Compare · 2 funds side by side · dividends reinvested

SPTM and SCHB

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,437SPTM · best of the two

02 / 04

SPTM and SCHB, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Portfolio S&P 1500 Composite Stock Market ETFUS Stock Styles · Large cap0.03%1.07%+11.8%+12.3%+23.6%+11.8%−8.7%12.7%$14.0B1.1

Schwab U.S. Broad Market ETFUS Stock Styles · Large cap0.03%1.06%+11.6%+11.7%+23.8%+11.1%−8.9%13.1%$44.0B1.8

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

End-of-day Nov 3, 2026 · returns include dividends · since: SPTM 2000 · SCHB 2009

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF · $14.0B$17,437

SPTM

SCHB

Schwab U.S. Broad Market ETF · $44.0B$16,894

$10,000 five years ago, dividends reinvested · they hold 95.2% in common

SPTMMeasureSCHB

+11.8%Year to dateJan 1 → Nov 3+11.6%

+12.3%1 yearTotal return+11.7%

+23.6%3 years · per year$10,000 became $18,889 · $18,993+23.8%

+11.8%5 years · per year$10,000 became $17,437 · $16,894+11.1%

0.03%Expense ratio$3 · $3 a year on $10k · lower is better0.03%

1.07%Trailing 12-mo yield$107 · $106 a year on $10k1.06%

−8.7%Worst dropSmaller is better−8.9%

12.7%VolatilityLower is calmer13.1%

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

6–1SPTM wins

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

More Ways to See the Pairs

SPTM vs SCHB: Top 5 Holdings

Today

SPTM

25.4%in top 5

SCHB

in top 524.2%

SPTMStockSCHB

7.2%NVDA6.7%

7.1%AAPL6.8%

5.5%MSFT5.2%

3.3%AMZN3.3%

2.3%GOOGL2.2%

Held in common95.2%

End-of-day Nov 3, 2026 · share of each fund

SPTM vs SCHB Returns, Every Period

SPDRSPTM

+11.8%

5 years, per year

SCHBSchwab

+11.1%

5 years, per year

SPTMSCHBFaded: behind in that period

3–1SPTM wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

SPTM vs SCHB

YTD

SPDRSPTM

+11.8%

SCHBSchwab

+11.6%

+11.8%Year to date+11.6%

−8.7%Worst drop · 1Y−8.9%

12.7%Volatility · 1Y13.1%

1.1%Yield1.1%

$14.0BAssets$44.0B

3–0SPTM wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SPTM, SCHB

Today

0.03%lowest, SPTM

FundExpense ratioFee$10k

SPTM0.03%$3

SCHB0.03%$3

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: SPTM, SCHB

1.07%highest, SPTM

FundTrailing yieldYield$10k

SPTM1.07%$107

SCHB1.06%$106

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$104most kept, SPTM

SPTM$107 − $3 = $104

SCHB$106 − $3 = $103

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: SPTM, SCHB

Today

95.2%most shared, SPTM and SCHB

SPTMSCHB

SPTM—95.2%

SCHB95.2%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+12.3%SPTM, at 12.7% volatility

SPTMWorst drop−8.7%12.7% vol

SCHBWorst drop−8.9%13.1% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

SPTMSCHB

+11.8%Year to date+11.6%

1.1%Yield1.1%

+12.3%Past year+11.7%

0.03%Fee0.03%

2–0SPTM wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

VTI vs ITOT

YTD

VanguardVTI

+11.7%

ITOTiShares

+11.6%

+11.7%Year to date+11.6%

1.1%Yield1.0%

$689BAssets$95.4B

2–0VTI wins

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026