ISCB vs. SCHA
Compare and contrast key facts about iShares Morningstar Small-Cap ETF (ISCB) and Schwab U.S. Small-Cap ETF (SCHA).
ISCB and SCHA are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. ISCB is a passively managed fund by iShares that tracks the performance of the Morningstar US Small Cap Extended Index. It was launched on Jun 28, 2004. SCHA is a passively managed fund by Charles Schwab that tracks the performance of the Dow Jones U.S. Small-Cap Total Stock Market Total Return Index. It was launched on Nov 3, 2009. Both ISCB and SCHA are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ISCB or SCHA.
Correlation
The correlation between ISCB and SCHA is 0.96, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
ISCB vs. SCHA - Performance Comparison
Key characteristics
ISCB:
1.04
SCHA:
0.99
ISCB:
1.53
SCHA:
1.47
ISCB:
1.19
SCHA:
1.18
ISCB:
1.34
SCHA:
1.30
ISCB:
4.98
SCHA:
5.01
ISCB:
3.83%
SCHA:
3.78%
ISCB:
18.29%
SCHA:
19.11%
ISCB:
-61.25%
SCHA:
-42.41%
ISCB:
-5.78%
SCHA:
-6.10%
Returns By Period
In the year-to-date period, ISCB achieves a 2.87% return, which is significantly higher than SCHA's 2.20% return. Over the past 10 years, ISCB has underperformed SCHA with an annualized return of 7.56%, while SCHA has yielded a comparatively higher 9.29% annualized return.
ISCB
2.87%
-1.57%
6.69%
19.98%
6.29%
7.56%
SCHA
2.20%
-2.00%
6.48%
19.97%
8.59%
9.29%
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ISCB vs. SCHA - Expense Ratio Comparison
Both ISCB and SCHA have an expense ratio of 0.04%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.
Risk-Adjusted Performance
ISCB vs. SCHA — Risk-Adjusted Performance Rank
ISCB
SCHA
ISCB vs. SCHA - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Morningstar Small-Cap ETF (ISCB) and Schwab U.S. Small-Cap ETF (SCHA). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
ISCB vs. SCHA - Dividend Comparison
ISCB's dividend yield for the trailing twelve months is around 1.27%, less than SCHA's 2.11% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ISCB iShares Morningstar Small-Cap ETF | 1.27% | 1.31% | 1.49% | 1.63% | 1.26% | 1.26% | 1.25% | 1.60% | 1.24% | 1.58% | 1.40% | 1.18% |
SCHA Schwab U.S. Small-Cap ETF | 2.11% | 2.16% | 2.85% | 1.90% | 1.41% | 1.65% | 1.62% | 3.20% | 2.49% | 1.50% | 2.64% | 2.18% |
Drawdowns
ISCB vs. SCHA - Drawdown Comparison
The maximum ISCB drawdown since its inception was -61.25%, which is greater than SCHA's maximum drawdown of -42.41%. Use the drawdown chart below to compare losses from any high point for ISCB and SCHA. For additional features, visit the drawdowns tool.
Volatility
ISCB vs. SCHA - Volatility Comparison
iShares Morningstar Small-Cap ETF (ISCB) and Schwab U.S. Small-Cap ETF (SCHA) have volatilities of 5.99% and 6.28%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.