SPSM vs SCHV
Comparison between SPDR(R) PORTFOLIO S&P 600 SMALL CAP ETF (SPSM, ETF) and SCHWAB U.S. LARGE-CAP VALUE ETF (SCHV, ETF).
5-Year PerformanceSCHV has outperformed SPSM, delivering a return of +10.0% compared to +6.3%
SPSM vs SCHV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
SPSM
$15B
SCHV
$15B
Expense Ratio
Winner
SPSM
0.03%
SCHV
0.04%
Max Drawdown
SPSM
44.40%
Winner
SCHV
37.08%
Sharpe Ratio
SPSM
1.53
Winner
SCHV
1.98
5Y Beta
SPSM
1.02
Winner
SCHV
0.70
P/E Ratio
SPSM
42.11
Winner
SCHV
23.29
Forward P/E
Winner
SPSM
15.42
SCHV
17.35
PEG Ratio
SPSM
N/A
SCHV
0.38
5Y Dividends CAGR
Winner
SPSM
9.59%
SCHV
1.19%
5Y EPS CAGR
Winner
SPSM
13.86%
SCHV
12.82%
Debt to Equity
SPSM
N/A
SCHV
17.42%
P/S Ratio
Winner
SPSM
1.12
SCHV
2.32
P/B Ratio
Winner
SPSM
1.97
SCHV
3.40
SPSM vs SCHV - Holdings Comparison
SPSM and SCHV have 9 common holdings. Overlap is 0.18%
SPSM's top 25 holdings weight is 12.66%. SCHV's top 25 holdings weight is 34.37%.
| Rank | SPSM | SCHV |
|---|---|---|
| #1 | VIAVI SOLUTIONS INC (VIAV) - 0.74% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 2.85% |
| #2 | SANMINA CORP (SANM) - 0.71% | JPMORGAN CHASE & CO (JPM) - 2.79% |
| #3 | FORMFACTOR INC (FORM) - 0.66% | MICRON TECHNOLOGY INC (MU) - 2.41% |
| #4 | PRIMORIS SERVICES CORP (PRIM) - 0.65% | EXXON MOBIL CORP (XOM) - 2.16% |
| #5 | SEMTECH CORP (SMTC) - 0.62% | WALMART INC (WMT) - 1.92% |
| #6 | ARGAN INC (AGX) - 0.59% | JOHNSON & JOHNSON (JNJ) - 1.82% |
| #7 | ELEMENT SOLUTIONS INC (ESI) - 0.59% | INTEL CORP (INTC) - 1.70% |
| #8 | MOLINA HEALTHCARE INC (MOH) - 0.58% | CATERPILLAR INC (CAT) - 1.41% |
| #9 | VIASAT INC (VSAT) - 0.53% | CISCO SYSTEMS INC (CSCO) - 1.25% |
| #10 | MATCH GROUP INC ORDINARY SHARES NEW (MTCH) - 0.52% | ABBVIE INC (ABBV) - 1.22% |
| #11 | EASTMAN CHEMICAL CO (EMN) - 0.52% | CHEVRON CORP (CVX) - 1.21% |
| #12 | ESCO TECHNOLOGIES INC (ESE) - 0.52% | BANK OF AMERICA CORP (BAC) - 1.18% |
| #13 | LUMEN TECHNOLOGIES INC ORDINARY SHARES (LUMN) - 0.51% | LAM RESEARCH CORP (LRCX) - 1.15% |
| #14 | EVERUS CONSTRUCTION GROUP INC (ECG) - 0.51% | PROCTER & GAMBLE CO (PG) - 1.13% |
| #15 | POWELL INDUSTRIES INC (POWL) - 0.49% | APPLIED MATERIALS INC (AMAT) - 1.09% |
| #16 | QORVO INC (QRVO) - 0.48% | THE HOME DEPOT INC (HD) - 1.05% |
| #17 | CELANESE CORP CLASS A (CE) - 0.45% | ORACLE CORP (ORCL) - 1.05% |
| #18 | JACKSON FINANCIAL INC (JXN) - 0.45% | COCA-COLA CO (KO) - 1.02% |
| #19 | GLAUKOS CORP (GKOS) - 0.45% | MERCK & CO INC (MRK) - 0.94% |
| #20 | STONEX GROUP INC (SNEX) - 0.45% | THE GOLDMAN SACHS GROUP INC (GS) - 0.92% |
| #21 | FIRST BANCORP (FBP) - 0.36% | PHILIP MORRIS INTERNATIONAL INC (PM) - 0.88% |
| #22 | ATLANTIC UNION BANKSHARES CORP (AUB) - 0.32% | TEXAS INSTRUMENTS INC (TXN) - 0.85% |
| #23 | LIBERTY ENERGY INC CLASS A (LBRT) - 0.32% | WELLS FARGO & CO (WFC) - 0.83% |
| #24 | RITHM CAPITAL CORP (RITM) - 0.32% | RTX CORP (RTX) - 0.78% |
| #25 | PIPER SANDLER COS (PIPR) - 0.32% | MORGAN STANLEY (MS) - 0.76% |
| Total Holdings | 559 | 559 |
SPSM vs SCHV - Historical Returns
Returns include dividend reinvestment.
