ETF Versus

SCHG vs SPTM

Schwab U.S. Large-Cap Growth ETF vs State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF

Last updated: 2026-04-02

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

State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) is an exchange-traded fund that provides exposure to the total U.S. stock market across all capitalizations. Launched in 2000, the fund has a 26-year track record.

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

Quick Verdict

Both funds have delivered similar 1-year returns (15.5% vs 15.9%), tracking closely.

Key Metrics

Metric SCHG SPTM
Expense Ratio N/A N/A
Dividend Yield N/A N/A
Fund Family N/A N/A
Category US Large Cap Growth US Total Market

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%
SPTM +58.0%

Performance Comparison

Period SCHG SPTM Difference
1 Month -4.01% -3.76% -0.25%
3 Months -9.51% -3.66% -5.85%
6 Months -9.06% -2.04% -7.02%
YTD -9.51% -3.66% -5.85%
1 Year +15.51% +15.90% -0.39%
3 Years +80.24% +57.40% +22.84%
5 Years +74.98% +57.96% +17.02%

Fee Impact Over Time

Estimated fee cost difference assuming 8% annual returns

Investment Period SCHG Fees SPTM 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 SPTM
Annualized Volatility 22.3% 16.9%
Max Drawdown -35.0% -25.0%
Sharpe Ratio 0.41 0.36

Dividend Comparison

Metric SCHG SPTM
Annual Dividend (per share) $0.13 $0.95
Dividend Yield 0.43% 1.19%
Distribution Frequency Quarterly Quarterly

Related Comparisons