SCHH vs. FSRNX
Compare and contrast key facts about Schwab US REIT ETF (SCHH) and Fidelity Real Estate Index Fund (FSRNX).
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. FSRNX is a passively managed fund by Fidelity that tracks the performance of the MSCI US IMI Real Estate 25/25 Index. It was launched on Aug 9, 2011. Both SCHH and FSRNX are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Performance
SCHH vs. FSRNX - Performance Comparison
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SCHH vs. FSRNX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SCHH Schwab US REIT ETF | 3.43% | 2.20% | 4.99% | 11.18% | -24.99% | 41.07% | -14.81% | 22.85% | -4.26% | 3.68% |
FSRNX Fidelity Real Estate Index Fund | -0.56% | 3.03% | 4.99% | 11.93% | -26.14% | 40.66% | -11.31% | 23.78% | -4.91% | 3.15% |
Returns By Period
In the year-to-date period, SCHH achieves a 3.43% return, which is significantly higher than FSRNX's -0.56% return. Both investments have delivered pretty close results over the past 10 years, with SCHH having a 3.25% annualized return and FSRNX not far behind at 3.12%.
SCHH
- 1D
- 1.51%
- 1M
- -6.18%
- YTD
- 3.43%
- 6M
- 1.24%
- 1Y
- 3.01%
- 3Y*
- 6.64%
- 5Y*
- 3.44%
- 10Y*
- 3.25%
FSRNX
- 1D
- 0.44%
- 1M
- -7.86%
- YTD
- -0.56%
- 6M
- -3.07%
- 1Y
- -0.02%
- 3Y*
- 5.74%
- 5Y*
- 2.79%
- 10Y*
- 3.12%
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SCHH vs. FSRNX - Expense Ratio Comparison
Both SCHH and FSRNX have an expense ratio of 0.07%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.
Return for Risk
SCHH vs. FSRNX — Risk / Return Rank
SCHH
FSRNX
SCHH vs. FSRNX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab US REIT ETF (SCHH) and Fidelity Real Estate Index Fund (FSRNX). 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.
| SCHH | FSRNX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.19 | 0.05 | +0.13 |
Sortino ratioReturn per unit of downside risk | 0.37 | 0.19 | +0.18 |
Omega ratioGain probability vs. loss probability | 1.05 | 1.03 | +0.02 |
Calmar ratioReturn relative to maximum drawdown | 0.33 | 0.06 | +0.26 |
Martin ratioReturn relative to average drawdown | 1.28 | 0.24 | +1.04 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| SCHH | FSRNX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.19 | 0.05 | +0.13 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.18 | 0.15 | +0.04 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.16 | 0.15 | +0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.32 | 0.32 | 0.00 |
Correlation
The correlation between SCHH and FSRNX is 0.99, 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.
Dividends
SCHH vs. FSRNX - Dividend Comparison
SCHH's dividend yield for the trailing twelve months is around 3.03%, more than FSRNX's 2.79% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SCHH Schwab US REIT ETF | 3.03% | 3.04% | 3.22% | 3.24% | 2.55% | 1.50% | 2.86% | 2.86% | 3.64% | 2.22% | 2.81% | 2.48% |
FSRNX Fidelity Real Estate Index Fund | 2.79% | 2.77% | 2.86% | 2.84% | 2.66% | 1.25% | 3.33% | 4.52% | 3.62% | 2.27% | 3.40% | 2.57% |
Drawdowns
SCHH vs. FSRNX - Drawdown Comparison
The maximum SCHH drawdown since its inception was -44.22%, roughly equal to the maximum FSRNX drawdown of -44.26%. Use the drawdown chart below to compare losses from any high point for SCHH and FSRNX.
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Drawdown Indicators
| SCHH | FSRNX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -44.22% | -44.26% | +0.04% |
Max Drawdown (1Y)Largest decline over 1 year | -12.40% | -12.45% | +0.05% |
Max Drawdown (5Y)Largest decline over 5 years | -33.28% | -34.27% | +0.99% |
Max Drawdown (10Y)Largest decline over 10 years | -44.22% | -44.26% | +0.04% |
Current DrawdownCurrent decline from peak | -7.46% | -11.07% | +3.61% |
Average DrawdownAverage peak-to-trough decline | -9.54% | -9.77% | +0.23% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.14% | 3.18% | -0.04% |
Volatility
SCHH vs. FSRNX - Volatility Comparison
Schwab US REIT ETF (SCHH) has a higher volatility of 4.59% compared to Fidelity Real Estate Index Fund (FSRNX) at 4.21%. This indicates that SCHH's price experiences larger fluctuations and is considered to be riskier than FSRNX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SCHH | FSRNX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.59% | 4.21% | +0.38% |
Volatility (6M)Calculated over the trailing 6-month period | 9.30% | 9.20% | +0.10% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.22% | 16.38% | -0.16% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.71% | 18.89% | -0.18% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.97% | 21.41% | -0.44% |