1M
Winner
SPSM
+5.45%
SCHV
+4.38%
3M
Winner
SPSM
+4.35%
SCHV
+2.55%
6M
Winner
SPSM
+15.55%
SCHV
+13.41%
1Y
Winner
SPSM
+29.42%
SCHV
+25.39%
5Y(CAGR)
SPSM
+6.29%
Winner
SCHV
+10.05%
10Y(CAGR)
SPSM
+11.13%
Winner
SCHV
+11.32%
Max(CAGR)
SPSM
+9.73%
Winner
SCHV
+11.48%
SPSM vs SCHV - Annual Returns (2009 - 2026)
Returns include dividend reinvestment.
| Year | SPSM | SCHV |
|---|---|---|
| 2026 | +13.31% | +10.44% |
| 2025 | +6.16% | +16.38% |
| 2024 | +9.09% | +13.78% |
| 2023 | +16.28% | +9.05% |
| 2022 | -17.04% | -7.86% |
| 2021 | +28.01% | +27.33% |
| 2020 | +11.63% | +2.13% |
| 2019 | +25.19% | +25.73% |
| 2018 | -12.00% | -7.73% |
| 2017 | +14.85% | +15.74% |
| 2016 | +24.71% | +18.03% |
| 2015 | -2.60% | -1.24% |
| 2014 | +6.28% | +12.00% |
| 2013 | +15.61% | +27.74% |
| 2012 | N/A | +13.58% |
| 2011 | N/A | +2.37% |
| 2010 | N/A | +13.12% |
| 2009 | N/A | -0.36% |
SPSM vs SCHV Drawdown Comparison
The maximum drawdown for SPSM was -42.88%, occurring on Mar 23, 2020. Recovery took 212 trading sessions.
The maximum drawdown for SCHV was -37.08%, occurring on Mar 23, 2020. Recovery took 223 trading sessions.
The current SPSM drawdown is -1.18%.
| Rank | SPSM | SCHV |
|---|---|---|
| #1 | -42.88% Jan 16, 2020 - Nov 17, 2020 | -37.08% Jan 17, 2020 - Dec 4, 2020 |
| #2 | -27.95% Nov 25, 2024 - Dec 11, 2025 | -19.77% Jan 4, 2022 - Jan 29, 2024 |
| #3 | -26.41% Aug 31, 2018 - Jan 16, 2020 | -18.42% Apr 29, 2011 - Feb 16, 2012 |
| #4 | -26.41% Nov 8, 2021 - Jul 16, 2024 | -17.71% Sep 21, 2018 - Apr 16, 2019 |
| #5 | -25.40% Jun 23, 2015 - Nov 11, 2016 | -15.26% Nov 29, 2024 - Jun 30, 2025 |
| #6 | -12.78% Jul 1, 2014 - Dec 23, 2014 | -14.49% Apr 23, 2010 - Nov 4, 2010 |
| #7 | -10.08% Mar 4, 2014 - Jul 1, 2014 | -13.00% May 21, 2015 - Apr 13, 2016 |
| #8 | -9.88% Jun 8, 2021 - Nov 1, 2021 | -10.60% Jan 26, 2018 - Sep 20, 2018 |
| #9 | -9.27% Mar 12, 2021 - Jun 1, 2021 | -9.13% Apr 2, 2012 - Aug 6, 2012 |
| #10 | -9.12% Jan 23, 2018 - May 16, 2018 | -7.62% Jan 19, 2010 - Mar 11, 2010 |
| #11 | -9.08% Jul 31, 2024 - Oct 16, 2024 | -7.34% Sep 19, 2014 - Nov 5, 2014 |
| #12 | -8.72% Feb 10, 2026 - Apr 14, 2026 | -7.16% Oct 18, 2012 - Jan 2, 2013 |
| #13 | -7.21% Jan 22, 2014 - Feb 26, 2014 | -6.83% Feb 26, 2026 - Apr 23, 2026 |
| #14 | -6.49% Jul 25, 2017 - Sep 25, 2017 | -6.58% Apr 30, 2019 - Jun 20, 2019 |
| #15 | -5.12% Apr 15, 2015 - Jun 18, 2015 | -6.54% Jul 26, 2019 - Sep 12, 2019 |
Correlation
Correlation between SPSM and SCHV is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2009 - 2026)
SPSM vs SCHV dividend yield comparison.
| Year | SPSM | SCHV |
|---|---|---|
| 2026 | 0.31% | 0.43% |
| 2025 | 1.62% | 2.02% |
| 2024 | 1.85% | 2.25% |
| 2023 | 1.61% | 2.42% |
| 2022 | 1.38% | 2.37% |
| 2021 | 1.40% | 1.93% |
| 2020 | 1.34% | 3.03% |
| 2019 | 1.58% | 3.02% |
| 2018 | 1.82% | 3.05% |
| 2017 | 1.51% | 2.37% |
| 2016 | 1.49% | 2.65% |
| 2015 | 2.37% | 2.69% |
| 2014 | 1.70% | 2.38% |
| 2013 | 0.68% | 2.18% |
| 2012 | 0.00% | 2.92% |
| 2011 | 0.00% | 2.61% |
| 2010 | 0.00% | 2.30% |
| 2009 | 0.00% | 0.16% |
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