SCHX vs SPY
Comparison between SCHWAB U.S. LARGE-CAP ETF (SCHX, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSPY has outperformed SCHX, delivering a return of +13.2% compared to +12.6%
SCHX vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SCHX
$72B
Winner
SPY
$781B
Expense Ratio
Winner
SCHX
0.03%
SPY
0.09%
Max Drawdown
Winner
SCHX
34.33%
SPY
56.47%
Sharpe Ratio
SCHX
1.39
Winner
SPY
1.43
5Y Beta
Winner
SCHX
0.97
SPY
1.00
P/E Ratio
Winner
SCHX
26.14
SPY
26.48
Forward P/E
Winner
SCHX
20.20
SPY
20.89
PEG Ratio
Winner
SCHX
0.25
SPY
0.30
5Y Dividends CAGR
SCHX
5.02%
Winner
SPY
6.00%
5Y EPS CAGR
SCHX
26.08%
Winner
SPY
26.40%
Debt to Equity
SCHX
50.43%
Winner
SPY
48.17%
P/S Ratio
Winner
SCHX
3.45
SPY
3.72
P/B Ratio
Winner
SCHX
5.24
SPY
5.55
SCHX vs SPY - Holdings Comparison
SCHX and SPY have 470 common holdings. Overlap is 93.96%
SCHX's top 25 holdings weight is 49.10%. SPY's top 25 holdings weight is 51.49%.
| Rank | SCHX | SPY |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 7.40% | NVIDIA CORP (NVDA) - 7.76% |
| #2 | APPLE INC (AAPL) - 7.09% | APPLE INC (AAPL) - 7.44% |
| #3 | MICROSOFT CORP (MSFT) - 4.35% | MICROSOFT CORP (MSFT) - 4.56% |
| #4 | AMAZON.COM INC (AMZN) - 3.57% | AMAZON.COM INC (AMZN) - 3.74% |
| #5 | ALPHABET INC CLASS A (GOOGL) - 3.00% | ALPHABET INC CLASS A (GOOGL) - 3.14% |
| #6 | BROADCOM INC (AVGO) - 2.70% | BROADCOM INC (AVGO) - 2.83% |
| #7 | ALPHABET INC CLASS C (GOOG) - 2.41% | ALPHABET INC CLASS C (GOOG) - 2.53% |
| #8 | META PLATFORMS INC CLASS A (META) - 2.08% | META PLATFORMS INC CLASS A (META) - 2.18% |
| #9 | MICRON TECHNOLOGY INC (MU) - 1.61% | MICRON TECHNOLOGY INC (MU) - 1.69% |
| #10 | TESLA INC (TSLA) - 1.57% | TESLA INC (TSLA) - 1.65% |
| #11 | ELI LILLY AND CO (LLY) - 1.37% | ELI LILLY AND CO (LLY) - 1.44% |
| #12 | JPMORGAN CHASE & CO (JPM) - 1.36% | JPMORGAN CHASE & CO (JPM) - 1.43% |
| #13 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.32% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.39% |
| #14 | ADVANCED MICRO DEVICES INC (AMD) - 1.31% | ADVANCED MICRO DEVICES INC (AMD) - 1.37% |
| #15 | EXXONMOBIL HOLDINGS CORP (XOM) - 0.93% | EXXONMOBIL HOLDINGS CORP (XOM) - 0.97% |
| #16 | JOHNSON & JOHNSON (JNJ) - 0.89% | JOHNSON & JOHNSON (JNJ) - 0.93% |
| #17 | VISA INC CLASS A (V) - 0.87% | VISA INC CLASS A (V) - 0.91% |
| #18 | INTEL CORP (INTC) - 0.73% | INTEL CORP (INTC) - 0.77% |
| #19 | WALMART INC (WMT) - 0.71% | WALMART INC (WMT) - 0.75% |
| #20 | ABBVIE INC (ABBV) - 0.67% | ABBVIE INC (ABBV) - 0.70% |
| #21 | APPLIED MATERIALS INC (AMAT) - 0.66% | APPLIED MATERIALS INC (AMAT) - 0.69% |
| #22 | CISCO SYSTEMS INC (CSCO) - 0.65% | CISCO SYSTEMS INC (CSCO) - 0.68% |
| #23 | MASTERCARD INC CLASS A (MA) - 0.64% | MASTERCARD INC CLASS A (MA) - 0.67% |
| #24 | COSTCO WHOLESALE CORP (COST) - 0.61% | COSTCO WHOLESALE CORP (COST) - 0.64% |
| #25 | CATERPILLAR INC (CAT) - 0.60% | CATERPILLAR INC (CAT) - 0.63% |
| Total Holdings | 697 | 505 |
SCHX vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
SCHX
+2.19%
Winner
SPY
+2.30%
3M
Winner
SCHX
+5.16%
SPY
+5.00%
6M
SCHX
+11.84%
Winner
SPY
+11.88%
1Y
SCHX
+22.27%
Winner
SPY
+22.80%
5Y(CAGR)
SCHX
