SCHA vs SPY
Comparison between SCHWAB U.S. SMALL-CAP ETF (SCHA, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSPY has outperformed SCHA, delivering a return of +13.2% compared to +8.9%
SCHA vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SCHA
$23B
Winner
SPY
$784B
Expense Ratio
Winner
SCHA
0.03%
SPY
0.09%
Max Drawdown
Winner
SCHA
43.02%
SPY
56.47%
Sharpe Ratio
Winner
SCHA
1.81
SPY
1.54
5Y Beta
SCHA
1.10
Winner
SPY
1.00
P/E Ratio
SCHA
181.12
Winner
SPY
27.62
Forward P/E
Winner
SCHA
14.43
SPY
21.11
5Y Dividends CAGR
Winner
SCHA
6.60%
SPY
6.00%
5Y EPS CAGR
SCHA
13.26%
Winner
SPY
25.30%
Debt to Equity
SCHA
42.32%
Winner
SPY
31.11%
P/S Ratio
Winner
SCHA
1.33
SPY
3.49
P/B Ratio
Winner
SCHA
2.17
SPY
5.30
SCHA vs SPY - Holdings Comparison
SCHA and SPY have 4 common holdings. Overlap is 0.59%
SCHA's top 25 holdings weight is 7.29%. SPY's top 25 holdings weight is 51.24%.
| Rank | SCHA | SPY |
|---|---|---|
| #1 | SANDISK CORP ORDINARY SHARES (SNDK) - 0.50% | NVIDIA CORP (NVDA) - 7.81% |
| #2 | RIGETTI COMPUTING INC (RGTI) - 0.46% | APPLE INC (AAPL) - 6.81% |
| #3 | n/a (RKT) - 0.40% | MICROSOFT CORP (MSFT) - 4.53% |
| #4 | D-WAVE QUANTUM INC (QBTS) - 0.38% | AMAZON.COM INC (AMZN) - 3.72% |
| #5 | COEUR MINING INC (CDE) - 0.36% | ALPHABET INC CLASS A (GOOGL) - 3.39% |
| #6 | NEXTRACKER INC ORDINARY SHARES CLASS A (NXT) - 0.35% | BROADCOM INC (AVGO) - 2.77% |
| #7 | n/a (HIMS) - 0.33% | ALPHABET INC CLASS C (GOOG) - 2.72% |
| #8 | ATI INC (ATI) - 0.29% | META PLATFORMS INC CLASS A (META) - 2.03% |
| #9 | IONIS PHARMACEUTICALS INC (IONS) - 0.29% | MICRON TECHNOLOGY INC (MU) - 1.78% |
| #10 | SAMSARA INC ORDINARY SHARES CLASS A (IOT) - 0.28% | TESLA INC (TSLA) - 1.76% |
| #11 | STERLING INFRASTRUCTURE INC (STRL) - 0.28% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.41% |
| #12 | MUELLER INDUSTRIES INC (MLI) - 0.28% | JPMORGAN CHASE & CO (JPM) - 1.38% |
| #13 | LUMENTUM HOLDINGS INC (LITE) - 0.27% | ELI LILLY AND CO (LLY) - 1.38% |
| #14 | ENSIGN GROUP INC (ENSG) - 0.26% | ADVANCED MICRO DEVICES INC (AMD) - 1.28% |
| #15 | RAMBUS INC (RMBS) - 0.26% | EXXON MOBIL CORP (XOM) - 0.92% |
| #16 | SOUTHSTATE BANK CORP (SSB) - 0.25% | JOHNSON & JOHNSON (JNJ) - 0.88% |
| #17 | ECHOSTAR CORP CLASS A (SATS) - 0.25% | VISA INC CLASS A (V) - 0.87% |
| #18 | INTERDIGITAL INC (IDCC) - 0.24% | INTEL CORP (INTC) - 0.85% |
| #19 | APPLIED INDUSTRIAL TECHNOLOGIES INC (AIT) - 0.24% | WALMART INC (WMT) - 0.82% |
| #20 | BRIDGEBIO PHARMA INC (BBIO) - 0.24% | CISCO SYSTEMS INC (CSCO) - 0.73% |
| #21 | SILICON LABORATORIES INC (SLAB) - 0.22% | LAM RESEARCH CORP (LRCX) - 0.71% |
| #22 | SPIRIT AEROSYSTEMS HOLDINGS INC CLASS A (SPR) - 0.22% | APPLIED MATERIALS INC (AMAT) - 0.70% |
| #23 | OSCAR HEALTH INC CLASS A (OSCR) - 0.22% | CATERPILLAR INC (CAT) - 0.68% |
| #24 | PJT PARTNERS INC CLASS A (PJT) - 0.22% | COSTCO WHOLESALE CORP (COST) - 0.68% |
| #25 | n/a (MWA) - 0.20% | MASTERCARD INC CLASS A (MA) - 0.63% |
| Total Holdings | 1709 | 505 |
SCHA vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
Winner
SCHA
+4.56%
SPY
-1.37%
3M
Winner
SCHA
+20.12%
SPY
+12.22%
6M
Winner
SCHA
+20.00%
SPY
+7.20%
1Y
Winner
SCHA
+41.80%
SPY
+23.58%
5Y(CAGR)
SCHA
+8.86%
Winner
SPY
+13.19%
10Y(CAGR)
SCHA
+14.30%
Winner
SPY
+15.12%
Max(CAGR)
Winner
SCHA
+16.27%
SPY
+8.44%
SCHA vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | SCHA | SPY |
