SPSM vs SCHP

Comparison between SPDR(R) PORTFOLIO S&P 600 SMALL CAP ETF (SPSM, ETF) and SCHWAB U.S. TIPS ETF (SCHP, ETF).

5-Year PerformanceSPSM has outperformed SCHP, delivering a return of +6.3% compared to +1.3%

SPSM vs SCHP - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SPSM(ETF)	SCHP(ETF)
Net Assets	$15B	$16B
Expense Ratio	0.03%	0.03%
Max Drawdown	44.40%	22.23%
Sharpe Ratio	1.53	0.44
5Y Beta	1.02	0.03
P/E Ratio	42.11	N/A
Forward P/E	15.42	N/A
5Y Dividends CAGR	9.59%	22.53%
5Y EPS CAGR	13.86%	N/A
P/S Ratio	1.12	N/A
P/B Ratio	1.97	N/A

Net Assets

SPSM

$15B

Winner

SCHP

$16B

Expense Ratio

SPSM

0.03%

SCHP

0.03%

Max Drawdown

SPSM

44.40%

Winner

SCHP

22.23%

Sharpe Ratio

Winner

SPSM

1.53

SCHP

0.44

5Y Beta

SPSM

1.02

Winner

SCHP

0.03

P/E Ratio

SPSM

42.11

SCHP

N/A

Forward P/E

SPSM

15.42

SCHP

N/A

5Y Dividends CAGR

SPSM

9.59%

Winner

SCHP

22.53%

5Y EPS CAGR

SPSM

13.86%

SCHP

N/A

P/S Ratio

SPSM

1.12

SCHP

N/A

P/B Ratio

SPSM

1.97

SCHP

N/A

SPSM vs SCHP - Historical Returns

Returns include dividend reinvestment.

Period	SPSM	SCHP
1 month	+5.45%	+0.81%
3 months	+4.35%	+0.95%
6 months	+15.55%	+1.18%
1 year	+29.42%	+5.95%
5 years(CAGR)	+6.29%	+1.26%
10 years(CAGR)	+11.13%	+2.68%
Max(CAGR)	+9.73%	+2.84%

Winner

SPSM

+5.45%

SCHP

+0.81%

Winner

SPSM

+4.35%

SCHP

+0.95%

Winner

SPSM

+15.55%

SCHP

+1.18%

Winner

SPSM

+29.42%

SCHP

+5.95%

5Y(CAGR)

Winner

SPSM

+6.29%

SCHP

+1.26%

10Y(CAGR)

Winner

SPSM

+11.13%

SCHP

+2.68%

Max(CAGR)

Winner

SPSM

+9.73%

SCHP

+2.84%

SPSM vs SCHP - Annual Returns (2010 - 2026)

Returns include dividend reinvestment.

Year	SPSM	SCHP
2026	+13.31%	+1.86%
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 -1.18%. The current SCHP drawdown is -0.04%.

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% Sep 9, 2021 - Oct 25, 2021
#15	-5.12% Apr 15, 2015 - Jun 18, 2015	-1.43% Jun 1, 2012 - Jul 10, 2012

Correlation

Correlation between SPSM and SCHP is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.

0.91

-101

Dividend Comparison (2010 - 2026)

SPSM vs SCHP dividend yield comparison.

Year	SPSM	SCHP
2026	0.31%	0.46%
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%