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Screener

SCHK vs SSPY

Schwab 1000 ETF vs Stratified LargeCap Index ETF

SCHK

Schwab 1000 ETF

Annual cost

0.03%

Fund size

$5.7B

SSPY

Stratified LargeCap Index ETF

Annual cost

0.45%

Fund size

$125M

Key differences

Both SCHK and SSPY are equity ETFs. SCHK charges 0.03% a year and SSPY 0.45%. The main difference: SCHK costs 0.42% less per year.

  • SCHK costs 0.42% less per year.
  • SCHK is much larger than SSPY. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, SCHK has delivered higher annualized returns.

Side-by-side comparison

SCHKSSPY
Annual cost (TER)0.03%0.45%
Fund size (AUM)$5.7B$125M
Since20172019
Dividend yield1.00%1.26%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+24.7%+21.3%
CAGR 3Y+21.8%+14.9%
CAGR 5Y+12.8%+9.2%
Sharpe 3Y1.140.84
Volatility 1Y12.65%10.78%
Max drawdown-34.80%-36.67%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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