SCHA vs RDVY
Comparison between SCHWAB U.S. SMALL-CAP ETF (SCHA, ETF) and FIRST TRUST RISING DIVIDEND ACHIEVERS ETF (RDVY, ETF).
5-Year PerformanceRDVY has outperformed SCHA, delivering a return of +10.5% compared to +6.9%
SCHA vs RDVY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SCHA
$20B
Winner
RDVY
$20B
Expense Ratio
Winner
SCHA
0.04%
RDVY
0.47%
Max Drawdown
SCHA
43.02%
Winner
RDVY
40.60%
Sharpe Ratio
Winner
SCHA
1.94
RDVY
1.62
5Y Beta
SCHA
1.09
Winner
RDVY
0.93
P/E Ratio
SCHA
213.68
Winner
RDVY
18.60
Forward P/E
Winner
SCHA
14.66
RDVY
16.73
PEG Ratio
SCHA
N/A
RDVY
0.39
5Y Dividends CAGR
Winner
SCHA
6.60%
RDVY
5.57%
5Y EPS CAGR
SCHA
13.85%
Winner
RDVY
22.83%
Debt to Equity
SCHA
N/A
RDVY
25.76%
P/S Ratio
Winner
SCHA
1.34
RDVY
2.54
P/B Ratio
Winner
SCHA
2.17
RDVY
3.46
SCHA vs RDVY - Holdings Comparison
SCHA and RDVY have 4 common holdings. Overlap is 0.64%
SCHA's top 25 holdings weight is 7.29%. RDVY's top 25 holdings weight is 56.26%.
| Rank | SCHA | RDVY |
|---|---|---|
| #1 | SANDISK CORP ORDINARY SHARES (SNDK) - 0.50% | LAM RESEARCH CORP (LRCX) - 3.63% |
| #2 | RIGETTI COMPUTING INC (RGTI) - 0.46% | APPLIED MATERIALS INC (AMAT) - 3.22% |
| #3 | n/a (RKT) - 0.40% | KLA CORP (KLAC) - 3.17% |
| #4 | D-WAVE QUANTUM INC (QBTS) - 0.38% | GE VERNOVA INC (GEV) - 3.16% |
| #5 | COEUR MINING INC (CDE) - 0.36% | ALPHABET INC CLASS A (GOOGL) - 2.60% |
| #6 | NEXTRACKER INC ORDINARY SHARES CLASS A (NXT) - 0.35% | BAKER HUGHES CO CLASS A (BKR) - 2.52% |
| #7 | n/a (HIMS) - 0.33% | MUELLER INDUSTRIES INC (MLI) - 2.46% |
| #8 | ATI INC (ATI) - 0.29% | MONOLITHIC POWER SYSTEMS INC (MPWR) - 2.46% |
| #9 | IONIS PHARMACEUTICALS INC (IONS) - 0.29% | ROSS STORES INC (ROST) - 2.45% |
| #10 | SAMSARA INC ORDINARY SHARES CLASS A (IOT) - 0.28% | NVIDIA CORP (NVDA) - 2.32% |
| #11 | STERLING INFRASTRUCTURE INC (STRL) - 0.28% | BANK OF NEW YORK MELLON CORP (BK) - 2.26% |
| #12 | MUELLER INDUSTRIES INC (MLI) - 0.28% | PNC FINANCIAL SERVICES GROUP INC (PNC) - 2.02% |
| #13 | LUMENTUM HOLDINGS INC (LITE) - 0.27% | SNAP-ON INC (SNA) - 1.98% |
| #14 | ENSIGN GROUP INC (ENSG) - 0.26% | CHUBB LTD (CB) - 1.97% |
| #15 | RAMBUS INC (RMBS) - 0.26% | THE TRAVELERS COMPANIES INC (TRV) - 1.94% |
| #16 | SOUTHSTATE BANK CORP (SSB) - 0.25% | JPMORGAN CHASE & CO (JPM) - 1.90% |
| #17 | ECHOSTAR CORP CLASS A (SATS) - 0.25% | ALLSTATE CORP (ALL) - 1.85% |
| #18 | INTERDIGITAL INC (IDCC) - 0.24% | THE HARTFORD INSURANCE GROUP INC (HIG) - 1.84% |
| #19 | APPLIED INDUSTRIAL TECHNOLOGIES INC (AIT) - 0.24% | WILLIAMS-SONOMA INC (WSM) - 1.83% |
| #20 | BRIDGEBIO PHARMA INC (BBIO) - 0.24% | PULTEGROUP INC (PHM) - 1.83% |
| #21 | SILICON LABORATORIES INC (SLAB) - 0.22% | STATE STREET CORP (STT) - 1.82% |
| #22 | SPIRIT AEROSYSTEMS HOLDINGS INC CLASS A (SPR) - 0.22% | META PLATFORMS INC CLASS A (META) - 1.80% |
| #23 | OSCAR HEALTH INC CLASS A (OSCR) - 0.22% | GE AEROSPACE (GE) - 1.80% |
| #24 | PJT PARTNERS INC CLASS A (PJT) - 0.22% | AMERICAN EXPRESS CO (AXP) - 1.75% |
| #25 | n/a (MWA) - 0.20% | MICROSOFT CORP (MSFT) - 1.68% |
| Total Holdings | 1709 | 75 |
SCHA vs RDVY - Historical Returns
Returns include dividend reinvestment.
