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

ETF Info

ISINUS8085246077
CUSIP808524607
IssuerCharles Schwab
Inception DateNov 3, 2009
RegionNorth America (U.S.)
CategorySmall Cap Growth Equities
Index TrackedDow Jones U.S. Small-Cap Total Stock Market Total Return Index
Home Pagewww.schwabassetmanagement.com
Asset ClassEquity

Asset Class Size

Small-Cap

Asset Class Style

Blend

Expense Ratio

The Schwab U.S. Small-Cap ETF has an expense ratio of 0.04% which is considered to be low.


0.50%1.00%1.50%2.00%0.04%

Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds to compare with SCHA

Schwab U.S. Small-Cap ETF

Popular comparisons: SCHA vs. VB, SCHA vs. IJR, SCHA vs. FNDA, SCHA vs. SWSSX, SCHA vs. SCHV, SCHA vs. SCHD, SCHA vs. SCHB, SCHA vs. CALF, SCHA vs. SCHX, SCHA vs. VBK

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.


280.00%300.00%320.00%340.00%360.00%380.00%400.00%OctoberNovemberDecember2024FebruaryMarch
388.36%
402.05%
SCHA (Schwab U.S. Small-Cap ETF)
Benchmark (^GSPC)

S&P 500

Returns By Period

Schwab U.S. Small-Cap ETF had a return of 4.11% year-to-date (YTD) and 22.78% in the last 12 months. Over the past 10 years, Schwab U.S. Small-Cap ETF had an annualized return of 7.93%, while the S&P 500 had an annualized return of 10.96%, indicating that Schwab U.S. Small-Cap ETF did not perform as well as the benchmark.


PeriodReturnBenchmark
Year-To-Date4.11%10.04%
1 month4.22%3.53%
6 months20.10%22.79%
1 year22.78%32.16%
5 years (annualized)8.54%13.15%
10 years (annualized)7.93%10.96%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
2024-3.77%4.86%
2023-4.08%-5.99%-6.42%9.52%11.88%

Risk-Adjusted Performance

Risk-Adjusted Performance Indicators

This table presents risk-adjusted performance metrics for Schwab U.S. Small-Cap ETF (SCHA) and compares them with a selected benchmark (^GSPC). These performance indicators assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


Sharpe ratioSortino ratioOmega ratioCalmar ratioUlcer Index
SCHA
Schwab U.S. Small-Cap ETF
1.22
^GSPC
S&P 500
2.76

Sharpe Ratio

The current Schwab U.S. Small-Cap ETF Sharpe ratio is 1.22. A Sharpe ratio greater than 1.0 is considered acceptable.


Rolling 12-month Sharpe Ratio-0.500.000.501.001.502.002.503.00OctoberNovemberDecember2024FebruaryMarch
1.22
2.76
SCHA (Schwab U.S. Small-Cap ETF)
Benchmark (^GSPC)

Dividends

Dividend History

Schwab U.S. Small-Cap ETF granted a 1.31% dividend yield in the last twelve months. The annual payout for that period amounted to $0.64 per share.


PeriodTTM20232022202120202019201820172016201520142013
Dividend$0.64$0.67$0.55$0.61$0.47$0.53$0.49$0.43$0.46$0.39$0.40$0.30

Dividend yield

1.31%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.


JanFebMarAprMayJunJulAugSepOctNovDec
2024$0.00$0.00
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
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
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
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
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
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
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
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
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
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
2013$0.06$0.00$0.00$0.08$0.00$0.00$0.07$0.00$0.00$0.09

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


-30.00%-25.00%-20.00%-15.00%-10.00%-5.00%0.00%OctoberNovemberDecember2024FebruaryMarch
-7.61%
0
SCHA (Schwab U.S. Small-Cap ETF)
Benchmark (^GSPC)

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 7.61%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-42.41%Jan 17, 202045Mar 23, 2020161Nov 9, 2020206
-30.79%Nov 9, 2021152Jun 16, 2022
-28.37%May 2, 2011108Oct 3, 2011234Sep 6, 2012342
-26.44%Sep 4, 201878Dec 24, 2018266Jan 15, 2020344
-24.96%Jun 24, 2015161Feb 11, 2016191Nov 11, 2016352

Volatility

Volatility Chart

The current Schwab U.S. Small-Cap ETF volatility is 4.21%, 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.


2.00%3.00%4.00%5.00%6.00%7.00%8.00%OctoberNovemberDecember2024FebruaryMarch
4.21%
2.82%
SCHA (Schwab U.S. Small-Cap ETF)
Benchmark (^GSPC)