Schwab US REIT ETF (SCHH)
SCHH is a passive ETF by Charles Schwab tracking the investment results of the Dow Jones U.S. Select REIT Index. SCHH launched on Jan 13, 2011 and has a 0.07% expense ratio.
ETF Info
US8085248479
808524847
Jan 13, 2011
North America (U.S.)
1x
Dow Jones U.S. Select REIT Index
Multi-Cap
Blend
Share Price Chart
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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.
Returns By Period
Schwab US REIT ETF had a return of 9.61% year-to-date (YTD) and 23.39% in the last 12 months. Over the past 10 years, Schwab US REIT ETF had an annualized return of 4.45%, while the S&P 500 had an annualized return of 11.11%, indicating that Schwab US REIT ETF did not perform as well as the benchmark.
SCHH
9.61%
-4.18%
12.78%
23.39%
1.78%
4.45%
^GSPC (Benchmark)
23.08%
0.10%
10.70%
30.05%
13.52%
11.11%
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.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -4.93% | 1.78% | 1.84% | -7.64% | 5.12% | 2.30% | 7.11% | 5.61% | 3.18% | -3.58% | 9.61% | ||
| 2023 | 9.85% | -5.76% | -1.73% | 0.20% | -4.09% | 5.22% | 1.95% | -3.36% | -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% |
| 2020 | 0.39% | -8.15% | -22.44% | 7.73% | -0.37% | 0.88% | 3.80% | 0.25% | -2.81% | -3.11% | 9.31% | 2.70% | -14.81% |
| 2019 | 11.30% | 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% | 2.50% | 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% |
| 2015 | 6.65% | -3.30% | 1.41% | -5.72% | -0.08% | -4.41% | 5.97% | -5.90% | 3.30% | 5.86% | -0.58% | 2.22% | 4.38% |
| 2014 | 3.80% | 5.25% | 0.83% | 3.71% | 2.53% | 0.91% | 0.11% | 2.77% | -5.84% | 10.63% | 2.20% | 1.84% | 31.87% |
| 2013 | 3.40% | 0.95% | 2.62% | 6.76% | -5.88% | -1.67% | 0.72% | -7.15% | 3.49% | 4.11% | -5.44% | 0.41% | 1.24% |
Expense Ratio
SCHH has an expense ratio of 0.07%, which is considered low compared to other funds.
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of SCHH is 44, suggesting that the investment has average results relative to other ETFs in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.
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.
Dividends
Dividend History
Schwab US REIT ETF provided a 2.98% dividend yield over the last twelve months, with an annual payout of $0.66 per share. The fund has been increasing its distributions for 2 consecutive years.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.66 | $0.67 | $0.49 | $0.40 | $0.54 | $0.66 | $0.71 | $0.46 | $0.58 | $0.49 | $0.43 | $0.39 |
Dividend yield | 2.98% | 3.24% | 2.55% | 1.50% | 2.86% | 2.87% | 3.66% | 2.22% | 2.81% | 2.48% | 2.18% | 2.59% |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.00 | $0.11 | $0.00 | $0.00 | $0.19 | $0.00 | $0.00 | $0.14 | $0.00 | $0.00 | $0.44 | |
| 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 | $0.00 | $0.00 | $0.11 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $0.14 | $0.43 |
| 2013 | $0.09 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.15 | $0.39 |
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.
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 8.59%.
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 current Schwab US REIT ETF volatility is 5.06%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.