SCHM vs SPY
Comparison between SCHWAB U.S. MID-CAP ETF (SCHM, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSPY has outperformed SCHM, delivering a return of +13.2% compared to +7.9%
SCHM vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SCHM
$15B
Winner
SPY
$781B
Expense Ratio
Winner
SCHM
0.03%
SPY
0.09%
Max Drawdown
Winner
SCHM
42.43%
SPY
56.47%
Sharpe Ratio
SCHM
1.26
Winner
SPY
1.43
5Y Beta
SCHM
1.01
Winner
SPY
1.00
P/E Ratio
SCHM
34.01
Winner
SPY
26.48
Forward P/E
Winner
SCHM
17.28
SPY
20.89
PEG Ratio
SCHM
N/A
SPY
0.30
5Y Dividends CAGR
Winner
SCHM
10.90%
SPY
6.00%
5Y EPS CAGR
SCHM
10.09%
Winner
SPY
26.40%
Debt to Equity
Winner
SCHM
24.52%
SPY
48.17%
P/S Ratio
Winner
SCHM
1.70
SPY
3.72
P/B Ratio
Winner
SCHM
2.88
SPY
5.55
SCHM vs SPY - Holdings Comparison
SCHM and SPY have 68 common holdings. Overlap is 1.97%
SCHM's top 25 holdings weight is 18.79%. SPY's top 25 holdings weight is 51.49%.
| Rank | SCHM | SPY |
|---|---|---|
| #1 | SANDISK CORP ORDINARY SHARES (SNDK) - 4.36% | NVIDIA CORP (NVDA) - 7.76% |
| #2 | LUMENTUM HOLDINGS INC (LITE) - 1.21% | APPLE INC (AAPL) - 7.44% |
| #3 | COHERENT CORP (COHR) - 1.15% | MICROSOFT CORP (MSFT) - 4.56% |
| #4 | BLOOM ENERGY CORP CLASS A (BE) - 1.10% | AMAZON.COM INC (AMZN) - 3.74% |
| #5 | CIENA CORP (CIEN) - 1.07% | ALPHABET INC CLASS A (GOOGL) - 3.14% |
| #6 | FLEX LTD (FLEX) - 0.87% | BROADCOM INC (AVGO) - 2.83% |
| #7 | REVOLUTION MEDICINES INC ORDINARY SHARES (RVMD) - 0.68% | ALPHABET INC CLASS C (GOOG) - 2.53% |
| #8 | CENTENE CORP (CNC) - 0.59% | META PLATFORMS INC CLASS A (META) - 2.18% |
| #9 | CASEY'S GENERAL STORES INC (CASY) - 0.59% | MICRON TECHNOLOGY INC (MU) - 1.69% |
| #10 | STEEL DYNAMICS INC (STLD) - 0.59% | TESLA INC (TSLA) - 1.65% |
| #11 | TECHNIPFMC PLC (n/a) - 0.55% | ELI LILLY AND CO (LLY) - 1.44% |
| #12 | TWILIO INC CLASS A (TWLO) - 0.55% | JPMORGAN CHASE & CO (JPM) - 1.43% |
| #13 | CARPENTER TECHNOLOGY CORP (CRS) - 0.54% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.39% |
| #14 | TAPESTRY INC (TPR) - 0.53% | ADVANCED MICRO DEVICES INC (AMD) - 1.37% |
| #15 | ATI INC (ATI) - 0.50% | EXXONMOBIL HOLDINGS CORP (XOM) - 0.97% |
| #16 | CURTISS-WRIGHT CORP (CW) - 0.49% | JOHNSON & JOHNSON (JNJ) - 0.93% |
| #17 | NVENT ELECTRIC PLC (NVT) - 0.48% | VISA INC CLASS A (V) - 0.91% |
| #18 | XPO INC (XPO) - 0.47% | INTEL CORP (INTC) - 0.77% |
| #19 | C.H. ROBINSON WORLDWIDE INC (CHRW) - 0.46% | WALMART INC (WMT) - 0.75% |
| #20 | WOODWARD INC (WWD) - 0.45% | ABBVIE INC (ABBV) - 0.70% |
| #21 | RIVIAN AUTOMOTIVE INC CLASS A (RIVN) - 0.32% | APPLIED MATERIALS INC (AMAT) - 0.69% |
| #22 | BUNGE GLOBAL SA (BG) - 0.31% | CISCO SYSTEMS INC (CSCO) - 0.68% |
| #23 | BALL CORP (BALL) - 0.31% | MASTERCARD INC CLASS A (MA) - 0.67% |
| #24 | PERMIAN RESOURCES CORP CLASS A (PR) - 0.31% | COSTCO WHOLESALE CORP (COST) - 0.64% |
| #25 | ANNALY CAPITAL MANAGEMENT INC (NLY) - 0.31% | CATERPILLAR INC (CAT) - 0.63% |
| Total Holdings | 457 | 505 |
SCHM vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
SCHM
-1.30%
Winner
SPY
+2.30%
3M
SCHM
+2.16%
Winner
SPY
+5.00%
6M
