SCHC vs SPY
Comparison between SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF (SCHC, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSPY has outperformed SCHC, delivering a return of +13.3% compared to +7.1%
SCHC vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SCHC
$5B
Winner
SPY
$652B
Expense Ratio
Winner
SCHC
0.08%
SPY
0.09%
Max Drawdown
Winner
SCHC
47.07%
SPY
56.47%
Sharpe Ratio
SCHC
2.00
Winner
SPY
2.07
5Y Beta
Winner
SCHC
0.71
SPY
1.00
P/E Ratio
SCHC
N/A
SPY
28.24
Forward P/E
SCHC
N/A
SPY
21.85
5Y Dividends CAGR
Winner
SCHC
12.66%
SPY
5.43%
5Y EPS CAGR
SCHC
N/A
SPY
25.79%
Debt to Equity
SCHC
N/A
SPY
22.35%
P/S Ratio
SCHC
N/A
SPY
3.55
P/B Ratio
SCHC
N/A
SPY
5.29
SCHC vs SPY - Holdings Comparison
SCHC and SPY have 1 common holdings. Overlap is 0.00%
SCHC's top 25 holdings weight is 7.80%. SPY's top 25 holdings weight is 51.32%.
| Rank | SCHC | SPY |
|---|---|---|
| #1 | MSCI EAFE JUN26 IFUS 20260619 (n/a) - 0.49% | NVIDIA CORP (NVDA) - 8.45% |
| #2 | SAMCHUNDANG PHARM CO LTD (n/a) - 0.47% | APPLE INC (AAPL) - 6.48% |
| #3 | ENAGAS SA (n/a) - 0.36% | MICROSOFT CORP (MSFT) - 5.20% |
| #4 | GAZTRANSPORT ET TECHNIGAZ SA (n/a) - 0.34% | AMAZON.COM INC (AMZN) - 4.14% |
| #5 | ACCELLERON INDUSTRIES AG ORDINARY SHARES (n/a) - 0.34% | ALPHABET INC CLASS A (GOOGL) - 3.32% |
| #6 | FINNING INTERNATIONAL INC (FINGF) - 0.33% | BROADCOM INC (AVGO) - 3.09% |
| #7 | GAMES WORKSHOP GROUP PLC (n/a) - 0.32% | ALPHABET INC CLASS C (GOOG) - 2.65% |
| #8 | ARITZIA INC SHS SUBORD VOTING (ATZAF) - 0.31% | META PLATFORMS INC CLASS A (META) - 2.40% |
| #9 | HUDBAY MINERALS INC (n/a) - 0.30% | TESLA INC (TSLA) - 1.73% |
| #10 | CAPITAL POWER CORP (CPXWF) - 0.30% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.43% |
| #11 | STOREBRAND ASA (n/a) - 0.30% | JPMORGAN CHASE & CO (JPM) - 1.37% |
| #12 | SOUTH BOW CORP (SOBO) - 0.29% | ELI LILLY AND CO (LLY) - 1.13% |
| #13 | DUNDEE PRECIOUS METALS INC (n/a) - 0.29% | EXXON MOBIL CORP (XOM) - 1.03% |
| #14 | OCEANAGOLD CORP (OGC) - 0.28% | MICRON TECHNOLOGY INC (MU) - 0.93% |
| #15 | VALIANT HOLDING AG (n/a) - 0.28% | WALMART INC (WMT) - 0.91% |
| #16 | TUI AG (n/a) - 0.28% | JOHNSON & JOHNSON (JNJ) - 0.90% |
| #17 | NKT AS (n/a) - 0.28% | ADVANCED MICRO DEVICES INC (AMD) - 0.86% |
| #18 | SPAREBANKEN NORGE DEPOSITORY RECEIPTS (n/a) - 0.28% | VISA INC CLASS A (V) - 0.85% |
| #19 | OR ROYALTIES INC (OR) - 0.28% | COSTCO WHOLESALE CORP (COST) - 0.72% |
| #20 | K&S AG (n/a) - 0.28% | MASTERCARD INC CLASS A (MA) - 0.67% |
| #21 | SUBSEA 7 SA (n/a) - 0.28% | INTEL CORP (INTC) - 0.65% |
| #22 | WPP PLC (n/a) - 0.28% | NETFLIX INC (NFLX) - 0.64% |
| #23 | AEDIFICA SA (n/a) - 0.28% | CATERPILLAR INC (CAT) - 0.62% |
| #24 | LOTTOMATICA GROUP SPA (n/a) - 0.28% | CHEVRON CORP (CVX) - 0.58% |
| #25 | THE BOYD GROUP INC COMMON STOCK (n/a) - 0.28% | PROCTER & GAMBLE CO (PG) - 0.57% |
| Total Holdings | 2250 | 505 |
SCHC vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
SCHC
+4.23%
Winner
SPY
+9.11%
3M
SCHC
+2.13%
Winner
SPY
+6.59%
6M
Winner
SCHC
+19.34%
SPY
+10.56%
1Y
Winner
SCHC
+38.39%
SPY
