Data as of Oct 28, 2026.
SCHA vs SCHB: Differences, Returns & Fees
Over the year to Oct 28, 2026, SCHA returned +17.8% to SCHB's +13.4%; 6% of their weight is in the same names.
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Net assets on Aug 31, 2026: $22.6bn for Schwab U.S. Small-Cap ETF and $44.6bn for Schwab U.S. Broad Market ETF.
Pair scorecard
Both cost 0.03% a year; their one-year returns differ by 4.4 points; SCHB is 2.0 times larger.
Points (pts) are percentage points.
| Measure | SCHA | SCHB |
|---|---|---|
| Return | ||
| Total return, 1 year | +17.8% | +13.4% |
| Drawdown | ||
| Below its high | 7.9%, high on Jun 30, 2026 | |
| Benchmark | ||
| What it tracks | Dow Jones U.S. Small-Cap Total Stock Market Index | Dow Jones U.S. Broad Stock Market Index |
| Cost and size | ||
| Expense ratio | 0.03% | 0.03% |
| Net assets, as of Aug 31, 2026 | $22.6bn | $44.6bn |
| Holdings | ||
| Holdings in common | 6% | |
| Top ten holdings, share of the fund | 10.1% | 33.7% |
Holdings in common uses holdings dated Aug 31, 2026. Method
Risk and return
Nov 13, 2009 to Oct 23, 2026 · 884 weekly returnsSCHB returned more: +807.9% to +545.8%. SCHB swung less: 16.5% to 21.0%. SCHB fell less at its worst: −33.3% to −40.9%.
Full scorecard
9 measures, with how each is measured Open ↓
| Measure | SCHA | SCHB | Edge | How it is measured |
|---|---|---|---|---|
| Return | ||||
| Total return | +545.8% | +807.9% | SCHB | Price change plus distributions, reinvested. |
| Annualized | +11.6% | +13.9% | SCHB | Total return as a yearly rate. |
| Price return | +410.7% | +582.0% | SCHB | Price change alone, distributions left out. |
| Risk | ||||
| Volatility | 21.0% | 16.5% | SCHB | Spread of weekly returns, annualized. Lower is steadier. |
| Downside deviation | 14.5% | 11.4% | SCHB | Like volatility, counting only weeks below the Treasury bill rate. |
| Max drawdown | −40.9% | −33.3% | SCHB | Deepest fall from a high to the low after it. |
| Risk-adjusted | ||||
| Sharpe | 0.56 | 0.78 | SCHB | Return above Treasury bills per unit of volatility. |
| Sortino | 0.80 | 1.13 | SCHB | Return above Treasury bills per unit of downside deviation. |
| Calmar | 0.28 | 0.42 | SCHB | Annualized return divided by the max drawdown. |
Computed by ETFIQ from Tiingo daily prices and ETFIQ's distribution records, 884 weekly returns. Cash rate: the 13-week Treasury bill.
What they share
By the books each fund has filed, SCHA and SCHB hold 6% of their money in the same securities at the same weight. Holdings dated Aug 31, 2026.
half
6% in common
Only in one fund ↓
Side by side
SCHA and SCHB on the fields both publish, as of Oct 28, 2026. Source: ETFIQ.
SCHA and SCHB do different jobs. What does each one do in a portfolio?
- What each follows. SCHA follows Dow Jones U.S. Small-Cap Total Stock Market Index and SCHB follows Dow Jones U.S. Broad Stock Market Index.
- Holdings in common. 6% of the weight is in the same securities (holdings dated Aug 31, 2026).
- One-year total return. Over 1 year to Oct 28, 2026 SCHA returned +17.8% and SCHB +13.4% with distributions reinvested, a gap of 4.4 points.
Data as of Oct 28, 2026.
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SCHA
SCHA tracks an index. Over the year to Oct 28, 2026 it returned +17.8% with distributions reinvested, against +13.7% for its benchmark, the S&P 500 Index. The prospectus expense ratio is 0.03% a year. By its holdings filed for Aug 31, 2026, 7% of the fund by weight is stocks the S&P 500 also holds, across 1,705 positions, with the top ten at 10.1%. It sat 7.9% below its high of Jun 30, 2026 on Oct 28, 2026.
SCHB
SCHB tracks an index of US broad market. Over the year to Oct 28, 2026 it returned +13.4% with distributions reinvested. By its holdings filed for Aug 31, 2026, 88% of the fund by weight is stocks the S&P 500 also holds, across 2,372 positions, with the top ten at 33.7%.
Questions people ask
Links are sources, not endorsements. A comparison is not a recommendation.
How this is computed
Overlap adds up the smaller of the two weights for each security both funds hold.
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ETFIQ, SCHA against SCHB, data as of Oct 28, 2026. https://etfiq.com/compare/any/scha-vs-schb
ETFIQ. (Oct 28, 2026). SCHA against SCHB. Retrieved from https://etfiq.com/compare/any/scha-vs-schb
[SCHA against SCHB (ETFIQ, Oct 28, 2026)](https://etfiq.com/compare/any/scha-vs-schb)
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