SCHA Leads 1-Year Returns as SPSM Retains Cost Edge in Small-Cap ETF Showdown
Methodology, not fees, separates these small-cap portfolios.
Overview
- As of Feb. 20, 2026, SCHA posted a 22.3% trailing‑12‑month return versus 18.4% for SPSM.
- SPSM charges 0.03% and yields 1.5%, compared with SCHA at 0.04% and a 1.2% yield.
- SCHA holds about 1,724 stocks with broad sector spread, while SPSM is more concentrated at roughly 607 holdings.
- Assets under management favor SCHA at $20.8 billion versus $14.8 billion for SPSM, with reported betas of 1.00 and 1.19, respectively.
- Five‑year stats show a max drawdown of 30.79% for SCHA and 27.94% for SPSM, with $1,000 growing to $1,223 in SCHA and $1,244 in SPSM.