SCHH vs. K

Last updated Jun 13, 2026

SCHH (Schwab US REIT ETF) is REIT fund tracking the Dow Jones Equity All REIT Capped Index, while K (Kellogg Company) is a stock. At a 0.36 correlation, their price movements are largely independent.

Performance

SCHH vs. K - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Schwab US REIT ETF (SCHH) and Kellogg Company (K). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

SCHH

• 1D: 1.00%
• 1M: 3.20%
• YTD: 16.33%
• 6M: 16.33%
• 1Y: 15.97%
• 3Y*: 11.02%
• 5Y*: 3.40%
• 10Y*: 4.51%

K

• 1D: —
• 1M: —
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

SCHH vs. K - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
SCHH Schwab US REIT ETF	16.33%	2.20%	4.99%	11.18%	-24.99%	41.07%	-14.81%	22.85%	-4.26%	3.68%
K Kellogg Company	0.00%	5.99%	49.75%	-7.44%	14.35%	7.44%	-6.78%	26.08%	-13.32%	-4.93%

Correlation

The correlation between SCHH and K is 0.27, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.27
Correlation (3Y) Calculated over the trailing 3-year period	0.29
Correlation (5Y) Calculated over the trailing 5-year period	0.28
Correlation (10Y) Calculated over the trailing 10-year period	0.31
Correlation (All Time) Calculated using the full available price history since Jan 13, 2011	0.36

Return for Risk

SCHH vs. K — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

SCHH

SCHH Risk / Return Rank: 39
SCHH Sharpe Ratio Rank: 38
SCHH Sortino Ratio Rank: 36
SCHH Omega Ratio Rank: 36
SCHH Calmar Ratio Rank: 44
SCHH Martin Ratio Rank: 43

K

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

SCHH vs. K - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Schwab US REIT ETF (SCHH) and Kellogg Company (K). 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	K	Difference
Sharpe ratio: Return per unit of total volatility	1.18	—	—
Sortino ratio: Return per unit of downside risk	1.68	—	—
Omega ratio: Gain probability vs. loss probability	1.21	—	—
Calmar ratio: Return relative to maximum drawdown	1.94	—	—
Martin ratio: Return relative to average drawdown	6.10	—	—

Drawdowns

Drawdown Indicators

	SCHH	K	Difference
Max Drawdown Largest peak-to-trough decline	-44.22%	—	—
Max Drawdown (1Y) Largest decline over 1 year	-8.28%	—	—
Max Drawdown (3Y) Largest decline over 3 years	-17.76%	—	—
Max Drawdown (5Y) Largest decline over 5 years	-33.28%	—	—
Max Drawdown (10Y) Largest decline over 10 years	-44.22%	—	—
Current Drawdown Current decline from peak	0.00%	—	—
Average Drawdown Average peak-to-trough decline	-9.43%	—	—
Ulcer Index Depth and duration of drawdowns from previous peaks	2.63%	—	—

Volatility

Volatility by Period

	SCHH	K	Difference
Volatility (1M) Calculated over the trailing 1-month period	4.83%	—	—
Volatility (6M) Calculated over the trailing 6-month period	9.98%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	13.56%	—	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	18.74%	—	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	20.99%	—	—

Dividends

SCHH vs. K - Dividend Comparison

SCHH's dividend yield for the trailing twelve months is around 2.69%, while K has not paid dividends to shareholders.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
K Kellogg Company	1.39%	2.76%	2.79%	10.56%	3.28%	3.59%	3.66%	3.27%	3.86%	3.12%	2.77%	2.74%
SCHH Schwab US REIT ETF	2.69%	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

Can I hold both SCHH and K in my portfolio?

SCHH and K have a correlation of 0.27, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.