The Schwab U.S. Small-Cap ETF (SCHA) is managed by Charles Schwab Investment Management, Inc., commonly known as Schwab Asset Management. Established to provide investors exposure to the small-cap segment of the U.S. equity market, SCHA aims to track the Dow Jones U.S. Small-Cap Total Stock Market Index. With a commitment to replicating the index's performance, Schwab's investment strategy involves maintaining a high correlation between the fund's performance and that of the index, leveraging various techniques including sampling when deemed appropriate.
Although the Schwab U.S. Small-Cap ETF (SCHA) primarily focuses on tracking the performance of the Dow Jones U.S. Small-Cap Total Stock Market Index, it does offer dividend distributions to its investors. These distributions are influenced by the dividend policies and performances of the small-cap companies within the index. Typically, dividends are distributed on a periodic basis, providing investors with a potential source of income alongside the fund's capital appreciation prospects.
Tracking the Dow Jones U.S. Small-Cap Total Stock Market Index lies at the heart of the Schwab U.S. Small-Cap ETF's investment strategy. SCHA is designed to mirror the performance of small-cap U.S. stocks, specifically those ranked 751-2,500 by full market capitalization. The ETF primarily invests in stocks included in the aforementioned index, aiming to replicate its returns closely. SCHA may also use sampling techniques to optimize its holdings and achieve its investment objectives effectively. With a focus on correlation with the index, SCHA offers investors exposure to the small-cap segment of the U.S. equity market.
The correlation aspect of the Schwab U.S. Small-Cap ETF (SCHA) is fundamental for understanding its performance concerning the small-cap segment of the U.S. stock market. As SCHA tracks the Dow Jones U.S. Small-Cap Total Stock Market Index, its correlation with small-cap stocks is expected to be significant. This correlation provides investors with insights into the behavior of small-cap stocks relative to the broader market, aiding in portfolio diversification and risk management strategies. For deeper analysis of correlations and insights into the small-cap segment, investors can utilize our tool ETF Insider, which offers comprehensive data visualization and correlation analysis for all U.S. ETFs, enabling informed decision-making.
The Schwab U.S. Small-Cap ETF (SCHA) primarily invests in stocks included in the Dow Jones U.S. Small-Cap Total Stock Market Index. This index represents the small-cap segment of the broader U.S. stock market, covering companies ranked from 751 to 2,500 by market capitalization. SCHA aims to replicate the performance of this index by closely tracking its composition, which includes a diverse range of small-cap stocks across various industries. While small-cap stocks historically offer greater growth potential, they also tend to be more volatile compared to larger companies. SCHA's focus on this sector provides investors with exposure to the growth prospects of small-cap companies within the U.S. market.
The Schwab U.S. Small-Cap ETF (SCHA) is designed to provide exposure to the small-cap segment of the U.S. equity market, as reflected by the Dow Jones U.S. Small-Cap Total Stock Market Index. With holdings typically ranging from stocks ranked 751-2,500 by full market capitalization, SCHA offers investors an opportunity to participate in the growth potential of smaller companies across various sectors. By closely tracking the index, SCHA aims to replicate its performance, giving investors a means to access this dynamic segment of the market.
ETF Insider is a data-driven portfolio analytics and optimization platform that introduces a more efficient and practical way to visualize, analyze and optimize portfolios.
Rather than focusing on the surface-level attributes of ETFs and Mutual Funds, ETF Insider goes deeper by examining the underlying holdings of exchange traded products.
By organizing and structuring that data, investors can easily navigate within their overlapping layers.
This innovative perspective combined with modern data visualization and modeling tools, provides an entirely new approach to portfolio optimization that can quickly expose both portfolio inefficiencies and opportunities.
6 min readThe KJUL ETF is a specialized investment fund that focuses on global companies in the relevant sectors. This exchange-traded fund offers investors exposure to a diverse range of innovative and cutting-edge companies engaged in advancements in the industry. Discover the potential growth opportunities and risks associated with investing in this dynamic sector through the KJUL ETF.
4 min readDiscovering ETFs: Unveiling the PLDR ETF. Delve into the world of Exchange-Traded Funds (ETFs) and explore the intriguing features of the PLDR ETF in this insightful article.
4 min readThe VO ETF, or "Vanguard Mid-Cap ETF," is a popular investment option that aims to track the performance of mid-sized U.S. companies. As an exchange-traded fund, it offers investors the opportunity to diversify their portfolio and potentially benefit from the growth potential of medium-sized enterprises in the American market. This article provides an insightful overview of the VO ETF, its benefits, and its role within the broader investment landscape.
ETF Insider is a novel portfolio optimization tool that uses the power of data visualization to gain insight into portfolio compositions, concentration risks, portfolio efficiency and more. Complex financial data can be transformed into visually appealing and easily digestible graphs and charts, allowing investors to quickly identify trends and make well-informed investment decisions. Not only does this save time, but it also increases the accuracy and effectiveness of portfolio management.
