ETF Versus

SCHA vs SPYV

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

Last updated: 2026-04-02

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

State Street SPDR Portfolio S&P 500 Value ETF (SPYV) is an exchange-traded fund that provides exposure to large-cap U.S. value stocks trading at below-market valuations. 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

Over the past year, SCHA has significantly outperformed with a 23.1% return vs 10.5%.

Key Metrics

Metric SCHA SPYV
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 Value

Performance Chart

Indexed to 100 at start (5-year comparison)

75 91 107 123 139 155 2021-04 2022-06 2023-09 2024-12 2026-04
SCHA +15.6%
SPYV +47.1%

Performance Comparison

Period SCHA SPYV Difference
1 Month -2.75% -3.87% +1.12%
3 Months +1.91% -0.54% +2.45%
6 Months +3.60% +1.51% +2.09%
YTD +1.91% -0.54% +2.45%
1 Year +23.11% +10.47% +12.64%
3 Years +40.06% +39.05% +1.01%
5 Years +15.59% +47.10% -31.51%

Fee Impact Over Time

Estimated fee cost difference assuming 8% annual returns

Investment Period SCHA Fees SPYV 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 SPYV
Annualized Volatility 22.0% 14.4%
Max Drawdown -31.6% -19.1%
Sharpe Ratio 0.04 0.30

Dividend Comparison

Metric SCHA SPYV
Annual Dividend (per share) $0.34 $1.03
Dividend Yield 1.16% 1.82%
Distribution Frequency Quarterly Quarterly

Which One Should You Choose?

Choose SCHA if...

recent performance momentum matters to your strategy. Note that past performance doesn't guarantee future results.

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