AMT vs. SCHH
Compare and contrast key facts about American Tower Corporation (AMT) and Schwab US REIT ETF (SCHH).
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: AMT or SCHH.
Key characteristics
| AMT | SCHH | |
|---|---|---|
| YTD Return | -19.19% | -7.96% |
| 1Y Return | -10.60% | 2.75% |
| 3Y Return (Ann) | -9.46% | -2.15% |
| 5Y Return (Ann) | 0.18% | -0.41% |
| 10Y Return (Ann) | 9.94% | 3.87% |
| Sharpe Ratio | -0.44 | 0.10 |
| Daily Std Dev | 25.39% | 18.68% |
| Max Drawdown | -98.70% | -44.22% |
| Current Drawdown | -38.43% | -23.24% |
Correlation
The correlation between AMT and SCHH is 0.62, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
AMT vs. SCHH - Performance Comparison
In the year-to-date period, AMT achieves a -19.19% return, which is significantly lower than SCHH's -7.96% return. Over the past 10 years, AMT has outperformed SCHH with an annualized return of 9.94%, while SCHH has yielded a comparatively lower 3.87% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
AMT vs. SCHH - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Tower Corporation (AMT) 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
AMT vs. SCHH - Dividend Comparison
AMT's dividend yield for the trailing twelve months is around 3.77%, more than SCHH's 3.48% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AMT American Tower Corporation | 3.77% | 2.99% | 2.77% | 1.78% | 2.02% | 1.64% | 1.99% | 1.84% | 2.05% | 1.87% | 1.42% | 1.38% |
SCHH Schwab US REIT ETF | 3.48% | 3.24% | 2.55% | 1.50% | 2.86% | 2.86% | 3.66% | 2.22% | 2.81% | 2.48% | 2.18% | 2.59% |
Drawdowns
AMT vs. SCHH - Drawdown Comparison
The maximum AMT drawdown since its inception was -98.70%, which is greater than SCHH's maximum drawdown of -44.22%. Use the drawdown chart below to compare losses from any high point for AMT and SCHH. For additional features, visit the drawdowns tool.
Volatility
AMT vs. SCHH - Volatility Comparison
American Tower Corporation (AMT) has a higher volatility of 7.91% compared to Schwab US REIT ETF (SCHH) at 6.47%. This indicates that AMT's price experiences larger fluctuations and is considered to be riskier than SCHH based on this measure. The chart below showcases a comparison of their rolling one-month volatility.