SCHB vs SPDW
Comparison between SCHWAB U.S. BROAD MARKET ETF (SCHB, ETF) and SPDR(R) PORTFOLIO DEVELOPED WORLD EX-US ETF (SPDW, ETF).
5-Year PerformanceSCHB has outperformed SPDW, delivering a return of +13.1% compared to +10.1%
SCHB vs SPDW - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
SCHB
$41B
SPDW
$39B
Expense Ratio
SCHB
0.03%
SPDW
0.03%
Max Drawdown
Winner
SCHB
35.27%
SPDW
62.16%
Sharpe Ratio
Winner
SCHB
1.81
SPDW
1.80
5Y Beta
SCHB
0.98
Winner
SPDW
0.75
P/E Ratio
SCHB
28.27
SPDW
N/A
Forward P/E
SCHB
20.08
SPDW
N/A
5Y Dividends CAGR
SCHB
4.16%
Winner
SPDW
13.43%
5Y EPS CAGR
SCHB
23.66%
SPDW
N/A
P/S Ratio
SCHB
3.17
SPDW
N/A
P/B Ratio
SCHB
4.69
SPDW
N/A
SCHB vs SPDW - Holdings Comparison
SCHB and SPDW have 2 common holdings. Overlap is -0.17%
SCHB's top 25 holdings weight is 45.65%. SPDW's top 25 holdings weight is 19.94%.
| Rank | SCHB | SPDW |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 6.89% | SAMSUNG ELECTRONICS CO LTD DR (SSNHZ) - 2.08% |
| #2 | APPLE INC (AAPL) - 6.03% | ASML HOLDING NV (n/a) - 1.80% |
| #3 | MICROSOFT CORP (MSFT) - 5.42% | SK HYNIX INC (n/a) - 1.20% |
| #4 | AMAZON.COM INC (AMZN) - 3.38% | NOVARTIS AG REGISTERED SHARES (n/a) - 0.96% |
| #5 | ALPHABET INC CLASS A (GOOGL) - 2.74% | ASTRAZENECA PLC (AZN:XLON) - 0.95% |
| #6 | BROADCOM INC (AVGO) - 2.47% | HSBC HOLDINGS PLC (n/a) - 0.91% |
| #7 | ALPHABET INC CLASS C (GOOG) - 2.20% | SHELL PLC (n/a) - 0.90% |
| #8 | META PLATFORMS INC CLASS A (META) - 2.17% | ROCHE HOLDING AG ORDINARY SHARES NEW (n/a) - 0.90% |
| #9 | TESLA INC (TSLA) - 2.04% | TOYOTA MOTOR CORP (n/a) - 0.84% |
| #10 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37% | NESTLE SA (n/a) - 0.84% |
| #11 | JPMORGAN CHASE & CO (JPM) - 1.33% | ROYAL BANK OF CANADA (RY) - 0.75% |
| #12 | ELI LILLY AND CO (LLY) - 1.27% | MITSUBISHI UFJ FINANCIAL GROUP INC (n/a) - 0.68% |
| #13 | VISA INC CLASS A (V) - 0.89% | COMMONWEALTH BANK OF AUSTRALIA (n/a) - 0.66% |
| #14 | EXXON MOBIL CORP (XOM) - 0.75% | L'OREAL SA (n/a) - 0.62% |
| #15 | JOHNSON & JOHNSON (JNJ) - 0.74% | SIEMENS AG (n/a) - 0.60% |
| #16 | WALMART INC (WMT) - 0.73% | TOTALENERGIES SE (TTE) - 0.60% |
| #17 | MASTERCARD INC CLASS A (MA) - 0.71% | SAP SE (n/a) - 0.57% |
| #18 | n/a (PLTR) - 0.66% | BHP GROUP LTD (n/a) - 0.57% |
| #19 | ABBVIE INC (ABBV) - 0.61% | BANCO SANTANDER SA (n/a) - 0.54% |
| #20 | NETFLIX INC (NFLX) - 0.59% | SCHNEIDER ELECTRIC SE (n/a) - 0.53% |
| #21 | COSTCO WHOLESALE CORP (COST) - 0.57% | THE TORONTO-DOMINION BANK (TD) - 0.52% |
| #22 | BANK OF AMERICA CORP (BAC) - 0.56% | ALLIANZ SE (n/a) - 0.51% |
| #23 | ADVANCED MICRO DEVICES INC (AMD) - 0.52% | ROLLS-ROYCE HOLDINGS PLC (n/a) - 0.47% |
| #24 | THE HOME DEPOT INC (HD) - 0.51% | n/a (SHOP) - 0.47% |
| #25 | PROCTER & GAMBLE CO (PG) - 0.50% | HITACHI LTD (n/a) - 0.47% |
| Total Holdings | 2100 | 2250 |
SCHB vs SPDW - Historical Returns
Returns include dividend reinvestment.
