SCHQ vs SPGM

vs

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
10
Total Unique

Sector Allocation

Loading chart...

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 10 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.