Your selection basket is empty.
Define a selection of ETFs which you would like to compare.
Add an ETF by clicking "Compare" on an ETF profile or by checkmarking an ETF in the ETF search.
The best Size-Factor ETFs
How to invest in size-factor ETFs
How do I invest in the size factor?
Statistical observations show that small companies (small caps) have tended to outperform large ones (large caps) in certain economic periods in the past. This research-based observation is referred to as the size factor. The only measure for the size that is used in this context is a firm's market capitalisation, i.e. the product of tradable shares and market value. Other indicators such as the number of employees or sales are not taken into account.This factor strategy can also be implemented by means of an index. In this investment guide, you will find all available worldwide small-cap ETFs. Currently, there are 10 ETFs available. You may also have a look at our investment guides on Small Caps Europe and Small Caps USA.
MSCI World Small Cap performance
1 month: -0.01%
1 year: 19.32%
3 years: 52.02%
5 years: 24.10%
Size-factor ETFs in comparison
The most important factors at a glance
When choosing a size-factor ETF one should consider several other factors in addition to the methodology of the underlying index and performance of an ETF. For better comparison, you will find a list of all size-factor ETFs with details on size, cost, age, income, domicile and replication method ranked by fund size.
Compare all size-factor ETFs in detail
Compare all size-factor ETFs in a chart
| Provider ISIN | Fund size in m CHF | TER in % | Use of profits | Fund domicile | Replication method | |
|---|---|---|---|---|---|---|
| State Street SPDR MSCI World Small Cap UCITS ETF USD Unhedged (Acc)IE00BCBJG560 | 1,618 | 0.45% p.a. | Accumulating | Ireland | Optimized sampling | |
| UBS MSCI World Small Cap Socially Responsible UCITS ETF USD accIE00BKSCBX74 | 594 | 0.23% p.a. | Accumulating | Ireland | Full replication | |
| Avantis Global Small Cap Value UCITS ETF I-USD AccIE0000EA7C44 | 222 | 0.39% p.a. | Accumulating | Ireland | Full replication | |
| UBS MSCI World Small Cap Socially Responsible UCITS ETF USD disIE00BKSCBW67 | 62 | 0.23% p.a. | Distributing | Ireland | Full replication | |
| UBS MSCI World Small Cap UCITS ETF USD accIE000AZ2HZ31 | 38 | 0.20% p.a. | Accumulating | Ireland | Optimized sampling | |
| Vanguard FTSE Global Small-Cap UCITS ETF USD AccIE0007TPRF31 | 30 | 0.22% p.a. | Accumulating | Ireland | Sampling | |
| Jupiter Origin Global Smaller Companies Active UCITS ETF (Acc)IE000AN3AFZ1 | 16 | 0.45% p.a. | Accumulating | Ireland | Full replication | |
| Vanguard FTSE Global Small-Cap UCITS ETF USD DistIE000F8RXD33 | 10 | 0.22% p.a. | Distributing | Ireland | Sampling | |
| Robeco NextGen Global Small-Cap Equity UCITS ETF AccIE000OHXGWO8 | 7 | 0.50% p.a. | Accumulating | Ireland | Full replication | |
| Invesco Global Small Cap Enhanced Equity UCITS ETF AccIE000WLI0KY7 | 2 | 0.39% p.a. | Accumulating | Ireland | Full replication |
Source: justETF.com; As of 11/10/2026
Return comparison of all size-factor ETFs
The table shows the returns of all size-factor ETFs in comparison. All return figures are including dividends as of month end. Besides the return the reference date on which you conduct the comparison is important. In order to find the best ETFs, you can also perform a chart comparison.
| ETF | 1 month in % | 3 months in % | 6 months in % | 1 year in % | 3 years in % | |
|---|---|---|---|---|---|---|
| Avantis Global Small Cap Value UCITS ETF I-USD Acc | -1.14% | 2.18% | 16.73% | 28.79% | - | |
| State Street SPDR MSCI World Small Cap UCITS ETF USD Unhedged (Acc) | -0.89% | -0.80% | 18.08% | 20.72% | 48.47% | |
| UBS MSCI World Small Cap Socially Responsible UCITS ETF USD acc | -1.85% | 2.11% | 16.92% | 16.92% | 35.20% | |
| UBS MSCI World Small Cap Socially Responsible UCITS ETF USD dis | -1.78% | 2.16% | 16.94% | 16.81% | 35.25% | |
| Invesco Global Small Cap Enhanced Equity UCITS ETF Acc | - | - | - | - | - | |
| Jupiter Origin Global Smaller Companies Active UCITS ETF (Acc) | 2.09% | 0.22% | 17.15% | - | - | |
| Robeco NextGen Global Small-Cap Equity UCITS ETF Acc | 0.68% | 1.36% | 22.19% | - | - | |
| UBS MSCI World Small Cap UCITS ETF USD acc | -0.75% | -0.56% | - | - | - | |
| Vanguard FTSE Global Small-Cap UCITS ETF USD Acc | -0.75% | - | - | - | - | |
| Vanguard FTSE Global Small-Cap UCITS ETF USD Dist | -0.89% | - | - | - | - |
| ETF | 2026 in % | 2025 in % | 2024 in % | 2023 in % | 2022 in % | |
|---|---|---|---|---|---|---|
| Avantis Global Small Cap Value UCITS ETF I-USD Acc | 24.61% | - | - | - | - | |
| State Street SPDR MSCI World Small Cap UCITS ETF USD Unhedged (Acc) | 16.77% | 4.58% | 16.56% | 5.04% | -17.83% | |
| UBS MSCI World Small Cap Socially Responsible UCITS ETF USD dis | 13.12% | 0.97% | 13.73% | 5.14% | -17.08% | |
| Jupiter Origin Global Smaller Companies Active UCITS ETF (Acc) | 12.61% | - | - | - | - | |
| UBS MSCI World Small Cap Socially Responsible UCITS ETF USD acc | 12.47% | 1.08% | 13.78% | 5.04% | -17.04% | |
| Invesco Global Small Cap Enhanced Equity UCITS ETF Acc | - | - | - | - | - | |
| Robeco NextGen Global Small-Cap Equity UCITS ETF Acc | - | - | - | - | - | |
| UBS MSCI World Small Cap UCITS ETF USD acc | - | - | - | - | - | |
| Vanguard FTSE Global Small-Cap UCITS ETF USD Acc | - | - | - | - | - | |
| Vanguard FTSE Global Small-Cap UCITS ETF USD Dist | - | - | - | - | - |
Source: justETF.com; As of 30/09/2026; Calculations in CHF including dividends