SCHA vs USMV
Comparison between SCHWAB U.S. SMALL-CAP ETF (SCHA, ETF) and ISHARES MSCI USA MIN VOL FACTOR ETF (USMV, ETF).
5-Year PerformanceUSMV has outperformed SCHA, delivering a return of +7.2% compared to +7.2%
SCHA vs USMV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SCHA
$23B
Winner
USMV
$23B
Expense Ratio
Winner
SCHA
0.04%
USMV
0.15%
Max Drawdown
SCHA
43.02%
Winner
USMV
33.10%
Sharpe Ratio
Winner
SCHA
1.75
USMV
0.16
5Y Beta
SCHA
1.10
Winner
USMV
0.47
P/E Ratio
SCHA
169.53
Winner
USMV
22.38
Forward P/E
Winner
SCHA
14.44
USMV
18.83
PEG Ratio
SCHA
N/A
USMV
0.17
5Y Dividends CAGR
SCHA
6.60%
Winner
USMV
7.83%
5Y EPS CAGR
SCHA
13.25%
Winner
USMV
18.92%
Debt to Equity
Winner
SCHA
42.83%
USMV
46.12%
P/S Ratio
Winner
SCHA
1.34
USMV
2.23
P/B Ratio
Winner
SCHA
2.15
USMV
4.21
SCHA vs USMV - Holdings Comparison
SCHA and USMV have 1 common holdings. Overlap is 0.00%
SCHA's top 25 holdings weight is 7.29%. USMV's top 25 holdings weight is 34.49%.
| Rank | SCHA | USMV |
|---|---|---|
| #1 | SANDISK CORP ORDINARY SHARES (SNDK) - 0.50% | CISCO SYSTEMS INC (CSCO) - 2.33% |
| #2 | RIGETTI COMPUTING INC (RGTI) - 0.46% | NVIDIA CORP (NVDA) - 1.73% |
| #3 | n/a (RKT) - 0.40% | EXXON MOBIL CORP (XOM) - 1.57% |
| #4 | D-WAVE QUANTUM INC (QBTS) - 0.38% | MICROSOFT CORP (MSFT) - 1.57% |
| #5 | COEUR MINING INC (CDE) - 0.36% | DUKE ENERGY CORP (DUK) - 1.47% |
| #6 | NEXTRACKER INC ORDINARY SHARES CLASS A (NXT) - 0.35% | CHUBB LTD (CB) - 1.47% |
| #7 | n/a (HIMS) - 0.33% | VERIZON COMMUNICATIONS INC (VZ) - 1.47% |
| #8 | ATI INC (ATI) - 0.29% | SOUTHERN CO (SO) - 1.47% |
| #9 | IONIS PHARMACEUTICALS INC (IONS) - 0.29% | JOHNSON & JOHNSON (JNJ) - 1.43% |
| #10 | SAMSARA INC ORDINARY SHARES CLASS A (IOT) - 0.28% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.42% |
| #11 | STERLING INFRASTRUCTURE INC (STRL) - 0.28% | VERTEX PHARMACEUTICALS INC (VRTX) - 1.35% |
| #12 | MUELLER INDUSTRIES INC (MLI) - 0.28% | WASTE MANAGEMENT INC (WM) - 1.35% |
| #13 | LUMENTUM HOLDINGS INC (LITE) - 0.27% | AMPHENOL CORP CLASS A (APH) - 1.32% |
| #14 | ENSIGN GROUP INC (ENSG) - 0.26% | MOTOROLA SOLUTIONS INC (MSI) - 1.31% |
| #15 | RAMBUS INC (RMBS) - 0.26% | MERCK & CO INC (MRK) - 1.29% |
| #16 | SOUTHSTATE BANK CORP (SSB) - 0.25% | CONSOLIDATED EDISON INC (ED) - 1.28% |
| #17 | ECHOSTAR CORP CLASS A (SATS) - 0.25% | CBOE GLOBAL MARKETS INC (CBOE) - 1.23% |
| #18 | INTERDIGITAL INC (IDCC) - 0.24% | REPUBLIC SERVICES INC (RSG) - 1.23% |
| #19 | APPLIED INDUSTRIAL TECHNOLOGIES INC (AIT) - 0.24% | COCA-COLA CO (KO) - 1.21% |
| #20 | BRIDGEBIO PHARMA INC (BBIO) - 0.24% | MCKESSON CORP (MCK) - 1.20% |
| #21 | SILICON LABORATORIES INC (SLAB) - 0.22% | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 1.19% |
| #22 | SPIRIT AEROSYSTEMS HOLDINGS INC CLASS A (SPR) - 0.22% | WASTE CONNECTIONS INC (WCN) - 1.18% |
| #23 | OSCAR HEALTH INC CLASS A (OSCR) - 0.22% | MCDONALD'S CORP (MCD) - 1.17% |
| #24 | PJT PARTNERS INC CLASS A (PJT) - 0.22% | TJX COMPANIES INC (TJX) - 1.13% |
| #25 | n/a (MWA) - 0.20% | T-MOBILE US INC (TMUS) - 1.12% |
| Total Holdings | 1709 | 174 |
SCHA vs USMV - Historical Returns
Returns include dividend reinvestment.
