Find A Portfolio/Ticker
Comparison Box
SCHA: Schwab U.S. Small-Cap ETF (ETF)
Basic Info 26.35 0.15(0.57%) July 25
See more info about SCHAAsset Class: | SMALL BLEND |
MyPlanIQ Rating: | (23%) |
Start Date: | 11/03/2009 |
Last Dividend Date: | 06/25/2025 |
12-Mo. Yield | 0.96% |
Expenses | 0.04% |
Sign up to get fund ranking change alerts |
Performance Analytics (As of 07/25/2025)
Not up-to-date? TryLast 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 11/03/2009 | 2024 | |
---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) ? | 1.0 | 2.5 | 7.1 | 9.6 | 10.7 | 7.7 | 10.6 | 11.2 | 11.2 |
Sharpe Ratio ? | NA | -0.02 | 0.1 | 0.36 | 0.39 | 0.27 | NA | 0.47 | 0.39 |
Draw Down(%) ? | NA | 24.3 | 27.3 | 27.3 | 30.8 | 42.4 | NA | 42.4 | 9.1 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/03/2009
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See SMALL BLEND Asset Class Trend Rankings |
Top Rated Funds in SMALL BLEND
Best Mutual Funds
- NAESX (VANGUARD SMALL-CAP INDEX FUND INVESTOR SHARES) 0.61% (99%)
- DFSCX (U.S. MICRO CAP PORTFOLIO U.S. MICRO CAP PORTFOLIO - INSTITUTIONAL CLASS) 0.52% (99%)
- IASCX (VOYA SMALL COMPANY PORTFOLIO CLASS ADV) 0.59% (99%)
- RDVIX (ROYCE DIVIDEND VALUE FUND INVESTMENT CLASS) 0.66% (96%)
- RMCFX (ROYCE MICRO-CAP FUND SERVICE CLASS) 0.18% (96%)
- RSEFX (ROYCE SPECIAL EQUITY FUND SERVICE CLASS) 0.41% (95%)
- RSEIX (ROYCE SPECIAL EQUITY FUND INSTITUTIONAL CLASS) 0.41% (95%)
- RSQCX (ROYCE SPECIAL EQUITY FUND CONSULTANT CLASS) 0.38% (95%)
- RTRIX (ROYCE TOTAL RETURN FUND INSTITUTIONAL CLASS) 0.54% (94%)
- RYDVX (ROYCE DIVIDEND VALUE FUND SERVICE CLASS) 0.63% (94%)
Best ETFs
- IWM (iShares Russell 2000 ETF) 0.37% (99%)
- IWC (iShares Micro-Cap ETF) 0.26% (98%)
- EES (WisdomTree U.S. SmallCap Fund) 0.36% (98%)
- FDM (First Trust Dow Jones Select MicroCap Index Fund) 0.08% (98%)
- FYX (First Trust Small Cap Core AlphaDEX Fund) 0.29% (97%)
- IJR (iShares Core S&P Small Cap ETF) 0.53% (97%)
- PRFZ (Invesco FTSE RAFI US 1500 Small-Mid ETF) 0.50% (97%)
- RWJ (Invesco S&P SmallCap 600 Revenue ETF) 0.70% (97%)
- VB (Vanguard Small-Cap ETF) 0.62% (96%)
- SCHA (Schwab U.S. Small-Cap ETF) 0.57% (23%)