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SCHA vs SLYV

Schwab U.S. Small-Cap ETF vs State Street SPDR S&P 600 Small Cap Value ETF

SCHA

Schwab U.S. Small-Cap ETF

Schwab ETFs

Annual cost

0.04%

Fund size

$22.1B

SLYV

State Street SPDR S&P 600 Small Cap Value ETF

State Street Investment Management

Annual cost

0.15%

Fund size

$4.6B

Key differences

  • SCHA costs 0.11% less per year.
  • SCHA is significantly larger than SLYV — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, SCHA has delivered higher annualized returns.
  • SLYV has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

SCHASLYV
Annual cost (TER)0.04%0.15%
Fund size (AUM)$22.1B$4.6B
Since20092000
Dividend yield1.05%1.84%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+41.0%+38.7%
CAGR 3Y+19.2%+14.8%
CAGR 5Y+7.2%+5.8%
Sharpe 3Y0.790.59
Volatility 1Y18.08%18.43%
Max drawdown-42.41%-47.73%

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

Similar to SCHA and SLYV