Schwab U.S. Small-Cap ETF (SCHA)
SCHA is a passive ETF by Charles Schwab tracking the investment results of the Dow Jones U.S. Small-Cap Total Stock Market Total Return Index. SCHA launched on Nov 3, 2009 and has a 0.04% expense ratio.
ETF Info
| ISIN | US8085246077 |
|---|---|
| CUSIP | 808524607 |
| Issuer | Charles Schwab |
| Inception Date | Nov 3, 2009 |
| Region | North America (U.S.) |
| Category | Small Cap Growth Equities |
| Index Tracked | Dow Jones U.S. Small-Cap Total Stock Market Total Return Index |
| Home Page | www.schwabassetmanagement.com |
| Asset Class | Equity |
Asset Class Size | Small-Cap |
Asset Class Style | Blend |
Expense Ratio
SCHA has an expense ratio of 0.04%, which is considered low compared to other funds.
Share Price Chart
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Compare to other instruments
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Popular comparisons: SCHA vs. VB, SCHA vs. IJR, SCHA vs. SWSSX, SCHA vs. FNDA, SCHA vs. SCHD, SCHA vs. SCHV, SCHA vs. CALF, SCHA vs. SCHB, SCHA vs. VBK, SCHA vs. SCHX
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Schwab U.S. Small-Cap ETF, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
Schwab U.S. Small-Cap ETF had a return of 7.51% year-to-date (YTD) and 12.06% in the last 12 months. Over the past 10 years, Schwab U.S. Small-Cap ETF had an annualized return of 8.20%, while the S&P 500 had an annualized return of 10.58%, indicating that Schwab U.S. Small-Cap ETF did not perform as well as the benchmark.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 7.51% | 13.20% |
| 1 month | 7.58% | -1.28% |
| 6 months | 10.12% | 10.32% |
| 1 year | 12.06% | 18.23% |
| 5 years (annualized) | 8.23% | 12.31% |
| 10 years (annualized) | 8.20% | 10.58% |
Monthly Returns
The table below presents the monthly returns of SCHA, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -3.77% | 4.86% | 3.53% | -6.46% | 4.52% | -1.10% | 7.51% | ||||||
| 2023 | 10.44% | -1.86% | -4.19% | -1.79% | -1.70% | 8.58% | 5.25% | -4.08% | -5.99% | -6.42% | 9.52% | 11.88% | 18.46% |
| 2022 | -8.92% | 0.90% | 0.79% | -9.04% | -0.07% | -9.09% | 10.44% | -2.23% | -9.93% | 10.69% | 3.63% | -6.10% | -19.81% |
| 2021 | 3.98% | 6.33% | 1.52% | 2.79% | 0.36% | 1.54% | -2.68% | 2.24% | -3.15% | 4.46% | -4.33% | 2.86% | 16.45% |
| 2020 | -3.00% | -8.40% | -22.98% | 14.62% | 7.35% | 3.26% | 4.35% | 4.41% | -3.63% | 2.20% | 17.89% | 8.51% | 19.34% |
| 2019 | 12.01% | 4.94% | -1.72% | 3.63% | -7.41% | 6.89% | 1.32% | -4.42% | 1.12% | 2.09% | 3.92% | 2.76% | 26.50% |
| 2018 | 2.67% | -3.99% | 0.86% | 0.67% | 5.49% | 0.46% | 1.63% | 4.61% | -2.34% | -10.56% | 1.60% | -11.83% | -11.76% |
| 2017 | 1.02% | 1.95% | -0.27% | 0.81% | -1.81% | 2.87% | 1.14% | -0.91% | 5.44% | 0.89% | 2.99% | 0.09% | 14.94% |
| 2016 | -8.00% | 0.65% | 8.39% | 1.92% | 1.92% | 0.21% | 5.22% | 1.02% | 0.54% | -4.24% | 9.65% | 2.33% | 19.98% |
| 2015 | -2.59% | 6.17% | 1.34% | -1.84% | 2.19% | -0.20% | -0.63% | -6.27% | -4.80% | 5.61% | 2.27% | -4.63% | -4.17% |
| 2014 | -2.17% | 5.12% | -0.33% | -2.78% | 0.61% | 4.94% | -5.36% | 4.99% | -5.30% | 4.98% | 0.76% | 1.73% | 6.55% |
