SCHA ETF

SCHA has a low expense ratio and turnover, making it a cost-effective small-cap exposure option. Despite underperforming mid-cap and large-cap segments in the past, its valuation and diversification level make it a good defensive choice amid current market conditions. By combining small-cap and value or going the REIT route, investors can create even better defensive portfolios.

Designed to provide broad exposure to the Small Cap Blend segment of the US equity market, the Schwab U.S. Small-Cap ETF (SCHA) is a passively managed exchange traded fund launched on 11/03/2009.

SCHA has a low expense ratio of 0.04% and is expected to gain from the upcoming rate cuts. The earnings growth forecast for SCHA looks promising until 2026. Right now, SCHA is priced attractively compared to its historical average.

The Schwab U.S. Small-Cap ETF (SCHA) was launched on 11/03/2009, and is a passively managed exchange traded fund designed to offer broad exposure to the Small Cap Blend segment of the US equity market.

SCHA is Schwab's small-cap blend ETF with a diverse portfolio of 1,750 companies, offering investors exposure at a low annual fee of just 0.04%. Despite its low expense ratio, SCHA has not performed well in the small-cap ETF segment due to owning too many non-profitable stocks. SCHA's profit score ranks #31 out of 49, while passive alternatives like VB and the momentum-based fund XSMO have performed better in the category over the last three years.

Designed to provide broad exposure to the Small Cap Blend segment of the US equity market, the Schwab U.S. Small-Cap ETF (SCHA) is a passively managed exchange traded fund launched on 11/03/2009.

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The Schwab U.S. Small-Cap ETF has underperformed the S&P500, but a breakout from a long consolidation phase could signal a catch-up. The Schwab U.S. Small-Cap ETF is a better performing fund than the Russell 2000 ETF. SCHA is a good option to play this breakout. However, it may be best to wait for the monthly close to confirm strength.

Looking for broad exposure to the Small Cap Blend segment of the US equity market? You should consider the Schwab U.S. Small-Cap ETF (SCHA), a passively managed exchange traded fund launched on 11/03/2009.