SCHE vs SPY
Comparison between SCHWAB EMERGING MARKETS EQUITY ETF (SCHE, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSPY has outperformed SCHE, delivering a return of +13.3% compared to +5.6%
SCHE vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SCHE
$11B
Winner
SPY
$652B
Expense Ratio
Winner
SCHE
0.07%
SPY
0.09%
Max Drawdown
Winner
SCHE
43.08%
SPY
56.47%
Sharpe Ratio
SCHE
1.74
Winner
SPY
2.07
5Y Beta
Winner
SCHE
0.71
SPY
1.00
P/E Ratio
SCHE
N/A
SPY
28.24
Forward P/E
SCHE
N/A
SPY
21.85
5Y Dividends CAGR
SCHE
4.54%
Winner
SPY
5.43%
5Y EPS CAGR
SCHE
N/A
SPY
25.79%
Debt to Equity
SCHE
N/A
SPY
22.35%
P/S Ratio
SCHE
N/A
SPY
3.55
P/B Ratio
SCHE
N/A
SPY
5.29
SCHE vs SPY - Holdings Comparison
SCHE and SPY have 1 common holdings. Overlap is 0.00%
SCHE's top 25 holdings weight is 36.48%. SPY's top 25 holdings weight is 51.32%.
| Rank | SCHE | SPY |
|---|---|---|
| #1 | n/a (n/a) - 10.49% | NVIDIA CORP (NVDA) - 8.45% |
| #2 | TENCENT HOLDINGS LTD (n/a) - 4.66% | APPLE INC (AAPL) - 6.48% |
| #3 | n/a (n/a) - 3.02% | MICROSOFT CORP (MSFT) - 5.20% |
| #4 | HDFC BANK LTD (n/a) - 1.48% | AMAZON.COM INC (AMZN) - 4.14% |
| #5 | XIAOMI CORP CLASS B (n/a) - 1.43% | ALPHABET INC CLASS A (GOOGL) - 3.32% |
| #6 | SSC GOVERNMENT MM GVMXX (n/a) - 1.42% | BROADCOM INC (AVGO) - 3.09% |
| #7 | RELIANCE INDUSTRIES LTD (n/a) - 1.26% | ALPHABET INC CLASS C (GOOG) - 2.65% |
| #8 | CHINA CONSTRUCTION BANK CORP CLASS H (n/a) - 1.14% | META PLATFORMS INC CLASS A (META) - 2.40% |
| #9 | ICICI BANK LTD (n/a) - 1.01% | TESLA INC (TSLA) - 1.73% |
| #10 | PDD HOLDINGS INC ADR (PDD) - 0.98% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.43% |
| #11 | MEITUAN CLASS B (n/a) - 0.98% | JPMORGAN CHASE & CO (JPM) - 1.37% |
| #12 | MEDIATEK INC (n/a) - 0.80% | ELI LILLY AND CO (LLY) - 1.13% |
| #13 | HON HAI PRECISION INDUSTRY CO LTD (n/a) - 0.75% | EXXON MOBIL CORP (XOM) - 1.03% |
| #14 | n/a (n/a) - 0.75% | MICRON TECHNOLOGY INC (MU) - 0.93% |
| #15 | INFOSYS LTD (n/a) - 0.72% | WALMART INC (WMT) - 0.91% |
| #16 | BYD CO LTD CLASS H (n/a) - 0.71% | JOHNSON & JOHNSON (JNJ) - 0.90% |
| #17 | BHARTI AIRTEL LTD (n/a) - 0.67% | ADVANCED MICRO DEVICES INC (AMD) - 0.86% |
| #18 | NASPERS LTD CLASS N (n/a) - 0.58% | VISA INC CLASS A (V) - 0.85% |
| #19 | NETEASE INC ORDINARY SHARES (n/a) - 0.57% | COSTCO WHOLESALE CORP (COST) - 0.72% |
| #20 | n/a (n/a) - 0.56% | MASTERCARD INC CLASS A (MA) - 0.67% |
| #21 | AL RAJHI BANK (n/a) - 0.56% | INTEL CORP (INTC) - 0.65% |
| #22 | MSCI EMGMKT SEP25 IFUS 20250919 (n/a) - 0.54% | NETFLIX INC (NFLX) - 0.64% |
| #23 | BANK OF CHINA LTD CLASS H (n/a) - 0.49% | CATERPILLAR INC (CAT) - 0.62% |
| #24 | JD.COM INC ORDINARY SHARES CLASS A (n/a) - 0.47% | CHEVRON CORP (CVX) - 0.58% |
| #25 | TRIP.COM GROUP LTD (n/a) - 0.44% | PROCTER & GAMBLE CO (PG) - 0.57% |
| Total Holdings | 2060 | 505 |
SCHE vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
SCHE
+6.94%
Winner
SPY
+9.11%
3M
SCHE
+4.51%
Winner
SPY
+6.59%
6M
Winner
SCHE
+12.60%
SPY
+10.56%
1Y
Winner
SCHE
+34.99%
SPY
+32.04%
