SPEM vs SCHP

Comparison between SPDR(R) PORTFOLIO EMERGING MARKETS ETF (SPEM, ETF) and SCHWAB U.S. TIPS ETF (SCHP, ETF).

5-Year PerformanceSPEM has outperformed SCHP, delivering a return of +6.3% compared to +1.2%

SPEM vs SCHP - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SPEM(ETF)	SCHP(ETF)
Net Assets	$16B	$16B
Expense Ratio	0.07%	0.03%
Max Drawdown	65.07%	22.23%
Sharpe Ratio	1.79	0.35
5Y Beta	0.70	0.03
5Y Dividends CAGR	4.52%	22.54%

Net Assets

SPEM

$16B

SCHP

$16B

Expense Ratio

SPEM

0.07%

Winner

SCHP

0.03%

Max Drawdown

SPEM

65.07%

Winner

SCHP

22.23%

Sharpe Ratio

Winner

SPEM

1.79

SCHP

0.35

5Y Beta

SPEM

0.70

Winner

SCHP

0.03

5Y Dividends CAGR

SPEM

4.52%

Winner

SCHP

22.54%

SPEM vs SCHP - Historical Returns

Returns include dividend reinvestment.

Period	SPEM	SCHP
1 month	+7.23%	+0.96%
3 months	+4.57%	+1.06%
6 months	+13.26%	+1.63%
1 year	+35.14%	+5.27%
5 years(CAGR)	+6.32%	+1.24%
10 years(CAGR)	+9.93%	+2.72%
Max(CAGR)	+5.73%	+2.85%

Winner

SPEM

+7.23%

SCHP

+0.96%

Winner

SPEM

+4.57%

SCHP

+1.06%

Winner

SPEM

+13.26%

SCHP

+1.63%

Winner

SPEM

+35.14%

SCHP

+5.27%

5Y(CAGR)

Winner

SPEM

+6.32%

SCHP

+1.24%

10Y(CAGR)

Winner

SPEM

+9.93%

SCHP

+2.72%

Max(CAGR)

Winner

SPEM

+5.73%

SCHP

+2.85%

SPEM vs SCHP - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

Year	SPEM	SCHP
2026	+10.11%	+1.90%
2025	+26.06%	+6.85%
2024	+12.77%	+2.08%
2023	+9.34%	+3.63%
2022	-18.38%	-11.55%
2021	+0.94%	+5.69%
2020	+12.23%	+10.35%
2019	+19.24%	+8.32%
2018	-15.13%	-1.53%
2017	+33.44%	+2.78%
2016	+14.74%	+4.36%
2015	-14.68%	-2.26%
2014	+1.97%	+4.18%
2013	-3.47%	-8.67%
2012	+14.83%	+6.75%
2011	-19.79%	+13.68%
2010	+15.47%	+1.17%
2009	+65.42%	N/A
2008	-48.76%	N/A
2007	+36.13%	N/A

SPEM vs SCHP Drawdown Comparison

The maximum drawdown for SPEM was -64.42%, occurring on Nov 20, 2008. Recovery took 1721 trading sessions.

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

The current SPEM drawdown is -0.38%.

Rank	SPEM	SCHP
#1	-64.42% Oct 31, 2007 - Sep 3, 2014	-14.25% Mar 8, 2022 - Oct 22, 2025
#2	-36.05% Jan 26, 2018 - Nov 9, 2020	-11.20% Dec 10, 2012 - Mar 20, 2019
#3	-34.89% Sep 5, 2014 - Jul 12, 2017	-10.85% Mar 6, 2020 - Jun 10, 2020
#4	-33.40% Feb 17, 2021 - Oct 7, 2024	-5.66% Oct 25, 2010 - Apr 19, 2011
#5	-17.89% Jul 23, 2007 - Sep 19, 2007	-5.00% Nov 9, 2021 - Mar 8, 2022
#6	-17.63% Oct 7, 2024 - Jun 9, 2025	-3.59% Aug 10, 2011 - Nov 7, 2011
#7	-11.36% Feb 25, 2026 - Apr 17, 2026	-2.87% Jan 25, 2021 - May 5, 2021
#8	-5.02% Jan 20, 2021 - Feb 5, 2021	-2.43% Aug 29, 2019 - Jan 3, 2020
#9	-4.86% Oct 29, 2025 - Jan 2, 2026	-2.37% Jul 31, 2012 - Sep 13, 2012
#10	-4.38% Oct 8, 2025 - Oct 20, 2025	-1.93% Feb 27, 2026 - May 1, 2026
#11	-4.30% Nov 22, 2017 - Dec 28, 2017	-1.87% Feb 2, 2012 - Apr 17, 2012
#12	-4.11% Oct 18, 2007 - Oct 26, 2007	-1.53% Nov 7, 2011 - Jan 17, 2012
#13	-3.46% Sep 19, 2017 - Oct 13, 2017	-1.45% Oct 27, 2021 - Nov 8, 2021
#14	-3.43% Jun 4, 2007 - Jun 14, 2007	-1.45% Sep 9, 2021 - Oct 25, 2021
#15	-3.14% Jul 23, 2025 - Aug 12, 2025	-1.43% Jun 1, 2012 - Jul 10, 2012

Correlation

Correlation between SPEM and SCHP is 0.87 which considered as a strong positive correlation - the stocks tend to move together.

0.87

-101

Dividend Comparison (2007 - 2026)

SPEM vs SCHP dividend yield comparison.

Year	SPEM	SCHP
2026	0.00%	0.46%
2025	2.77%	4.06%
2024	2.78%	2.99%
2023	2.80%	3.02%
2022	3.38%	7.19%
2021	3.14%	4.39%
2020	1.92%	1.11%
2019	2.94%	2.02%
2018	2.34%	2.26%
2017	1.12%	1.90%
2016	1.52%	1.38%
2015	2.40%	0.28%
2014	2.26%	1.30%
2013	1.91%	0.67%
2012	1.99%	1.59%
2011	3.64%	2.81%
2010	2.32%	0.39%
2009	0.71%	0.00%
2008	3.69%	0.00%
2007	1.82%	0.00%