Compare · 2 funds side by side · dividends reinvested

SCHM and SPYM

SCHMSchwab×SPYMSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,126SPYM · best of the two

02 / 04

SCHM and SPYM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.01%+13.4%+13.5%+24.3%+12.6%−8.9%12.8%$185B1.4

Schwab U.S. Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.25%+19.3%+22.2%+20.6%+7.6%−9.3%16.4%$14.9B1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: SCHM 2011 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

Schwab U.S. Mid-Cap ETF · $14.9B$14,420

SCHM

SPYM

State Street SPDR Portfolio S&P 500 ETF · $185B$18,126

$10,000 five years ago, dividends reinvested · they hold 2.0% in common

SCHMMeasureSPYM

+19.3%Year to dateJan 1 → Nov 4+13.4%

+22.2%1 yearTotal return+13.5%

+20.6%3 years · per year$10,000 became $17,546 · $19,186+24.3%

+7.6%5 years · per year$10,000 became $14,420 · $18,126+12.6%

0.03%Expense ratio$3 · $2 a year on $10k · lower is better0.02%

1.25%Trailing 12-mo yield$125 · $101 a year on $10k1.01%

−9.3%Worst dropSmaller is better−8.9%

16.4%VolatilityLower is calmer12.8%

SCHMSPYM Winner of the row, in its colourEach row: the bigger of the two fills its side

3–5SPYM wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SCHM vs SPYM: Top 5 Holdings

Today

SCHM

2.6%in top 5

SPYM

in top 527.3%

SCHMStockSPYM

not top 5NVDA7.7%

not top 5AAPL7.4%

not top 5MSFT5.9%

not top 5AMZN3.8%

not top 5GOOGL2.5%

0.6%OKTAnot top 5

0.5%UTHRnot top 5

0.5%GHnot top 5

0.5%ENTGnot top 5

0.5%OMCnot top 5

Held in common2.0%

End-of-day Nov 4, 2026 · share of each fund

SCHM vs SPYM Returns, Every Period

SchwabSCHM

+7.6%

5 years, per year

SPYMSPDR

+12.6%

5 years, per year

SCHMSPYMFaded: behind in that period

2–2Level

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Stocks vs Core: SCHM vs SPYM

YTD

SchwabSCHM

+19.3%

SPYMSPDR

+13.4%

+19.3%Year to date+13.4%

−9.3%Worst drop · 1Y−8.9%

16.4%Volatility · 1Y12.8%

1.3%Yield1.0%

$14.9BAssets$185B

2–2level

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SCHM, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

SCHM0.03%$3

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: SCHM, SPYM

1.25%highest, SCHM

FundTrailing yieldYield$10k

SCHM1.25%$125

SPYM1.01%$101

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$122most kept, SCHM

SCHM$125 − $3 = $122

SPYM$101 − $2 = $99

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: SCHM, SPYM

Today

2.0%most shared, SCHM and SPYM

SCHMSPYM

SCHM—2.0%

SPYM2.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+22.2%SCHM, at 16.4% volatility

SPYMWorst drop−8.9%12.8% vol

SCHMWorst drop−9.3%16.4% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

SCHMSPYM

+19.3%Year to date+13.4%

1.3%Yield1.0%

+22.2%Past year+13.5%

0.03%Fee0.02%

3–1SCHM wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026