5Y(CAGR)
SCHE
+5.63%
Winner
SPY
+13.35%
10Y(CAGR)
SCHE
+9.40%
Winner
SPY
+15.49%
Max(CAGR)
SCHE
+5.11%
Winner
SPY
+8.50%
SCHE vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | SCHE | SPY |
|---|---|---|
| 2026 | +9.85% | +8.27% |
| 2025 | +26.79% | +18.00% |
| 2024 | +12.09% | +25.59% |
| 2023 | +7.70% | +26.72% |
| 2022 | -18.40% | -18.64% |
| 2021 | -1.09% | +30.52% |
| 2020 | +11.85% | +17.28% |
| 2019 | +19.86% | +31.09% |
| 2018 | -15.00% | -5.24% |
| 2017 | +31.51% | +20.78% |
| 2016 | +16.52% | +13.59% |
| 2015 | -15.70% | +1.31% |
| 2014 | +3.35% | +14.56% |
| 2013 | -6.02% | +29.00% |
| 2012 | +14.99% | +14.17% |
| 2011 | -17.91% | +0.85% |
| 2010 | +15.52% | +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% |
SCHE vs SPY Drawdown Comparison
The maximum drawdown for SCHE was -36.25%, occurring on Mar 23, 2020. Recovery took 702 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current SCHE drawdown is -0.35%.
| Rank | SCHE | SPY |
|---|---|---|
| #1 | -36.25% Jan 26, 2018 - Nov 9, 2020 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -35.73% Feb 17, 2021 - Jul 16, 2025 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -35.64% Sep 5, 2014 - Jul 14, 2017 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -29.51% Apr 8, 2011 - Jul 28, 2014 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -18.24% Apr 14, 2010 - Sep 15, 2010 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -12.63% Jan 14, 2010 - Apr 1, 2010 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -11.29% Feb 25, 2026 - Apr 17, 2026 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -7.97% Jan 3, 2011 - Apr 1, 2011 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -7.65% Nov 5, 2010 - Jan 3, 2011 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -5.21% Jan 20, 2021 - Feb 5, 2021 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -5.02% Oct 29, 2025 - Jan 2, 2026 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -4.54% Oct 8, 2025 - Oct 20, 2025 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -4.52% Nov 22, 2017 - Dec 28, 2017 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -4.10% Jul 28, 2014 - Aug 19, 2014 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -3.27% Sep 19, 2017 - Oct 10, 2017 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between SCHE and SPY is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.
0.92
-101
Dividend Comparison (1999 - 2026)
SCHE vs SPY dividend yield comparison.
| Year | SCHE | SPY |
|---|---|---|
| 2026 | 0.00% | 0.24% |
| 2025 | 2.88% | 1.07% |
| 2024 | 3.03% | 1.21% |
| 2023 | 3.83% | 1.40% |
| 2022 | 2.88% | 1.65% |
| 2021 | 2.86% | 1.20% |
| 2020 | 2.09% | 1.52% |
| 2019 | 3.27% | 1.75% |
| 2018 | 2.64% | 2.04% |
| 2017 | 2.31% | 1.80% |
| 2016 | 2.27% | 2.03% |
| 2015 | 2.50% | 2.06% |
| 2014 | 2.86% | 1.87% |
| 2013 | 2.56% | 1.81% |
| 2012 | 2.11% | 2.18% |
| 2011 | 4.96% | 2.05% |
| 2010 | 0.80% | 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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