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SPDR made investors more money ($233B) and had more funds that made money (79%).
The past year, all their funds · Data as of Oct 30, 2026
Tale of the tape 1Y · lower fee wins
Every dot is one us stocks fund, placed at its 1-year return. Right of the line = made money. The ringed dot is the middle fund.
| BOX SCORE · US STOCKS | SPDR | Schwab |
|---|---|---|
| Funds in the category | 25 | 6 |
| Made money (W–L) | 21–3 | 6–0 |
| Win % | 88% | 100% |
| Money made | $17.8B | $18.5B |
| Typical return | +14.6% | +19.9% |
| Launches · 2026 | 0 | 0 |
| Assets | $149B | $121B |
| Fee per $100 | $0.14 | $0.10 |
| Fund | Name | Assets | 1Y |
|---|---|---|---|
| DIA | State Street SPDR Dow Jones Industrial Average ETF Trust | $45.8B | +11.1% ✓ |
| MDY | State Street SPDR S&P MIDCAP 400 ETF Trust | $25.9B | +14.1% ✓ |
| SPMD | State Street SPDR Portfolio S&P 400 Mid Cap ETF | $18.9B | +14.5% ✓ |
| SPSM | State Street SPDR Portfolio S&P 600 Small Cap ETF | $16.2B | +19.5% ✓ |
| SPTM | State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF | $14.3B | +13.5% ✓ |
| SLYV | State Street SPDR S&P 600 Small Cap Value ETF | $5.0B | +20.9% ✓ |
| Fund | Name | Assets | 1Y |
|---|---|---|---|
| SCHB | Schwab U.S. Broad Market ETF | $45.1B | +13.1% ✓ |
| FNDX | Schwab Fundamental U.S. Large Company ETF | $28.4B | +24.5% ✓ |
| SCHA | Schwab U.S. Small-Cap ETF | $22.1B | +19.1% ✓ |
| SCHM | Schwab U.S. Mid-Cap ETF | $14.8B | +19.9% ✓ |
| FNDA | Schwab Fundamental U.S. Small Company Index ETF | $8.9B | +18.0% ✓ |
| FNDB | Schwab Fundamental U.S. Broad Market Index ETF | $1.5B | +24.0% ✓ |
Pairs that hold the same market. Fee = per $100 a year. Returns within 0.1 points are a tie; 5-year returns are per year.
Squares, left to right: fee · 1 year · 5 years, coloured by who won. Most gaps come from different index rules, not fees.
The past year. Win % counts funds, not dollars; money made is estimated from each fund’s assets and return. Categories with fewer than 3 funds on a side are flagged. Not advice.