The best Size-Factor ETFs

How to invest in size-factor ETFs

0,20% p.a. - 0,85% p.a.
annual total expense ratio (TER) of size-factor ETFs
on the size factor, which are tracked by ETFs
on the size factor
 
The best indices for 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 22 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: -1,13%
1 year: 22,67%
3 years: 51,71%
5 years: 43,61%
 

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

ETF name
ISIN
  Fund size
in m EUR
TER
in %
Use of profits Fund domicile Replication method
iShares MSCI World Small Cap UCITS ETFIE00BF4RFH31 7.766 0,35% p.a. Accumulerend Ierland Geoptimaliseerde sampling
State Street SPDR MSCI World Small Cap UCITS ETF USD Unhedged (Acc)IE00BCBJG560 1.737 0,45% p.a. Accumulerend Ierland Geoptimaliseerde sampling
Avantis Global Small Cap Value UCITS ETF USD AccIE0003R87OG3 1.159 0,39% p.a. Accumulerend Ierland Volledige replicatie
UBS MSCI World Small Cap Socially Responsible UCITS ETF USD accIE00BKSCBX74 646 0,23% p.a. Accumulerend Ierland Volledige replicatie
Amundi MSCI World Small Cap ESG Broad Transition UCITS ETF AccIE000UZZ5D45 488 0,25% p.a. Accumulerend Ierland Volledige replicatie
iShares MSCI World Small Cap CTB Enhanced ESG UCITS ETF USD (Acc)IE000T9EOCL3 405 0,35% p.a. Accumulerend Ierland Geoptimaliseerde sampling
Avantis Global Small Cap Value UCITS ETF I-USD ACC ETFIE0000EA7C44 224 0,39% p.a. Accumulerend Ierland Volledige replicatie
State Street World Small Cap Enhanced Active Equity UCITS ETF USD Unhedged (Acc)IE000F2IX674 167 0,45% p.a. Accumulerend Ierland Geoptimaliseerde sampling
Xtrackers MSCI World Small Cap UCITS ETF 1CIE000F354Q61 141 0,25% p.a. Accumulerend Ierland Geoptimaliseerde sampling
HSBC MSCI World Small Cap Screened UCITS ETF USD (Acc)IE000C692SN6 136 0,25% p.a. Accumulerend Ierland Geoptimaliseerde sampling
Xtrackers World Small Cap Green Tech Innovators UCITS ETF 1CLU2859297330 75 0,45% p.a. Accumulerend Luxemburg Volledige replicatie
UBS MSCI World Small Cap Socially Responsible UCITS ETF USD disIE00BKSCBW67 69 0,23% p.a. Distribueren Ierland Volledige replicatie
HANetf Sprott Junior Uranium Miners UCITS ETF USD AccumulatingIE00075IVKF9 62 0,85% p.a. Accumulerend Ierland Volledige replicatie
State Street SPDR MSCI World Small Cap UCITS ETF USD Unhedged (Dist)IE000SU1VJ03 47 0,45% p.a. Distribueren Ierland Geoptimaliseerde sampling
UBS MSCI World Small Cap UCITS ETF USD accIE000AZ2HZ31 39 0,20% p.a. Accumulerend Ierland Geoptimaliseerde sampling
Jupiter Origin Global Smaller Companies Active UCITS ETF (Acc)IE000AN3AFZ1 17 0,45% p.a. Accumulerend Ierland Volledige replicatie
Vanguard FTSE Global Small-Cap UCITS ETF USD AccIE0007TPRF31 16 0,22% p.a. Accumulerend Ierland Sampling
Xtrackers MSCI World Small Cap UCITS ETF 1DIE000ISS8DB2 16 0,25% p.a. Distribueren Ierland Geoptimaliseerde sampling
Xtrackers MSCI World Small Cap ESG UCITS ETF 1CIE000UATQPE2 10 0,25% p.a. Accumulerend Ierland Geoptimaliseerde sampling
Vanguard FTSE Global Small-Cap UCITS ETF USD DistIE000F8RXD33 10 0,22% p.a. Distribueren Ierland Sampling
Robeco NextGen Global Small-Cap Equity UCITS ETF AccIE000OHXGWO8 8 0,50% p.a. Accumulerend Ierland Volledige replicatie
Dimensional Global Targeted Value UCITS ETF USD (Acc)IE000S67ID55 - 0,44% p.a. Accumulerend Ierland Volledige replicatie

Source: justETF.com; As of 08-09-2026

 

