SCHW vs SPY
Comparison between Charles Schwab Corp (SCHW, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSPY has outperformed SCHW, delivering a return of +13.2% compared to +6.4%
SCHW vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Market Cap / Net Assets
SCHW
$160B
Winner
SPY
$784B
Expense Ratio
SCHW
N/A
SPY
0.09%
Max Drawdown
SCHW
84.86%
Winner
SPY
56.47%
Sharpe Ratio
SCHW
0.20
Winner
SPY
1.54
5Y Beta
Winner
SCHW
0.73
SPY
1.00
Industry
SCHW
Capital Markets
SPY
N/A
P/E Ratio
Winner
SCHW
18.54
SPY
27.62
Forward P/E
Winner
SCHW
14.95
SPY
21.11
PEG Ratio
SCHW
0.25
SPY
N/A
Dividend Yield
SCHW
1.23%
SPY
N/A
5Y Dividends CAGR
Winner
SCHW
21.84%
SPY
6.00%
5Y EPS CAGR
SCHW
21.93%
Winner
SPY
25.30%
Debt to Equity
Winner
SCHW
0.00%
SPY
31.11%
Free Cash Flow Yield
SCHW
6.07%
SPY
N/A
P/S Ratio
SCHW
6.43
Winner
SPY
3.49
P/B Ratio
Winner
SCHW
3.75
SPY
5.30
SCHW vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
Winner
SCHW
+3.35%
SPY
-1.37%
3M
SCHW
-1.88%
Winner
SPY
+12.22%
6M
SCHW
-7.27%
Winner
SPY
+7.20%
1Y
SCHW
+6.76%
Winner
SPY
+23.58%
5Y(CAGR)
SCHW
+6.44%
Winner
SPY
+13.19%
10Y(CAGR)
SCHW
+13.56%
Winner
SPY
+15.12%
Max(CAGR)
SCHW
+6.23%
Winner
SPY
+8.44%
SCHW vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | SCHW | SPY |
|---|---|---|
| 2026 | -7.62% | +7.95% |
| 2025 | +36.96% | +18.00% |
| 2024 | +8.69% | +25.59% |
| 2023 | -14.61% | +26.72% |
| 2022 | -1.84% | -18.64% |
| 2021 | +61.06% | +30.52% |
| 2020 | +12.01% | +17.28% |
| 2019 | +16.22% | +31.09% |
| 2018 | -18.54% | -5.24% |
| 2017 | +28.78% | +20.78% |
| 2016 | +24.61% | +13.59% |
| 2015 | +9.81% | +1.31% |
| 2014 | +17.99% | +14.56% |
| 2013 | +74.54% | +29.00% |
| 2012 | +24.91% | +14.17% |
| 2011 | -34.61% | +0.85% |
| 2010 | -12.24% | +13.14% |
| 2009 | +17.99% | +22.67% |
| 2008 | -33.48% | -36.25% |
| 2007 | +37.09% | +5.32% |
| 2006 | +30.30% | +13.85% |
| 2005 | +26.74% | +5.32% |
| 2004 | +3.17% | +10.75% |
| 2003 | +3.64% | +24.18% |
| 2002 | -29.96% | -22.42% |
| 2001 | -40.49% | -10.13% |
| 2000 | +15.20% | -8.84% |
| 1999 | -1.58% | +8.61% |
SCHW vs SPY Drawdown Comparison
The maximum drawdown for SCHW was -84.72%, occurring on Mar 11, 2003. Recovery took 4185 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current SCHW drawdown is -12.48%. The current SPY drawdown is -3.18%.
| Rank | SCHW | SPY |
|---|---|---|
| #1 | -84.72% Mar 24, 2000 - Nov 10, 2016 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -51.08% May 22, 2018 - Jan 6, 2021 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -49.70% Jan 14, 2022 - Jun 30, 2025 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -28.26% Nov 16, 1999 - Mar 1, 2000 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -19.83% Feb 9, 2026 - May 28, 2026 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -15.78% Jan 12, 2021 - Feb 17, 2021 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -13.78% Mar 16, 2017 - Jul 3, 2017 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -13.24% Mar 12, 2018 - May 9, 2018 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -12.64% Jan 17, 2018 - Mar 9, 2018 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -12.59% Jul 5, 2017 - Sep 27, 2017 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -12.27% Jun 3, 2021 - Aug 27, 2021 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -12.02% Nov 4, 1999 - Nov 12, 1999 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -9.76% Aug 27, 2021 - Sep 27, 2021 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -8.49% Mar 10, 2000 - Mar 17, 2000 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -8.20% Oct 22, 2021 - Dec 16, 2021 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between SCHW and SPY is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
0.96
-101
Dividend Comparison (1999 - 2026)
SCHW vs SPY dividend yield comparison.
| Year | SCHW | SPY |
|---|---|---|
| 2026 | 0.69% | 0.50% |
| 2025 | 1.08% | 1.07% |
| 2024 | 1.35% | 1.21% |
| 2023 | 1.45% | 1.40% |
| 2022 | 1.01% | 1.65% |
| 2021 | 0.86% | 1.20% |
| 2020 | 1.36% | 1.52% |
| 2019 | 1.43% | 1.75% |
| 2018 | 1.11% | 2.04% |
| 2017 | 0.62% | 1.80% |
| 2016 | 0.68% | 2.03% |
| 2015 | 0.73% | 2.06% |
| 2014 | 0.79% | 1.87% |
| 2013 | 0.92% | 1.81% |
| 2012 | 1.67% | 2.18% |
| 2011 | 2.13% | 2.05% |
| 2010 | 1.40% | 1.80% |
| 2009 | 1.28% | 1.95% |
| 2008 | 1.36% | 3.02% |
| 2007 | 4.70% | 1.85% |
| 2006 | 0.70% | 1.73% |
| 2005 | 0.61% | 1.73% |
| 2004 | 0.62% | 1.82% |
| 2003 | 0.42% | 1.47% |
| 2002 | 0.41% | 1.70% |
| 2001 | 0.28% | 1.25% |
| 2000 | 0.14% | 1.15% |
| 1999 | 0.04% | 0.24% |
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