Screener
SSPY vs SCHK
Stratified LargeCap Index ETF vs Schwab 1000 ETF
Key differences
Both SSPY and SCHK are equity ETFs. SSPY charges 0.45% a year and SCHK 0.03%. 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
| SSPY | SCHK | |
|---|---|---|
| Annual cost (TER) | 0.45% | 0.03% |
| Fund size (AUM) | $125M | $5.7B |
| Since | 2019 | 2017 |
| Dividend yield | 1.26% | 1.00% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +21.3% | +24.7% |
| CAGR 3Y | +14.9% | +21.8% |
| CAGR 5Y | +9.2% | +12.8% |
| Sharpe 3Y | 0.84 | 1.14 |
| Volatility 1Y | 10.78% | 12.65% |
| Max drawdown | -36.67% | -34.80% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.