SCHQ vs SPGM

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Quick Verdict

SCHQ has a lower expense ratio. SPGM delivered stronger 1-year returns. SPGM offers more diversification with 2954 holdings.

Side-by-Side Comparison

MetricSCHQSPGM
Fund FamilyCharles Schwab Asset ManagementSPDR State Street Global Advisors
Expense Ratio0.03%0.09%
AUM$923M$1.5B
Dividend Yield4.43%1.80%
Holdings Count972,954
Inception Date2019-10-102012-02-27
Investment StyleLong Term Government BondLarge Cap Blend
1-Month Return-0.06%+3.34%
YTD Return+0.09%+2.71%
1-Year Return+4.22%+23.81%
3-Year Return-1.99%+19.04%
5-Year Return-6.92%+12.35%
10-Year Return-+5.47%
Buy Score6176
Momentum Score2559
Value Score7371

Holdings Overlap

0.0%
Weight Overlap
0
Shared Holdings
0
Total Unique

Sector Allocation

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Frequently Asked Questions

Which has lower fees, SCHQ or SPGM?

SCHQ has an expense ratio of 0.03% while SPGM charges 0.09%. SCHQ is the cheaper option, saving you money on management fees over time.

Do SCHQ and SPGM hold the same stocks?

SCHQ and SPGM share 0 common holdings with a 0.0% weight overlap. They hold 0 unique securities combined. The moderate overlap means holding both could provide meaningful diversification benefits.

Which performed better, SCHQ or SPGM?

Over the past year, SCHQ returned +4.22% while SPGM returned +23.81%. SPGM outperformed over this period. Past performance does not guarantee future results.