Which Is the Better Broad-Market ETF, Schwab's SCHB or State Street's SPTM?
Compare portfolio depth, sector exposure, and historical risk to see which ETF aligns with your investment strategy. Key differences emerge beyond low costs.
Which Is the Better Broad-Market ETF, Schwab's SCHB or State Street's SPTM?
Overview
The choice between the State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (NYSEMKT:SPTM) and Schwab U.S. Broad Market ETF (NYSEMKT:SCHB) depends on whether an investor seeks exposure to 1,512 established firms or a broader basket of 2,410 companies.
Both funds serve as core building blocks for U.S. equity exposure. While SPTM tracks the S&P Composite 1500, SCHB follows the Dow Jones U.S. Broad Stock Market Index. They aim to capture the vast majority of the investable domestic market at the lowest possible cost for long-term investors.
Details
Beta measures price volatility relative to the S&P 500; beta is calculated from five-year monthly returns. The 1-yr return represents total return over the trailing 12 months. Dividend yield is the trailing-12-month distribution yield.
Source
Originally published at www.fool.com.
