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SCHM vs SCHA

Comparison between SCHWAB U.S. MID-CAP ETF (SCHM, ETF) and SCHWAB U.S. SMALL-CAP ETF (SCHA, ETF).

5-Year PerformanceSCHM has outperformed SCHA, delivering a return of +7.5% compared to +6.6%

SCHM vs SCHA - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
SCHM
$14B
Winner
SCHA
$22B
Expense Ratio
SCHM
0.04%
SCHA
0.04%
Max Drawdown
Winner
SCHM
42.43%
SCHA
43.02%
Sharpe Ratio
SCHM
1.49
Winner
SCHA
1.62
5Y Beta
Winner
SCHM
1.00
SCHA
1.09
P/E Ratio
Winner
SCHM
34.56
SCHA
136.70
Forward P/E
SCHM
17.55
Winner
SCHA
14.51
5Y Dividends CAGR
Winner
SCHM
9.77%
SCHA
6.60%
5Y EPS CAGR
SCHM
10.94%
Winner
SCHA
13.54%
Debt to Equity
Winner
SCHM
25.63%
SCHA
43.02%
P/S Ratio
SCHM
1.68
Winner
SCHA
1.33
P/B Ratio
SCHM
2.84
Winner
SCHA
2.17

SCHM vs SCHA - Holdings Comparison

SCHM and SCHA have 159 common holdings. Overlap is 17.65%

SCHM's top 25 holdings weight is 19.81%. SCHA's top 25 holdings weight is 7.29%.

RankSCHMSCHA
#1
SANDISK CORP ORDINARY SHARES (SNDK) - 4.36%
SANDISK CORP ORDINARY SHARES (SNDK) - 0.50%
#2
CIENA CORP (CIEN) - 1.58%
RIGETTI COMPUTING INC (RGTI) - 0.46%
#3
BLOOM ENERGY CORP CLASS A (BE) - 1.45%
n/a (RKT) - 0.40%
#4
COHERENT CORP (COHR) - 1.33%
D-WAVE QUANTUM INC (QBTS) - 0.38%
#5
LUMENTUM HOLDINGS INC (LITE) - 1.21%
COEUR MINING INC (CDE) - 0.36%
#6
FLEX LTD (FLEX) - 0.98%
NEXTRACKER INC ORDINARY SHARES CLASS A (NXT) - 0.35%
#7
STEEL DYNAMICS INC (STLD) - 0.64%
n/a (HIMS) - 0.33%
#8
REVOLUTION MEDICINES INC ORDINARY SHARES (RVMD) - 0.57%
ATI INC (ATI) - 0.29%
#9
CASEY'S GENERAL STORES INC (CASY) - 0.56%
IONIS PHARMACEUTICALS INC (IONS) - 0.29%
#10
n/a (ASTS) - 0.55%
SAMSARA INC ORDINARY SHARES CLASS A (IOT) - 0.28%
#11
TECHNIPFMC PLC (n/a) - 0.54%
STERLING INFRASTRUCTURE INC (STRL) - 0.28%
#12
TAPESTRY INC (TPR) - 0.53%
MUELLER INDUSTRIES INC (MLI) - 0.28%
#13
TWILIO INC CLASS A (TWLO) - 0.53%
LUMENTUM HOLDINGS INC (LITE) - 0.27%
#14
NVENT ELECTRIC PLC (NVT) - 0.51%
ENSIGN GROUP INC (ENSG) - 0.26%
#15
CURTISS-WRIGHT CORP (CW) - 0.51%
RAMBUS INC (RMBS) - 0.26%
#16
CENTENE CORP (CNC) - 0.50%
SOUTHSTATE BANK CORP (SSB) - 0.25%
#17
MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC (MTSI) - 0.49%
ECHOSTAR CORP CLASS A (SATS) - 0.25%
#18
FTAI AVIATION LTD (FTAI) - 0.48%
INTERDIGITAL INC (IDCC) - 0.24%
#19
UNITED THERAPEUTICS CORP (UTHR) - 0.46%
APPLIED INDUSTRIAL TECHNOLOGIES INC (AIT) - 0.24%
#20
XPO INC (XPO) - 0.46%
BRIDGEBIO PHARMA INC (BBIO) - 0.24%
#21
EAST WEST BANCORP INC (EWBC) - 0.32%
SILICON LABORATORIES INC (SLAB) - 0.22%
#22
ITT INC (ITT) - 0.32%
SPIRIT AEROSYSTEMS HOLDINGS INC CLASS A (SPR) - 0.22%
#23
ROKU INC CLASS A (ROKU) - 0.31%
OSCAR HEALTH INC CLASS A (OSCR) - 0.22%
#24
RAMBUS INC (RMBS) - 0.31%
PJT PARTNERS INC CLASS A (PJT) - 0.22%
#25
KIMCO REALTY CORP (KIM) - 0.31%
n/a (MWA) - 0.20%
Total Holdings4591709

SCHM vs SCHA - Historical Returns

Returns include dividend reinvestment.