+32.04%
5Y(CAGR)
SCHC
+7.13%
Winner
SPY
+13.35%
10Y(CAGR)
SCHC
+8.72%
Winner
SPY
+15.49%
Max(CAGR)
SCHC
+7.46%
Winner
SPY
+8.50%
SCHC vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | SCHC | SPY |
|---|---|---|
| 2026 | +11.74% | +8.27% |
| 2025 | +37.73% | +18.00% |
| 2024 | +3.59% | +25.59% |
| 2023 | +14.09% | +26.72% |
| 2022 | -22.33% | -18.64% |
| 2021 | +11.61% | +30.52% |
| 2020 | +9.68% | +17.28% |
| 2019 | +22.91% | +31.09% |
| 2018 | -19.47% | -5.24% |
| 2017 | +28.59% | +20.78% |
| 2016 | +4.30% | +13.59% |
| 2015 | +2.06% | +1.31% |
| 2014 | -6.00% | +14.56% |
| 2013 | +19.07% | +29.00% |
| 2012 | +15.92% | +14.17% |
| 2011 | -14.43% | +0.85% |
| 2010 | +17.14% | +13.14% |
| 2009 | N/A | +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% |
SCHC vs SPY Drawdown Comparison
The maximum drawdown for SCHC was -43.97%, occurring on Mar 23, 2020. Recovery took 720 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current SCHC drawdown is -0.47%.
| Rank | SCHC | SPY |
|---|---|---|
| #1 | -43.97% Jan 26, 2018 - Dec 4, 2020 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -36.48% Sep 3, 2021 - May 19, 2025 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -28.31% Apr 29, 2011 - May 3, 2013 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -23.68% Jul 3, 2014 - May 2, 2017 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -18.51% Apr 14, 2010 - Sep 28, 2010 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -12.48% Feb 27, 2026 - Mar 20, 2026 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -12.17% Jan 14, 2010 - Apr 1, 2010 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -10.36% May 8, 2013 - Aug 2, 2013 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -9.35% Mar 3, 2011 - Apr 1, 2011 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -6.61% Nov 4, 2010 - Dec 13, 2010 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -6.51% Jan 15, 2014 - Feb 14, 2014 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -5.70% Oct 27, 2025 - Nov 28, 2025 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -5.63% Jun 8, 2021 - Aug 5, 2021 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -4.31% Apr 9, 2014 - Jun 4, 2014 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -4.08% Oct 22, 2013 - Dec 30, 2013 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between SCHC and SPY is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.
0.94
-101
Dividend Comparison (1999 - 2026)
SCHC vs SPY dividend yield comparison.
| Year | SCHC | SPY |
|---|---|---|
| 2026 | 0.00% | 0.24% |
| 2025 | 3.66% | 1.07% |
| 2024 | 3.72% | 1.21% |
| 2023 | 2.94% | 1.40% |
| 2022 | 1.78% | 1.65% |
| 2021 | 3.02% | 1.20% |
| 2020 | 1.62% | 1.52% |
| 2019 | 3.23% | 1.75% |
| 2018 | 2.51% | 2.04% |
| 2017 | 2.73% | 1.80% |
| 2016 | 2.01% | 2.03% |
| 2015 | 2.34% | 2.06% |
| 2014 | 2.59% | 1.87% |
| 2013 | 2.81% | 1.81% |
| 2012 | 3.00% | 2.18% |
| 2011 | 7.05% | 2.05% |
| 2010 | 2.28% | 1.80% |
| 2009 | 0.00% | 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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