ETF Versus

SCHA vs SPYG

Schwab U.S. Small-Cap ETF vs State Street SPDR Portfolio S&P 500 Growth ETF

Last updated: 2026-04-02

SCHA

Schwab U.S. Small-Cap ETF (SCHA) is an exchange-traded fund that provides exposure to small-cap U.S. equities with higher growth potential and volatility. Launched in 2009, the fund has a 17-year track record.

AUM: N/A ER: N/A Yield: N/A Since: 2009-11-03
SPYG

State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) is an exchange-traded fund that provides exposure to large-cap U.S. growth stocks with above-average earnings potential. Launched in 2000, the fund has a 26-year track record.

AUM: N/A ER: N/A Yield: N/A Since: 2000-10-02

Quick Verdict

SCHA has edged ahead over the past year (23.1% vs 21.5%).

Key Metrics

Metric SCHA SPYG
Expense Ratio N/A N/A
Dividend Yield N/A N/A
Fund Family N/A N/A
Category US Small Cap US Large Cap Growth

Performance Chart

Indexed to 100 at start (5-year comparison)

75 98 121 144 167 190 2021-04 2022-06 2023-09 2024-12 2026-04
SCHA +15.6%
SPYG +69.9%

Performance Comparison

Period SCHA SPYG Difference
1 Month -2.75% -3.43% +0.68%
3 Months +1.91% -7.07% +8.98%
6 Months +3.60% -5.81% +9.41%
YTD +1.91% -7.07% +8.98%
1 Year +23.11% +21.54% +1.57%
3 Years +40.06% +78.00% -37.94%
5 Years +15.59% +69.92% -54.33%

Fee Impact Over Time

Estimated fee cost difference assuming 8% annual returns

Investment Period SCHA Fees SPYG Fees You Save
$10,000 10 years $0 $0 $0
$10,000 20 years $0 $0 $0
$10,000 30 years $0 $0 $0
$50,000 10 years $0 $0 $0
$50,000 30 years $0 $0 $0
$100,000 30 years $0 $0 $0

Risk Metrics

Based on 5 years of daily returns

Metric SCHA SPYG
Annualized Volatility 22.0% 21.1%
Max Drawdown -31.6% -33.1%
Sharpe Ratio 0.04 0.40

Dividend Comparison

Metric SCHA SPYG
Annual Dividend (per share) $0.34 $0.56
Dividend Yield 1.16% 0.57%
Distribution Frequency Quarterly Quarterly

Related Comparisons

IJR vs SCHA IJR vs SPYG ITOT vs SCHA ITOT vs SPYG IVV vs SCHA IVV vs SPYG IWD vs SCHA IWD vs SPYG