SCHXvsSPYMETF Comparison
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Schwab U.S. Large-Cap ETF (SCHX) and State Street SPDR Portfolio S&P 500 ETF (SPYM) belong to the same industry segment: US Large Cap. Both ETFs have the same top 3 sector exposures: Technology, Finance and Healthcare. SCHX is more expensive with a Total Expense Ratio (TER) of 0.03%, versus 0.02% for SPYM. SCHX is up 12.01% year-to-date (YTD) with +$2.98B in YTD flows. SPYM performs better with 12.37% YTD performance, and +$69.37B in YTD flows. Run a side-by-side ETF comparison of SCHX and SPYM below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
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SCHX vs SPYM performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 10/23/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | SCHX SPYM | -1.12%-1.01% | +3.03%+3.18% | +12.01%+12.37% | +13.72%+14.43% | +87.34%+87.78% | +73.73%+79.04% |
| Flows | SCHX SPYM | +$85M+$9.69B | +$666M+$18.33B | +$2.98B+$69.37B | +$3.90B+$71.20B | +$12.64B+$123.85B | +$14.42B+$131.33B |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | SCHX SPYM | +11.13%+10.99% | +12.91%+12.75% | +15.28%+14.95% | +17.38%+16.99% |
| Max drawdown | SCHX SPYM | -3.18%-3.03% | -9.01%-8.89% | -19.16%-18.74% | -25.39%-24.50% |
| Max drawdown duration | SCHX SPYM | 53d53d | 92d76d | 126d126d | 715d708d |
Trading data
SCHX | SPYM | |
Last sale 10/23/2026 at 1:30 PM | $29.88 | |
| Previous close 10/22/2026 | $30.03 | |
| Consolidated volume 10/22/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Replication quality
Data as of September 30, 2026
1-year trailing difference
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SCHX | SPYM | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
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Main metrics
Last update 10/23/2026 at 1:30 PM
Live
Closed
SCHX | SPYM | |
|---|---|---|
| Last price | $29.88 | – |
| 1D performance | -0.50% | – |
| AuM | $73.54 B | $181.67 B |
| E/R | 0.03% | 0.02% |
Characteristics
SCHX | SPYM | |
|---|---|---|
| Management strategy | Passive | Passive |
| Provider | Schwab ETFs | State Street Investment Management |
| Benchmark | Dow Jones U.S. Large-Cap Total Stock Market Index | S&P 500 Index |
| N° of holdings | 691 | 498 |
| Asset class | Equities | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | November 3, 2009 | November 8, 2005 |
| ESG | No | No |
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Exposure
Countries
SCHX
USA
97.69%
Other
2.31%
SPYM
USA
96.46%
Other
3.54%
Sectors
SCHX
Technology
44.45%
Finance
14%
Healthcare
9.34%
Consumer Non-Cycl.
9.05%
Industrials
7.42%
Other
15.75%
SPYM
Technology
45.26%
Finance
13.63%
Healthcare
9.09%
Consumer Non-Cycl.
8.88%
Industrials
7.47%
Other
15.66%
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Diversification
SCHX
Total weight of top 15 holdings out of 15
43.5%
SPYM
Total weight of top 15 holdings out of 15
44.14%
Top 15 holdings
Data as of August 31, 2026
SCHX
NVIDIA Corp.
7.81%
Apple, Inc.
6.89%
Microsoft Corp.
5.52%
Amazon.com, Inc.
3.86%
Alphabet, Inc.
3.07%
Broadcom Inc.
2.56%
Alphabet, Inc.
2.44%
Meta Platforms, Inc.
1.87%
Micron Technology, Inc.
1.56%
Tesla, Inc.
1.49%
Eli Lilly & Co.
1.46%
JPMorgan Chase & Co.
1.44%
Berkshire Hathaway, Inc.
1.37%
Advanced Micro Devices, Inc.
1.17%
ExxonMobil Holdings Corp.
1.01%
SPYM
NVIDIA Corp.
8.08%
Apple, Inc.
7.03%
Microsoft Corp.
5.69%
Amazon.com, Inc.
3.84%
Alphabet, Inc.
3.01%
Broadcom Inc.
2.65%
Alphabet, Inc.
2.40%
Meta Platforms, Inc.
1.90%
Micron Technology, Inc.
1.63%
Tesla, Inc.
1.57%
JPMorgan Chase & Co.
1.44%
Berkshire Hathaway, Inc.
1.40%
Eli Lilly & Co.
1.38%
Advanced Micro Devices, Inc.
1.16%
Johnson & Johnson
0.97%
Frequently asked questions about SCHX and SPYM
How have the SCHX and SPYM ETFs performed in 2026?
As of October 23, 2026, SCHX is up 12.01% year-to-date (YTD), while SPYM has returned 12.37%. That puts SPYM better performer ahead so far this year.
Which ETF is attracting more investor money: SCHX or SPYM?
Year-to-date, the SCHX ETF saw +$2.98B in flows, compared to +$69.37B for SPYM.
Which ETF is more volatile: SCHX or SPYM?
Over the past year, SCHX had a volatility of 12.91%, while SPYM experienced 12.75%.
Which ETF is bigger: SCHX or SPYM?
As of October 23, 2026, SCHX holds $73.54 B in assets under management (AUM), while SPYM manages $181.67 B.
What sectors do the SCHX and SPYM ETFs invest in?
SCHX leans toward sectors like Technology, Finance and Healthcare. Meanwhile, SPYM focuses on Technology, Finance and Healthcare.
What are the top holdings of the SCHX ETF and SPYM ETF?
SCHX top holdings include NVIDIA Corp., Apple, Inc. and Microsoft Corp.. SPYM holds in its top three: NVIDIA Corp., Apple, Inc. and Microsoft Corp..
Which ETF is more diversified: SCHX or SPYM?
SCHX holds 692 securities with 43.5% of its assets in the top 15. SPYM has 501 securities and a top 15 weight of 44.14%.
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