SCHA vs. SWSCX
Compare and contrast key facts about Schwab U.S. Small-Cap ETF (SCHA) and Schwab Small-Cap Equity Fund™ (SWSCX).
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. SWSCX is managed by Charles Schwab. It was launched on Jul 1, 2003.
Performance
SCHA vs. SWSCX - Performance Comparison
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SCHA vs. SWSCX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SCHA Schwab U.S. Small-Cap ETF | 3.19% | 11.60% | 11.16% | 18.46% | -19.81% | 16.45% | 19.34% | 26.50% | -11.79% | 14.94% |
SWSCX Schwab Small-Cap Equity Fund™ | 1.36% | 5.66% | 9.89% | 19.90% | -14.12% | 29.29% | 7.63% | 17.89% | -12.47% | 10.04% |
Returns By Period
In the year-to-date period, SCHA achieves a 3.19% return, which is significantly higher than SWSCX's 1.36% return. Over the past 10 years, SCHA has outperformed SWSCX with an annualized return of 9.94%, while SWSCX has yielded a comparatively lower 9.01% annualized return.
SCHA
- 1D
- 0.93%
- 1M
- -4.33%
- YTD
- 3.19%
- 6M
- 5.66%
- 1Y
- 26.55%
- 3Y*
- 13.45%
- 5Y*
- 4.49%
- 10Y*
- 9.94%
SWSCX
- 1D
- 3.43%
- 1M
- -5.45%
- YTD
- 1.36%
- 6M
- -2.89%
- 1Y
- 17.90%
- 3Y*
- 11.12%
- 5Y*
- 5.80%
- 10Y*
- 9.01%
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SCHA vs. SWSCX - Expense Ratio Comparison
SCHA has a 0.04% expense ratio, which is lower than SWSCX's 1.08% expense ratio.
Return for Risk
SCHA vs. SWSCX — Risk / Return Rank
SCHA
SWSCX
SCHA vs. SWSCX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab U.S. Small-Cap ETF (SCHA) and Schwab Small-Cap Equity Fund™ (SWSCX). 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.
| SCHA | SWSCX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.16 | 0.73 | +0.43 |
Sortino ratioReturn per unit of downside risk | 1.74 | 1.10 | +0.63 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.16 | +0.07 |
Calmar ratioReturn relative to maximum drawdown | 1.87 | 1.13 | +0.74 |
Martin ratioReturn relative to average drawdown | 7.77 | 3.14 | +4.63 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| SCHA | SWSCX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.16 | 0.73 | +0.43 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.21 | 0.26 | -0.05 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.44 | 0.38 | +0.06 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.53 | 0.40 | +0.13 |
Correlation
The correlation between SCHA and SWSCX is 0.98, 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.
Dividends
SCHA vs. SWSCX - Dividend Comparison
SCHA's dividend yield for the trailing twelve months is around 1.16%, while SWSCX has not paid dividends to shareholders.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SCHA Schwab U.S. Small-Cap ETF | 1.16% | 1.26% | 1.51% | 1.42% | 1.37% | 1.19% | 1.05% | 1.39% | 1.58% | 1.24% | 1.50% | 1.48% |
SWSCX Schwab Small-Cap Equity Fund™ | 0.00% | 0.00% | 14.10% | 0.36% | 10.14% | 12.07% | 0.19% | 0.11% | 26.16% | 14.46% | 0.41% | 14.47% |
Drawdowns
SCHA vs. SWSCX - Drawdown Comparison
The maximum SCHA drawdown since its inception was -42.41%, smaller than the maximum SWSCX drawdown of -63.30%. Use the drawdown chart below to compare losses from any high point for SCHA and SWSCX.
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Drawdown Indicators
| SCHA | SWSCX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -42.41% | -63.30% | +20.89% |
Max Drawdown (1Y)Largest decline over 1 year | -14.35% | -13.76% | -0.59% |
Max Drawdown (5Y)Largest decline over 5 years | -30.79% | -27.35% | -3.44% |
Max Drawdown (10Y)Largest decline over 10 years | -42.41% | -49.32% | +6.91% |
Current DrawdownCurrent decline from peak | -5.41% | -9.76% | +4.35% |
Average DrawdownAverage peak-to-trough decline | -7.65% | -10.66% | +3.01% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.45% | 4.96% | -1.51% |
Volatility
SCHA vs. SWSCX - Volatility Comparison
Schwab U.S. Small-Cap ETF (SCHA) and Schwab Small-Cap Equity Fund™ (SWSCX) have volatilities of 7.31% and 7.48%, 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.
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Volatility by Period
| SCHA | SWSCX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.31% | 7.48% | -0.17% |
Volatility (6M)Calculated over the trailing 6-month period | 13.72% | 17.12% | -3.40% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.90% | 24.79% | -1.89% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.95% | 22.47% | -0.52% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.67% | 23.56% | -0.89% |