| 2013 | 6.35% | 1.38% | 4.58% | -0.30% | 4.19% | -0.83% | 7.12% | -3.08% | 5.91% | 3.24% | 3.52% | 2.22% | 39.50% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of SCHA is 39, suggesting that the investment has average results relative to other ETFs in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Schwab U.S. Small-Cap ETF (SCHA) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Schwab U.S. Small-Cap ETF granted a 1.30% dividend yield in the last twelve months. The annual payout for that period amounted to $0.66 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.66 | $0.67 | $0.55 | $0.61 | $0.47 | $0.53 | $0.49 | $0.43 | $0.46 | $0.39 | $0.40 | $0.30 |
Dividend yield | 1.30% | 1.42% | 1.37% | 1.19% | 1.05% | 1.39% | 1.62% | 1.24% | 1.50% | 1.48% | 1.45% | 1.14% |
Monthly Dividends
The table displays the monthly dividend distributions for Schwab U.S. Small-Cap ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.00 | $0.11 | $0.00 | $0.00 | $0.16 | $0.00 | $0.27 | |||||
| 2023 | $0.00 | $0.00 | $0.14 | $0.00 | $0.00 | $0.15 | $0.00 | $0.00 | $0.15 | $0.00 | $0.00 | $0.23 | $0.67 |
| 2022 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.15 | $0.00 | $0.00 | $0.13 | $0.00 | $0.00 | $0.21 | $0.55 |
| 2021 | $0.00 | $0.00 | $0.11 | $0.00 | $0.00 | $0.11 | $0.00 | $0.00 | $0.15 | $0.00 | $0.00 | $0.25 | $0.61 |
| 2020 | $0.00 | $0.00 | $0.12 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.14 | $0.00 | $0.00 | $0.15 | $0.47 |
| 2019 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.12 | $0.00 | $0.00 | $0.13 | $0.00 | $0.00 | $0.19 | $0.53 |
| 2018 | $0.00 | $0.00 | $0.11 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.11 | $0.00 | $0.00 | $0.19 | $0.49 |
| 2017 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.11 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.16 | $0.43 |
| 2016 | $0.00 | $0.00 | $0.12 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.18 | $0.46 |
| 2015 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.12 | $0.39 |
| 2014 | $0.00 | $0.00 | $0.11 | $0.00 | $0.00 | $0.11 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.10 | $0.40 |
| 2013 | $0.06 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.09 | $0.30 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
Worst Drawdowns
The table below displays the maximum drawdowns of the Schwab U.S. Small-Cap ETF. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Schwab U.S. Small-Cap ETF was 42.41%, occurring on Mar 23, 2020. Recovery took 161 trading sessions.
The current Schwab U.S. Small-Cap ETF drawdown is 4.59%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -42.41% | Jan 17, 2020 | 45 | Mar 23, 2020 | 161 | Nov 9, 2020 | 206 |
| -30.79% | Nov 9, 2021 | 152 | Jun 16, 2022 | — | — | — |
| -28.37% | May 2, 2011 | 108 | Oct 3, 2011 | 234 | Sep 6, 2012 | 342 |
| -26.44% | Sep 4, 2018 | 78 | Dec 24, 2018 | 266 | Jan 15, 2020 | 344 |
| -24.96% | Jun 24, 2015 | 161 | Feb 11, 2016 | 191 | Nov 11, 2016 | 352 |
Volatility
Volatility Chart
The current Schwab U.S. Small-Cap ETF volatility is 6.08%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.