SPTM vs SCHR

Comparison between SPDR(R) PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF (SPTM, ETF) and SCHWAB INTERMEDIATE-TERM U.S. TREASURY ETF (SCHR, ETF).

5-Year PerformanceSPTM has outperformed SCHR, delivering a return of +13.8% compared to +0.2%

SPTM vs SCHR - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SPTM(ETF)	SCHR(ETF)
Net Assets	$13B	$13B
Expense Ratio	0.03%	0.03%
Max Drawdown	55.96%	20.13%
Sharpe Ratio	2.00	0.07
5Y Beta	0.97	-0.01
P/E Ratio	27.09	N/A
Forward P/E	20.25	N/A
5Y Dividends CAGR	5.87%	21.51%
5Y EPS CAGR	23.68%	N/A
P/S Ratio	3.17	N/A
P/B Ratio	4.74	N/A

Net Assets

SPTM

$13B

SCHR

$13B

Expense Ratio

SPTM

0.03%

SCHR

0.03%

Max Drawdown

SPTM

55.96%

Winner

SCHR

20.13%

Sharpe Ratio

Winner

SPTM

2.00

SCHR

0.07

5Y Beta

SPTM

0.97

Winner

SCHR

-0.01

P/E Ratio

SPTM

27.09

SCHR

N/A

Forward P/E

SPTM

20.25

SCHR

N/A

5Y Dividends CAGR

SPTM

5.87%

Winner

SCHR

21.51%

5Y EPS CAGR

SPTM

23.68%

SCHR

N/A

P/S Ratio

SPTM

3.17

SCHR

N/A

P/B Ratio

SPTM

4.74

SCHR

N/A

SPTM vs SCHR - Historical Returns

Returns include dividend reinvestment.

Period	SPTM	SCHR
1 month	+7.18%	-0.65%
3 months	+8.25%	-1.18%
6 months	+8.94%	-0.19%
1 year	+27.75%	+4.11%
5 years(CAGR)	+13.83%	+0.18%
10 years(CAGR)	+15.25%	+1.25%
Max(CAGR)	+8.81%	+1.92%

Winner

SPTM

+7.18%

SCHR

-0.65%

Winner

SPTM

+8.25%

SCHR

-1.18%

Winner

SPTM

+8.94%

SCHR

-0.19%

Winner

SPTM

+27.75%

SCHR

+4.11%

5Y(CAGR)

Winner

SPTM

+13.83%

SCHR

+0.18%

10Y(CAGR)

Winner

SPTM

+15.25%

SCHR

+1.25%

Max(CAGR)

Winner

SPTM

+8.81%

SCHR

+1.92%

SPTM vs SCHR - Annual Returns (2000 - 2026)

Returns include dividend reinvestment.

Year	SPTM	SCHR
2026	+8.48%	-0.36%
2025	+17.16%	+7.37%
2024	+24.55%	+1.68%
2023	+26.02%	+3.85%
2022	-18.20%	-10.09%
2021	+30.31%	-2.67%
2020	+17.02%	+7.50%
2019	+31.34%	+6.13%
2018	-5.72%	+1.46%
2017	+20.28%	+1.52%
2016	+14.77%	+0.84%
2015	+1.05%	+1.40%
2014	+14.39%	+4.28%
2013	+30.04%	-2.60%
2012	+14.09%	+2.67%
2011	-0.13%	+10.32%
2010	+15.00%	-0.88%
2009	+24.27%	N/A
2008	-35.95%	N/A
2007	+5.42%	N/A
2006	+13.22%	N/A
2005	+8.08%	N/A
2004	+10.82%	N/A
2003	+22.72%	N/A
2002	-21.86%	N/A
2001	-7.31%	N/A
2000	-2.67%	N/A

SPTM vs SCHR Drawdown Comparison

The maximum drawdown for SPTM was -54.81%, occurring on Mar 9, 2009. Recovery took 1115 trading sessions.

The maximum drawdown for SCHR was -16.11%, occurring on Oct 20, 2022. This drawdown has not yet recovered.

The current SPTM drawdown is -0.18%. The current SCHR drawdown is -2.34%.

Rank	SPTM	SCHR
#1	-54.81% Oct 9, 2007 - Mar 13, 2012	-16.11% Aug 4, 2020 - Oct 20, 2022
#2	-40.96% Nov 7, 2000 - Nov 23, 2005	-5.79% Nov 4, 2010 - Jun 24, 2011
#3	-34.65% Feb 19, 2020 - Aug 17, 2020	-5.38% Jul 5, 2016 - Mar 22, 2019
#4	-24.15% Jan 4, 2022 - Dec 13, 2023	-5.23% May 1, 2013 - Oct 13, 2014
#5	-20.19% Sep 20, 2018 - Apr 12, 2019	-2.68% Feb 2, 2015 - Aug 24, 2015
#6	-18.87% Feb 19, 2025 - Jun 26, 2025	-2.56% Jan 31, 2012 - May 4, 2012
#7	-14.80% Jun 22, 2015 - Jun 8, 2016	-2.48% Sep 22, 2011 - Dec 16, 2011
#8	-10.29% Apr 2, 2012 - Aug 17, 2012	-2.26% Sep 4, 2019 - Jan 27, 2020
#9	-9.79% Jan 26, 2018 - Jul 25, 2018	-2.21% Mar 9, 2020 - Mar 23, 2020
#10	-9.46% Jul 19, 2007 - Oct 5, 2007	-2.14% Oct 14, 2015 - Jan 20, 2016
#11	-9.44% Sep 2, 2020 - Nov 9, 2020	-1.89% Jun 24, 2011 - Jul 13, 2011
#12	-8.69% Feb 9, 2026 - Apr 14, 2026	-1.73% Feb 11, 2016 - Apr 7, 2016
#13	-8.36% Jul 16, 2024 - Sep 19, 2024	-1.56% Jul 24, 2012 - Dec 5, 2012
#14	-8.35% May 8, 2006 - Sep 26, 2006	-1.44% Dec 6, 2012 - Apr 4, 2013
#15	-7.50% Sep 19, 2014 - Oct 31, 2014	-1.43% Aug 31, 2010 - Sep 22, 2010

Correlation

Correlation between SPTM and SCHR is 0.77 which considered as a strong positive correlation - the stocks tend to move together.

0.77

-101

Dividend Comparison (2000 - 2026)

SPTM vs SCHR dividend yield comparison.

Year	SPTM	SCHR
2026	0.26%	1.31%
2025	1.13%	3.85%
2024	1.28%	3.77%
2023	1.44%	3.16%
2022	1.69%	2.02%
2021	1.25%	1.00%
2020	1.56%	1.62%
2019	1.72%	2.31%
2018	1.90%	2.11%
2017	1.66%	1.65%
2016	1.91%	1.46%
2015	1.92%	1.56%
2014	2.08%	1.44%
2013	1.63%	1.07%
2012	1.95%	1.07%
2011	1.82%	1.53%
2010	1.19%	0.57%
2009	1.68%	0.00%
2008	2.79%	0.00%
2007	1.60%	0.00%
2006	1.51%	0.00%
2005	1.62%	0.00%
2004	1.80%	0.00%
2003	1.42%	0.00%
2002	1.48%	0.00%
2001	1.33%	0.00%
2000	0.24%	0.00%