(SCHA) Schwab U.S. Small-Cap - Performance 0.2% in 12m
Compare SCHA with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
43.76%
#32 in Group
Rel. Strength
43.26%
#4553 in Universe
Total Return 12m
0.18%
#26 in Group
Total Return 5y
71.73%
#28 in Group
P/E -
(?) Percentile in Group
P/E Forward -
(?) Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield -
(?) Percentile in Group
12m Total Return: SCHA (0.2%) vs SPY (10.8%)
5y Drawdown (Underwater) Chart
Top Performers in Small Blend
Overall best picks of Peer Group Selected by proven GARP Predictive Metrics, sorted by Growth Rating
| Symbol | 1m | 12m | 5y | P/E | P/E Forward | PEG | EPS Stability |
EPS CAGR |
|---|---|---|---|---|---|---|---|---|
| CSF NASDAQ VictoryShares US Discovery |
-31.6% | - | - | - | - | - | - | - |
| OUSM BATS O’Shares U.S. Small-Cap |
-4.14% | 3.4% | 94.3% | - | - | - | - | - |
| FSMD NYSE ARCA Fidelity Small-Mid Factor |
-4.24% | 4.72% | 96.3% | - | - | - | - | - |
| TPSC NYSE ARCA Timothy Plan US Small Cap |
-5.41% | 3.79% | 103% | - | - | - | - | - |
| SMLF NYSE ARCA iShares MSCI USA Small-Cap |
-6.15% | 2.2% | 98.8% | - | - | - | - | - |
| XMLV NYSE ARCA Invesco S&P MidCap Low |
-2.3% | 11.8% | 57.3% | - | - | - | - | - |
| FNDA NYSE ARCA Schwab Fundamental U.S. |
-6.76% | -1.91% | 101% | - | - | - | - | - |
| PSC NASDAQ Principal U.S. Small-Cap |
-4.51% | 1.82% | 107% | - | - | - | - | - |
Performance Comparison: SCHA vs SPY vs S&P 500
SPY (SPDR SP500 Trust ETF) is the Sector Benchmark for SCHA
| Total Return (including Dividends) | SCHA | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | -6.59% | -4.31% | -4.31% |
| 3 Months | -14.48% | -7.85% | -7.85% |
| 12 Months | 0.18% | 10.76% | 10.76% |
| 5 Years | 71.73% | 106.31% | 106.31% |
| Trend Score (consistency of price movement) | SCHA | SPY | S&P 500 |
| 1 Month | -30.7% | -35.6% | -35.6% |
| 3 Months | -92.9% | -89.7% | -89.7% |
| 12 Months | 29.5% | 58.3% | 58.3% |
| 5 Years | 46.9% | 84.2% | 84.2% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
| 1 Month | #38 | -2.38% | -2.38% |
| 3 Month | #49 | -7.19% | -7.19% |
| 12 Month | #36 | -9.55% | -9.55% |
| 5 Years | #43 | -16.8% | -16.8% |
FAQs
Does SCHA Schwab U.S. Small-Cap outperforms the market?
No,
over the last 12 months SCHA made 0.18%, while its related Sector, the SPDR SP500 Trust (SPY) made 10.76%.
Over the last 3 months SCHA made -14.48%, while SPY made -7.85%.
Over the last 3 months SCHA made -14.48%, while SPY made -7.85%.
Performance Comparison SCHA vs Indeces and Sectors
SCHA vs. Indices SCHA is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -0.59% | -2.28% | -6.09% | -10.6% |
| US NASDAQ 100 | QQQ | -2.55% | -2.35% | -6.09% | -11.8% |
| US Dow Jones Industrial 30 | DIA | 1.48% | -0.81% | -6.35% | -6.80% |
| German DAX 40 | DAX | 2.07% | -2.78% | -24.5% | -23.3% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 5.94% | -3.09% | -4.67% | -8.44% |
| Hongkong Hang Seng | HSI | 1.68% | -3.71% | -7.96% | -13.8% |
| India NIFTY 50 | INDA | 6.84% | -8.15% | -7.69% | -1.62% |
| Brasil Bovespa | EWZ | -0.34% | -8.56% | -10.6% | 5.68% |
SCHA vs. Sectors SCHA is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -0.45% | -1.01% | -14.8% | -22.2% |
| Consumer Discretionary | XLY | -2.94% | -2.55% | -9.25% | -14.2% |
| Consumer Staples | XLP | 6.87% | -9.34% | -11.4% | -9.31% |
| Energy | XLE | 2.76% | 5.04% | -3.66% | 12.1% |
| Financial | XLF | 1.37% | -1.81% | -14.2% | -19.1% |
| Health Care | XLV | 2.43% | -1.62% | -4.08% | -0.08% |
| Industrial | XLI | 1.24% | -2.52% | -6.44% | -6.73% |
| Materials | XLB | 2.66% | -2.08% | 0.80% | 5.52% |
| Real Estate | XLRE | 4.24% | -4.68% | -3.94% | -14.9% |
| Technology | XLK | -4.40% | -2.07% | -1.22% | -6.06% |
| Utilities | XLU | 3.56% | -8.27% | -9.19% | -20.3% |
| Aerospace & Defense | XAR | -0.15% | -6.29% | -17.4% | -26.8% |
| Biotech | XBI | 0.28% | 1.25% | 7.0% | 2.43% |
| Homebuilder | XHB | 1.16% | -0.57% | 8.89% | 8.15% |
| Retail | XRT | 2.20% | -3.66% | -1.97% | 3.80% |