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Top 10 U.S. Small-Cap ETFs
David Fry • Wed, Mar 27
Clean Energy Fuels And Cheniere: Good Bet On The Natural Gas Trend
Nick Chiu • Thu, Mar 21 • 6 Comments
2013 -- Breakout Or Comeuppance?
Joseph L. Shaefer • Mon, Jan 28 • 13 Comments
Under Pressure: ETF Expense Ratios Have Been Falling For Close To 2 Decades
Morningstar • Wed, Jan 16
Year End Stock Market Performance Analysis By Sector, Market Cap, And Investment Style
Price Headley • Tue, Jan 1 • 3 Comments
Buy Google Or Small Caps Over Venture Capital
Stocks & Shares • Mon, Oct 8, 2012
Steer Clear Of JOBS Act Quagmires
Stocks & Shares • Fri, Jul 20, 2012 • 1 Comment
Forget Facebook: Small Caps Beat Startups
Stocks & Shares • Sat, May 12, 2012 • 4 Comments
Small Cap ETF Gems: Russell Factor ETFs Shine
Christian Magoon • Mon, Mar 12, 2012
Small Is Beautiful: 2 Great Small Cap Core Funds
Value Research • Tue, Feb 7, 2012 • 3 Comments
10 ETFs Cheaper Than Their Vanguard Peers
MoneyCone • Wed, Jan 18, 2012 • 5 Comments
Play The January Effect With These Small Cap ETFs
Benzinga • Tue, Dec 27, 2011 • 4 Comments
A Look At Recent Performance Of U.S. Small Cap Blend ETFs
MyPlanIQ • Wed, Dec 7, 2011
7 ETFs For Long-Term Portfolio Builders
Stoyan Bojinov • Wed, Nov 30, 2011 • 2 Comments
Is The Deck Stacked Against Your Small-Cap Index ETF?
Morningstar • Thu, Oct 6, 2011 • 1 Comment
Indexing And ETFs
Morningstar • Thu, Sep 15, 2011 • 1 Comment
A Look Into Goldman Sachs' ETF Holdings
Jared Cummans • Thu, May 26, 2011 • 5 Comments
Bullish on America? Consider These 11 Low Cost ETFs Today
Investment Underground • Fri, Mar 11, 2011 • 1 Comment
Schwab and Vanguard Small Cap ETFs Outperforming More Liquid iShares
MyPlanIQ • Thu, Mar 10, 2011 • 2 Comments
Is the 'Lazy Portfolio' Strategy Evolving?
Roger Nusbaum • Thu, Feb 24, 2011 • 2 Comments

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ETF Spotlight: Schwab U.S. Small-Cap
Tom Lydon • Wed, Oct 13, 2010
Schwab ETF Performance Update: So Far So Good
IndexUniverse • Mon, Apr 26, 2010 • 1 Comment
The Schwab ETF Launch: More Important than You Think
IndexUniverse • Tue, Nov 10, 2009 • 3 Comments

