AAAAX vs. SCHH
Compare and contrast key facts about DWS RREEF Real Assets Fund - Class A (AAAAX) and Schwab US REIT ETF (SCHH).
AAAAX is managed by DWS. It was launched on Jul 30, 2007. SCHH is a passively managed fund by Charles Schwab that tracks the performance of the Dow Jones U.S. Select REIT Index. It was launched on Jan 13, 2011.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AAAAX or SCHH.
Correlation
The correlation between AAAAX and SCHH is 0.71, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
AAAAX vs. SCHH - Performance Comparison
Key characteristics
AAAAX:
0.32
SCHH:
0.35
AAAAX:
0.46
SCHH:
0.57
AAAAX:
1.07
SCHH:
1.07
AAAAX:
0.19
SCHH:
0.22
AAAAX:
1.54
SCHH:
1.24
AAAAX:
2.13%
SCHH:
4.48%
AAAAX:
10.43%
SCHH:
15.77%
AAAAX:
-40.78%
SCHH:
-44.22%
AAAAX:
-11.80%
SCHH:
-13.24%
Returns By Period
In the year-to-date period, AAAAX achieves a 2.06% return, which is significantly lower than SCHH's 4.04% return. Over the past 10 years, AAAAX has outperformed SCHH with an annualized return of 4.08%, while SCHH has yielded a comparatively lower 3.51% annualized return.
AAAAX
2.06%
-6.94%
1.25%
2.51%
3.96%
4.08%
SCHH
4.04%
-5.72%
7.53%
4.80%
1.12%
3.51%
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AAAAX vs. SCHH - Expense Ratio Comparison
AAAAX has a 1.22% expense ratio, which is higher than SCHH's 0.07% expense ratio.
Risk-Adjusted Performance
AAAAX vs. SCHH - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for DWS RREEF Real Assets Fund - Class A (AAAAX) and Schwab US REIT ETF (SCHH). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
AAAAX vs. SCHH - Dividend Comparison
AAAAX's dividend yield for the trailing twelve months is around 0.46%, less than SCHH's 3.25% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AAAAX DWS RREEF Real Assets Fund - Class A | 0.46% | 2.08% | 4.17% | 2.31% | 1.34% | 1.81% | 1.62% | 1.53% | 1.46% | 2.15% | 2.94% | 1.34% |
SCHH Schwab US REIT ETF | 3.25% | 3.24% | 2.55% | 1.50% | 2.86% | 2.87% | 3.66% | 2.22% | 2.81% | 2.48% | 2.18% | 2.59% |
Drawdowns
AAAAX vs. SCHH - Drawdown Comparison
The maximum AAAAX drawdown since its inception was -40.78%, smaller than the maximum SCHH drawdown of -44.22%. Use the drawdown chart below to compare losses from any high point for AAAAX and SCHH. For additional features, visit the drawdowns tool.
Volatility
AAAAX vs. SCHH - Volatility Comparison
DWS RREEF Real Assets Fund - Class A (AAAAX) and Schwab US REIT ETF (SCHH) have volatilities of 4.86% and 5.04%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.