Screener
SMIZ vs SCHA
Zacks Small/Mid Cap ETF vs Schwab U.S. Small-Cap ETF
Key differences
- SCHA costs 0.51% less per year.
- SCHA is significantly larger than SMIZ — larger funds tend to be more liquid and less likely to close.
- SMIZ follows a active selection strategy; SCHA uses index tracking.
- SCHA has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| SMIZ | SCHA | |
|---|---|---|
| Annual cost (TER) | 0.55% | 0.04% |
| Fund size (AUM) | $258M | $22.8B |
| Since | 2023 | 2009 |
| Dividend yield | 0.54% | 1.00% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +29.0% | +37.1% |
| CAGR 3Y | N/A | +19.6% |
| CAGR 5Y | N/A | +6.7% |
| Sharpe 3Y | N/A | 0.80 |
| Volatility 1Y | 17.00% | 18.30% |
| Max drawdown | -25.04% | -42.41% |
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