SCHX vs SPY
Comparison between SCHWAB U.S. LARGE-CAP ETF (SCHX, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSCHX has outperformed SPY, delivering a return of +15.2% compared to +13.2%
SCHX vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SCHX
$73B
Winner
SPY
$784B
Expense Ratio
Winner
SCHX
0.03%
SPY
0.09%
Max Drawdown
Winner
SCHX
34.33%
SPY
56.47%
Sharpe Ratio
SCHX
1.49
Winner
SPY
1.54
5Y Beta
Winner
SCHX
0.98
SPY
1.00
P/E Ratio
SCHX
27.70
Winner
SPY
27.62
Forward P/E
Winner
SCHX
20.74
SPY
21.11
5Y Dividends CAGR
SCHX
4.30%
Winner
SPY
6.00%
5Y EPS CAGR
SCHX
25.02%
Winner
SPY
25.30%
Debt to Equity
SCHX
32.72%
Winner
SPY
31.11%
P/S Ratio
Winner
SCHX
3.33
SPY
3.49
P/B Ratio
Winner
SCHX
5.13
SPY
5.30
SCHX vs SPY - Holdings Comparison
SCHX and SPY have 499 common holdings. Overlap is 94.08%
SCHX's top 25 holdings weight is 48.77%. SPY's top 25 holdings weight is 51.24%.
| Rank | SCHX | SPY |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 7.57% | NVIDIA CORP (NVDA) - 7.81% |
| #2 | APPLE INC (AAPL) - 6.38% | APPLE INC (AAPL) - 6.81% |
| #3 | MICROSOFT CORP (MSFT) - 4.48% | MICROSOFT CORP (MSFT) - 4.53% |
| #4 | AMAZON.COM INC (AMZN) - 3.57% | AMAZON.COM INC (AMZN) - 3.72% |
| #5 | ALPHABET INC CLASS A (GOOGL) - 3.20% | ALPHABET INC CLASS A (GOOGL) - 3.39% |
| #6 | BROADCOM INC (AVGO) - 2.78% | BROADCOM INC (AVGO) - 2.77% |
| #7 | ALPHABET INC CLASS C (GOOG) - 2.56% | ALPHABET INC CLASS C (GOOG) - 2.72% |
| #8 | META PLATFORMS INC CLASS A (META) - 1.91% | META PLATFORMS INC CLASS A (META) - 2.03% |
| #9 | TESLA INC (TSLA) - 1.67% | MICRON TECHNOLOGY INC (MU) - 1.78% |
| #10 | MICRON TECHNOLOGY INC (MU) - 1.58% | TESLA INC (TSLA) - 1.76% |
| #11 | ELI LILLY AND CO (LLY) - 1.36% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.41% |
| #12 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.34% | JPMORGAN CHASE & CO (JPM) - 1.38% |
| #13 | JPMORGAN CHASE & CO (JPM) - 1.26% | ELI LILLY AND CO (LLY) - 1.38% |
| #14 | ADVANCED MICRO DEVICES INC (AMD) - 1.16% | ADVANCED MICRO DEVICES INC (AMD) - 1.28% |
| #15 | EXXON MOBIL CORP (XOM) - 0.93% | EXXON MOBIL CORP (XOM) - 0.92% |
| #16 | JOHNSON & JOHNSON (JNJ) - 0.86% | JOHNSON & JOHNSON (JNJ) - 0.88% |
| #17 | VISA INC CLASS A (V) - 0.82% | VISA INC CLASS A (V) - 0.87% |
| #18 | WALMART INC (WMT) - 0.78% | INTEL CORP (INTC) - 0.85% |
| #19 | INTEL CORP (INTC) - 0.76% | WALMART INC (WMT) - 0.82% |
| #20 | CISCO SYSTEMS INC (CSCO) - 0.71% | CISCO SYSTEMS INC (CSCO) - 0.73% |
| #21 | COSTCO WHOLESALE CORP (COST) - 0.64% | LAM RESEARCH CORP (LRCX) - 0.71% |
| #22 | CATERPILLAR INC (CAT) - 0.64% | APPLIED MATERIALS INC (AMAT) - 0.70% |
| #23 | LAM RESEARCH CORP (LRCX) - 0.61% | CATERPILLAR INC (CAT) - 0.68% |
| #24 | ABBVIE INC (ABBV) - 0.60% | COSTCO WHOLESALE CORP (COST) - 0.68% |
| #25 | MASTERCARD INC CLASS A (MA) - 0.60% | MASTERCARD INC CLASS A (MA) - 0.63% |
| Total Holdings | 752 | 505 |
SCHX vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
Winner
SCHX
-1.16%
SPY
-1.37%
3M
Winner
SCHX
+12.25%
SPY
+12.22%
6M
SCHX
+7.00%
Winner
SPY
+7.20%
1Y
SCHX
+23.07%
Winner
SPY
+23.58%
5Y(CAGR)
Winner
SCHX
+15.21%
SPY
+13.19%
10Y(CAGR)
Winner
SCHX
+21.83%
SPY
+15.12%
Max(CAGR)
Winner
SCHX
+22.95%
SPY
+8.44%
