SCHAX vs. SCHA
Compare and contrast key facts about Franklin Multi-Asset Growth Fund (SCHAX) and Schwab U.S. Small-Cap ETF (SCHA).
SCHAX is managed by Franklin Templeton. It was launched on Feb 4, 1996. 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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SCHAX or SCHA.
Correlation
The correlation between SCHAX and SCHA is 0.86, 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
SCHAX vs. SCHA - Performance Comparison
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Key characteristics
SCHAX:
0.23
SCHA:
0.09
SCHAX:
0.55
SCHA:
0.42
SCHAX:
1.08
SCHA:
1.05
SCHAX:
0.29
SCHA:
0.15
SCHAX:
0.99
SCHA:
0.45
SCHAX:
5.60%
SCHA:
9.10%
SCHAX:
17.72%
SCHA:
23.93%
SCHAX:
-59.27%
SCHA:
-42.41%
SCHAX:
-5.17%
SCHA:
-12.55%
Returns By Period
In the year-to-date period, SCHAX achieves a 2.69% return, which is significantly higher than SCHA's -4.81% return. Over the past 10 years, SCHAX has underperformed SCHA with an annualized return of 1.19%, while SCHA has yielded a comparatively higher 7.51% annualized return.
SCHAX
2.69%
9.06%
-2.73%
3.97%
7.87%
1.19%
SCHA
-4.81%
12.25%
-8.34%
2.04%
13.50%
7.51%
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SCHAX vs. SCHA - Expense Ratio Comparison
SCHAX has a 0.43% expense ratio, which is higher than SCHA's 0.04% expense ratio.
Risk-Adjusted Performance
SCHAX vs. SCHA — Risk-Adjusted Performance Rank
SCHAX
SCHA
SCHAX vs. SCHA - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Franklin Multi-Asset Growth Fund (SCHAX) 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.
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Dividends
SCHAX vs. SCHA - Dividend Comparison
SCHAX's dividend yield for the trailing twelve months is around 1.15%, less than SCHA's 1.59% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SCHAX Franklin Multi-Asset Growth Fund | 1.15% | 1.18% | 1.04% | 1.81% | 3.61% | 1.02% | 1.42% | 2.07% | 1.23% | 1.02% | 0.94% | 1.09% |
SCHA Schwab U.S. Small-Cap ETF | 1.59% | 1.51% | 1.42% | 1.37% | 1.19% | 1.05% | 1.39% | 1.62% | 1.24% | 1.50% | 1.48% | 1.45% |
Drawdowns
SCHAX vs. SCHA - Drawdown Comparison
The maximum SCHAX drawdown since its inception was -59.27%, which is greater than SCHA's maximum drawdown of -42.41%. Use the drawdown chart below to compare losses from any high point for SCHAX and SCHA. For additional features, visit the drawdowns tool.
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Volatility
SCHAX vs. SCHA - Volatility Comparison
The current volatility for Franklin Multi-Asset Growth Fund (SCHAX) is 4.92%, while Schwab U.S. Small-Cap ETF (SCHA) has a volatility of 6.53%. This indicates that SCHAX experiences smaller price fluctuations and is considered to be less risky than SCHA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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