(SCHA) Schwab U.S. Small-Cap - Performance 6.5% in 12m
SCHA performance: live returns, drawdowns, peer ranking & SPY comparison from 1w to 5y, all in one clean chart-driven dashboard.
Performance Rating
32.68%
#32 in Peer-Group
Rel. Strength
51.56%
#3685 in Stock-Universe
Total Return 12m
6.48%
#24 in Peer-Group
Total Return 5y
63.88%
#30 in Peer-Group
P/E | Value |
---|---|
P/E Trailing | - |
P/E Forward | - |
High / Low | USD |
---|---|
52 Week High | 28.08 USD |
52 Week Low | 20.42 USD |
Sentiment | Value |
---|---|
VRO Trend Strength +-100 | 50.91 |
Buy/Sell Signal +-5 | 0.49 |
Support / Resistance | Levels |
---|---|
Support | |
Resistance |
12m Total Return: SCHA (6.5%) vs SPY (10.3%)

5y Drawdown (Underwater) Chart

Top Performer 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 |
---|---|---|---|---|---|---|---|---|
XMLV NYSE ARCA Invesco S&P MidCap Low |
-2.19% | 13.8% | 61.4% | - | - | - | - | - |
SMLF NYSE ARCA iShares MSCI USA Small-Cap |
-0.71% | 9.68% | 98.4% | - | - | - | - | - |
FSMD NYSE ARCA Fidelity Small-Mid Factor |
-1.38% | 9.46% | 90.3% | - | - | - | - | - |
OUSM BATS O’Shares U.S. Small-Cap |
-2.31% | 4.33% | 84.5% | - | - | - | - | - |
TPSC NYSE ARCA Timothy Plan US Small Cap |
-2.06% | 8.52% | 93.7% | - | - | - | - | - |
SMMV BATS iShares MSCI USA Small-Cap |
-1.44% | 15.6% | 57.1% | - | - | - | - | - |
PSC NASDAQ Principal U.S. Small-Cap |
-0.21% | 9.1% | 100% | - | - | - | - | - |
XSMO NYSE ARCA Invesco S&P SmallCap |
-0.7% | 10.8% | 89.6% | - | - | - | - | - |
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 | -0.12% | 0.44% | 0.44% |
3 Months | 3.59% | 6.81% | 6.81% |
12 Months | 6.48% | 10.31% | 10.31% |
5 Years | 63.88% | 105.96% | 105.96% |
Trend Score (consistency of price movement) | SCHA | SPY | S&P 500 |
---|---|---|---|
1 Month | 64% | 83% | 83% |
3 Months | 67.2% | 77.5% | 77.5% |
12 Months | -9.9% | 43.1% | 43.1% |
5 Years | 44.7% | 84% | 84% |
Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
---|---|---|---|
1 Month | #10 | -0.55% | -0.55% |
3 Month | #25 | -3.02% | -3.02% |
12 Month | #34 | -3.47% | -3.47% |
5 Years | #41 | -20.43% | -20.43% |
FAQs
Does Schwab U.S. Small-Cap (SCHA) outperform the market?
No,
over the last 12 months SCHA made 6.48%, while its related Sector, the SPDR SP500 Trust (SPY) made 10.31%.
Over the last 3 months SCHA made 3.59%, while SPY made 6.81%.
Performance Comparison SCHA vs Indeces and Sectors
Above 0 means better perfomance compared to Symbol in this Timeframe
SCHA vs. Indices
Symbol | 1w | 1m | 6m | 12m | |
---|---|---|---|---|---|
US S&P 500 | SPY | -0.8% | -0.6% | -6.9% | -4% |
US NASDAQ 100 | QQQ | -0.8% | -1.5% | -7.1% | -3% |
German DAX 40 | DAX | 1.2% | 2.5% | -19.1% | -21% |
Shanghai Shenzhen CSI 300 | CSI 300 | -0.9% | 0.2% | -5.3% | -5% |
Hongkong Hang Seng | HSI | 0.2% | -4% | -24.1% | -20% |
India NIFTY 50 | INDA | 1.3% | 1.7% | -4.8% | 9% |
Brasil Bovespa | EWZ | -2.8% | -1.6% | -32.1% | -4% |
SCHA vs. Sectors
Symbol | 1w | 1m | 6m | 12m | |
---|---|---|---|---|---|
Communication Services | XLC | -0.5% | -1.7% | -10.9% | -18% |
Consumer Discretionary | XLY | 0.6% | 3% | 3.2% | -11% |
Consumer Staples | XLP | -0.2% | 2.2% | -5.9% | 0% |
Energy | XLE | -3.5% | -4.5% | -10.9% | 4% |
Financial | XLF | 0.1% | 2.6% | -10.7% | -17% |
Health Care | XLV | 0.4% | 0.7% | -2.2% | 14% |
Industrial | XLI | -0% | 1.3% | -12.6% | -11% |
Materials | XLB | -0.3% | 0.2% | -7.2% | 7% |
Real Estate | XLRE | -1.1% | 0.5% | -8.8% | -6% |
Technology | XLK | -2% | -3.1% | -8.8% | 1% |
Utilities | XLU | -1% | 2.3% | -13.6% | -14% |
Aerospace & Defense | XAR | -0.4% | -4.4% | -26% | -34% |
Biotech | XBI | 0.6% | -3.8% | 3.7% | 14% |
Homebuilder | XHB | 1.9% | 6.4% | 8% | 17% |
Retail | XRT | 0.7% | -0.2% | -0.2% | 5% |
SCHA vs. Commodities
Symbol | 1w | 1m | 6m | 12m | |
---|---|---|---|---|---|
Oil | USO | -11.4% | -20.2% | -17.2% | 2% |
Natural Gas | UNG | -14.8% | -15.7% | -28.7% | 16% |
Gold | GLD | -2.1% | -4.2% | -34.1% | -38% |
Silver | SLV | -2.4% | -13.2% | -28.3% | -17% |
Copper | CPER | -2.5% | -4.5% | -22.8% | -3% |
SCHA vs. Bonds
Symbol | 1w | 1m | 6m | 12m | |
---|---|---|---|---|---|
iShares 20+ Years Bond | TLT | -2% | -1.2% | -3.3% | 11% |
iShares High Yield Corp. Bond | HYG | -1.5% | -0.8% | -8.6% | -3% |