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SCHA - Schwab US Small-Cap ETF

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Why only these assets? These are reputable assets within the major classes and are well diversified (within their class) with minimal fees. We do not aim to beat the market via individual stocks or higher cost actively managed funds (which fails most of the time). The cryptocurrencies are exceptions (no reputable diversified fund exists), but we include only the two most reputable cryptocurrencies.

Seeks to track the total return of the Dow Jones U.S. Small-Cap Total Stock Market Index. Click here for more information.

Note: all values include dividends

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Historical Summary

Mean annual return: 12.7%

Min annual return: -12.6%

Max annual return: 26.0%

Table of Annual Returns

YearReturn [%]
2018-12.6
2019 26.0
2020 19.2
2021 18.1

Historical Price

Misc. Information

Most experts invest 0% to 5% of their holdings in this asset.

We recommend Vanguard for stock purchases and Bittrex for crypto investing.

Our stock picks may be found here.

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Click here for other historical returns.