SCHCSchwab International Small-Cap Equity ETF
SCHC Fund Description
SCHC tracks a market-cap-weighted index of the smallest 10% of companies in the FTSE Developed ex-US Index.
SCHC Factset Analytics Insight
SCHC offers a comprehensive exposure to the small-cap segment of developed ex-US equity market. It tracks an index that defines small-cap universe as approximately the bottom 10% of the eligible universe with a minimum size of $150 million. The fund holds securities that meets certain size and liquidity screens. There is a notable portion of Canadian companies in its universe selection. Muted sector tilts ensure the fund’s portfolio diversification. The fund tracks its index tightly by investing 90% of its assets in the securities that comprises the underlying index. Index constituents are reviewed semi-annually.
SCHC MSCI ESG Analytics Insight
Schwab International Small-Cap Equity ETF has an MSCI ESG Fund Rating of A based on a score of 5.63 out of 10. The MSCI ESG Fund Rating measures the resiliency of portfolios to long-term risks and opportunities arising from environmental, social, and governance factors. ESG Fund Ratings range from best (AAA) to worst (CCC). Highly rated funds consist of companies that tend to show strong and/or improving management of financially relevant environmental, social and governance issues. These companies may be more resilient to disruptions arising from ESG events.
The fund’s Peer Rank reflects the ranking of a fund’s MSCI ESG Fund Quality Score against the scores of other funds within the same peer group, as defined by the Thomson Reuters Lipper Global Classification. Schwab International Small-Cap Equity ETF ranks in the 33th percentile within its peer group and in the 14th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
SCHC MSCI FaCS and Factor Box
MSCI FaCS is a standard method for evaluating and reporting the Factor characteristics of equity portfolios including ETFs. The Factor Box includes 6 Factors that MSCI has identified that historically provided a return premium. On the vertical axis, the Factor Groups, are displayed and the horizontal axis displays the Factor exposure, overweight, underweight or neutral.
SCHC Portfolio Data
SCHC Index Data
SCHC Portfolio Management
SCHC Tax Exposures
SCHC Fund Structure
SCHC Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of SCHC. SCHC is rated a 5 out of 5.
SCHC Sector/Industry Breakdown
SCHC Top 10 Holdings[View All]
SCHC Economic Development
SCHC Performance Statistics
SCHC MSCI ESG Ratings
SCHC Benchmark Comparison Summary
SCHC Benchmark Comparison Market Cap Size