The Russell 2000 is the standard benchmark for small-cap investing, but three dividend-paying funds quietly left it behind over five years using very different methods to weed out the index's weakest companies.
Large-cap funds dominate most portfolios, but the thousands of smaller companies they ignore have quietly outperformed over the past year. Three ETFs carve up that overlooked market very differently, and choosing the…
Small-cap stocks have gained roughly 21% over the past year despite a choppy start to 2026. The Russell 2000 is up about 21% over the past twelve months, yet the index has…
In the world of exchange traded fund (ETF) providers, Schwab remains one of the top companies I continue to use within my own retirement planning. I use other providers as well. However,…
The Schwab U.S. Small-Cap ETF (NYSEARCA:SCHA) has delivered a 5.5% return YTD, tracking the broader small-cap market’s trajectory. The fund’s defining advantage is cost efficiency, at a scant 0.04% annual expense ratio…
Small-cap stocks are finally having their moment. After years of mega-cap tech dominance, the Russell 2000 is surging in the first week of 2026, outpacing both the S&P 500 and Nasdaq-100. Fidelity…
Schwab ETFs are known for their low costs, and they’ve turned into a mainstay of the market, especially for low-cost ETF investing. The Schwab US Dividend Equity ETF (NYSEARCA:SCHD) is a great…
The Schwab U.S. Mid-Cap Growth ETF (SCHA) is designed to track the performance of the Dow Jones U.S. Mid-Cap Total Stock Market Index. Thus, unlike many of the more prominent exchange traded…
Chris MacDonald 
