SCHP vs SPSM

Comparison between SCHWAB U.S. TIPS ETF (SCHP, ETF) and SPDR(R) PORTFOLIO S&P 600 SMALL CAP ETF (SPSM, ETF).

5-Year PerformanceSPSM has outperformed SCHP, delivering a return of +6.3% compared to +1.3%

SCHP vs SPSM - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SCHP(ETF)	SPSM(ETF)
Net Assets	$16B	$15B
Expense Ratio	0.03%	0.03%
Max Drawdown	22.23%	44.40%
Sharpe Ratio	0.44	1.53
5Y Beta	0.03	1.02
P/E Ratio	N/A	42.11
Forward P/E	N/A	15.42
5Y Dividends CAGR	22.53%	9.59%
5Y EPS CAGR	N/A	13.86%
P/S Ratio	N/A	1.12
P/B Ratio	N/A	1.97

Net Assets

Winner

SCHP

$16B

SPSM

$15B

Expense Ratio

SCHP

0.03%

SPSM

0.03%

Max Drawdown

Winner

SCHP

22.23%

SPSM

44.40%

Sharpe Ratio

SCHP

0.44

Winner

SPSM

1.53

5Y Beta

Winner

SCHP

0.03

SPSM

1.02

P/E Ratio

SCHP

N/A

SPSM

42.11

Forward P/E

SCHP

N/A

SPSM

15.42

5Y Dividends CAGR

Winner

SCHP

22.53%

SPSM

9.59%

5Y EPS CAGR

SCHP

N/A

SPSM

13.86%

P/S Ratio

SCHP

N/A

SPSM

1.12

P/B Ratio

SCHP

N/A

SPSM

1.97

SCHP vs SPSM - Historical Returns

Returns include dividend reinvestment.

Period	SCHP	SPSM
1 month	+0.81%	+5.45%
3 months	+0.95%	+4.35%
6 months	+1.18%	+15.55%
1 year	+5.95%	+29.42%
5 years(CAGR)	+1.26%	+6.29%
10 years(CAGR)	+2.68%	+11.13%
Max(CAGR)	+2.84%	+9.73%

SCHP

+0.81%

Winner

SPSM

+5.45%

SCHP

+0.95%

Winner

SPSM

+4.35%

SCHP

+1.18%

Winner

SPSM

+15.55%

SCHP

+5.95%

Winner

SPSM

+29.42%

5Y(CAGR)

SCHP

+1.26%

Winner

SPSM

+6.29%

10Y(CAGR)

SCHP

+2.68%

Winner

SPSM

+11.13%

Max(CAGR)

SCHP

+2.84%

Winner

SPSM

+9.73%

SCHP vs SPSM - Annual Returns (2010 - 2026)

Returns include dividend reinvestment.

Year	SCHP	SPSM
2026	+1.86%	+13.31%
2025	+6.85%	+6.16%
2024	+2.08%	+9.09%
2023	+3.63%	+16.28%
2022	-11.55%	-17.04%
2021	+5.69%	+28.01%
2020	+10.35%	+11.63%
2019	+8.32%	+25.19%
2018	-1.53%	-12.00%
2017	+2.78%	+14.85%
2016	+4.36%	+24.71%
2015	-2.26%	-2.60%
2014	+4.18%	+6.28%
2013	-8.67%	+15.61%
2012	+6.75%	N/A
2011	+13.68%	N/A
2010	+1.17%	N/A

SCHP vs SPSM Drawdown Comparison

The maximum drawdown for SCHP was -14.25%, occurring on Oct 6, 2023. Recovery took 910 trading sessions.

The maximum drawdown for SPSM was -42.88%, occurring on Mar 23, 2020. Recovery took 212 trading sessions.

The current SCHP drawdown is -0.04%. The current SPSM drawdown is -1.18%.

Rank	SCHP	SPSM
#1	-14.25% Mar 8, 2022 - Oct 22, 2025	-42.88% Jan 16, 2020 - Nov 17, 2020
#2	-11.20% Dec 10, 2012 - Mar 20, 2019	-27.95% Nov 25, 2024 - Dec 11, 2025
#3	-10.85% Mar 6, 2020 - Jun 10, 2020	-26.41% Aug 31, 2018 - Jan 16, 2020
#4	-5.66% Oct 25, 2010 - Apr 19, 2011	-26.41% Nov 8, 2021 - Jul 16, 2024
#5	-5.00% Nov 9, 2021 - Mar 8, 2022	-25.40% Jun 23, 2015 - Nov 11, 2016
#6	-3.59% Aug 10, 2011 - Nov 7, 2011	-12.78% Jul 1, 2014 - Dec 23, 2014
#7	-2.87% Jan 25, 2021 - May 5, 2021	-10.08% Mar 4, 2014 - Jul 1, 2014
#8	-2.43% Aug 29, 2019 - Jan 3, 2020	-9.88% Jun 8, 2021 - Nov 1, 2021
#9	-2.37% Jul 31, 2012 - Sep 13, 2012	-9.27% Mar 12, 2021 - Jun 1, 2021
#10	-1.93% Feb 27, 2026 - May 1, 2026	-9.12% Jan 23, 2018 - May 16, 2018
#11	-1.87% Feb 2, 2012 - Apr 17, 2012	-9.08% Jul 31, 2024 - Oct 16, 2024
#12	-1.53% Nov 7, 2011 - Jan 17, 2012	-8.72% Feb 10, 2026 - Apr 14, 2026
#13	-1.45% Oct 27, 2021 - Nov 8, 2021	-7.21% Jan 22, 2014 - Feb 26, 2014
#14	-1.45% Sep 9, 2021 - Oct 25, 2021	-6.49% Jul 25, 2017 - Sep 25, 2017
#15	-1.43% Jun 1, 2012 - Jul 10, 2012	-5.12% Apr 15, 2015 - Jun 18, 2015

Correlation

Correlation between SCHP and SPSM is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.

0.91

-101

Dividend Comparison (2010 - 2026)

SCHP vs SPSM dividend yield comparison.

Year	SCHP	SPSM
2026	0.46%	0.31%
2025	4.06%	1.62%
2024	2.99%	1.85%
2023	3.02%	1.61%
2022	7.19%	1.38%
2021	4.39%	1.40%
2020	1.11%	1.34%
2019	2.02%	1.58%
2018	2.26%	1.82%
2017	1.90%	1.51%
2016	1.38%	1.49%
2015	0.28%	2.37%
2014	1.30%	1.70%
2013	0.67%	0.68%
2012	1.59%	0.00%
2011	2.81%	0.00%
2010	0.39%	0.00%