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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Schwab US REIT ETF, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
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Returns By Period
Schwab US REIT ETF (SCHH) has returned 5.45% so far this year and 4.49% over the past 12 months. Over the last ten years, SCHH has returned 3.46% per year, falling short of the S&P 500 Index benchmark, which averaged 12.29% annually.
Schwab US REIT ETF
- 1D
- 1.53%
- 1M
- -4.18%
- YTD
- 5.45%
- 6M
- 3.75%
- 1Y
- 4.49%
- 3Y*
- 7.65%
- 5Y*
- 3.84%
- 10Y*
- 3.46%
Benchmark (S&P 500 Index)
- 1D
- 0.11%
- 1M
- -3.43%
- YTD
- -3.84%
- 6M
- -1.98%
- 1Y
- 16.08%
- 3Y*
- 16.86%
- 5Y*
- 10.37%
- 10Y*
- 12.29%
Monthly Returns
Based on dividend-adjusted daily data since Jan 13, 2011, SCHH's average daily return is +0.03%, while the average monthly return is +0.65%. At this rate, your investment would double in approximately 8.9 years.
Historically, 59% of months were positive and 41% were negative. The best month was Oct 2011 with a return of +14.7%, while the worst month was Mar 2020 at -22.4%. The longest winning streak lasted 9 consecutive months, and the longest losing streak was 4 months.
On a daily basis, SCHH closed higher 53% of trading days. The best single day was Aug 9, 2011 with a return of +9.3%, while the worst single day was Mar 16, 2020 at -18.2%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 2.49% | 7.57% | -6.18% | 1.95% | 5.45% | ||||||||
| 2025 | 0.76% | 4.05% | -2.13% | -2.23% | 1.24% | 0.12% | -1.09% | 3.25% | 0.54% | -2.23% | 2.28% | -2.12% | 2.20% |
| 2024 | -4.93% | 1.78% | 1.84% | -7.64% | 5.12% | 2.30% | 7.11% | 5.61% | 3.18% | -3.58% | 3.54% | -7.95% | 4.99% |
| 2023 | 9.85% | -5.76% | -1.73% | 0.21% | -4.09% | 5.22% | 1.95% | -3.37% | -7.05% | -3.04% | 11.62% | 9.05% | 11.18% |
| 2022 | -7.95% | -3.96% | 7.02% | -3.66% | -4.63% | -7.14% | 8.39% | -5.77% | -12.60% | 3.32% | 5.96% | -4.91% | -24.99% |
| 2021 | -0.16% | 2.77% | 5.53% | 8.03% | 0.86% | 2.73% | 4.30% | 2.18% | -5.95% | 7.07% | -1.00% | 9.55% | 41.07% |
Benchmark Metrics
Schwab US REIT ETF has an annualized alpha of -1.91%, beta of 0.84, and R² of 0.52 versus S&P 500 Index. Calculated based on daily prices since January 14, 2011.
- This ETF participated in 94.84% of S&P 500 Index downside but only 75.46% of its upside — more exposed to losses than it benefited from rallies.
- Alpha
- -1.91%
- Beta
- 0.84
- R²
- 0.52
- Upside Capture
- 75.46%
- Downside Capture
- 94.84%
Expense Ratio
SCHH has an expense ratio of 0.07%, which is considered low.
Return for Risk
Risk / Return Rank
SCHH ranks 17 for risk / return — in the bottom 17% of ETFs on our site. This means you're taking on significantly more risk than the returns justify. Consider whether the potential upside is worth the volatility, or explore alternatives with better risk / return profiles.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for Schwab US REIT ETF (SCHH) and compare them to a chosen benchmark (S&P 500 Index).
| SCHH | Benchmark | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.28 | 0.88 | -0.60 |
Sortino ratioReturn per unit of downside risk | 0.49 | 1.37 | -0.88 |
Omega ratioGain probability vs. loss probability | 1.07 | 1.21 | -0.14 |
Calmar ratioReturn relative to maximum drawdown | 0.40 | 1.39 | -0.99 |
Martin ratioReturn relative to average drawdown | 1.55 | 6.43 | -4.89 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Explore SCHH risk-adjusted metrics in detail
Dive deeper into individual metrics with historical trends, benchmark comparisons, and performance across different time periods.
Dividends
Dividend History
Schwab US REIT ETF provided a 2.97% dividend yield over the last twelve months, with an annual payout of $0.65 per share.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.65 | $0.64 | $0.68 | $0.67 | $0.49 | $0.40 | $0.54 | $0.66 | $0.70 | $0.46 | $0.58 | $0.49 |
Dividend yield | 2.97% | 3.04% | 3.22% | 3.24% | 2.55% | 1.50% | 2.86% | 2.86% | 3.64% | 2.22% | 2.81% | 2.48% |
Monthly Dividends
The table displays the monthly dividend distributions for Schwab US REIT ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.11 | $0.00 | $0.11 | ||||||||
| 2025 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $0.16 | $0.00 | $0.00 | $0.16 | $0.00 | $0.00 | $0.22 | $0.64 |
| 2024 | $0.00 | $0.00 | $0.11 | $0.00 | $0.00 | $0.19 | $0.00 | $0.00 | $0.14 | $0.00 | $0.00 | $0.24 | $0.68 |
| 2023 | $0.00 | $0.00 | $0.12 | $0.00 | $0.00 | $0.19 | $0.00 | $0.00 | $0.14 | $0.00 | $0.00 | $0.22 | $0.67 |
| 2022 | $0.00 | $0.00 | $0.03 | $0.00 | $0.00 | $0.14 | $0.00 | $0.00 | $0.15 | $0.00 | $0.00 | $0.17 | $0.49 |
| 2021 | $0.00 | $0.00 | $0.01 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $0.11 | $0.00 | $0.00 | $0.17 | $0.40 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the Schwab US REIT ETF. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Schwab US REIT ETF was 44.22%, occurring on Mar 23, 2020. Recovery took 307 trading sessions.
The current Schwab US REIT ETF drawdown is 5.65%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -44.22% | Feb 24, 2020 | 21 | Mar 23, 2020 | 307 | Jun 10, 2021 | 328 |
| -33.28% | Jan 3, 2022 | 456 | Oct 25, 2023 | — | — | — |
| -22.71% | Jul 25, 2011 | 50 | Oct 3, 2011 | 83 | Feb 1, 2012 | 133 |
| -18.03% | May 22, 2013 | 62 | Aug 19, 2013 | 196 | May 30, 2014 | 258 |
| -16.81% | Aug 2, 2016 | 384 | Feb 8, 2018 | 132 | Aug 17, 2018 | 516 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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Build a portfolio with SCHH
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