SCHX vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | SCHX | SPY |
|---|---|---|
| 2026 | +7.79% | +7.95% |
| 2025 | +17.61% | +18.00% |
| 2024 | +28.08% | +25.59% |
| 2023 | +31.42% | +26.72% |
| 2022 | -17.34% | -18.64% |
| 2021 | +37.12% | +30.52% |
| 2020 | +32.28% | +17.28% |
| 2019 | +44.63% | +31.09% |
| 2018 | +3.61% | -5.24% |
| 2017 | +32.33% | +20.78% |
| 2016 | +25.37% | +13.59% |
| 2015 | +11.64% | +1.31% |
| 2014 | +25.16% | +14.56% |
| 2013 | +41.40% | +29.00% |
| 2012 | +27.50% | +14.17% |
| 2011 | +10.34% | +0.85% |
| 2010 | +23.90% | +13.14% |
| 2009 | +8.35% | +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 101 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 -3.11%. The current SPY drawdown is -3.18%.
| Rank | SCHX | SPY |
|---|---|---|
| #1 | -34.33% Feb 19, 2020 - Jul 14, 2020 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -23.70% Jan 3, 2022 - Jul 17, 2023 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -19.04% Feb 19, 2025 - Jun 26, 2025 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -17.45% Jul 7, 2011 - Jan 5, 2012 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -17.21% Oct 3, 2018 - Mar 18, 2019 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -14.17% Apr 23, 2010 - Oct 5, 2010 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -12.30% Dec 29, 2015 - Mar 21, 2016 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -11.85% Jul 20, 2015 - Oct 23, 2015 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -9.91% Jan 26, 2018 - Jun 12, 2018 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -9.80% Apr 2, 2012 - Jul 27, 2012 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -9.59% Jul 31, 2023 - Nov 20, 2023 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -9.03% Jan 12, 2026 - Apr 15, 2026 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -8.55% Jul 16, 2024 - Sep 19, 2024 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -7.93% Sep 2, 2020 - Oct 9, 2020 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -7.79% Jan 19, 2010 - Mar 10, 2010 | -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 | 0.25% | 0.50% |
| 2025 | 1.09% | 1.07% |
| 2024 | 2.97% | 1.21% |
| 2023 | 4.18% | 1.40% |
| 2022 | 4.91% | 1.65% |
| 2021 | 7.29% | 1.20% |
| 2020 | 9.84% | 1.52% |
| 2019 | 10.94% | 1.75% |
| 2018 | 12.13% | 2.04% |
| 2017 | 10.21% | 1.80% |
| 2016 | 11.55% | 2.03% |
| 2015 | 12.22% | 2.06% |
| 2014 | 10.57% | 1.87% |
| 2013 | 9.91% | 1.81% |
| 2012 | 13.06% | 2.18% |
| 2011 | 11.32% | 2.05% |
| 2010 | 9.22% | 1.80% |
| 2009 | 1.14% | 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% |
Select Stocks to Compare
Popular: SCHX vs SPY
More Comparisons
Compare with similar stocks
Compare SCHX with:
Compare SPY with:
Popular suggestions:
SPY vs VOO
SPDR S&P 500 ETF Trust vs VANGUARD 500 INDEX FUND ETF SHARES
SPY vs BRK-B
SPDR S&P 500 ETF Trust vs Berkshire Hathaway Inc - Class B
SPY vs SCHD
SPDR S&P 500 ETF Trust vs SCHWAB U.S. DIVIDEND EQUITY ETF
SCHX vs VOO
SCHWAB U.S. LARGE-CAP ETF vs VANGUARD 500 INDEX FUND ETF SHARES
SCHX vs SCHD
SCHWAB U.S. LARGE-CAP ETF vs SCHWAB U.S. DIVIDEND EQUITY ETF
SPY vs GLD
SPDR S&P 500 ETF Trust vs SPDR Gold Shares ETF
SPY vs SPYG
SPDR S&P 500 ETF Trust vs STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) GROWTH ETF