SCHH vs. IDGT
SCHH (Schwab US REIT ETF) and IDGT (iShares U.S. Digital Infrastructure and Real Estate ETF) are both exchange-traded funds - SCHH is a REIT fund tracking the Dow Jones Equity All REIT Capped Index, while IDGT is a Technology Equities fund tracking the S&P Data Center, Tower REIT and Communications Equipment Index - Benchmark TR Gross. Both are passively managed. Over the past 10 years, SCHH returned 4.16%/yr vs 14.61%/yr for IDGT. At a 0.47 correlation, their price movements are largely independent. SCHH charges 0.07%/yr vs 0.41%/yr for IDGT.
Performance
SCHH vs. IDGT - Performance Comparison
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Returns By Period
In the year-to-date period, SCHH achieves a 13.92% return, which is significantly lower than IDGT's 48.60% return. Over the past 10 years, SCHH has underperformed IDGT with an annualized return of 4.16%, while IDGT has yielded a comparatively higher 14.61% annualized return.
SCHH
- 1D
- 1.24%
- 1M
- -0.08%
- YTD
- 13.92%
- 6M
- 14.36%
- 1Y
- 14.58%
- 3Y*
- 11.60%
- 5Y*
- 3.36%
- 10Y*
- 4.16%
IDGT
- 1D
- 1.64%
- 1M
- 1.10%
- YTD
- 48.60%
- 6M
- 47.03%
- 1Y
- 58.23%
- 3Y*
- 24.83%
- 5Y*
- 12.59%
- 10Y*
- 14.61%
SCHH vs. IDGT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SCHH Schwab US REIT ETF | 13.92% | 2.20% | 4.99% | 11.18% | -24.99% | 41.07% | -14.81% | 22.85% | -4.26% | 3.68% |
IDGT iShares U.S. Digital Infrastructure and Real Estate ETF | 48.60% | 6.79% | 26.71% | -6.09% | -17.90% | 42.14% | 8.78% | 17.39% | -1.97% | 11.81% |
Correlation
The correlation between SCHH and IDGT is 0.36, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.36 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.51 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.56 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.47 |
Correlation (All Time) Calculated using the full available price history since Jan 13, 2011 | 0.47 |
The correlation between SCHH and IDGT shifts across timeframes, from 0.36 (1 year) to 0.56 (5 years), reflecting how their relationship changes across market environments.
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Return for Risk
SCHH vs. IDGT — Risk / Return Rank
SCHH
IDGT
SCHH vs. IDGT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab US REIT ETF (SCHH) and iShares U.S. Digital Infrastructure and Real Estate ETF (IDGT). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| SCHH | IDGT | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.69 | ||
| Sortino ratioReturn per unit of downside risk | -1.95 | ||
| Omega ratioGain probability vs. loss probability | 1.19 | 1.46 | -0.27 |
| Calmar ratioReturn relative to maximum drawdown | 1.77 | 6.49 | -4.72 |
| Martin ratioReturn relative to average drawdown | 5.53 | 18.73 | -13.20 |
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Drawdowns
SCHH vs. IDGT - Drawdown Comparison
The maximum SCHH drawdown since its inception was -44.22%, smaller than the maximum IDGT drawdown of -77.95%. Use the drawdown chart below to compare losses from any high point for SCHH and IDGT.
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Drawdown Indicators
| SCHH | IDGT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -44.22% | -77.95% | +33.73% |
Max Drawdown (1Y)Largest decline over 1 year | -8.28% | -9.02% | +0.74% |
Max Drawdown (3Y)Largest decline over 3 years | -17.76% | -23.74% | +5.98% |
Max Drawdown (5Y)Largest decline over 5 years | -33.28% | -35.83% | +2.55% |
Max Drawdown (10Y)Largest decline over 10 years | -44.22% | -36.88% | -7.34% |
Current DrawdownCurrent decline from peak | -2.07% | -4.96% | +2.89% |
Average DrawdownAverage peak-to-trough decline | -9.43% | -19.88% | +10.45% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.64% | 3.12% | -0.48% |
Volatility
SCHH vs. IDGT - Volatility Comparison
The current volatility for Schwab US REIT ETF (SCHH) is 5.21%, while iShares U.S. Digital Infrastructure and Real Estate ETF (IDGT) has a volatility of 9.03%. This indicates that SCHH experiences smaller price fluctuations and is considered to be less risky than IDGT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SCHH | IDGT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.21% | 9.03% | -3.82% |
Volatility (6M)Calculated over the trailing 6-month period | 10.38% | 17.48% | -7.10% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.86% | 21.36% | -7.50% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.76% | 23.34% | -4.58% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.02% | 23.38% | -2.36% |
SCHH vs. IDGT - Expense Ratio Comparison
SCHH has a 0.07% expense ratio, which is lower than IDGT's 0.41% expense ratio.
Dividends
SCHH vs. IDGT - Dividend Comparison
SCHH's dividend yield for the trailing twelve months is around 2.75%, more than IDGT's 0.72% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IDGT iShares U.S. Digital Infrastructure and Real Estate ETF | 0.72% | 1.17% | 1.64% | 0.37% | 0.30% | 0.28% | 0.60% | 0.42% | 0.65% | 0.57% | 0.75% | 0.72% |
SCHH Schwab US REIT ETF | 2.75% | 3.04% | 3.22% | 3.24% | 2.55% | 1.50% | 2.86% | 2.86% | 3.64% | 2.22% | 2.81% | 2.48% |
Frequently Asked Questions
SCHH and IDGT have a correlation of 0.36, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
IDGT has higher volatility (9.03%) compared to SCHH (5.21%). In terms of maximum drawdown, SCHH dropped -44.22% vs IDGT's -77.95%.
On 10-year performance, IDGT leads with 14.61% vs 4.16% for SCHH. On fees, SCHH is cheaper at 0.07% per year. On volatility, SCHH has been the lower-risk option at 5.21%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 10-year period, IDGT has performed better with a 14.61% return vs 4.16%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
SCHH is cheaper with a 0.07% expense ratio, compared with 0.41% for IDGT.
SCHH has the higher dividend yield at 2.75%, compared with 0.72% for IDGT.
SCHH is categorized as REIT, while IDGT is Technology Equities. SCHH tracks Dow Jones Equity All REIT Capped Index, while IDGT tracks S&P Data Center, Tower REIT and Communications Equipment Index - Benchmark TR Gross. They also come from different issuers: Charles Schwab and iShares. Their fees differ too: 0.07% for SCHH and 0.41% for IDGT.
IDGT currently has the higher Sharpe Ratio (2.75 vs 1.06), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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