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SSPY vs SCHA
Stratified LargeCap Index ETF vs Schwab U.S. Small-Cap ETF
Key differences
- SCHA costs 0.41% less per year.
- SCHA is significantly larger than SSPY — larger funds tend to be more liquid and less likely to close.
- Over the last 3 years, SCHA has delivered higher annualized returns.
- SCHA has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| SSPY | SCHA | |
|---|---|---|
| Annual cost (TER) | 0.45% | 0.04% |
| Fund size (AUM) | $122M | $22.1B |
| Since | 2019 | 2009 |
| Dividend yield | 1.29% | 1.05% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +21.2% | +41.0% |
| CAGR 3Y | +15.1% | +19.2% |
| CAGR 5Y | +9.1% | +7.2% |
| Sharpe 3Y | 0.85 | 0.79 |
| Volatility 1Y | 10.79% | 18.08% |
| Max drawdown | -36.67% | -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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