SPMD vs SCHP
Comparison between SPDR(R) PORTFOLIO S&P 400 MID CAP ETF (SPMD, ETF) and SCHWAB U.S. TIPS ETF (SCHP, ETF).
5-Year PerformanceSPMD has outperformed SCHP, delivering a return of +7.6% compared to +1.2%
SPMD vs SCHP - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
SPMD vs SCHP - Historical Returns
Returns include dividend reinvestment.
SPMD vs SCHP - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | SPMD | SCHP |
|---|---|---|
| 2026 | +10.88% | +1.90% |
| 2025 | +7.70% | +6.85% |
| 2024 | +14.26% | +2.08% |
| 2023 | +16.97% | +3.63% |
| 2022 | -13.41% | -11.55% |
| 2021 | +26.68% | +5.69% |
| 2020 | +13.36% | +10.35% |
| 2019 | +25.15% | +8.32% |
| 2018 | -11.76% | -1.53% |
| 2017 | +14.82% | +2.78% |
| 2016 | +20.57% | +4.36% |
| 2015 | -2.73% | -2.26% |
| 2014 | +9.38% | +4.18% |
| 2013 | +35.41% | -8.67% |
| 2012 | +15.80% | +6.75% |
| 2011 | -2.07% | +13.68% |
| 2010 | +23.61% | +1.17% |
| 2009 | +43.74% | N/A |
| 2008 | -37.86% | N/A |
| 2007 | +4.98% | N/A |
| 2006 | +11.73% | N/A |
| 2005 | +3.21% | N/A |
SPMD vs SCHP Drawdown Comparison
The maximum drawdown for SPMD was -57.65%, occurring on Mar 9, 2009. Recovery took 864 trading sessions.
The maximum drawdown for SCHP was -14.25%, occurring on Oct 6, 2023. Recovery took 910 trading sessions.
The current SPMD drawdown is -0.83%.
| Rank | SPMD | SCHP |
|---|---|---|
| #1 | -57.65% Jul 17, 2007 - Dec 17, 2010 | -14.25% Mar 8, 2022 - Oct 22, 2025 |
| #2 | -41.85% Feb 20, 2020 - Nov 9, 2020 | -11.20% Dec 10, 2012 - Mar 20, 2019 |
| #3 | -27.47% Apr 29, 2011 - Mar 15, 2012 | -10.85% Mar 6, 2020 - Jun 10, 2020 |
| #4 | -24.96% Jun 22, 2015 - Nov 14, 2016 | -5.66% Oct 25, 2010 - Apr 19, 2011 |
| #5 | -24.31% Aug 29, 2018 - Dec 19, 2019 | -5.00% Nov 9, 2021 - Mar 8, 2022 |
| #6 | -24.09% Nov 25, 2024 - Dec 10, 2025 | -3.59% Aug 10, 2011 - Nov 7, 2011 |
| #7 | -23.70% Nov 16, 2021 - Feb 9, 2024 | -2.87% Jan 25, 2021 - May 5, 2021 |
| #8 | -12.22% Mar 19, 2012 - Sep 13, 2012 | -2.43% Aug 29, 2019 - Jan 3, 2020 |
| #9 | -11.85% May 8, 2006 - Nov 15, 2006 | -2.37% Jul 31, 2012 - Sep 13, 2012 |
| #10 | -11.64% Jul 2, 2014 - Nov 25, 2014 | -1.93% Feb 27, 2026 - May 1, 2026 |
| #11 | -9.37% Jan 26, 2018 - May 21, 2018 | -1.87% Feb 2, 2012 - Apr 17, 2012 |
| #12 | -8.86% Feb 20, 2026 - Apr 17, 2026 | -1.53% Nov 7, 2011 - Jan 17, 2012 |
| #13 | -7.83% Jul 16, 2024 - Sep 19, 2024 | -1.45% Oct 27, 2021 - Nov 8, 2021 |
| #14 | -7.14% Sep 14, 2012 - Dec 18, 2012 | -1.45% Sep 9, 2021 - Oct 25, 2021 |
| #15 | -7.12% Mar 28, 2024 - May 15, 2024 | -1.43% Jun 1, 2012 - Jul 10, 2012 |
Correlation
Correlation between SPMD and SCHP is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2005 - 2026)
SPMD vs SCHP dividend yield comparison.
| Year | SPMD | SCHP |
|---|---|---|
| 2026 | 0.28% | 0.46% |
| 2025 | 1.39% | 4.06% |
| 2024 | 1.42% | 2.99% |
| 2023 | 1.47% | 3.02% |
| 2022 | 1.64% | 7.19% |
| 2021 | 1.24% | 4.39% |
| 2020 | 1.30% | 1.11% |
| 2019 | 1.57% | 2.02% |
| 2018 | 1.85% | 2.26% |
| 2017 | 1.97% | 1.90% |
| 2016 | 2.13% | 1.38% |
| 2015 | 5.33% | 0.28% |
| 2014 | 5.71% | 1.30% |
| 2013 | 10.67% | 0.67% |
| 2012 | 2.48% | 1.59% |
| 2011 | 1.34% | 2.81% |
| 2010 | 1.13% | 0.39% |
| 2009 | 1.31% | 0.00% |
| 2008 | 2.34% | 0.00% |
| 2007 | 6.04% | 0.00% |
| 2006 | 2.73% | 0.00% |
| 2005 | 0.18% | 0.00% |
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