SIZE 10 Year Annualized Return and Average Annual Return

The SIZE 10 year annualized return is 11.73% with dividends reinvested through 05/11/2026. Investors often use annualized return to compare long-term performance because it shows the average yearly compounded return over a full period rather than just the headline total gain.

This page shows SIZE average annual return, total return, start and end dates, and the growth of a hypothetical $10,000 investment with dividends reinvested.

Quick links: Annualized Return Table  |  Performance Chart  |  FAQ
SIZE Average Annual Return Chart 10 Years
Growth of $10,000.00
With Dividends Reinvested Into SIZE

Also see:
• SIZE stock yearly return 2016
• SIZE stock yearly return 2017
• SIZE stock yearly return 2018
• SIZE stock yearly return 2019
• SIZE stock yearly return 2020
• SIZE stock yearly return 2021
• SIZE stock yearly return 2022
• SIZE stock yearly return 2023
• SIZE stock yearly return 2024
• SIZE stock yearly return 2025
• SIZE YTD return
Average Annual Return Benchmarks
Compare SIZE average annual return versus benchmarks:

S&P Average Annual Return
Dow Average Annual Return
Nasdaq 100 Average Annual Return
Russell 2000 Average Annual Return
Gold Average Annual Return
10 Year Treasury Average Annual Return
SIZE Share Performance
SIZE Average Annual Return Table 10 Years
Start date: 05/12/2016
End date: 05/11/2026
Start price/share: $66.87
End price/share: $171.79
Starting shares: 149.54
Ending shares: 176.49
Dividends reinvested/share: $17.73
Total return: 203.19%
SIZE Average Annual Return: 11.73%
Starting investment: $10,000.00
Ending investment: $30,327.04


SIZE average annual return is presented with the assumption of reinvestments of any dividends on ex-date.
About iShares Trust - MSCI USA Size Factor ETF
iShares MSCI USA Size Factor is an open-end management investment company. The Fund seeks to track the performance, before fees and expenses, of an index that measures the performance of U.S. large- and mid-capitalization stocks with relatively smaller average market capitalization, as represented by the MSCI USA Risk Weighted Index (the Index). The Fund invests in a representative sample of securities included in the Index that collectively has an investment profile similar to the Index. As of Jul 31 2015, the Fund's total assets were $241,328,044 and the Fund's investment portfolio was valued at $241,141,893. The SIZE average annual return 10 years is shown above.

The Average Annual Return on the SIZE average annual return 10 years page and across the coverage universe of our site, is a measure of the annualized return over the past ten years (or specified start date) for a given investment (up to the end of prior trading session recorded). Arguably, choosing ten years for a measurement period is on the one hand completely arbitrary, but on the other hand provides a sufficiently long window to capture long-term trends.

Thus, researching Average Annual Returns is good practice for investors — whether SIZE average annual return 10 years or other benchmarks/peers — and when doing so it is also important to factor in dividends, because a financial instrument's annualized return is more than just the change in price if that instrument pays a dividend or coupon. Our website aims to empower investors by performing the SIZE average annual return calculation with any dividends reinvested as applicable (on ex-dates).
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Average Annual Return Peers
iShares Trust - MSCI USA Size Factor ETF (SIZE) is categorized under the Financials sector; to help you further research average annual return performance across stocks, below are some other companies in the same sector:

SJB Average Annual Return
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★★★★ Based on a ranking of our entire coverage universe by highest ten year average annual return, iShares Trust - MSCI USA Size Factor ETF (SIZE) ranks within the highest 50% of all stocks whose returns we have reviewed.
What has the average annual return been for SIZE over the past ten years?
✔️Accepted answer: The ten year SIZE average annual return has been 11.73% with dividends reinvested.

When you say 'with dividends reinvested' what does that mean?
✔️Accepted answer: That means that each time the stock goes ex-dividend, the average annual return calculation then factors in how that dividend amount could have been reinvested into more shares of SIZE at the then-current price — often this is referred to as 'compounding' and is very important when considering average annual return over a long period like a full decade.

What start date was used in your SIZE average annual return calculation?
✔️Accepted answer: The start date was 05/12/2016.

What end date was used in your SIZE average annual return calculation?
✔️Accepted answer: The end date was 05/11/2026.

If I had invested $10,000 into SIZE ten years ago, how much would I have today?
✔️Accepted answer: With dividends reinvested, as of 05/11/2026, you would have $30,327.04.

What does that work out to on a total return basis?
✔️Accepted answer: The SIZE ten year total return ending 05/11/2026 works out to 203.19%.


Also see:
• SIZE stock yearly return 2016
• SIZE stock yearly return 2017
• SIZE stock yearly return 2018
• SIZE stock yearly return 2019
• SIZE stock yearly return 2020
• SIZE stock yearly return 2021
• SIZE stock yearly return 2022
• SIZE stock yearly return 2023
• SIZE stock yearly return 2024
• SIZE stock yearly return 2025
• SIZE YTD return
 

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