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SCHD vs SCHA

Schwab U.S. Dividend Equity ETF vs Schwab U.S. Small-Cap ETF

SCHD

Schwab U.S. Dividend Equity ETF

Schwab ETFs

Annual cost

0.06%

Fund size

$91.1B

SCHA

Schwab U.S. Small-Cap ETF

Schwab ETFs

Annual cost

0.04%

Fund size

$22.1B

Key differences

  • SCHD is significantly larger than SCHA — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, SCHA has delivered higher annualized returns.

Side-by-side comparison

SCHDSCHA
Annual cost (TER)0.06%0.04%
Fund size (AUM)$91.1B$22.1B
Since20112009
Dividend yield3.29%1.05%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+31.1%+41.0%
CAGR 3Y+16.2%+19.2%
CAGR 5Y+8.7%+7.2%
Sharpe 3Y0.950.79
Volatility 1Y11.01%18.08%
Max drawdown-33.37%-42.41%

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

Similar to SCHD and SCHA