1M
Winner
SCHB
+7.73%
SPDW
+3.59%
3M
Winner
SCHB
+8.77%
SPDW
+2.97%
6M
SCHB
+11.26%
Winner
SPDW
+16.81%
1Y
SCHB
+27.58%
Winner
SPDW
+34.49%
5Y(CAGR)
Winner
SCHB
+13.10%
SPDW
+10.07%
10Y(CAGR)
Winner
SCHB
+15.17%
SPDW
+10.27%
Max(CAGR)
Winner
SCHB
+14.40%
SPDW
+5.09%
SCHB vs SPDW - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | SCHB | SPDW |
|---|---|---|
| 2026 | +8.85% | +11.89% |
| 2025 | +17.15% | +35.04% |
| 2024 | +24.73% | +4.67% |
| 2023 | +26.77% | +17.29% |
| 2022 | -19.93% | -16.44% |
| 2021 | +27.54% | +10.78% |
| 2020 | +19.76% | +9.03% |
| 2019 | +30.74% | +22.59% |
| 2018 | -6.12% | -14.87% |
| 2017 | +20.37% | +25.12% |
| 2016 | +14.36% | +4.63% |
| 2015 | +0.51% | -1.21% |
| 2014 | +13.72% | -3.60% |
| 2013 | +30.06% | +17.28% |
| 2012 | +14.75% | +15.67% |
| 2011 | +0.25% | -14.17% |
| 2010 | +15.16% | +8.26% |
| 2009 | +7.53% | +27.02% |
| 2008 | N/A | -40.20% |
| 2007 | N/A | +2.52% |
SCHB vs SPDW Drawdown Comparison
The maximum drawdown for SCHB was -35.27%, occurring on Mar 23, 2020. Recovery took 122 trading sessions.
The maximum drawdown for SPDW was -60.01%, occurring on Mar 9, 2009. Recovery took 1652 trading sessions.
The current SPDW drawdown is -0.34%.
| Rank | SCHB | SPDW |
|---|---|---|
| #1 | -35.27% Feb 19, 2020 - Aug 12, 2020 | -60.01% Oct 31, 2007 - May 27, 2014 |
| #2 | -25.40% Dec 27, 2021 - Dec 18, 2023 | -34.97% Jan 26, 2018 - Nov 11, 2020 |
| #3 | -20.19% Sep 20, 2018 - Apr 23, 2019 | -30.23% Sep 3, 2021 - Mar 7, 2024 |
| #4 | -20.09% Apr 29, 2011 - Feb 8, 2012 | -23.54% Jul 3, 2014 - May 2, 2017 |
| #5 | -19.34% Feb 19, 2025 - Jun 27, 2025 | -13.53% Mar 19, 2025 - Apr 28, 2025 |
| #6 | -15.90% Apr 23, 2010 - Nov 4, 2010 | -12.79% Jul 16, 2007 - Oct 10, 2007 |
| #7 | -15.06% Jun 23, 2015 - Jun 7, 2016 | -11.55% Feb 26, 2026 - May 6, 2026 |
| #8 | -10.01% Apr 2, 2012 - Aug 16, 2012 | -9.62% Sep 26, 2024 - Mar 5, 2025 |
| #9 | -9.85% Jan 26, 2018 - Jul 25, 2018 | -7.71% Jul 12, 2024 - Aug 21, 2024 |
| #10 | -9.26% Sep 2, 2020 - Nov 9, 2020 | -5.66% Jun 14, 2021 - Sep 2, 2021 |
| #11 | -8.91% Jan 27, 2026 - Apr 14, 2026 | -5.23% Nov 12, 2025 - Dec 10, 2025 |
| #12 | -8.53% Jul 16, 2024 - Sep 19, 2024 | -4.74% Mar 27, 2024 - May 9, 2024 |
| #13 | -7.90% Jan 19, 2010 - Mar 9, 2010 | -4.49% Jan 8, 2021 - Feb 9, 2021 |
| #14 | -7.58% Sep 14, 2012 - Jan 2, 2013 | -4.38% Oct 12, 2007 - Oct 26, 2007 |
| #15 | -7.53% Sep 18, 2014 - Oct 31, 2014 | -4.28% Jul 23, 2025 - Aug 13, 2025 |
Correlation
Correlation between SCHB and SPDW is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2007 - 2026)
SCHB vs SPDW dividend yield comparison.
| Year | SCHB | SPDW |
|---|---|---|
| 2026 | 0.24% | 0.00% |
| 2025 | 1.11% | 3.30% |
| 2024 | 1.24% | 3.19% |
| 2023 | 1.40% | 2.75% |
| 2022 | 1.61% | 3.12% |
| 2021 | 1.21% | 3.04% |
| 2020 | 1.63% | 1.87% |
| 2019 | 1.80% | 3.13% |
| 2018 | 2.00% | 3.08% |
| 2017 | 1.65% | 1.86% |
| 2016 | 1.86% | 3.12% |
| 2015 | 2.00% | 2.78% |
| 2014 | 1.72% | 3.51% |
| 2013 | 1.63% | 2.36% |
| 2012 | 2.13% | 2.23% |
| 2011 | 1.88% | 3.26% |
| 2010 | 1.46% | 2.25% |
| 2009 | 0.23% | 0.79% |
| 2008 | 0.00% | 3.43% |
| 2007 | 0.00% | 2.01% |
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