1M
Winner
SCHA
+9.38%
RDVY
+3.63%
3M
Winner
SCHA
+8.15%
RDVY
+2.69%
6M
Winner
SCHA
+21.31%
RDVY
+11.56%
1Y
Winner
SCHA
+43.05%
RDVY
+28.08%
5Y(CAGR)
SCHA
+6.91%
Winner
RDVY
+10.47%
10Y(CAGR)
SCHA
+11.35%
Winner
RDVY
+15.85%
Max(CAGR)
SCHA
+12.36%
Winner
RDVY
+13.18%
SCHA vs RDVY - Annual Returns (2009 - 2026)
Returns include dividend reinvestment.
| Year | SCHA | RDVY |
|---|---|---|
| 2026 | +16.33% | +6.61% |
| 2025 | +11.64% | +19.20% |
| 2024 | +11.85% | +16.09% |
| 2023 | +19.16% | +20.81% |
| 2022 | -20.62% | -13.98% |
| 2021 | +18.07% | +33.30% |
| 2020 | +19.19% | +12.49% |
| 2019 | +26.04% | +37.39% |
| 2018 | -12.63% | -10.30% |
| 2017 | +14.15% | +21.69% |
| 2016 | +22.30% | +22.80% |
| 2015 | -3.91% | -3.01% |
| 2014 | +7.50% | +10.58% |
| 2013 | +35.74% | N/A |
| 2012 | +16.68% | N/A |
| 2011 | -4.64% | N/A |
| 2010 | +25.72% | N/A |
| 2009 | +9.88% | N/A |
SCHA vs RDVY Drawdown Comparison
The maximum drawdown for SCHA was -42.41%, occurring on Mar 23, 2020. Recovery took 206 trading sessions.
The maximum drawdown for RDVY was -40.60%, occurring on Mar 23, 2020. Recovery took 189 trading sessions.
The current SCHA drawdown is -0.21%. The current RDVY drawdown is -1.22%.
| Rank | SCHA | RDVY |
|---|---|---|
| #1 | -42.41% Jan 16, 2020 - Nov 9, 2020 | -40.60% Feb 12, 2020 - Nov 10, 2020 |
| #2 | -30.79% Nov 8, 2021 - Oct 16, 2024 | -25.33% Jan 4, 2022 - Dec 14, 2023 |
| #3 | -28.37% Apr 29, 2011 - Sep 6, 2012 | -21.94% Sep 21, 2018 - Apr 29, 2019 |
| #4 | -27.29% Nov 25, 2024 - Sep 18, 2025 | -19.11% Nov 25, 2024 - Jul 3, 2025 |
| #5 | -26.45% Aug 31, 2018 - Jan 16, 2020 | -19.07% May 21, 2015 - Aug 23, 2016 |
| #6 | -24.96% Jun 23, 2015 - Nov 11, 2016 | -10.14% Apr 30, 2019 - Jul 22, 2019 |
| #7 | -19.99% Apr 23, 2010 - Nov 5, 2010 | -9.76% Jul 24, 2019 - Oct 21, 2019 |
| #8 | -12.15% Jul 3, 2014 - Dec 23, 2014 | -9.47% Jan 26, 2018 - Aug 27, 2018 |
| #9 | -9.55% Sep 14, 2012 - Jan 2, 2013 | -9.36% Sep 30, 2014 - Nov 12, 2014 |
| #10 | -9.51% Jan 22, 2026 - Apr 13, 2026 | -9.03% Jan 29, 2026 - Apr 13, 2026 |
| #11 | -9.18% Jan 23, 2018 - May 17, 2018 | -8.18% Jul 31, 2024 - Aug 30, 2024 |
| #12 | -9.04% Jan 19, 2010 - Mar 2, 2010 | -7.18% Jan 15, 2014 - Mar 6, 2014 |
| #13 | -8.73% Mar 15, 2021 - Jun 8, 2021 | -6.56% May 7, 2021 - Aug 11, 2021 |
| #14 | -8.53% Jun 8, 2021 - Oct 25, 2021 | -6.07% Dec 29, 2014 - Feb 12, 2015 |
| #15 | -7.54% Oct 27, 2025 - Dec 3, 2025 | -6.06% Jan 17, 2020 - Feb 12, 2020 |
Correlation
Correlation between SCHA and RDVY is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2009 - 2026)
SCHA vs RDVY dividend yield comparison.
| Year | SCHA | RDVY |
|---|---|---|
| 2026 | 0.11% | 0.24% |
| 2025 | 1.26% | 1.11% |
| 2024 | 1.51% | 1.64% |
| 2023 | 1.42% | 2.09% |
| 2022 | 1.37% | 2.21% |
| 2021 | 1.19% | 1.04% |
| 2020 | 1.05% | 1.53% |
| 2019 | 1.39% | 1.55% |
| 2018 | 1.58% | 1.68% |
| 2017 | 1.24% | 1.25% |
| 2016 | 1.50% | 2.07% |
| 2015 | 1.48% | 2.14% |
| 2014 | 1.45% | 1.91% |
| 2013 | 1.14% | 0.00% |
| 2012 | 1.87% | 0.00% |
| 2011 | 1.23% | 0.00% |
| 2010 | 0.98% | 0.00% |
| 2009 | 0.22% | 0.00% |
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