Top 10 U.S. Small-Cap ETFs
David Fry • Wed, Mar 27
Clean Energy Fuels And Cheniere: Good Bet On The Natural Gas Trend
Nick Chiu • Thu, Mar 21 • 6 Comments
2013 -- Breakout Or Comeuppance?
Joseph L. Shaefer • Mon, Jan 28 • 13 Comments
Under Pressure: ETF Expense Ratios Have Been Falling For Close To 2 Decades
Morningstar • Wed, Jan 16
Year End Stock Market Performance Analysis By Sector, Market Cap, And Investment Style
Price Headley • Tue, Jan 1 • 3 Comments
Buy Google Or Small Caps Over Venture Capital
Stocks & Shares • Mon, Oct 8, 2012
Steer Clear Of JOBS Act Quagmires
Stocks & Shares • Fri, Jul 20, 2012 • 1 Comment
Forget Facebook: Small Caps Beat Startups
Stocks & Shares • Sat, May 12, 2012 • 4 Comments
Small Cap ETF Gems: Russell Factor ETFs Shine
Christian Magoon • Mon, Mar 12, 2012
Small Is Beautiful: 2 Great Small Cap Core Funds
Value Research • Tue, Feb 7, 2012 • 3 Comments
10 ETFs Cheaper Than Their Vanguard Peers
MoneyCone • Wed, Jan 18, 2012 • 5 Comments
Play The January Effect With These Small Cap ETFs
Benzinga • Tue, Dec 27, 2011 • 4 Comments
A Look At Recent Performance Of U.S. Small Cap Blend ETFs
MyPlanIQ • Wed, Dec 7, 2011
7 ETFs For Long-Term Portfolio Builders
Stoyan Bojinov • Wed, Nov 30, 2011 • 2 Comments
Is The Deck Stacked Against Your Small-Cap Index ETF?
Morningstar • Thu, Oct 6, 2011 • 1 Comment
Indexing And ETFs
Morningstar • Thu, Sep 15, 2011 • 1 Comment
A Look Into Goldman Sachs' ETF Holdings
Jared Cummans • Thu, May 26, 2011 • 5 Comments
Bullish on America? Consider These 11 Low Cost ETFs Today
Investment Underground • Fri, Mar 11, 2011 • 1 Comment
Schwab and Vanguard Small Cap ETFs Outperforming More Liquid iShares
MyPlanIQ • Thu, Mar 10, 2011 • 2 Comments
Is the 'Lazy Portfolio' Strategy Evolving?
Roger Nusbaum • Thu, Feb 24, 2011 • 2 Comments

There are no Transcripts on SCHA.

ETF Investing: Small-cap ETFs tax investors with big losses

at MarketWatch.com (Jan 23, 2011)

SCHA vs. ETF Alternatives

SCHA Description

The fund offers exposure to small-cap U.S. companies. It seeks investment results that track the performance, before fees and expenses, of the Dow Jones U.S. Small-Cap Total Stock Market Index℠ made up of approximately 1,750 U.S. small cap stocks.
See more details on sponsor's website

Country: United States

Key Info

In Your Portfolio: Core Building Blocks: A Guide to ETFs That Divide the U.S. Stock Market by Market Cap
Asset Class Performance: Market Cap

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| Earnings
| Dividends
| M&A
| On the move

