SPSM vs SCHP
Comparison between STATE STREET(R) SPDR(R) PORTFOLIO S&P 600(TM) SMALL CAP ETF (SPSM, ETF) and SCHWAB U.S. TIPS ETF (SCHP, ETF).
5-Year PerformanceSPSM has outperformed SCHP, delivering a return of +8.0% compared to +0.5%
SPSM vs SCHP - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
SPSM vs SCHP - Historical Returns
Returns include dividend reinvestment.
SPSM vs SCHP - Annual Returns (2010 - 2026)
Returns include dividend reinvestment.
| Year | SPSM | SCHP |
|---|---|---|
| 2026 | +21.96% | +0.91% |
| 2025 | +6.16% | +6.85% |
| 2024 | +9.09% | +2.08% |
| 2023 | +16.28% | +3.63% |
| 2022 | -17.04% | -11.55% |
| 2021 | +28.01% | +5.69% |
| 2020 | +11.63% | +10.35% |
| 2019 | +25.19% | +8.32% |
| 2018 | -12.00% | -1.53% |
| 2017 | +14.85% | +2.78% |
| 2016 | +24.71% | +4.36% |
| 2015 | -2.60% | -2.26% |
| 2014 | +6.28% | +4.18% |
| 2013 | +15.61% | -8.67% |
| 2012 | N/A | +6.75% |
| 2011 | N/A | +13.68% |
| 2010 | N/A | +1.17% |
SPSM vs SCHP Drawdown Comparison
The maximum drawdown for SPSM was -42.88%, occurring on Mar 23, 2020. Recovery took 212 trading sessions.
The maximum drawdown for SCHP was -14.25%, occurring on Oct 6, 2023. Recovery took 910 trading sessions.
The current SPSM drawdown is -2.05%. The current SCHP drawdown is -0.97%.
| Rank | SPSM | SCHP |
|---|---|---|
| #1 | -42.88% Jan 16, 2020 - Nov 17, 2020 | -14.25% Mar 8, 2022 - Oct 22, 2025 |
| #2 | -27.95% Nov 25, 2024 - Dec 11, 2025 | -11.20% Dec 10, 2012 - Mar 20, 2019 |
| #3 | -26.41% Aug 31, 2018 - Jan 16, 2020 | -10.85% Mar 6, 2020 - Jun 10, 2020 |
| #4 | -26.41% Nov 8, 2021 - Jul 16, 2024 | -5.66% Oct 25, 2010 - Apr 19, 2011 |
| #5 | -25.40% Jun 23, 2015 - Nov 11, 2016 | -5.00% Nov 9, 2021 - Mar 8, 2022 |
| #6 | -12.78% Jul 1, 2014 - Dec 23, 2014 | -3.59% Aug 10, 2011 - Nov 7, 2011 |
| #7 | -10.08% Mar 4, 2014 - Jul 1, 2014 | -2.87% Jan 25, 2021 - May 5, 2021 |
| #8 | -9.88% Jun 8, 2021 - Nov 1, 2021 | -2.43% Aug 29, 2019 - Jan 3, 2020 |
| #9 | -9.27% Mar 12, 2021 - Jun 1, 2021 | -2.37% Jul 31, 2012 - Sep 13, 2012 |
| #10 | -9.12% Jan 23, 2018 - May 16, 2018 | -1.93% Feb 27, 2026 - May 1, 2026 |
| #11 | -9.08% Jul 31, 2024 - Oct 16, 2024 | -1.87% Feb 2, 2012 - Apr 17, 2012 |
| #12 | -8.72% Feb 10, 2026 - Apr 14, 2026 | -1.53% Nov 7, 2011 - Jan 17, 2012 |
| #13 | -7.21% Jan 22, 2014 - Feb 26, 2014 | -1.45% Oct 27, 2021 - Nov 8, 2021 |
| #14 | -6.49% Jul 25, 2017 - Sep 25, 2017 | -1.45% May 1, 2026 - Jul 27, 2026 |
| #15 | -5.12% Apr 15, 2015 - Jun 18, 2015 | -1.45% Sep 9, 2021 - Oct 25, 2021 |
Correlation
Correlation between SPSM and SCHP is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2010 - 2026)
SPSM vs SCHP dividend yield comparison.
| Year | SPSM | SCHP |
|---|---|---|
| 2026 | 0.64% | 2.94% |
| 2025 | 1.62% | 4.06% |
| 2024 | 1.85% | 2.99% |
| 2023 | 1.61% | 3.02% |
| 2022 | 1.38% | 7.19% |
| 2021 | 1.40% | 4.39% |
| 2020 | 1.34% | 1.11% |
| 2019 | 1.58% | 2.02% |
| 2018 | 1.82% | 2.26% |
| 2017 | 1.51% | 1.90% |
| 2016 | 1.49% | 1.38% |
| 2015 | 2.37% | 0.28% |
| 2014 | 1.70% | 1.30% |
| 2013 | 0.68% | 0.67% |
| 2012 | 0.00% | 1.59% |
| 2011 | 0.00% | 2.81% |
| 2010 | 0.00% | 0.39% |
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