SWSCX vs. SCHA
Compare and contrast key facts about Schwab Small-Cap Equity Fund™ (SWSCX) and Schwab U.S. Small-Cap ETF (SCHA).
SWSCX is managed by Charles Schwab. It was launched on Jul 1, 2003. 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
SWSCX vs. SCHA - Performance Comparison
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SWSCX vs. SCHA - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SWSCX Schwab Small-Cap Equity Fund™ | -2.00% | 5.66% | 9.89% | 19.90% | -14.12% | 29.29% | 7.63% | 17.89% | -12.47% | 10.04% |
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, SWSCX achieves a -2.00% return, which is significantly lower than SCHA's 2.24% return. Over the past 10 years, SWSCX has underperformed SCHA with an annualized return of 8.64%, while SCHA has yielded a comparatively higher 9.84% annualized return.
SWSCX
- 1D
- -1.37%
- 1M
- -7.92%
- YTD
- -2.00%
- 6M
- -6.07%
- 1Y
- 14.06%
- 3Y*
- 9.87%
- 5Y*
- 5.45%
- 10Y*
- 8.64%
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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SWSCX vs. SCHA - Expense Ratio Comparison
SWSCX has a 1.08% expense ratio, which is higher than SCHA's 0.04% expense ratio.
Return for Risk
SWSCX vs. SCHA — Risk / Return Rank
SWSCX
SCHA
SWSCX vs. SCHA - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab Small-Cap Equity Fund™ (SWSCX) 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.
| SWSCX | SCHA | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.58 | 1.13 | -0.55 |
Sortino ratioReturn per unit of downside risk | 0.91 | 1.69 | -0.78 |
Omega ratioGain probability vs. loss probability | 1.13 | 1.22 | -0.09 |
Calmar ratioReturn relative to maximum drawdown | 0.78 | 1.77 | -0.99 |
Martin ratioReturn relative to average drawdown | 2.20 | 7.39 | -5.19 |
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
| SWSCX | SCHA | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.58 | 1.13 | -0.55 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.24 | 0.20 | +0.05 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.37 | 0.44 | -0.07 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.39 | 0.53 | -0.14 |
Correlation
The correlation between SWSCX and SCHA 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
SWSCX vs. SCHA - Dividend Comparison
SWSCX has not paid dividends to shareholders, while SCHA's dividend yield for the trailing twelve months is around 1.17%.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
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
SWSCX vs. SCHA - Drawdown Comparison
The maximum SWSCX drawdown since its inception was -63.30%, which is greater than SCHA's maximum drawdown of -42.41%. Use the drawdown chart below to compare losses from any high point for SWSCX and SCHA.
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Drawdown Indicators
| SWSCX | SCHA | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -63.30% | -42.41% | -20.89% |
Max Drawdown (1Y)Largest decline over 1 year | -13.76% | -14.35% | +0.59% |
Max Drawdown (5Y)Largest decline over 5 years | -27.35% | -30.79% | +3.44% |
Max Drawdown (10Y)Largest decline over 10 years | -49.32% | -42.41% | -6.91% |
Current DrawdownCurrent decline from peak | -12.75% | -6.28% | -6.47% |
Average DrawdownAverage peak-to-trough decline | -10.66% | -7.65% | -3.01% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.96% | 3.43% | +1.53% |
Volatility
SWSCX vs. SCHA - Volatility Comparison
The current volatility for Schwab Small-Cap Equity Fund™ (SWSCX) is 6.53%, while Schwab U.S. Small-Cap ETF (SCHA) has a volatility of 7.40%. This indicates that SWSCX 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
| SWSCX | SCHA | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.53% | 7.40% | -0.87% |
Volatility (6M)Calculated over the trailing 6-month period | 16.80% | 13.69% | +3.11% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.61% | 22.89% | +1.72% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.42% | 21.95% | +0.47% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.53% | 22.67% | +0.86% |