1M
Winner
SCHA
+5.32%
USMV
+1.65%
3M
Winner
SCHA
+21.26%
USMV
+1.53%
6M
Winner
SCHA
+19.84%
USMV
+2.34%
1Y
Winner
SCHA
+41.48%
USMV
+4.00%
5Y(CAGR)
SCHA
+7.19%
Winner
USMV
+7.25%
10Y(CAGR)
Winner
SCHA
+11.52%
USMV
+9.92%
Max(CAGR)
Winner
SCHA
+12.55%
USMV
+11.59%
SCHA vs USMV - Annual Returns (2009 - 2026)
Returns include dividend reinvestment.
| Year | SCHA | USMV |
|---|---|---|
| 2026 | +21.13% | +2.99% |
| 2025 | +11.64% | +7.81% |
| 2024 | +11.85% | +15.30% |
| 2023 | +19.16% | +10.24% |
| 2022 | -20.62% | -8.86% |
| 2021 | +18.07% | +22.56% |
| 2020 | +19.19% | +5.60% |
| 2019 | +26.04% | +28.82% |
| 2018 | -12.63% | +1.39% |
| 2017 | +14.15% | +18.60% |
| 2016 | +22.30% | +11.96% |
| 2015 | -3.91% | +5.37% |
| 2014 | +7.50% | +17.49% |
| 2013 | +35.74% | +22.60% |
| 2012 | +16.68% | +10.87% |
| 2011 | -4.64% | +5.67% |
| 2010 | +25.72% | N/A |
| 2009 | +9.88% | N/A |
SCHA vs USMV Drawdown Comparison
The maximum drawdown for SCHA was -42.41%, occurring on Mar 23, 2020. Recovery took 206 trading sessions.
The maximum drawdown for USMV was -33.10%, occurring on Mar 23, 2020. Recovery took 227 trading sessions.
The current USMV drawdown is -1.39%.
| Rank | SCHA | USMV |
|---|---|---|
| #1 | -42.41% Jan 16, 2020 - Nov 9, 2020 | -33.10% Feb 14, 2020 - Jan 8, 2021 |
| #2 | -30.79% Nov 8, 2021 - Oct 16, 2024 | -17.92% Dec 29, 2021 - Jan 2, 2024 |
| #3 | -28.37% Apr 29, 2011 - Sep 6, 2012 | -12.69% Sep 21, 2018 - Feb 15, 2019 |
| #4 | -27.29% Nov 25, 2024 - Sep 18, 2025 | -9.50% Aug 17, 2015 - Dec 29, 2015 |
| #5 | -26.45% Aug 31, 2018 - Jan 16, 2020 | -9.36% Feb 28, 2025 - May 19, 2025 |
| #6 | -24.96% Jun 23, 2015 - Nov 11, 2016 | -9.17% Jan 26, 2018 - Jul 25, 2018 |
| #7 | -19.99% Apr 23, 2010 - Nov 5, 2010 | -7.31% Jul 22, 2016 - Feb 13, 2017 |
| #8 | -12.15% Jul 3, 2014 - Dec 23, 2014 | -7.14% Dec 29, 2015 - Mar 3, 2016 |
| #9 | -9.55% Sep 14, 2012 - Jan 2, 2013 | -6.86% Nov 26, 2024 - Feb 28, 2025 |
| #10 | -9.51% Jan 22, 2026 - Apr 13, 2026 | -6.64% May 15, 2013 - Sep 18, 2013 |
| #11 | -9.18% Jan 23, 2018 - May 17, 2018 | -6.46% Feb 27, 2026 - Mar 27, 2026 |
| #12 | -9.04% Jan 19, 2010 - Mar 2, 2010 | -6.03% Sep 2, 2021 - Nov 3, 2021 |
| #13 | -8.73% Mar 15, 2021 - Jun 8, 2021 | -5.94% Oct 5, 2012 - Jan 10, 2013 |
| #14 | -8.53% Jun 8, 2021 - Oct 25, 2021 | -5.38% Nov 11, 2011 - Dec 6, 2011 |
| #15 | -7.54% Oct 27, 2025 - Dec 3, 2025 | -5.13% Dec 31, 2013 - Feb 18, 2014 |
Correlation
Correlation between SCHA and USMV is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (2009 - 2026)
SCHA vs USMV dividend yield comparison.
| Year | SCHA | USMV |
|---|---|---|
| 2026 | 0.11% | 0.41% |
| 2025 | 1.26% | 1.49% |
| 2024 | 1.51% | 1.67% |
| 2023 | 1.42% | 1.82% |
| 2022 | 1.37% | 1.62% |
| 2021 | 1.19% | 1.26% |
| 2020 | 1.05% | 1.81% |
| 2019 | 1.39% | 1.88% |
| 2018 | 1.58% | 2.12% |
| 2017 | 1.24% | 1.77% |
| 2016 | 1.50% | 2.22% |
| 2015 | 1.48% | 2.02% |
| 2014 | 1.45% | 1.88% |
| 2013 | 1.14% | 2.18% |
| 2012 | 1.87% | 1.96% |
| 2011 | 1.23% | 0.29% |
| 2010 | 0.98% | 0.00% |
| 2009 | 0.22% | 0.00% |
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