ETF Versus

SCHV vs SPTM

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

Last updated: 2026-04-02

SCHV

Schwab U.S. Large-Cap Value ETF (SCHV) is an exchange-traded fund that provides exposure to large-cap U.S. value stocks trading at below-market valuations. Launched in 2009, the fund has a 17-year track record.

AUM: N/A ER: N/A Yield: N/A Since: 2009-12-15
SPTM

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

SPTM has edged ahead over the past year (15.9% vs 14.5%).

Key Metrics

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

Performance Chart

Indexed to 100 at start (5-year comparison)

85 102 119 136 153 170 2021-04 2022-06 2023-09 2024-12 2026-04
SCHV +38.4%
SPTM +58.0%

Performance Comparison

Period SCHV SPTM Difference
1 Month -3.53% -3.76% +0.23%
3 Months +2.41% -3.66% +6.07%
6 Months +4.76% -2.04% +6.80%
YTD +2.41% -3.66% +6.07%
1 Year +14.51% +15.90% -1.39%
3 Years +39.35% +57.40% -18.05%
5 Years +38.43% +57.96% -19.53%

Fee Impact Over Time

Estimated fee cost difference assuming 8% annual returns

Investment Period SCHV 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 SCHV SPTM
Annualized Volatility 14.6% 16.9%
Max Drawdown -21.1% -25.0%
Sharpe Ratio 0.21 0.36

Dividend Comparison

Metric SCHV SPTM
Annual Dividend (per share) $0.60 $0.95
Dividend Yield 1.96% 1.19%
Distribution Frequency Quarterly Quarterly

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