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Schwab US Small-Cap ETF™ SCHA

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Morningstar’s Analysis

Will SCHA outperform in future?

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

This is a compelling small-cap portfolio.

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Summary

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Schwab U.S. Small-Cap ETF SCHA is a great core small-cap fund. This is a well-constructed index portfolio that effectively diversifies risk and enjoys a sizable cost advantage over its peers. While the fund takes steps to mitigate transaction costs, small-cap stocks tend to be more expensive to index, owing to their lower trade volume, than larger stocks. They are also more susceptible to mispricing, though the index this fund tracks has been tough to beat. The fund warrants a downgrade to a Morningstar Analyst Rating of Silver from Gold.

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