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Schwab U.S. Small-Cap ETF (SCHA)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

ETF Info

ISIN

US8085246077

CUSIP

808524607

Inception Date

Nov 3, 2009

Region

North America (U.S.)

Leveraged

1x

Index Tracked

Dow Jones U.S. Small-Cap Total Stock Market Total Return Index

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.


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.


Performance

Performance Chart


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Returns By Period

Schwab U.S. Small-Cap ETF (SCHA) returned -5.08% year-to-date (YTD) and 2.70% over the past 12 months. Over the past 10 years, SCHA returned 7.57% annually, underperforming the S&P 500 benchmark at 10.78%.


SCHA

YTD

-5.08%

1M

11.88%

6M

-9.70%

1Y

2.70%

5Y*

13.45%

10Y*

7.57%

^GSPC (Benchmark)

YTD

0.19%

1M

9.00%

6M

-1.55%

1Y

12.31%

5Y*

15.59%

10Y*

10.78%

*Annualized

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.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20253.29%-5.39%-7.07%-2.56%7.27%-5.08%
2024-3.77%4.86%3.77%-6.46%4.52%-1.10%8.39%-0.60%1.43%-1.01%10.63%-7.73%11.80%
202310.44%-1.86%-4.19%-1.79%-1.70%8.96%5.25%-4.08%-5.99%-6.42%9.52%11.88%18.88%
2022-8.92%0.90%0.79%-9.04%-0.07%-9.08%10.44%-2.23%-9.63%10.69%3.63%-5.63%-19.14%
20213.98%6.33%1.52%2.79%0.36%1.54%-2.68%2.24%-3.15%4.46%-4.33%2.86%16.46%
2020-3.00%-8.40%-22.98%14.62%7.35%3.45%4.35%4.41%-3.63%2.20%17.89%8.51%19.56%
201912.01%4.94%-1.72%3.63%-7.41%6.89%1.32%-4.42%1.12%2.09%3.92%3.29%27.15%
20182.67%-3.99%0.86%0.67%5.49%0.70%1.63%4.61%-2.34%-10.56%1.60%-11.34%-11.07%
20171.02%1.95%-0.27%0.81%-1.81%3.21%1.14%-0.91%5.70%0.89%2.99%0.09%15.61%
2016-8.00%0.65%8.39%1.92%1.92%0.21%5.22%1.02%0.87%-4.24%9.65%2.93%21.08%
2015-2.59%6.16%1.66%-1.84%2.19%0.08%-0.63%-6.27%-4.46%5.61%2.27%-4.20%-2.81%
2014-2.17%5.12%0.07%-2.78%0.61%4.94%-5.36%4.99%-4.98%4.98%0.76%1.74%7.34%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of SCHA is 22, meaning it’s performing worse than 78% of other ETFs on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of SCHA is 2222
Overall Rank
The Sharpe Ratio Rank of SCHA is 2020
Sharpe Ratio Rank
The Sortino Ratio Rank of SCHA is 2424
Sortino Ratio Rank
The Omega Ratio Rank of SCHA is 2323
Omega Ratio Rank
The Calmar Ratio Rank of SCHA is 2424
Calmar Ratio Rank
The Martin Ratio Rank of SCHA is 2222
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

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.


The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.

Schwab U.S. Small-Cap ETF Sharpe ratios as of May 15, 2025 (values are recalculated daily):

  • 1-Year: 0.11
  • 5-Year: 0.58
  • 10-Year: 0.33
  • All Time: 0.53

These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns (including price changes and dividends).

The chart below shows the rolling Sharpe ratio of Schwab U.S. Small-Cap ETF compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time. For deeper analysis or to customize the calculation, use the Sharpe ratio tool.


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Dividends

Dividend History

Schwab U.S. Small-Cap ETF provided a 1.60% dividend yield over the last twelve months, with an annual payout of $0.39 per share. The fund has been increasing its distributions for 2 consecutive years.


1.10%1.20%1.30%1.40%1.50%1.60%$0.00$0.10$0.20$0.30$0.4020142015201620172018201920202021202220232024
Dividends
Dividend Yield
PeriodTTM20242023202220212020201920182017201620152014
Dividend$0.39$0.39$0.34$0.28$0.31$0.23$0.26$0.25$0.22$0.23$0.19$0.20

Dividend yield

1.60%1.51%1.42%1.37%1.19%1.05%1.39%1.62%1.24%1.50%1.48%1.45%

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.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025$0.00$0.00$0.06$0.00$0.00$0.06
2024$0.00$0.00$0.05$0.00$0.00$0.08$0.00$0.00$0.09$0.00$0.00$0.17$0.39
2023$0.00$0.00$0.07$0.00$0.00$0.08$0.00$0.00$0.08$0.00$0.00$0.12$0.34
2022$0.00$0.00$0.03$0.00$0.00$0.07$0.00$0.00$0.07$0.00$0.00$0.10$0.28
2021$0.00$0.00$0.05$0.00$0.00$0.06$0.00$0.00$0.07$0.00$0.00$0.12$0.31
2020$0.00$0.00$0.06$0.00$0.00$0.03$0.00$0.00$0.07$0.00$0.00$0.08$0.23
2019$0.00$0.00$0.04$0.00$0.00$0.06$0.00$0.00$0.07$0.00$0.00$0.09$0.26
2018$0.00$0.00$0.05$0.00$0.00$0.04$0.00$0.00$0.06$0.00$0.00$0.09$0.25
2017$0.00$0.00$0.04$0.00$0.00$0.05$0.00$0.00$0.04$0.00$0.00$0.08$0.22
2016$0.00$0.00$0.06$0.00$0.00$0.04$0.00$0.00$0.05$0.00$0.00$0.09$0.23
2015$0.00$0.00$0.05$0.00$0.00$0.04$0.00$0.00$0.05$0.00$0.00$0.06$0.19
2014$0.05$0.00$0.00$0.05$0.00$0.00$0.05$0.00$0.00$0.05$0.20

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


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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 12.79%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-42.41%Jan 17, 202045Mar 23, 2020161Nov 9, 2020206
-30.79%Nov 9, 2021152Jun 16, 2022584Oct 14, 2024736
-28.37%May 2, 2011108Oct 3, 2011120Mar 26, 2012228
-27.29%Nov 26, 202490Apr 8, 2025
-26.04%Sep 4, 201878Dec 24, 2018250Dec 20, 2019328

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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