Schwab Fundamental U.S. Small Company Index ETF
0.25%
9.3B
9,334M USDHigh
142
Physical
Distributing
USD
US
Russell RAFI US Small Company
Schwab
2013-08-15 (12 years)
With 9.3B in assets, this is a large fund — good liquidity and tight spreads.
A TER of 0.25% is in line with the market average (~0.35%).
Launched in 2013-08-15, this fund has 12 years of history — long and reliable track record.
High risk — suited for long-term investors comfortable with volatility.
Simulated from available data points. Past returns do not guarantee future results.
| Period | Ann. Return | Cumulative |
|---|---|---|
| 1 Month (est.) | — | +2.0% |
| 3 Months (est.) | — | +6.1% |
| 6 Months (est.) | — | +12.6% |
| YTD (est.) | — | +10.4% |
| 1 Year | +26.8% | +26.8% |
| 3 Years | +12.1% | +41.0% |
| 5 Years | +6.8% | +39.3% |
| Since inception (12y) | +15.3% | +449.3% |
142
59.3%
14.2%
18.2%
19.5%
1.69
0.56
0.26
0.25%
-23.6%
0.26
19.5%
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The Schwab Fundamental U.S. Small Company Index ETF tracks the Russell RAFI US Small Company index. It is managed by Schwab using physical replication and follows a distributing distribution policy. The fund is denominated in USD and domiciled in US. It has a total expense ratio (TER) of 0.25%.
This ranking is for informational purposes only and does not constitute a recommendation to buy or sell any security. Displayed performance is simulated.