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. 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.
Performance
SSCVX vs. SCHA - Performance Comparison
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SSCVX vs. SCHA - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SSCVX Columbia Select Small Cap Value Fund | 5.82% | 5.46% | 12.33% | 12.47% | -15.35% | 31.25% | 9.61% | 18.76% | -13.70% | 12.65% |
SCHA Schwab U.S. Small-Cap ETF | 2.24% | 11.60% | 11.16% | 18.46% | -19.81% | 16.45% | 19.34% | 26.50% | -11.79% | 14.94% |
Returns By Period
In the year-to-date period, SSCVX achieves a 5.82% return, which is significantly higher than SCHA's 2.24% return. Over the past 10 years, SSCVX has underperformed SCHA with an annualized return of 8.32%, while SCHA has yielded a comparatively higher 9.84% annualized return.
SSCVX
- 1D
- -1.40%
- 1M
- -6.22%
- YTD
- 5.82%
- 6M
- 6.09%
- 1Y
- 22.66%
- 3Y*
- 11.20%
- 5Y*
- 5.67%
- 10Y*
- 8.32%
SCHA
- 1D
- 3.56%
- 1M
- -4.59%
- YTD
- 2.24%
- 6M
- 4.84%
- 1Y
- 25.65%
- 3Y*
- 13.10%
- 5Y*
- 4.29%
- 10Y*
- 9.84%
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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.
Return for Risk
SSCVX vs. SCHA — Risk / Return Rank
SSCVX
SCHA
SSCVX vs. SCHA - Risk-Adjusted Trends 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.
| SSCVX | SCHA | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.00 | 1.13 | -0.13 |
Sortino ratioReturn per unit of downside risk | 1.51 | 1.69 | -0.18 |
Omega ratioGain probability vs. loss probability | 1.21 | 1.22 | -0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.32 | 1.77 | -0.45 |
Martin ratioReturn relative to average drawdown | 5.44 | 7.39 | -1.95 |
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
| SSCVX | SCHA | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.00 | 1.13 | -0.13 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.27 | 0.20 | +0.07 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.36 | 0.44 | -0.08 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.31 | 0.53 | -0.22 |
Correlation
The correlation between SSCVX and SCHA is 0.95, 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
SSCVX vs. SCHA - Dividend Comparison
SSCVX's dividend yield for the trailing twelve months is around 10.36%, more than SCHA's 1.17% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SSCVX Columbia Select Small Cap Value Fund | 10.36% | 10.96% | 20.45% | 6.56% | 4.62% | 6.64% | 6.45% | 0.12% | 7.59% | 13.50% | 6.18% | 12.44% |
SCHA Schwab U.S. Small-Cap ETF | 1.17% | 1.26% | 1.51% | 1.42% | 1.37% | 1.19% | 1.05% | 1.39% | 1.58% | 1.24% | 1.50% | 1.48% |
Drawdowns
SSCVX vs. SCHA - Drawdown Comparison
The maximum SSCVX drawdown since its inception was -65.34%, 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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Drawdown Indicators
| SSCVX | SCHA | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -65.34% | -42.41% | -22.93% |
Max Drawdown (1Y)Largest decline over 1 year | -15.41% | -14.35% | -1.06% |
Max Drawdown (5Y)Largest decline over 5 years | -29.22% | -30.79% | +1.57% |
Max Drawdown (10Y)Largest decline over 10 years | -48.87% | -42.41% | -6.46% |
Current DrawdownCurrent decline from peak | -7.88% | -6.28% | -1.60% |
Average DrawdownAverage peak-to-trough decline | -11.91% | -7.65% | -4.26% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.74% | 3.43% | +0.31% |
Volatility
SSCVX vs. SCHA - Volatility Comparison
The current volatility for Columbia Select Small Cap Value Fund (SSCVX) is 6.07%, while Schwab U.S. Small-Cap ETF (SCHA) has a volatility of 7.40%. This indicates that SSCVX 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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Volatility by Period
| SSCVX | SCHA | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.07% | 7.40% | -1.33% |
Volatility (6M)Calculated over the trailing 6-month period | 12.52% | 13.69% | -1.17% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.83% | 22.89% | -0.06% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.18% | 21.95% | -0.77% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.44% | 22.67% | +0.77% |