Screener
SCHA vs SMIZ
Schwab U.S. Small-Cap ETF vs Zacks Small/Mid Cap ETF
Key differences
Both SCHA and SMIZ are equity ETFs. SCHA charges 0.04% a year and SMIZ 0.55%. The main difference: SCHA follows a index tracking strategy; SMIZ uses active selection.
- SCHA follows a index tracking strategy; SMIZ uses active selection.
- SCHA costs 0.51% less per year.
- SCHA is much larger than SMIZ. Larger funds are usually 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
| SCHA | SMIZ | |
|---|---|---|
| Annual cost (TER) | 0.04% | 0.55% |
| Fund size (AUM) | $22.8B | $258M |
| Since | 2009 | 2023 |
| Dividend yield | 1.00% | 0.54% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +37.1% | +29.0% |
| CAGR 3Y | +19.6% | N/A |
| CAGR 5Y | +6.7% | N/A |
| Sharpe 3Y | 0.80 | N/A |
| Volatility 1Y | 18.30% | 17.00% |
| Max drawdown | -42.41% | -25.04% |
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