1M
Winner
SCHM
+1.16%
SCHA
+0.12%
3M
SCHM
+8.80%
Winner
SCHA
+11.15%
6M
SCHM
+15.69%
Winner
SCHA
+15.71%
1Y
SCHM
+29.71%
Winner
SCHA
+36.92%
5Y(CAGR)
Winner
SCHM
+7.54%
SCHA
+6.57%
10Y(CAGR)
Winner
SCHM
+11.02%
SCHA
+10.74%
Max(CAGR)
SCHM
+11.31%
Winner
SCHA
+12.24%

SCHM vs SCHA - Annual Returns (2009 - 2026)

Returns include dividend reinvestment.

YearSCHMSCHA
2026+14.55%+15.39%
2025+10.33%+11.64%
2024+12.62%+11.85%
2023+17.39%+19.16%
2022-17.26%-20.62%
2021+21.32%+18.07%
2020+14.95%+19.19%
2019+27.82%+26.04%
2018-9.47%-12.63%
2017+18.99%+14.15%
2016+16.05%+22.30%
2015+0.01%-3.91%
2014+11.21%+7.50%
2013+32.95%+35.74%
2012+16.31%+16.68%
2011-2.92%-4.64%
2010N/A+25.72%
2009N/A+9.88%

SCHM vs SCHA Drawdown Comparison

The maximum drawdown for SCHM was -42.43%, occurring on Mar 23, 2020. Recovery took 183 trading sessions.

The maximum drawdown for SCHA was -42.41%, occurring on Mar 23, 2020. Recovery took 206 trading sessions.

The current SCHM drawdown is -2.63%. The current SCHA drawdown is -3.41%.

RankSCHMSCHA
#1-42.43%
Feb 20, 2020 - Nov 9, 2020		-42.41%
Jan 16, 2020 - Nov 9, 2020
#2-26.46%
Nov 16, 2021 - Mar 21, 2024		-30.79%
Nov 8, 2021 - Oct 16, 2024
#3-26.37%
Apr 29, 2011 - Mar 13, 2012		-28.37%
Apr 29, 2011 - Sep 6, 2012
#4-23.27%
Nov 25, 2024 - Sep 5, 2025		-27.29%
Nov 25, 2024 - Sep 18, 2025
#5-22.73%
Sep 14, 2018 - Jul 5, 2019		-26.45%
Aug 31, 2018 - Jan 16, 2020
#6-19.98%
Jun 23, 2015 - Jul 12, 2016		-24.96%
Jun 23, 2015 - Nov 11, 2016
#7-12.09%
Mar 19, 2012 - Sep 12, 2012		-19.99%
Apr 23, 2010 - Nov 5, 2010
#8-10.78%
Sep 2, 2014 - Nov 20, 2014		-12.15%
Jul 3, 2014 - Dec 23, 2014
#9-9.61%
Jan 26, 2018 - Jun 6, 2018		-9.55%
Sep 14, 2012 - Jan 2, 2013
#10-9.32%
Feb 26, 2026 - Apr 14, 2026		-9.51%
Jan 22, 2026 - Apr 13, 2026
#11-8.18%
Jul 16, 2024 - Sep 19, 2024		-9.18%
Jan 23, 2018 - May 17, 2018
#12-7.35%
Sep 14, 2012 - Dec 18, 2012		-9.04%
Jan 19, 2010 - Mar 2, 2010
#13-7.34%
May 21, 2013 - Jul 11, 2013		-8.73%
Mar 15, 2021 - Jun 8, 2021
#14-7.19%
Jul 24, 2019 - Nov 4, 2019		-8.53%
Jun 8, 2021 - Oct 25, 2021
#15-7.05%
Mar 28, 2024 - Jul 16, 2024		-7.54%
Oct 27, 2025 - Dec 3, 2025

Correlation

Correlation between SCHM and SCHA is 1.00 which considered as a very strong positive correlation - the stocks move almost identically together.

1.00
-101

Dividend Comparison (2009 - 2026)

SCHM vs SCHA dividend yield comparison.

YearSCHMSCHA
20260.22%0.12%
20251.46%1.26%
20241.43%1.51%
20231.50%1.42%
20221.67%1.37%
20211.13%1.19%
20201.31%1.05%
20191.48%1.39%
20181.56%1.58%
20171.27%1.24%
20161.51%1.50%
20151.54%1.48%
20141.48%1.45%
20131.27%1.14%
20121.67%1.87%
20111.19%1.23%
20100.00%0.98%
20090.00%0.22%

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