Monday, May 20, 3:11 PM The Russell 2000 (IWM) cracked 1,000 for the first time this morning, but the small cap sector is far from over-loved by the fund managers who invest in it, according to Credit Suisse's Lori Calvasina - they ended Q1 with cash holdings at a near 10-year high. Indexing (IJR, IWO, IWN XSLV are some others) beats most active management, but Calvasina screened for stocks owned by fewer than 50 small-cap funds with $500M-$1.5B market cap, and with favorable investment ratings. No surprise the answer is heavy on mREITs - MTGE, AMTG, PMT. Also coming up: OMX and WFR. Comment!
Thursday, May 9, 3:24 PM "Our enthusiasm is clearly a notch below where we were at the beginning of the year," write Credit Suisse analysts, starting to see a bit of froth creep into small caps. At 16.4x earnings, the Russell 2000 (IWM) "has admittedly lost its valuation appeal." For now, they're buyers on dips, but should the index near the 1,000 level, valuation pressure will really start to be felt. 3 Comments
Friday, April 26, 9:26 AM Small-caps have a fan in Goldman Sachs which is out with a report today forecasting a 14% gain in the Russell 2000 (IWM) over the next 12 months vs. just 6% for the S&P 500 (SPY). The S&P is outperforming YTD by about 50 bps. 2 Comments
Monday, April 15, 12:38 PM The S&P (SPY) and Dow (DIA) have continued to notch record highs, but small caps (IWM -3%) - which led the way higher for much of the year - rolled over a few weeks ago and are falling especially sharply today. Technicians fret. 1 Comment
Sunday, April 14, 8:25 AM The reconstitution of the Russell indexes coming up in June, Credit Suisse aims to anticipate who's in and who's out. The rules-based approach of the Russell 2000 has allowed arbitragers to profit each summer by front-running the moves, making the Russell 2000 ETF (IWM) a poorer play for small cap fans than IJR . Expected among the top 25 adds are ARCP, SRPT, PBYI, ACAD, and WSTC. Among the top 25 deletes: CPST, FCEL, CHKE, OMER, and EML. Comment! [Quick Ideas]
Tuesday, March 26, 1:27 PM Small-cap stocks are set to outperform, according to Goldman research showing the IWM outperforms the SPY by an annualized 8.1% in quarters following a steep drop in the VIX. The "acute" decline in the VIX YTD "provides a tailwind to small-cap performance in 2Q13." A must-read for small cap index fans is SA author Ploutos' piece suggesting IJR is your best bet. 3 Comments [Quick Ideas]
Friday, March 22, 12:29 PM Lagging the solid rise in stocks today are small caps, the Russell 2000 (IWM) up 0.1% while the S&P 500 and Nasdaq post better than 0.5% gains. Thus far in 2013, IWM is about level with the S&P, but is about 300 bps better on a Y/Y basis. IJR - maybe better for small cap fans - has outperformed both. Comment!
Tuesday, March 12, 2:38 PM The fee wars continue to heat up with Schwab lowering the expense ratio on its U.S. Small Cap ETF (SCHA) by 20%, to 0.08% (prospectus). Vanguard's VB charges 10 basis points while iShares' IJR charges 0.16%. Round-trip transaction costs even the playing field somewhat with the average bid-ask cheapest for IJR (0.02%) followed by VB (0.03%) and SCHA (0.04%). Comment!
Tuesday, February 19, 9:10 AM Owners of the Russell 2000 ETF (IWM) may be able to declare arbitragers as dependents on their tax returns. Sharp traders have been gaming the rules-based rebalancing of the popular small-cap index for sweet profits each summer. Small-cap fans should instead take a look at IJR - it's performed better thanks to inclusion rules that may make more sense and are less likely to be arbitraged. Comment! [Quick Ideas]
Monday, January 7, 12:47 PM With U.S. small caps "picked over," some managers are looking overseas for ideas. International valuations are at 13X earnings and dividend yields of 3% vs. domestic at 15X and 2%, according to Mark Bogar, whose firm is allocating 57% of it small cap exposure to foreign holdings, a big jump from a year ago. 1 Comment
Friday, December 21, 2012, 12:33 PM The technicians might find it interesting that the Russell 2000 is back at a "resistance level" it's touched and failed at a number of times going all the way back to 2007. Better luck this time? IWM -1.2%. 2 Comments
Thursday, December 6, 2012, 3:46 PM John Bogle's never bought the idea that small caps outperform large caps over time, but his assertion is based on the removal from the 20th century a decade of particular small cap outperformance starting in 1973. Without it, he says, large caps have actually done better. Is this fair? What if we remove a decade of large cap dominance? In 2012, microcaps (IWC) have gained 15%, vs. 11.6% for the Russel 2000 (IWM), and 13.6% for the SPY. 2 Comments
Wednesday, November 14, 2012, 11:16 AM Moving mostly in line with the S&P in the selloff since the Fed's mid-September QE∞ announcement, the Russell 2000 (IWM) begins to more sharply underperform over the past session and a half. The Russell's relative strength 2 months ago may have signalled a top. Could its weakness now be the start of a bottom forming? 1 Comment
Friday, September 21, 2012, 10:41 AM Charles Schwab (SCHW) slashes fees on its line of 15 ETFs by 25-60%. The U.S. Broad Market ETF (SCHB) expense ratio is cut to just 4 basis points from 6 basis points. Comment! [Breaking News, Financials]
Wednesday, September 19, 2012, 8:56 AM The Russell 2000 ETF (IWM) has broken out to an all-time high while the Dow and S&P remain a few percentage points shy of theirs, notes John Spence. Not only have small caps shown relative strength of late, but sizable inflows into their ETFs (IWM AUM +4.5% just yesterday) also suggest a greater appetite for risk-taking among investors. 3 Comments
Wednesday, September 5, 2012, 7:16 AM Waiting for a rally in small caps as a sign the broader market is ready to break out to new highs? You've gotten it - the Russell 2000 (IWM) is up 6.6% since August 1 vs. SPY +2.2%. Small caps are often viewed as needing to outperform during uptrends to confirm investor appetite to take on risk. 1 Comment [Quick Ideas]

SCHA Schwab U.S. Small-Cap ETF

SCHA

Schwab U.S. Small-Cap ETF