Screener
DFAS vs SCHA
Dimensional U.S. Small Cap ETF vs Schwab U.S. Small-Cap ETF
Key differences
- SCHA costs 0.22% less per year.
- DFAS follows a active selection strategy; SCHA uses index tracking.
- Over the last 3 years, SCHA has delivered higher annualized returns.
- DFAS has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| DFAS | SCHA | |
|---|---|---|
| Annual cost (TER) | 0.26% | 0.04% |
| Fund size (AUM) | $14.0B | $22.1B |
| Since | 1998 | 2009 |
| Dividend yield | 0.94% | 1.05% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +28.6% | +41.0% |
| CAGR 3Y | +15.9% | +19.2% |
| CAGR 5Y | N/A | +7.2% |
| Sharpe 3Y | 0.67 | 0.79 |
| Volatility 1Y | 16.89% | 18.08% |
| Max drawdown | -26.13% | -42.41% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
Similar to DFAS and SCHA
Explore further