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
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.

Insights

With fees near zero, what is the next battleground for giant ETF providers like Schwab and State Street?
Does obsessing over tiny differences in top ETFs distract investors from what truly builds wealth?
As recession warnings grow, is a total market ETF the safest bet or the biggest risk for your portfolio?