I don't think you should consider SCHA in a vacuum, or any single investment for that matter in a vacuum. It depends on how it will fit into your entire portfolio.It looks like SCHG has done much better over the past decade or so. Does SCHA contain the type of assets where it will have a fair shot of outperforming SCHG in the decades ahead?
Sometimes, it's hard to tell if something is a winner that will continue to win, or if there is a coming inflection point.
I hold both SCHG and SCHA, and both serve different purposes in the portfolio as an aggregate. Currently SCHG is roughly 15% and SCHA 5% of the total, and SCHG has a cumulative gain of something like 275% and SCHA 110%, over a long period of time. I like holding both because of how they fit within the entire portfolio. You may have different goals or purposes for considering SCHA now, but it is good to reflect on why.
Regarding the bolded comment, this is not sometimes hard, it is always hard, and that is why, for me, diversification is a good guideline to follow.
Statistics: Posted by CloseEnough — Tue Apr 30, 2024 6:07 am — Replies 6 — Views 520