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 ETF 1,04% 5,53% 11,77% 30,32% -
Avantis Global Small Cap Value UCITS ETF USD Acc 1,04% 5,58% 11,77% 30,32% -
Xtrackers World Small Cap Green Tech Innovators UCITS ETF 1C 3,13% 4,69% 11,04% 30,18% -
iShares MSCI World Small Cap UCITS ETF 2,68% 3,25% 9,39% 24,49% 52,32%
State Street SPDR MSCI World Small Cap UCITS ETF USD Unhedged (Dist) 1,93% 2,51% 8,60% 23,54% -
State Street SPDR MSCI World Small Cap UCITS ETF USD Unhedged (Acc) 1,89% 2,52% 8,58% 23,52% 50,48%
Xtrackers MSCI World Small Cap UCITS ETF 1C 1,86% 2,55% 8,52% 23,35% -
Amundi MSCI World Small Cap ESG Broad Transition UCITS ETF Acc 2,07% 2,79% 9,35% 23,15% -
Xtrackers MSCI World Small Cap UCITS ETF 1D 1,58% 2,24% 8,20% 22,98% -
iShares MSCI World Small Cap CTB Enhanced ESG UCITS ETF USD (Acc) 1,49% 2,34% 8,51% 22,89% 47,83%
HSBC MSCI World Small Cap Screened UCITS ETF USD (Acc) 1,23% 4,56% 8,71% 21,50% 43,76%
Xtrackers MSCI World Small Cap ESG UCITS ETF 1C 1,70% 3,90% 8,08% 20,56% -
UBS MSCI World Small Cap Socially Responsible UCITS ETF USD acc 2,03% 6,43% 7,82% 19,50% 38,52%
UBS MSCI World Small Cap Socially Responsible UCITS ETF USD dis 1,98% 6,46% 7,73% 19,41% 38,40%
HANetf Sprott Junior Uranium Miners UCITS ETF USD Accumulating 18,05% -7,54% -23,93% 10,56% -
Dimensional Global Targeted Value UCITS ETF USD (Acc) 0,69% 6,80% 8,98% - -
Jupiter Origin Global Smaller Companies Active UCITS ETF (Acc) 2,21% -0,10% 2,86% - -
Robeco NextGen Global Small-Cap Equity UCITS ETF Acc 0,85% 4,64% 11,53% - -
State Street World Small Cap Enhanced Active Equity UCITS ETF USD Unhedged (Acc) 2,05% 5,06% 12,02% - -
UBS MSCI World Small Cap UCITS ETF USD acc 1,96% - - - -
Vanguard FTSE Global Small-Cap UCITS ETF USD Acc - - - - -
Vanguard FTSE Global Small-Cap UCITS ETF USD Dist - - - - -
ETF   2026
in %
2025
in %
2024
in %
2023
in %
2022
in %
Avantis Global Small Cap Value UCITS ETF I-USD ACC ETF 25,54% - - - -
iShares MSCI World Small Cap UCITS ETF 24,49% 5,92% 14,69% 12,23% -13,63%
Avantis Global Small Cap Value UCITS ETF USD Acc 24,13% 6,04% - - -
Amundi MSCI World Small Cap ESG Broad Transition UCITS ETF Acc 18,81% 3,97% - - -
Xtrackers World Small Cap Green Tech Innovators UCITS ETF 1C 18,03% 15,01% - - -
State Street SPDR MSCI World Small Cap UCITS ETF USD Unhedged (Dist) 17,45% - - - -
State Street SPDR MSCI World Small Cap UCITS ETF USD Unhedged (Acc) 17,24% 5,69% 14,68% 11,70% -13,79%
iShares MSCI World Small Cap CTB Enhanced ESG UCITS ETF USD (Acc) 16,79% 4,44% 14,32% 10,46% -14,04%
HSBC MSCI World Small Cap Screened UCITS ETF USD (Acc) 16,57% 2,32% 13,34% 11,34% -
Xtrackers MSCI World Small Cap UCITS ETF 1D 16,24% - - - -
Xtrackers MSCI World Small Cap UCITS ETF 1C 16,21% - - - -
Dimensional Global Targeted Value UCITS ETF USD (Acc) 15,61% - - - -
Xtrackers MSCI World Small Cap ESG UCITS ETF 1C 14,93% - - - -
UBS MSCI World Small Cap Socially Responsible UCITS ETF USD dis 14,52% 2,04% 11,90% 11,78% -12,98%
UBS MSCI World Small Cap Socially Responsible UCITS ETF USD acc 13,86% 2,14% 11,96% 11,70% -12,96%
Jupiter Origin Global Smaller Companies Active UCITS ETF (Acc) 9,71% - - - -
HANetf Sprott Junior Uranium Miners UCITS ETF USD Accumulating 3,84% 29,04% - - -
Robeco NextGen Global Small-Cap Equity UCITS ETF Acc - - - - -
State Street World Small Cap Enhanced Active Equity UCITS ETF USD Unhedged (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 31-08-2026; Calculations in EUR including dividends