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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 +13.0% compared to +5.3%

SCHE vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
SCHE
$13B
Winner
SPY
$781B
Expense Ratio
Winner
SCHE
0.06%
SPY
0.09%
Max Drawdown
Winner
SCHE
43.08%
SPY
56.47%
Sharpe Ratio
SCHE
1.05
Winner
SPY
1.34
5Y Beta
Winner
SCHE
0.75
SPY
1.00
P/E Ratio
SCHE
N/A
SPY
28.84
Forward P/E
SCHE
N/A
SPY
21.59
5Y Dividends CAGR
SCHE
3.19%
Winner
SPY
6.00%
5Y EPS CAGR
SCHE
N/A
SPY
25.26%
Debt to Equity
SCHE
N/A
SPY
31.47%
P/S Ratio
SCHE
N/A
SPY
3.85
P/B Ratio
SCHE
N/A
SPY
5.70

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 51.08%.

RankSCHESPY
#1
n/a (n/a) - 10.49%
NVIDIA CORP (NVDA) - 7.50%
#2
TENCENT HOLDINGS LTD (n/a) - 4.66%
APPLE INC (AAPL) - 6.58%
#3
n/a (n/a) - 3.02%
MICROSOFT CORP (MSFT) - 4.29%
#4
HDFC BANK LTD (n/a) - 1.48%
AMAZON.COM INC (AMZN) - 3.61%
#5
XIAOMI CORP CLASS B (n/a) - 1.43%
ALPHABET INC CLASS A (GOOGL) - 3.24%
#6
SSC GOVERNMENT MM GVMXX (n/a) - 1.42%
BROADCOM INC (AVGO) - 2.77%
#7
RELIANCE INDUSTRIES LTD (n/a) - 1.26%
ALPHABET INC CLASS C (GOOG) - 2.58%
#8
CHINA CONSTRUCTION BANK CORP CLASS H (n/a) - 1.14%
MICRON TECHNOLOGY INC (MU) - 2.01%
#9
ICICI BANK LTD (n/a) - 1.01%
META PLATFORMS INC CLASS A (META) - 1.91%
#10
PDD HOLDINGS INC ADR (PDD) - 0.98%
TESLA INC (TSLA) - 1.83%
#11
MEITUAN CLASS B (n/a) - 0.98%
ADVANCED MICRO DEVICES INC (AMD) - 1.47%
#12
MEDIATEK INC (n/a) - 0.80%
ELI LILLY AND CO (LLY) - 1.47%
#13
HON HAI PRECISION INDUSTRY CO LTD (n/a) - 0.75%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.42%
#14
n/a (n/a) - 0.75%
JPMORGAN CHASE & CO (JPM) - 1.36%
#15
INFOSYS LTD (n/a) - 0.72%
INTEL CORP (INTC) - 1.02%
#16
BYD CO LTD CLASS H (n/a) - 0.71%
JOHNSON & JOHNSON (JNJ) - 0.95%
#17
BHARTI AIRTEL LTD (n/a) - 0.67%
APPLIED MATERIALS INC (AMAT) - 0.89%
#18
NASPERS LTD CLASS N (n/a) - 0.58%
VISA INC CLASS A (V) - 0.88%
#19
NETEASE INC ORDINARY SHARES (n/a) - 0.57%
EXXON MOBIL CORP (XOM) - 0.88%
#20
n/a (n/a) - 0.56%
LAM RESEARCH CORP (LRCX) - 0.84%
#21
AL RAJHI BANK (n/a) - 0.56%
WALMART INC (WMT) - 0.77%
#22
MSCI EMGMKT SEP25 IFUS 20250919 (n/a) - 0.54%
CATERPILLAR INC (CAT) - 0.76%
#23
BANK OF CHINA LTD CLASS H (n/a) - 0.49%
CISCO SYSTEMS INC (CSCO) - 0.72%
#24
JD.COM INC ORDINARY SHARES CLASS A (n/a) - 0.47%
ABBVIE INC (ABBV) - 0.69%
#25
TRIP.COM GROUP LTD (n/a) - 0.44%
COSTCO WHOLESALE CORP (COST) - 0.64%
Total Holdings2060502

SCHE vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
SCHE
-2.39%
Winner
SPY
-0.14%
3M
SCHE
+2.16%
Winner
SPY
+8.54%
6M
SCHE
+5.51%
Winner
SPY
+9.48%
1Y
Winner
SCHE
+22.60%
SPY
+21.66%
5Y(CAGR)
SCHE
+5.33%
Winner
SPY
+13.03%
10Y(CAGR)
SCHE
+7.99%
Winner
SPY
+15.12%
Max(CAGR)
SCHE
+4.92%
Winner
SPY
+8.52%

SCHE vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearSCHESPY
2026+7.71%+10.64%
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%
2009N/A+22.67%
2008N/A-36.25%
2007N/A+5.32%
2006N/A+13.85%
2005N/A+5.32%
2004N/A+10.75%
2003N/A+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/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 -3.08%. The current SPY drawdown is -0.77%.

RankSCHESPY
#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
#10-5.68%
Jun 2, 2026 - Jun 22, 2026		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-5.21%
Jan 20, 2021 - Feb 5, 2021		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-5.04%
May 6, 2026 - Jun 2, 2026		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-5.02%
Oct 29, 2025 - Jan 2, 2026		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-4.54%
Oct 8, 2025 - Oct 20, 2025		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-4.52%
Nov 22, 2017 - Dec 28, 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.

YearSCHESPY
20260.12%0.49%
20252.88%1.07%
20243.03%1.21%
20233.83%1.40%
20222.88%1.65%
20212.86%1.20%
20202.09%1.52%
20193.27%1.75%
20182.64%2.04%
20172.31%1.80%
20162.27%2.03%
20152.50%2.06%
20142.86%1.87%
20132.56%1.81%
20122.11%2.18%
20114.96%2.05%
20100.80%1.80%
20090.00%1.95%
20080.00%3.02%
20070.00%1.85%
20060.00%1.73%
20050.00%1.73%
20040.00%1.82%
20030.00%1.47%
20020.00%1.70%
20010.00%1.25%
20000.00%1.15%
19990.00%0.24%

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