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Both funds charge identical 0.03% expense ratios, but Vanguard holds significantly more assets and offers a higher dividend yield of 1.2%.
If you're interested in broad exposure to the Small Cap Blend segment of the US equity market, look no further than the Schwab U.S. Small-Cap ETF (SCHA), a passively managed exchange traded fund launched on November 3, 2009.
Avior Wealth Management LLC lessened its holdings in shares of Schwab US Small-Cap ETF (NYSEARCA:SCHA) by 31.0% in the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 100,460 shares of the company's stock after selling 45,204 shares during the
Schwab U.S. Small-Cap ETF is rated BUY for broad, low-cost exposure to 1,731 small-cap U.S. companies, avoiding factor or sector bets. SCHA's 0.03% expense ratio and 11% turnover make it an efficient, long-term allocation for investors seeking to complement large-cap holdings. The recent 36.39% one-year return signals renewed interest in small caps, but SCHA's thesis centers on potential capital appreciation, not income.
The Schwab U.S. Small-Cap ETF (SCHA) manages significantly more assets and carries a lower expense ratio than iShares Morningstar Small-Cap ETF (ISCB). The Morningstar ETF provides a higher dividend yield but trailed in total returns over the last 12 months.
The Vanguard Small-Cap ETF (VB) and the Schwab U.S. Small-Cap ETF (SCHA) both charge ultra-low expense ratios of 0.03%. SCHA has delivered a higher one-year total return, driven in part by a large concentration in a single stock.
Small caps have been having a banner year, with the Russell 2000 outperforming the S&P 500 year-to-date. Some small-cap focused ETFs have also surpassed that benchmark.
The Schwab U.S. Small-Cap ETF provides more affordable access to small-cap equities with an expense ratio of 0.03%. The Schwab U.S. Small-Cap ETF tracks 1,727 stocks across the small-cap segment, whereas the iShares Core S&P Small-Cap ETF holds a more concentrated portfolio of 652 companies.