ETF Versus

SCHG vs SPSM

Schwab U.S. Large-Cap Growth ETF vs State Street SPDR Portfolio S&P 600 Small Cap ETF

Last updated: 2026-04-02

SCHG

Schwab U.S. Large-Cap Growth ETF (SCHG) is an exchange-traded fund that provides exposure to large-cap U.S. growth stocks with above-average earnings potential. Launched in 2010, the fund has a 16-year track record.

AUM: N/A ER: N/A Yield: N/A Since: 2010-01-04
SPSM

State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) is an exchange-traded fund that provides exposure to small-cap U.S. equities with higher growth potential and volatility. Launched in 2013, the fund has a 13-year track record.

AUM: N/A ER: N/A Yield: N/A Since: 2013-07-09

Quick Verdict

SPSM has edged ahead over the past year (17.2% vs 15.5%).

Key Metrics

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

Performance Chart

Indexed to 100 at start (5-year comparison)

80 104 128 152 176 200 2021-04 2022-06 2023-09 2024-12 2026-04
SCHG +75.0%
SPSM +13.0%

Performance Comparison

Period SCHG SPSM Difference
1 Month -4.01% -3.42% -0.59%
3 Months -9.51% +2.83% -12.34%
6 Months -9.06% +4.15% -13.21%
YTD -9.51% +2.83% -12.34%
1 Year +15.51% +17.20% -1.69%
3 Years +80.24% +28.78% +51.46%
5 Years +74.98% +12.96% +62.02%

Fee Impact Over Time

Estimated fee cost difference assuming 8% annual returns

Investment Period SCHG Fees SPSM 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 SCHG SPSM
Annualized Volatility 22.3% 21.5%
Max Drawdown -35.0% -28.7%
Sharpe Ratio 0.41 0.01

Dividend Comparison

Metric SCHG SPSM
Annual Dividend (per share) $0.13 $0.77
Dividend Yield 0.43% 1.58%
Distribution Frequency Quarterly Quarterly

Related Comparisons

IJR vs SCHG IJR vs SPSM ITOT vs SCHG ITOT vs SPSM IVV vs SCHG IVV vs SPSM IWD vs SCHG IWD vs SPSM