SCHB and SPTM Match 24.9% Returns at 0.03% Fees, Diverging on 2,410 vs 1,512 Holdings
Updated
Updated · The Motley Fool · Jun 12
SCHB and SPTM Match 24.9% Returns at 0.03% Fees, Diverging on 2,410 vs 1,512 Holdings
3 articles · Updated · The Motley Fool · Jun 12
Summary
Both broad-market ETFs posted identical 24.9% one-year returns through June 8 and charge the same 0.03% expense ratio, leaving portfolio breadth, liquidity and drawdown history as the main differentiators.
SCHB holds 2,410 stocks and $42.4 billion in assets, giving investors deeper small-cap exposure and typically better trading liquidity through tighter bid-ask spreads.
SPTM owns 1,512 companies, pays a slightly higher 1.04% yield versus 1.01%, and showed a smaller five-year max drawdown of 24.1% versus 25.4%.
Over five years, $1,000 grew to $1,842 in SPTM and $1,787 in SCHB, underscoring how two nearly identical core U.S. equity funds can still differ at the margins.