SCHR vs SPTM

Comparison between SCHWAB INTERMEDIATE-TERM U.S. TREASURY ETF (SCHR, ETF) and SPDR(R) PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF (SPTM, ETF).

5-Year PerformanceSPTM has outperformed SCHR, delivering a return of +13.8% compared to +0.2%

SCHR vs SPTM - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SCHR(ETF)	SPTM(ETF)
Net Assets	$13B	$13B
Expense Ratio	0.03%	0.03%
Max Drawdown	20.13%	55.96%
Sharpe Ratio	0.07	2.00
5Y Beta	-0.01	0.97
P/E Ratio	N/A	27.09
Forward P/E	N/A	20.25
5Y Dividends CAGR	21.51%	5.87%
5Y EPS CAGR	N/A	23.68%
P/S Ratio	N/A	3.17
P/B Ratio	N/A	4.74

Net Assets

SCHR

$13B

SPTM

$13B

Expense Ratio

SCHR

0.03%

SPTM

0.03%

Max Drawdown

Winner

SCHR

20.13%

SPTM

55.96%

Sharpe Ratio

SCHR

0.07

Winner

SPTM

2.00

5Y Beta

Winner

SCHR

-0.01

SPTM

0.97

P/E Ratio

SCHR

N/A

SPTM

27.09

Forward P/E

SCHR

N/A

SPTM

20.25

5Y Dividends CAGR

Winner

SCHR

21.51%

SPTM

5.87%

5Y EPS CAGR

SCHR

N/A

SPTM

23.68%

P/S Ratio

SCHR

N/A

SPTM

3.17

P/B Ratio

SCHR

N/A

SPTM

4.74

SCHR vs SPTM - Historical Returns

Returns include dividend reinvestment.

Period	SCHR	SPTM
1 month	-0.65%	+7.18%
3 months	-1.18%	+8.25%
6 months	-0.19%	+8.94%
1 year	+4.11%	+27.75%
5 years(CAGR)	+0.18%	+13.83%
10 years(CAGR)	+1.25%	+15.25%
Max(CAGR)	+1.92%	+8.81%

SCHR

-0.65%

Winner

SPTM

+7.18%

SCHR

-1.18%

Winner

SPTM

+8.25%

SCHR

-0.19%

Winner

SPTM

+8.94%

SCHR

+4.11%

Winner

SPTM

+27.75%

5Y(CAGR)

SCHR

+0.18%

Winner

SPTM

+13.83%

10Y(CAGR)

SCHR

+1.25%

Winner

SPTM

+15.25%

Max(CAGR)

SCHR

+1.92%

Winner

SPTM

+8.81%

SCHR vs SPTM - Annual Returns (2000 - 2026)

Returns include dividend reinvestment.

Year	SCHR	SPTM
2026	-0.36%	+8.48%
2025	+7.37%	+17.16%
2024	+1.68%	+24.55%
2023	+3.85%	+26.02%
2022	-10.09%	-18.20%
2021	-2.67%	+30.31%
2020	+7.50%	+17.02%
2019	+6.13%	+31.34%
2018	+1.46%	-5.72%
2017	+1.52%	+20.28%
2016	+0.84%	+14.77%
2015	+1.40%	+1.05%
2014	+4.28%	+14.39%
2013	-2.60%	+30.04%
2012	+2.67%	+14.09%
2011	+10.32%	-0.13%
2010	-0.88%	+15.00%
2009	N/A	+24.27%
2008	N/A	-35.95%
2007	N/A	+5.42%
2006	N/A	+13.22%
2005	N/A	+8.08%
2004	N/A	+10.82%
2003	N/A	+22.72%
2002	N/A	-21.86%
2001	N/A	-7.31%
2000	N/A	-2.67%

SCHR vs SPTM Drawdown Comparison

The maximum drawdown for SCHR was -16.11%, occurring on Oct 20, 2022. This drawdown has not yet recovered.

The maximum drawdown for SPTM was -54.81%, occurring on Mar 9, 2009. Recovery took 1115 trading sessions.

The current SCHR drawdown is -2.34%. The current SPTM drawdown is -0.18%.

Rank	SCHR	SPTM
#1	-16.11% Aug 4, 2020 - Oct 20, 2022	-54.81% Oct 9, 2007 - Mar 13, 2012
#2	-5.79% Nov 4, 2010 - Jun 24, 2011	-40.96% Nov 7, 2000 - Nov 23, 2005
#3	-5.38% Jul 5, 2016 - Mar 22, 2019	-34.65% Feb 19, 2020 - Aug 17, 2020
#4	-5.23% May 1, 2013 - Oct 13, 2014	-24.15% Jan 4, 2022 - Dec 13, 2023
#5	-2.68% Feb 2, 2015 - Aug 24, 2015	-20.19% Sep 20, 2018 - Apr 12, 2019
#6	-2.56% Jan 31, 2012 - May 4, 2012	-18.87% Feb 19, 2025 - Jun 26, 2025
#7	-2.48% Sep 22, 2011 - Dec 16, 2011	-14.80% Jun 22, 2015 - Jun 8, 2016
#8	-2.26% Sep 4, 2019 - Jan 27, 2020	-10.29% Apr 2, 2012 - Aug 17, 2012
#9	-2.21% Mar 9, 2020 - Mar 23, 2020	-9.79% Jan 26, 2018 - Jul 25, 2018
#10	-2.14% Oct 14, 2015 - Jan 20, 2016	-9.46% Jul 19, 2007 - Oct 5, 2007
#11	-1.89% Jun 24, 2011 - Jul 13, 2011	-9.44% Sep 2, 2020 - Nov 9, 2020
#12	-1.73% Feb 11, 2016 - Apr 7, 2016	-8.69% Feb 9, 2026 - Apr 14, 2026
#13	-1.56% Jul 24, 2012 - Dec 5, 2012	-8.36% Jul 16, 2024 - Sep 19, 2024
#14	-1.44% Dec 6, 2012 - Apr 4, 2013	-8.35% May 8, 2006 - Sep 26, 2006
#15	-1.43% Aug 31, 2010 - Sep 22, 2010	-7.50% Sep 19, 2014 - Oct 31, 2014

Correlation

Correlation between SCHR and SPTM is 0.77 which considered as a strong positive correlation - the stocks tend to move together.

0.77

-101

Dividend Comparison (2000 - 2026)

SCHR vs SPTM dividend yield comparison.

Year	SCHR	SPTM
2026	1.31%	0.26%
2025	3.85%	1.13%
2024	3.77%	1.28%
2023	3.16%	1.44%
2022	2.02%	1.69%
2021	1.00%	1.25%
2020	1.62%	1.56%
2019	2.31%	1.72%
2018	2.11%	1.90%
2017	1.65%	1.66%
2016	1.46%	1.91%
2015	1.56%	1.92%
2014	1.44%	2.08%
2013	1.07%	1.63%
2012	1.07%	1.95%
2011	1.53%	1.82%
2010	0.57%	1.19%
2009	0.00%	1.68%
2008	0.00%	2.79%
2007	0.00%	1.60%
2006	0.00%	1.51%
2005	0.00%	1.62%
2004	0.00%	1.80%
2003	0.00%	1.42%
2002	0.00%	1.48%
2001	0.00%	1.33%
2000	0.00%	0.24%