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SMAP vs. SCHA
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

SMAP vs. SCHA - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Amplify Small-Mid Cap Equity ETF (SMAP) and Schwab U.S. Small-Cap ETF (SCHA). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period


SMAP

1D
1M
YTD
6M
1Y
3Y*
5Y*
10Y*

SCHA

1D
-3.41%
1M
-1.01%
YTD
16.69%
6M
15.72%
1Y
36.92%
3Y*
17.38%
5Y*
6.57%
10Y*
10.68%
*Multi-year figures are annualized to reflect compound growth (CAGR)

SMAP vs. SCHA - Sectors Allocation Comparison


Sectors
SMAP
SCHA

Industrials

22.3%
15.4%

Healthcare

17.5%
13.5%

Technology

13.9%
23.3%

Financial Services

13.1%
15.7%

Consumer Cyclical

11.1%
9.0%

Basic Materials

7.9%
4.2%

Energy

6.6%
5.5%

Real Estate

5.6%
6.0%

Consumer Defensive

2.0%
2.6%

Communication Services

-

2.4%

Utilities

-

2.3%

Industrials

SMAP
22.3%
SCHA
15.4%

Healthcare

SMAP
17.5%
SCHA
13.5%

Technology

SMAP
13.9%
SCHA
23.3%

Financial Services

SMAP
13.1%
SCHA
15.7%

Consumer Cyclical

SMAP
11.1%
SCHA
9.0%

Basic Materials

SMAP
7.9%
SCHA
4.2%

Energy

SMAP
6.6%
SCHA
5.5%

Real Estate

SMAP
5.6%
SCHA
6.0%

Consumer Defensive

SMAP
2.0%
SCHA
2.6%

Communication Services

SMAP

-

SCHA
2.4%

Utilities

SMAP

-

SCHA
2.3%

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Return for Risk

SMAP vs. SCHA — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

SMAP

SCHA
SCHA Risk / Return Rank: 6767
Overall Rank
SCHA Sharpe Ratio Rank: 6262
Sharpe Ratio Rank
SCHA Sortino Ratio Rank: 6363
Sortino Ratio Rank
SCHA Omega Ratio Rank: 5757
Omega Ratio Rank
SCHA Calmar Ratio Rank: 7878
Calmar Ratio Rank
SCHA Martin Ratio Rank: 7676
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

SMAP vs. SCHA - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Amplify Small-Mid Cap Equity ETF (SMAP) 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.


Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

SMAP vs. SCHA - Sharpe Ratio Comparison


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Sharpe Ratios by Period


SMAPSCHADifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.03

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.30

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.47

Sharpe Ratio (All Time)

Calculated using the full available price history

0.57

Drawdowns

SMAP vs. SCHA - Drawdown Comparison


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Drawdown Indicators


SMAPSCHADifference

Max Drawdown

Largest peak-to-trough decline

-42.41%

Max Drawdown (1Y)

Largest decline over 1 year

-9.50%

Max Drawdown (3Y)

Largest decline over 3 years

-27.29%

Max Drawdown (5Y)

Largest decline over 5 years

-30.79%

Max Drawdown (10Y)

Largest decline over 10 years

-42.41%

Current Drawdown

Current decline from peak

-3.41%

Average Drawdown

Average peak-to-trough decline

-7.58%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.59%

Volatility

SMAP vs. SCHA - Volatility Comparison


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Volatility by Period


SMAPSCHADifference

Volatility (1M)

Calculated over the trailing 1-month period

5.92%

Volatility (6M)

Calculated over the trailing 6-month period

13.26%

Volatility (1Y)

Calculated over the trailing 1-year period

18.30%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

21.98%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

22.73%

SMAP vs. SCHA - Expense Ratio Comparison

SMAP has a 0.60% expense ratio, which is higher than SCHA's 0.04% expense ratio.


Dividends

SMAP vs. SCHA - Dividend Comparison

SMAP has not paid dividends to shareholders, while SCHA's dividend yield for the trailing twelve months is around 1.03%.


PositionTTM20252024202320222021202020192018201720162015
SCHA
Schwab U.S. Small-Cap ETF
1.03%1.26%1.51%1.42%1.37%1.19%1.05%1.39%1.58%1.24%1.50%1.48%
SMAP
Amplify Small-Mid Cap Equity ETF
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions


On fees, SCHA is cheaper at 0.04% per year. The better choice depends on whether you care most about return, fees, risk, or income.

SCHA is cheaper with a 0.04% expense ratio, compared with 0.60% for SMAP.

SCHA has the higher dividend yield at 1.03%, compared with 0.00% for SMAP.

They also come from different issuers: Amplify and Charles Schwab. Their fees differ too: 0.60% for SMAP and 0.04% for SCHA.

Portfolio Optimizer

Find the right allocation for SMAP and SCHA

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