SCHM
+9.72%
Winner
SPY
+11.88%
1Y
Winner
SCHM
+26.97%
SPY
+22.80%
5Y(CAGR)
SCHM
+7.91%
Winner
SPY
+13.20%
10Y(CAGR)
SCHM
+11.00%
Winner
SPY
+15.26%
Max(CAGR)
Winner
SCHM
+11.36%
SPY
+8.59%
SCHM vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | SCHM | SPY |
|---|---|---|
| 2026 | +17.50% | +13.10% |
| 2025 | +10.33% | +18.00% |
| 2024 | +12.62% | +25.59% |
| 2023 | +17.39% | +26.72% |
| 2022 | -17.26% | -18.64% |
| 2021 | +21.32% | +30.52% |
| 2020 | +14.95% | +17.28% |
| 2019 | +27.82% | +31.09% |
| 2018 | -9.47% | -5.24% |
| 2017 | +18.99% | +20.78% |
| 2016 | +16.05% | +13.59% |
| 2015 | +0.01% | +1.31% |
| 2014 | +11.21% | +14.56% |
| 2013 | +32.95% | +29.00% |
| 2012 | +16.31% | +14.17% |
| 2011 | -2.92% | +0.85% |
| 2010 | N/A | +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% |
SCHM vs SPY Drawdown Comparison
The maximum drawdown for SCHM was -42.43%, occurring on Mar 23, 2020. Recovery took 183 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current SCHM drawdown is -3.39%. The current SPY drawdown is -0.36%.
| Rank | SCHM | SPY |
|---|---|---|
| #1 | -42.43% Feb 20, 2020 - Nov 9, 2020 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -26.46% Nov 16, 2021 - Mar 21, 2024 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -26.37% Apr 29, 2011 - Mar 13, 2012 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -23.27% Nov 25, 2024 - Sep 5, 2025 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -22.73% Sep 14, 2018 - Jul 5, 2019 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -19.98% Jun 23, 2015 - Jul 12, 2016 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -12.09% Mar 19, 2012 - Sep 12, 2012 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -10.78% Sep 2, 2014 - Nov 20, 2014 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -9.61% Jan 26, 2018 - Jun 6, 2018 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -9.32% Feb 26, 2026 - Apr 14, 2026 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -8.18% Jul 16, 2024 - Sep 19, 2024 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -7.40% Jun 30, 2026 - Jul 29, 2026 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -7.35% Sep 14, 2012 - Dec 18, 2012 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -7.34% May 21, 2013 - Jul 11, 2013 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -7.19% Jul 24, 2019 - Nov 4, 2019 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between SCHM 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)
SCHM vs SPY dividend yield comparison.
| Year | SCHM | SPY |
|---|---|---|
| 2026 | 0.51% | 0.48% |
| 2025 | 1.46% | 1.07% |
| 2024 | 1.43% | 1.21% |
| 2023 | 1.50% | 1.40% |
| 2022 | 1.67% | 1.65% |
| 2021 | 1.13% | 1.20% |
| 2020 | 1.31% | 1.52% |
| 2019 | 1.48% | 1.75% |
| 2018 | 1.56% | 2.04% |
| 2017 | 1.27% | 1.80% |
| 2016 | 1.51% | 2.03% |
| 2015 | 1.54% | 2.06% |
| 2014 | 1.48% | 1.87% |
| 2013 | 1.27% | 1.81% |
| 2012 | 1.67% | 2.18% |
| 2011 | 1.19% | 2.05% |
| 2010 | 0.00% | 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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