Correlation
The correlation between SSCVX and SCHA is 0.84, 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.
SSCVX vs. SCHA
Compare and contrast key facts about Columbia Select Small Cap Value Fund (SSCVX) and Schwab U.S. Small-Cap ETF (SCHA).
SSCVX is managed by Columbia Threadneedle. It was launched on Apr 25, 1997. 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: SSCVX or SCHA.
Performance
SSCVX vs. SCHA - Performance Comparison
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Key characteristics
SSCVX:
-0.02
SCHA:
0.19
SSCVX:
0.17
SCHA:
0.35
SSCVX:
1.02
SCHA:
1.04
SSCVX:
0.00
SCHA:
0.11
SSCVX:
0.00
SCHA:
0.31
SSCVX:
10.62%
SCHA:
9.38%
SSCVX:
24.02%
SCHA:
24.15%
SSCVX:
-64.07%
SCHA:
-42.41%
SSCVX:
-16.37%
SCHA:
-13.47%
Returns By Period
In the year-to-date period, SSCVX achieves a -7.48% return, which is significantly lower than SCHA's -5.82% return. Over the past 10 years, SSCVX has underperformed SCHA with an annualized return of 5.26%, while SCHA has yielded a comparatively higher 7.44% annualized return.
SSCVX
-7.48%
5.88%
-15.12%
1.37%
3.28%
12.18%
5.26%
SCHA
-5.82%
5.88%
-12.86%
4.66%
5.89%
10.85%
7.44%
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SSCVX vs. SCHA - Expense Ratio Comparison
SSCVX has a 1.28% expense ratio, which is higher than SCHA's 0.04% expense ratio.
Risk-Adjusted Performance
SSCVX vs. SCHA — Risk-Adjusted Performance Rank
SSCVX
SCHA
SSCVX vs. SCHA - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Select Small Cap Value Fund (SSCVX) 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
SSCVX vs. SCHA - Dividend Comparison
SSCVX's dividend yield for the trailing twelve months is around 22.11%, more than SCHA's 1.61% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SSCVX Columbia Select Small Cap Value Fund | 22.11% | 20.46% | 6.56% | 4.62% | 6.63% | 6.45% | 0.12% | 7.59% | 13.50% | 6.18% | 12.44% | 11.50% |
SCHA Schwab U.S. Small-Cap ETF | 1.61% | 1.51% | 1.42% | 1.37% | 1.19% | 1.05% | 1.39% | 1.62% | 1.24% | 1.50% | 1.48% | 1.45% |
Drawdowns
SSCVX vs. SCHA - Drawdown Comparison
The maximum SSCVX drawdown since its inception was -64.07%, which is greater than SCHA's maximum drawdown of -42.41%. Use the drawdown chart below to compare losses from any high point for SSCVX and SCHA.
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Volatility
SSCVX vs. SCHA - Volatility Comparison
Columbia Select Small Cap Value Fund (SSCVX) and Schwab U.S. Small-Cap ETF (SCHA) have volatilities of 6.54% and 6.46%, 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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