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SLYV vs SCHA

State Street SPDR S&P 600 Small Cap Value ETF vs Schwab U.S. Small-Cap ETF

SLYV

State Street SPDR S&P 600 Small Cap Value ETF

State Street Investment Management

Annual cost

0.15%

Fund size

$4.6B

SCHA

Schwab U.S. Small-Cap ETF

Schwab ETFs

Annual cost

0.04%

Fund size

$22.1B

Key differences

  • SCHA costs 0.11% less per year.
  • SCHA is significantly larger than SLYV — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, SCHA has delivered higher annualized returns.
  • SLYV has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

SLYVSCHA
Annual cost (TER)0.15%0.04%
Fund size (AUM)$4.6B$22.1B
Since20002009
Dividend yield1.84%1.05%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+38.7%+41.0%
CAGR 3Y+14.8%+19.2%
CAGR 5Y+5.8%+7.2%
Sharpe 3Y0.590.79
Volatility 1Y18.43%18.08%
Max drawdown-47.73%-42.41%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

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