SCHB vs SPTM — stock comparison tool

SCHB currently yields 1.04% TTM versus SPTM at 1.06%. Use the calculator below to compare DRIP total returns and fundamentals side by side.

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

*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)

SCHB Total Returns by Year
Calendar-year total returns, including reinvested dividends
Adj. close

Loading returns…

SPTM Total Returns by Year
Calendar-year total returns, including reinvested dividends
Adj. close

Loading returns…

Best Total Return

—

No data

Highest Dividend Income

—

No data

Best Avg Annual Return

—

No data

DRIP Simulation Summary
$10,000 initial investment with DRIP (live)
TickerPeriodStart $End $DividendsStart PriceEnd PriceSharesReturn %
Current Data Comparison
Live fundamental metrics and analyst data
Metric
SCHB$29.51
—

Schwab U.S. Broad Market ETF

SPTM$92.93
—

State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF

Dividend Information

Dividend Yield
1.04%
1.06%
Annual Dividend
$0.31
$0.98
Dividend Growth (5yr)
-
-
Years of Growth
7
16
ETF holdings & allocation
Side-by-side composition for each ETF in this comparison.

SCHB

2391 holdings
Technology38.14%
Financial Services11.61%
Healthcare9.96%
Communication Services9.16%
Industrials8.85%
Consumer Cyclical8.70%
Consumer Defensive4.21%
Energy3.54%
Real Estate2.13%
Utilities1.87%
Basic Materials1.82%
Cash & Others0.01%

Top 10 holdings

NameWeight
NVDANVIDIA7.10%
AAPLAPPLE6.76%
MSFTMICROSOFT5.35%
AMZNAMAZON COM INC3.48%
GOOGLALPHABET CLASS A2.73%
GOOGALPHABET CLASS C2.18%
AVGOBROADCOM INC2.15%
METAMETA PLATFORMS CLASS A2.10%
TSLATESLA INC1.40%
MUMICRON TECHNOLOGY1.38%
Top 1034.64%

SPTM

1510 holdings
Technology36.55%
Financial Services11.99%
Healthcare9.70%
Communication Services9.28%
Consumer Cyclical9.08%
Industrials9.04%
Consumer Defensive4.64%
Energy3.75%
Real Estate2.05%
Utilities1.98%
Basic Materials1.94%
Cash & Others0.01%

Top 10 holdings

NameWeight
NVDANVIDIA CORP7.34%
AAPLAPPLE INC6.99%
MSFTMICROSOFT CORP5.53%
AMZNAMAZON.COM INC3.60%
GOOGLALPHABET INC CL A2.82%
GOOGALPHABET INC CL C2.26%
AVGOBROADCOM INC2.22%
METAMETA PLATFORMS INC CLASS A2.17%
TSLATESLA INC1.45%
MUMICRON TECHNOLOGY INC1.43%
Top 1035.82%

Overlap & differences

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

2982
SCHBSharedSPTM

Overlap by weight

67%

Share of portfolio weight that appears in both funds.

# overlapping holdings

98

SCHB: 98% also in SPTMSPTM: 98% also in SCHB

SCHB: showing top 100 holdings by weight (of 2391) · SPTM: showing top 100 holdings by weight (of 1510). Overlap counts use this top slice, not the full fund book.

Sector drift (SCHB vs SPTM)

Left = heavier in SCHB. Right = heavier in SPTM.

SCHB overweight (left)SPTM overweight (right)
98 shown

Overlapping tickers

NVDA		7.1%7.3%7.1%
AAPL		6.8%7.0%6.8%
MSFT		5.4%5.5%5.4%
AMZN		3.5%3.6%3.5%
GOOGL		2.7%2.8%2.7%
GOOG		2.2%2.3%2.2%
AVGO		2.2%2.2%2.2%
META		2.1%2.2%2.1%
TSLA		1.4%1.5%1.4%
MU		1.4%1.4%1.4%

Want to track these stocks?

Add them to your portfolio for real-time dividend tracking, alerts, and performance insights.

Create Portfolio
SCHB vs SPTM Dividend Comparison | DRIP Tool | Dividend Wealth