Correlation
The correlation between SCHE and SCHH is 0.61, 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.
SCHE vs. SCHH
Compare and contrast key facts about Schwab Emerging Markets Equity ETF (SCHE) and Schwab US REIT ETF (SCHH).
SCHE and SCHH are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. SCHE is a passively managed fund by Charles Schwab that tracks the performance of the FTSE All-World Emerging. It was launched on Jan 14, 2010. 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. Both SCHE and SCHH are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SCHE or SCHH.
Performance
SCHE vs. SCHH - Performance Comparison
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Key characteristics
SCHE:
0.64
SCHH:
0.71
SCHE:
0.99
SCHH:
0.88
SCHE:
1.13
SCHH:
1.12
SCHE:
0.56
SCHH:
0.45
SCHE:
1.93
SCHH:
1.69
SCHE:
5.91%
SCHH:
6.08%
SCHE:
18.82%
SCHH:
17.98%
SCHE:
-36.16%
SCHH:
-44.22%
SCHE:
-4.97%
SCHH:
-11.87%
Returns By Period
In the year-to-date period, SCHE achieves a 9.20% return, which is significantly higher than SCHH's 0.66% return. Over the past 10 years, SCHE has outperformed SCHH with an annualized return of 4.28%, while SCHH has yielded a comparatively lower 3.84% annualized return.
SCHE
9.20%
5.98%
8.85%
11.88%
7.10%
8.37%
4.28%
SCHH
0.66%
2.23%
-7.27%
12.67%
0.06%
6.28%
3.84%
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SCHE vs. SCHH - Expense Ratio Comparison
SCHE has a 0.11% expense ratio, which is higher than SCHH's 0.07% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
SCHE vs. SCHH — Risk-Adjusted Performance Rank
SCHE
SCHH
SCHE vs. SCHH - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab Emerging Markets Equity ETF (SCHE) 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.
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Dividends
SCHE vs. SCHH - Dividend Comparison
SCHE's dividend yield for the trailing twelve months is around 2.78%, less than SCHH's 3.18% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SCHE Schwab Emerging Markets Equity ETF | 2.78% | 3.03% | 3.83% | 2.87% | 2.86% | 2.09% | 3.27% | 2.69% | 2.31% | 2.26% | 2.50% | 2.86% |
SCHH Schwab US REIT ETF | 3.18% | 3.22% | 3.24% | 2.55% | 1.50% | 2.86% | 2.86% | 3.66% | 2.22% | 2.81% | 2.48% | 2.18% |
Drawdowns
SCHE vs. SCHH - Drawdown Comparison
The maximum SCHE drawdown since its inception was -36.16%, smaller than the maximum SCHH drawdown of -44.22%. Use the drawdown chart below to compare losses from any high point for SCHE and SCHH.
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Volatility
SCHE vs. SCHH - Volatility Comparison
The current volatility for Schwab Emerging Markets Equity ETF (SCHE) is 4.04%, while Schwab US REIT ETF (SCHH) has a volatility of 4.78%. This indicates that SCHE experiences smaller price fluctuations and is considered to be less risky than SCHH based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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