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Schwab US REIT ETF (SCHH)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

ETF Info

ISIN

US8085248479

CUSIP

808524847

Inception Date

Jan 13, 2011

Region

North America (U.S.)

Category

REIT

Leveraged

1x

Index Tracked

Dow Jones U.S. Select REIT Index

Asset Class

Real Estate

Asset Class Size

Multi-Cap

Asset Class Style

Blend

Expense Ratio

SCHH has an expense ratio of 0.07%, which is considered low.


Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Performance

Performance Chart


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Returns By Period

Schwab US REIT ETF (SCHH) returned -0.82% year-to-date (YTD) and 8.49% over the past 12 months. Over the past 10 years, SCHH returned 3.44% annually, underperforming the S&P 500 benchmark at 10.78%.


SCHH

YTD

-0.82%

1M

2.51%

6M

-5.69%

1Y

8.49%

5Y*

8.91%

10Y*

3.44%

^GSPC (Benchmark)

YTD

0.19%

1M

9.00%

6M

-1.55%

1Y

12.31%

5Y*

15.59%

10Y*

10.78%

*Annualized

Monthly Returns

The table below presents the monthly returns of SCHH, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20250.76%4.05%-2.13%-2.23%-1.14%-0.82%
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%4.98%
20239.85%-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%-5.94%7.07%-1.00%9.55%41.07%
20200.39%-8.15%-22.44%7.73%-0.37%0.89%3.80%0.25%-2.81%-3.11%9.31%2.70%-14.81%
201911.30%1.07%2.85%-0.20%-0.43%1.40%1.60%2.26%2.84%1.08%-1.49%-0.95%22.85%
2018-3.99%-7.18%3.85%1.46%3.94%4.34%0.50%3.02%-2.77%-2.64%4.82%-8.48%-4.24%
2017-0.93%3.44%-2.78%-0.25%-0.59%2.51%0.85%-0.77%0.30%-1.14%3.10%0.06%3.68%
2016-3.96%-1.00%10.37%-2.85%2.04%6.43%4.26%-3.36%-2.02%-5.63%-1.37%4.64%6.47%
20156.65%-3.30%1.41%-5.72%-0.08%-4.41%5.97%-5.90%3.30%5.86%-0.58%2.22%4.38%
20143.80%5.25%0.83%3.71%2.53%0.91%0.11%2.77%-5.84%10.63%2.20%1.84%31.87%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of SCHH is 48, indicating average performance compared to other ETFs on our website. Here’s a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of SCHH is 4848
Overall Rank
The Sharpe Ratio Rank of SCHH is 4646
Sharpe Ratio Rank
The Sortino Ratio Rank of SCHH is 5151
Sortino Ratio Rank
The Omega Ratio Rank of SCHH is 4747
Omega Ratio Rank
The Calmar Ratio Rank of SCHH is 4848
Calmar Ratio Rank
The Martin Ratio Rank of SCHH is 4848
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for Schwab US REIT ETF (SCHH) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.

Schwab US REIT ETF Sharpe ratios as of May 15, 2025 (values are recalculated daily):

  • 1-Year: 0.48
  • 5-Year: 0.43
  • 10-Year: 0.16
  • All Time: 0.31

These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns (including price changes and dividends).

The chart below shows the rolling Sharpe ratio of Schwab US REIT ETF compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time. For deeper analysis or to customize the calculation, use the Sharpe ratio tool.


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Dividends

Dividend History

Schwab US REIT ETF provided a 3.23% dividend yield over the last twelve months, with an annual payout of $0.67 per share. The fund has been increasing its distributions for 3 consecutive years.


1.50%2.00%2.50%3.00%3.50%$0.00$0.20$0.40$0.60$0.8020142015201620172018201920202021202220232024
Dividends
Dividend Yield
PeriodTTM20242023202220212020201920182017201620152014
Dividend$0.67$0.68$0.67$0.49$0.40$0.54$0.66$0.71$0.46$0.58$0.49$0.43

Dividend yield

3.23%3.22%3.24%2.55%1.50%2.86%2.87%3.66%2.22%2.81%2.48%2.18%

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.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025$0.00$0.00$0.10$0.00$0.00$0.10
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$0.23$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
2020$0.00$0.00$0.06$0.00$0.00$0.12$0.00$0.00$0.12$0.00$0.00$0.25$0.54
2019$0.00$0.00$0.06$0.00$0.00$0.17$0.00$0.00$0.15$0.00$0.00$0.28$0.66
2018$0.00$0.00$0.13$0.00$0.00$0.15$0.00$0.00$0.16$0.00$0.00$0.25$0.71
2017$0.00$0.00$0.06$0.00$0.00$0.12$0.00$0.00$0.12$0.00$0.00$0.17$0.46
2016$0.00$0.00$0.10$0.00$0.00$0.11$0.00$0.00$0.12$0.00$0.00$0.25$0.58
2015$0.00$0.00$0.10$0.00$0.00$0.10$0.00$0.00$0.11$0.00$0.00$0.18$0.49
2014$0.11$0.00$0.00$0.08$0.00$0.00$0.10$0.00$0.00$0.14$0.43

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 13.17%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-44.22%Feb 24, 202021Mar 23, 2020307Jun 10, 2021328
-33.28%Jan 3, 2022456Oct 25, 2023
-22.71%Jul 25, 201150Oct 3, 201183Feb 1, 2012133
-18.03%May 22, 201362Aug 19, 2013196May 30, 2014258
-16.81%Aug 2, 2016384Feb 8, 2018132Aug 17, 2018516

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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