The Small-Cap Core fund is an exchange traded fund (ETF) within the Schwab family. An extremely similar return profile for SCHA can be found in 30 other funds we are tracking.

Within the Schwab family of funds, the most positively correlated other funds are Mid-Cap Core, Multi-Cap Core, Large-Cap Value, Large-Cap Core, Large-Cap Growth.

Outside of the Schwab family, the most positively correlated other funds are Vanguard - Extended Market, Vanguard - Small-Cap, Vanguard Mutual Funds - Extended Market Index Admiral Shares, Vanguard Mutual Funds - Small-Cap Index Admiral Shares, Fidelity - Spartan Extended Market Index Fund - Fidelity Advantage Class .

Extremely Similar Funds

There are multiple other funds which have extremely high correlation to Schwab's Small-Cap Core fund.
100.0% VXF Vanguard Extended Market
100.0% VB Vanguard Small-Cap
100.0% VEXAX Vanguard Mutual Funds Extended Market Index Admiral Shares
100.0% VSMAX Vanguard Mutual Funds Small-Cap Index Admiral Shares
100.0% FSEVX Fidelity Spartan Extended Market Index Fund - Fidelity Advantage Class
100.0% FSEMX Fidelity Spartan Extended Market Index Fund - Investor Class
99.9% RSCO SPDR Russell Small Cap Completeness
99.9% IWM iShares Russell 2000 ETF
99.9% FSSVX Fidelity Spartan Small-Cap Index Fund - Fidelity Advantage Class
99.9% FSSPX Fidelity Spartan Small-Cap Index Fund - Investor Class
99.9% VEXRX Vanguard Mutual Funds Explorer Admiral Shares
99.9% PRFZ PowerShares FTSE RAFI US 1500 Small-Mid Portfolio
99.9% JKJ iShares Morningstar Small-Cap ETF
99.9% VEXPX Vanguard Mutual Funds Explorer
99.8% VSGAX Vanguard Mutual Funds Small-Cap Growth Index Admiral
99.8% VBK Vanguard Small-Cap Growth
99.8% VSTCX Vanguard Mutual Funds Strategic Small-Cap Equity
99.8% VEVFX Vanguard Mutual Funds Explorer Value
99.7% SLY SPDR S&P 600 Small Cap
99.7% IJR iShares Core S&P Small-Cap ETF
99.7% VTMSX Vanguard Mutual Funds Tax-Managed Small-Cap Admiral Shares
99.7% IJS iShares S&P Small-Cap 600 Value ETF
99.7% VBR Vanguard Small-Cap Value
99.7% JKK iShares Morningstar Small-Cap Growth ETF
99.7% IWO iShares Russell 2000 Growth ETF
99.7% JKL iShares Morningstar Small-Cap Value ETF
99.7% SLYV SPDR S&P 600 Small Cap Value
99.7% MDY SPDR S&P MIDCAP 400
99.6% VASVX Vanguard Mutual Funds Selected Value
99.6% IJH iShares Core S&P Mid-Cap ETF

Performance for the previous 2 years


Positively Correlated Schwab ETFs
SCHM Schwab Mid-Cap Core 99.3%
SCHB Schwab Multi-Cap Core 99.0%
SCHV Schwab Large-Cap Value 98.9%
SCHX Schwab Large-Cap Core 98.8%
SCHG Schwab Large-Cap Growth 98.2%
Negatively Correlated Schwab funds
SCHE Schwab Emerging Markets 10.0%
SCHP Schwab Inflation Protected Bond 38.3%
SCHR Schwab General U.S. Treasury 70.8%
SCHZ Schwab Core Bond 75.1%
SCHO Schwab Short Term U.S. Treasury 84.2%

Positively Correlated Non-Schwab funds
VXF Vanguard Extended Market 100.0%
VB Vanguard Small-Cap 100.0%
VEXAX Vanguard Mutual Funds Extended Market Index Admiral Shares 100.0%
VSMAX Vanguard Mutual Funds Small-Cap Index Admiral Shares 100.0%
FSEVX Fidelity Spartan Extended Market Index Fund - Fidelity Advantage Class 100.0%
Negatively Correlated Non-Schwab funds
BIL SPDR Barclays 1-3 Month T-Bill -89.3%
RING iShares MSCI Global Gold Miners ETF -89.1%
PSAU PowerShares Global Gold and Precious Metals Portfolio -88.2%
SLVP iShares MSCI Global Silver Miners ETF -85.9%
VGPMX Vanguard Mutual Funds Precious Metals and Mining -83.1%

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