iShares Edge MSCI USA Size Factor

ETF description

This ETF is designed to give investors exposure to U.S. companies based on their size, with a focus on those that may offer growth potential across different market capitalizations. It aims to track an index that adjusts its exposure to larger or smaller companies, depending on their size, rather than simply following the largest companies in the market. The idea behind this approach is that companies of different sizes can perform differently depending on market conditions, offering a way to potentially capture growth across a wider range of businesses.

This ETF may appeal to investors who want to diversify their U.S. equity investments by including a mix of companies with different sizes, from large established firms to smaller, potentially faster‑growing businesses.

Issuer details

iShares ETFs are issued and managed by BlackRock, the world’s largest asset management company.

With 800+ products globally and over $2trn in assets (as at June 2024), iShares ETFs are a flexible, low‑cost way for investors to gain exposure to various market segments, including fixed income, emerging markets and broad‑based indexes.

Index details

The Edge MSCI USA Size Factor index provides investors with targeted exposure to U.S. equities based on company size, emphasizing smaller capitalization stocks. By focusing on the size factor, the index aims to capture the growth potential and diversification benefits of smaller companies within the U.S. market. This approach offers a valuable tool for those seeking enhanced returns through strategic size exposure, making it an essential component for portfolios looking to optimize performance by leveraging the size factor within the U.S. equity landscape.