Broader diversification with 1,750 holdings, slightly higher CAGR (4.8%), larger AUM ($22B), and less top-heavy weighting appeal to diversification-focused investors.
Schwab U.S Small- Cap ETF news
About Schwab U.S Small- Cap ETF
Strong Buy rating from Zacks, lowest expense ratio at 0.03%, substantial assets under management ($22.73B), solid year-to-date and one-year returns (17.27% and 17.73% respectively), and effective diversification with 1,755 holdings make it an attractive option for small-cap exposure.
SCHA is highlighted as the better choice for long-term investors due to its ultra-low 0.03% expense ratio (half of IJR), broader diversification with 1,727 holdings, superior 5-year returns ($1,427 vs $1,394), and recent fee reduction from 0.04%.
Offers lower expense ratio (0.04%) and broader diversification with 1,706 holdings, but has a concerning concentration risk with SanDisk representing 5% of the fund. No profitability requirements for holdings may pose higher risk during downturns.
SCHA demonstrates superior 1-year returns (44% vs 37.1%), lowest expense ratio (0.04%), and broader market representation with 1,721 holdings, making it attractive for growth-focused investors seeking comprehensive small-cap exposure.
SCHA demonstrates superior 1-year returns (47.1% vs 38.4%), significantly larger asset base ($22B), better liquidity, and broader diversification with 1,729 holdings. However, positive sentiment is tempered by higher technology concentration which may overlap with existing portfolios.
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SCHA is recommended as the better choice due to its ultra-low 0.03% expense ratio, significantly larger AUM of $21.8 billion providing superior liquidity, slightly higher dividend yield of 1.15%, and broader diversification with 1,753 holdings. The article explicitly states it has 'the edge in a few key categories.'
Articles and sentiment ratings from Massive / Polygon. Sentiment is the provider's model rating for this company, not Gainbot's view.
Sources: Massive / Polygon daily aggregates (split-adjusted) · SEC filings via Massive · FINRA settlements via Massive · Financial Modeling Prep. Figures are dated where shown; research is informational, not investment advice. Methodology