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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SCHH or FSRNX.
Correlation
The correlation between SCHH and FSRNX is 0.60, 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
SCHH vs. FSRNX - Performance Comparison
Key characteristics
SCHH:
0.69
FSRNX:
0.69
SCHH:
1.04
FSRNX:
1.04
SCHH:
1.14
FSRNX:
1.14
SCHH:
0.51
FSRNX:
0.50
SCHH:
2.20
FSRNX:
2.35
SCHH:
5.60%
FSRNX:
5.30%
SCHH:
17.89%
FSRNX:
18.19%
SCHH:
-44.22%
FSRNX:
-44.26%
SCHH:
-13.80%
FSRNX:
-14.55%
Returns By Period
The year-to-date returns for both stocks are quite close, with SCHH having a -1.54% return and FSRNX slightly lower at -1.55%. Both investments have delivered pretty close results over the past 10 years, with SCHH having a 3.44% annualized return and FSRNX not far behind at 3.42%.
SCHH
-1.54%
-2.96%
-7.89%
12.90%
6.60%
3.44%
FSRNX
-1.55%
-3.17%
-7.42%
12.87%
7.22%
3.42%
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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%.
Risk-Adjusted Performance
SCHH vs. FSRNX — Risk-Adjusted Performance Rank
SCHH
FSRNX
SCHH vs. FSRNX - Risk-Adjusted Performance 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.
Dividends
SCHH vs. FSRNX - Dividend Comparison
SCHH's dividend yield for the trailing twelve months is around 3.25%, more than FSRNX's 2.90% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SCHH Schwab US REIT ETF | 3.25% | 3.22% | 3.24% | 2.55% | 1.50% | 2.86% | 2.86% | 3.66% | 2.22% | 2.81% | 2.48% | 2.18% |
FSRNX Fidelity Real Estate Index Fund | 2.90% | 2.86% | 2.84% | 2.66% | 1.25% | 3.33% | 3.18% | 3.73% | 2.27% | 2.58% | 2.57% | 4.18% |
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. For additional features, visit the drawdowns tool.
Volatility
SCHH vs. FSRNX - Volatility Comparison
Schwab US REIT ETF (SCHH) and Fidelity Real Estate Index Fund (FSRNX) have volatilities of 10.26% and 10.44%, 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.