(SCHA) Schwab U.S. Small-Cap - Performance 2.2% in 12m
Compare SCHA with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
43.63%
#34 in Group
Rel. Strength
44.29%
#4433 in Universe
Total Return 12m
2.16%
#25 in Group
Total Return 5y
79.86%
#29 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 (2.2%) vs SPY (13.7%)
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 |
- | - | - | - | - | - | - | - |
| OUSM BATS O’Shares U.S. Small-Cap |
-2.15% | 4.64% | 101% | - | - | - | - | - |
| XMLV NYSE ARCA Invesco S&P MidCap Low |
-1.86% | 13.6% | 66% | - | - | - | - | - |
| FSMD NYSE ARCA Fidelity Small-Mid Factor |
-1.01% | 6.93% | 104% | - | - | - | - | - |
| TPSC NYSE ARCA Timothy Plan US Small Cap |
-2.17% | 6.22% | 111% | - | - | - | - | - |
| SMLF NYSE ARCA iShares MSCI USA Small-Cap |
-0.99% | 5.29% | 109% | - | - | - | - | - |
| PSC NASDAQ Principal U.S. Small-Cap |
-0.34% | 4.64% | 117% | - | - | - | - | - |
| FNDA NYSE ARCA Schwab Fundamental U.S. |
-2.98% | 0.35% | 110% | - | - | - | - | - |
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 | -1.34% | 0.40% | 0.40% |
| 3 Months | -10.71% | -4.90% | -4.90% |
| 12 Months | 2.16% | 13.65% | 13.65% |
| 5 Years | 79.86% | 114.96% | 114.96% |
| Trend Score (consistency of price movement) | SCHA | SPY | S&P 500 |
| 1 Month | 79.5% | 74.8% | 74.8% |
| 3 Months | -88.5% | -84.7% | -84.7% |
| 12 Months | 19.9% | 53.5% | 53.5% |
| 5 Years | 46.2% | 84.2% | 84.2% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
| 1 Month | #26 | -1.73% | -1.73% |
| 3 Month | #49 | -6.10% | -6.10% |
| 12 Month | #36 | -10.1% | -10.1% |
| 5 Years | #41 | -16.3% | -16.3% |
FAQs
Does SCHA Schwab U.S. Small-Cap outperforms the market?
No,
over the last 12 months SCHA made 2.16%, while its related Sector, the SPDR SP500 Trust (SPY) made 13.65%.
Over the last 3 months SCHA made -10.71%, while SPY made -4.90%.
Over the last 3 months SCHA made -10.71%, while SPY made -4.90%.
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 | 0.50% | -1.74% | -7.85% | -11.5% |
| US NASDAQ 100 | QQQ | -0.01% | -4.0% | -8.64% | -13.1% |
| US Dow Jones Industrial 30 | DIA | 0.43% | 0.74% | -7.32% | -7.65% |
| German DAX 40 | DAX | -0.28% | -4.37% | -28.1% | -26.2% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 1.66% | -1.11% | -3.88% | -3.19% |
| Hongkong Hang Seng | HSI | -0.18% | -1.40% | -8.23% | -8.38% |
| India NIFTY 50 | INDA | 1.42% | -5.90% | -7.75% | -0.33% |
| Brasil Bovespa | EWZ | 2.76% | -5.09% | -9.82% | 9.93% |
SCHA vs. Sectors SCHA is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 0.19% | -1.93% | -14.1% | -22.0% |
| Consumer Discretionary | XLY | 1.49% | -0.42% | -9.24% | -12.8% |
| Consumer Staples | XLP | 2.54% | -1.35% | -10.5% | -8.46% |
| Energy | XLE | 3.93% | 11.6% | -0.76% | 10.7% |
| Financial | XLF | -0.19% | -0.54% | -16.1% | -22.7% |
| Health Care | XLV | 3.08% | 2.66% | -2.93% | 1.96% |
| Industrial | XLI | -0.89% | -2.49% | -9.10% | -9.86% |
| Materials | XLB | 0.63% | 1.05% | 0.55% | 4.48% |
| Real Estate | XLRE | -0.02% | -0.98% | -6.43% | -16.0% |
| Technology | XLK | -0.47% | -4.72% | -4.89% | -8.53% |
| Utilities | XLU | 1.46% | -1.76% | -12.7% | -18.9% |
| Aerospace & Defense | XAR | -0.96% | -9.02% | -22.4% | -26.8% |
| Biotech | XBI | -0.62% | -4.95% | 8.09% | 7.50% |
| Homebuilder | XHB | -0.45% | 0.26% | 7.89% | 7.54% |
| Retail | XRT | 0.36% | -0.15% | -1.33% | 3.21% |