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SCHA vs CGMM

Schwab U.S. Small-Cap ETF vs Capital Group U.S. Small and Mid Cap ETF

SCHA

Schwab U.S. Small-Cap ETF

Schwab ETFs

Annual cost

0.04%

Fund size

$22.1B

CGMM

Capital Group U.S. Small and Mid Cap ETF

Capital Group

Annual cost

0.51%

Fund size

$2.5B

Key differences

  • SCHA costs 0.47% less per year.
  • SCHA is significantly larger than CGMM — larger funds tend to be more liquid and less likely to close.
  • SCHA has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

SCHACGMM
Annual cost (TER)0.04%0.51%
Fund size (AUM)$22.1B$2.5B
Since20092025
Dividend yield1.05%0.37%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+41.0%+25.1%
CAGR 3Y+19.2%N/A
CAGR 5Y+7.2%N/A
Sharpe 3Y0.79N/A
Volatility 1Y18.08%15.95%
Max drawdown-42.41%-21.04%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to SCHA and CGMM