+12.63%
Winner
SPY
+13.20%
10Y(CAGR)
SCHX
+15.19%
Winner
SPY
+15.26%
Max(CAGR)
Winner
SCHX
+14.64%
SPY
+8.59%
SCHX vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | SCHX | SPY |
|---|---|---|
| 2026 | +12.96% | +13.10% |
| 2025 | +17.61% | +18.00% |
| 2024 | +25.70% | +25.59% |
| 2023 | +27.45% | +26.72% |
| 2022 | -19.90% | -18.64% |
| 2021 | +28.43% | +30.52% |
| 2020 | +19.74% | +17.28% |
| 2019 | +31.32% | +31.09% |
| 2018 | -5.33% | -5.24% |
| 2017 | +21.01% | +20.78% |
| 2016 | +13.57% | +13.59% |
| 2015 | +1.10% | +1.31% |
| 2014 | +14.34% | +14.56% |
| 2013 | +29.19% | +29.00% |
| 2012 | +14.48% | +14.17% |
| 2011 | +0.47% | +0.85% |
| 2010 | +14.17% | +13.14% |
| 2009 | +7.34% | +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% |
SCHX vs SPY Drawdown Comparison
The maximum drawdown for SCHX was -34.33%, occurring on Mar 23, 2020. Recovery took 118 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current SCHX drawdown is -0.39%. The current SPY drawdown is -0.36%.
| Rank | SCHX | SPY |
|---|---|---|
| #1 | -34.33% Feb 19, 2020 - Aug 6, 2020 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -25.40% Dec 27, 2021 - Dec 13, 2023 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -19.48% Sep 20, 2018 - Apr 12, 2019 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -19.27% Apr 29, 2011 - Feb 3, 2012 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -19.04% Feb 19, 2025 - Jun 26, 2025 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -15.60% Apr 23, 2010 - Nov 4, 2010 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -13.95% Jul 20, 2015 - Jun 2, 2016 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -9.91% Jan 26, 2018 - Jul 25, 2018 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -9.80% Apr 2, 2012 - Aug 16, 2012 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -9.26% Sep 2, 2020 - Nov 11, 2020 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -9.03% Jan 12, 2026 - Apr 15, 2026 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -8.55% Jul 16, 2024 - Sep 19, 2024 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -7.79% Jan 19, 2010 - Mar 10, 2010 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -7.43% Sep 18, 2014 - Oct 31, 2014 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -7.34% Sep 14, 2012 - Jan 2, 2013 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between SCHX and SPY is 1.00 which considered as a very strong positive correlation - the stocks move almost identically together.
1.00
-101
Dividend Comparison (1999 - 2026)
SCHX vs SPY dividend yield comparison.
| Year | SCHX | SPY |
|---|---|---|
| 2026 | 0.49% | 0.48% |
| 2025 | 1.09% | 1.07% |
| 2024 | 1.22% | 1.21% |
| 2023 | 1.39% | 1.40% |
| 2022 | 1.64% | 1.65% |
| 2021 | 1.22% | 1.20% |
| 2020 | 1.64% | 1.52% |
| 2019 | 1.82% | 1.75% |
| 2018 | 2.02% | 2.04% |
| 2017 | 1.70% | 1.80% |
| 2016 | 1.93% | 2.03% |
| 2015 | 2.04% | 2.06% |
| 2014 | 1.76% | 1.87% |
| 2013 | 1.65% | 1.81% |
| 2012 | 2.18% | 2.18% |
| 2011 | 1.89% | 2.05% |
| 2010 | 1.54% | 1.80% |
| 2009 | 0.19% | 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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