SCHA vs SPSM — stock comparison tool

SCHA currently yields 1.13% TTM versus SPSM at 1.54%. Use the calculator below to compare DRIP total returns and fundamentals side by side.

SCHASPSM

Performance Comparison

Total return with dividends reinvested (DRIP) from a $10,000 start — price + income.

SCHA

SPSM

*Total Return = DRIP (price + reinvested dividends). Range: 2025-10-21 to 2026-10-21. Legend ordered low → high.

Chart metrics: Total Return (%) · Price Return (%) · Portfolio Value ($) · Stock Price · Dividends (Annual) · Dividend Growth (%). Market Cap history is not available yet.

Calendar-year total returns

Side-by-side yearly performance for each ticker (adjusted close ≈ total return)

SCHA Total Returns by Year

Calendar-year total returns, including reinvested dividends

Adj. close

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SPSM Total Returns by Year

Calendar-year total returns, including reinvested dividends

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Best Total Return

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No data

Highest Dividend Income

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Best Avg Annual Return

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DRIP Simulation Summary

$10,000 initial investment with DRIP (live)

Ticker	Period	Start $	End $	Dividends	Start Price	End Price	Shares	Return %

Current Data Comparison

Live fundamental metrics and analyst data

Metric

SCHA$32.57

—

Schwab U.S. Small-Cap ETF

SPSM$53.53

—

State Street SPDR Portfolio S&P 600 Small Cap ETF

Dividend Information

Dividend Yield

1.13%

1.54%

Annual Dividend

$0.37

$0.82

Dividend Growth (5yr)

Years of Growth

ETF holdings & allocation

Side-by-side composition for each ETF in this comparison.

SCHA

1750 holdings

Financial Services17.01%

Healthcare16.83%

Technology15.34%

Industrials14.45%

Consumer Cyclical11.22%

Real Estate6.82%

Energy5.65%

Basic Materials4.27%

Consumer Defensive3.09%

Communication Services2.86%

Utilities2.46%

Cash & Others0.22%

Top 10 holdings

Name	Weight
SNDKSANDISK	4.86%
LITELUMENTUM HOLDINGS	1.43%
RVMDREVOLUTION MEDICINES	0.88%
ATIATI	0.58%
CDECOEUR MINING	0.47%
GHGUARDANT HEALTH	0.46%
MKSIMKS	0.36%
MTSIMACOM TECHNOLOGY SOLUTIONS	0.36%
HALOHALOZYME THERAPEUTICS	0.34%
BMNRBITMINE IMMERSION TECHNOLOGIES	0.32%
Top 10	10.06%

SPSM

607 holdings

Financial Services18.42%

Industrials17.73%

Consumer Cyclical13.41%

Technology12.64%

Healthcare10.89%

Energy6.55%

Real Estate6.40%

Basic Materials4.30%

Consumer Defensive4.03%

Communication Services3.66%

Utilities1.97%

Cash & Others0.01%

Top 10 holdings

Name	Weight
MTCHMATCH GROUP INC	0.60%
CORTCORCEPT THERAPEUTICS INC	0.59%
GKOSGLAUKOS CORP	0.58%
PAYCPAYCOM SOFTWARE INC	0.57%
EATBRINKER INTERNATIONAL INC	0.55%
SMSM ENERGY CO	0.54%
PTGXPROTAGONIST THERAPEUTICS INC	0.51%
RHPRYMAN HOSPITALITY PROPERTIES	0.51%
VSATVIASAT INC	0.49%
ESIELEMENT SOLUTIONS INC	0.48%
Top 10	5.42%

Overlap & differences

Ticker overlap by weight, sector tilts, and where one fund is overweight. Open full tool

SCHASharedSPSM

Overlap by weight

Share of portfolio weight that appears in both funds.

# overlapping holdings

SCHA: 13% also in SPSMSPSM: 13% also in SCHA

SCHA: showing top 100 holdings by weight (of 1750) · SPSM: showing top 100 holdings by weight (of 607). Overlap counts use this top slice, not the full fund book.

Sector drift (SCHA vs SPSM)

Left = heavier in SCHA. Right = heavier in SPSM.

SCHA overweight (left)SPSM overweight (right)

Search ticker

13 shown

Overlapping tickers


GKOS	Healthcare	Medical - Devices	0.2%	0.6%	0.2%
SM	Energy	Oil & Gas Exploration & Production	0.2%	0.5%	0.2%
CORT	—	Medical - Pharmaceuticals	0.2%	0.6%	0.2%
PTGX	Healthcare	Biotechnology	0.2%	0.5%	0.2%
RHP	Real Estate	REIT - Hotel & Motel	0.2%	0.5%	0.2%
FORM	Technology	Semiconductors	0.2%	0.4%	0.2%
EAT	Consumer Cyclical	Restaurants	0.2%	0.6%	0.2%
VSAT	Technology	Communication Equipment	0.2%	0.5%	0.2%
ESI	Basic Materials	Chemicals - Specialty	0.2%	0.5%	0.2%
JXN	Financial Services	Insurance - Life	0.2%	0.5%	0.2%

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