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Morningstar

Schwab US Small-Cap ETF™ SCHA ETF Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See Charles Schwab Investment Hub

Morningstar’s Analysis SCHA

Will SCHA outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable SCHA’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the SCHA management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of SCHA’s parent organization’s priorities and whether they’re in line with investors’ interests.

Inexpensive U.S. small-cap exposure.

Analyst Zachary Evens

Zachary Evens

Analyst

Summary

Schwab U.S. Small-Cap ETF SCHA encapsulates the U.S. small-cap market for a low fee. Its diversified portfolio mitigates stock-specific risk, and a turnover-conscious approach minimizes trading costs that can plague other small-cap index funds. These considerations earn the fund a Morningstar Medalist Rating of Silver.

by Zachary Evens
Rated on Published on

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