders.
Updated October 9, 2026
Where SIZE and SUSL trade against their own history
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.
SUSL trades at 25.1 times earnings, against its own median of 25.8, and is cheaper than 60% of its own last 7 years.
What moved SIZE and SUSL this week
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.
SUSL rose 1.0% in the week to October 9, 2026. The holdings that moved it most were Microsoft (+3.4%), Alphabet (+2.4%) and Visa (+6.9%); Nvidia (−2.0%) pushed the other way.
What do SIZE and SUSL each hold?
What's inside SIZE: Tech 21%, AI 5%.
4% of SIZE is its ten largest holdings.
What's inside SUSL: Tech 50%, Magnificent 7 40%.
50% of SUSL is its ten largest holdings.
How much do SIZE and SUSL overlap? 31.6% by weight
As of October 9, 2026, SIZE and SUSL overlap 31.6% by weight.
49% of SIZE is already inside SUSL.
100% of SUSL is already inside SIZE.
SIZE holds 518 companies and SUSL holds 253; 252 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 SIZE and SUSL? 5.0 and 7.2 out of 10
As of October 9, 2026, ETF Copilot scores SIZE 5.0 out of 10 and SUSL 7.2 out of 10.
They differ most on Quality: SIZE 3.8 and SUSL 9.4.
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 | SIZE | SUSL |
|---|---|---|
| Growth | 4.6 | 7.6 |
| Value | 5.0 | 5.2 |
| Risk | 7.1 | 5.5 |
| Quality | 3.8 | 9.4 |
| Return | 5.0 | 7.8 |
SUSL is the cheaper of the two at 0.10% a year
As of October 9, 2026, SIZE charges 0.15% a year, yields 1.39% and holds $424M in assets across 518 positions.
As of October 9, 2026, SUSL charges 0.10% a year, yields 0.91% and holds $1.2B in assets across 253 positions.
| Measure | SIZE | SUSL |
|---|---|---|
| Expense ratio | 0.15% | 0.10% |
| Dividend yield | 1.39% | 0.91% |
| Assets under management | $424M | $1.2B |
| Holdings | 518 | 253 |
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, “SIZE vs SUSL holdings overlap and scores”, as of October 9, 2026.
https://etf-copilot.com/compare/size-vs-susl
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