|---|---|---|
| 2026 | +21.16% | +7.95% |
| 2025 | +11.64% | +18.00% |
| 2024 | +12.86% | +25.59% |
| 2023 | +21.06% | +26.72% |
| 2022 | -19.55% | -18.64% |
| 2021 | +22.38% | +30.52% |
| 2020 | +24.34% | +17.28% |
| 2019 | +31.66% | +31.09% |
| 2018 | -9.02% | -5.24% |
| 2017 | +18.69% | +20.78% |
| 2016 | +28.34% | +13.59% |
| 2015 | +0.18% | +1.31% |
| 2014 | +12.34% | +14.56% |
| 2013 | +41.05% | +29.00% |
| 2012 | +23.47% | +14.17% |
| 2011 | -1.14% | +0.85% |
| 2010 | +29.86% | +13.14% |
| 2009 | +10.60% | +22.67% |
| 2008 | N/A | -36.25% |
| 2007 | N/A | +5.32% |
| 2006 | N/A | +13.85% |
| 2005 | N/A | +5.32% |
| 2004 | N/A | +10.75% |
| 2003 | N/A | +24.18% |
| 2002 | N/A | -22.42% |
| 2001 | N/A | -10.13% |
| 2000 | N/A | -8.84% |
| 1999 | N/A | +8.61% |
SCHA vs SPY Drawdown Comparison
The maximum drawdown for SCHA was -42.41%, occurring on Mar 23, 2020. Recovery took 186 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current SCHA drawdown is -1.72%. The current SPY drawdown is -3.18%.
| Rank | SCHA | SPY |
|---|---|---|
| #1 | -42.41% Jan 16, 2020 - Oct 12, 2020 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -29.70% Nov 8, 2021 - Jul 16, 2024 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -27.53% Jul 7, 2011 - Mar 13, 2012 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -27.29% Nov 25, 2024 - Sep 18, 2025 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -24.61% Aug 31, 2018 - Nov 5, 2019 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -23.15% Jun 23, 2015 - Jul 12, 2016 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -19.41% Apr 23, 2010 - Nov 4, 2010 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -12.38% Mar 26, 2012 - Sep 6, 2012 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -11.24% Jul 3, 2014 - Nov 24, 2014 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -9.51% Jan 22, 2026 - Apr 13, 2026 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -9.35% Apr 29, 2011 - Jul 7, 2011 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -9.18% Jan 23, 2018 - May 11, 2018 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -9.13% Jul 16, 2024 - Sep 19, 2024 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -9.04% Jan 19, 2010 - Mar 2, 2010 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -8.88% Sep 17, 2012 - Dec 18, 2012 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between SCHA and SPY is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (1999 - 2026)
SCHA vs SPY dividend yield comparison.
| Year | SCHA | SPY |
|---|---|---|
| 2026 | 0.11% | 0.50% |
| 2025 | 1.26% | 1.07% |
| 2024 | 2.37% | 1.21% |
| 2023 | 2.85% | 1.40% |
| 2022 | 2.74% | 1.65% |
| 2021 | 4.77% | 1.20% |
| 2020 | 4.20% | 1.52% |
| 2019 | 5.56% | 1.75% |
| 2018 | 6.34% | 2.04% |
| 2017 | 4.97% | 1.80% |
| 2016 | 6.00% | 2.03% |
| 2015 | 5.93% | 2.06% |
| 2014 | 5.81% | 1.87% |
| 2013 | 4.56% | 1.81% |
| 2012 | 7.49% | 2.18% |
| 2011 | 4.91% | 2.05% |
| 2010 | 3.92% | 1.80% |
| 2009 | 0.89% | 1.95% |
| 2008 | 0.00% | 3.02% |
| 2007 | 0.00% | 1.85% |
| 2006 | 0.00% | 1.73% |
| 2005 | 0.00% | 1.73% |
| 2004 | 0.00% | 1.82% |
| 2003 | 0.00% | 1.47% |
| 2002 | 0.00% | 1.70% |
| 2001 | 0.00% | 1.25% |
| 2000 | 0.00% | 1.15% |
| 1999 | 0.00% | 0.24% |
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