Find A Portfolio/Ticker
Comparison Box
SCHA: Schwab US Small-Cap ETF (ETF)
Basic Info 39.66 0.18(0.46%) July 05
| Asset Class: | SMALL BLEND |
| MyPlanIQ Rating: | (23%) |
| Start Date: | 11/03/2009 |
| Last Dividend Date: | 06/22/2022 |
| 12-Mo. Yield | 0.95% |
| Expenses | 0.08% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 07/01/2022)
Not up-to-date? Try| Last 1 Week* | YTD*(2022) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Inception** | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | -1.9 | -60.9 | -60.9 | -16.6 | -7.8 | 3.0 | 5.4 | 17.3 | 19.3 | 26.5 | -11.8 | 14.9 | 19.4 | -4.2 | 6.6 | 39.5 | 18.3 | -3.1 | 28.6 | 9.9 |
| SR | NA | -0.84 | -0.84 | -0.34 | -0.21 | 0.07 | 0.17 | 0.84 | 0.45 | 1.63 | -0.75 | 1.31 | 1.11 | -0.27 | 0.44 | 2.88 | 1.16 | -0.1 | 1.21 | 4.29 |
| DD(%) | NA | 63.3 | 65.2 | 65.2 | 65.2 | 65.2 | 65.2 | 11.1 | 42.4 | 8.7 | 26.4 | 5.7 | 15.1 | 15.5 | 12.1 | 4.9 | 12.4 | 28.4 | 20.0 | 4.1 |
| SD(%) | NA | 101.6 | 73.0 | 49.9 | 39.9 | 30.1 | 29.2 | 20.7 | 42.3 | 15.4 | 17.5 | 10.9 | 17.3 | 15.7 | 14.8 | 13.7 | 15.8 | 31.0 | 23.6 | 18.9 |
| TR | NA | -0.89 | -0.62 | -0.16 | -0.08 | 0.02 | 0.05 | 0.16 | 0.18 | 0.24 | -0.13 | 0.13 | 0.19 | -0.04 | 0.06 | 0.4 | 0.19 | -0.03 | 0.29 | 0.84 |
| Alpha(%) | NA | -0.43 | -0.22 | -0.07 | -0.05 | -0.02 | -0.02 | -0.01 | 0.0 | -0.01 | -0.01 | -0.01 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | 0.01 |
| Beta(%) | NA | 0.96 | 1.0 | 1.04 | 1.04 | 1.03 | 1.02 | 1.09 | 1.04 | 1.04 | 1.02 | 1.06 | 1.03 | 1.02 | 1.02 | 1.0 | 0.97 | 0.98 | 0.99 | 0.96 |
| RS | NA | 0.13 | 0.18 | 0.51 | 0.55 | 0.62 | 0.7 | 0.98 | 0.99 | 0.99 | 0.99 | 0.98 | 0.99 | 0.99 | 0.97 | 0.99 | 0.99 | 1.0 | 1.0 | 0.99 |
*: 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 Inv) 0.43% (99%)
- DFSCX (DFA US Micro Cap I) 0.26% (99%)
- IASCX (ING Small Company Port Adv) 2.29% (98%)
- RDVIX (Royce Dividend Value Invmt) 0.98% (96%)
- RMCFX (Royce Micro-Cap Svc) 0.11% (96%)
- RSEFX (Royce Special Equity Svc) 0.54% (95%)
- RTRIX (Royce Total Return Instl) 0.40% (95%)
- LRSYX (Lord Abbett Small Cap Value I) 0.67% (92%)
- GLSIX (Aberdeen Health Sciences I/S) 0.20% (92%)
- TSMVX (Transamerica Small/Mid Cap Value I2) 0.91% (92%)
Best ETFs
- IWM (iShares Russell 2000) 0.83% (99%)
- JKJ (iShares Morningstar Small-Cap) (99%)
- IWC (iShares Micro-Cap) 1.30% (98%)
- EES (WisdomTree SmallCap Earnings ETF) 0.24% (98%)
- FDM (First Trust Dow Jones Sel MicroCap ETF) 0.34% (98%)
- FYX (First Trust Small Cap Core AlphaDEX ETF) 0.09% (97%)
- IJR (iShares Core S&P Small-Cap) 0.08% (97%)
- PRFZ (PowerShares FTSE RAFI US 1500 Sm-Mid ETF) 0.15% (97%)
- RWJ (RevenueShares Small Cap ETF) 0.11% (96%)
- VB (Vanguard Small-Cap ETF) 0.36% (96%)
Best Closed End Funds
* Day change on 07/05/2022.Latest Articles Related to SCHA
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
