SCHH vs. REET
Compare and contrast key facts about Schwab US REIT ETF (SCHH) and iShares Global REIT ETF (REET).
SCHH and REET are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. 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. REET is a passively managed fund by iShares that tracks the performance of the FTSE EPRA/NAREIT Global REIT Index. It was launched on Jul 8, 2014. Both SCHH and REET 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 REET.
Performance
SCHH vs. REET - Performance Comparison
Returns By Period
In the year-to-date period, SCHH achieves a 9.61% return, which is significantly higher than REET's 7.15% return. Over the past 10 years, SCHH has outperformed REET with an annualized return of 4.45%, while REET has yielded a comparatively lower 3.85% annualized return.
SCHH
9.61%
-4.18%
12.78%
23.39%
1.78%
4.45%
REET
7.15%
-3.93%
9.43%
20.36%
1.37%
3.85%
Key characteristics
| SCHH | REET | |
|---|---|---|
| Sharpe Ratio | 1.45 | 1.33 |
| Sortino Ratio | 2.05 | 1.91 |
| Omega Ratio | 1.26 | 1.23 |
| Calmar Ratio | 0.89 | 0.77 |
| Martin Ratio | 5.37 | 4.70 |
| Ulcer Index | 4.31% | 4.16% |
| Daily Std Dev | 15.97% | 14.72% |
| Max Drawdown | -44.22% | -44.59% |
| Current Drawdown | -8.59% | -10.32% |
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SCHH vs. REET - Expense Ratio Comparison
SCHH has a 0.07% expense ratio, which is lower than REET's 0.14% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Correlation
The correlation between SCHH and REET is 0.93, 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.
Risk-Adjusted Performance
SCHH vs. REET - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab US REIT ETF (SCHH) and iShares Global REIT ETF (REET). 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. REET - Dividend Comparison
SCHH's dividend yield for the trailing twelve months is around 2.98%, more than REET's 2.74% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SCHH Schwab US REIT ETF | 2.98% | 3.24% | 2.55% | 1.50% | 2.86% | 2.87% | 3.66% | 2.22% | 2.81% | 2.48% | 2.18% | 2.59% |
REET iShares Global REIT ETF | 2.74% | 3.27% | 2.42% | 3.18% | 2.64% | 5.25% | 5.73% | 3.84% | 5.37% | 3.56% | 2.12% | 0.00% |
Drawdowns
SCHH vs. REET - Drawdown Comparison
The maximum SCHH drawdown since its inception was -44.22%, roughly equal to the maximum REET drawdown of -44.59%. Use the drawdown chart below to compare losses from any high point for SCHH and REET. For additional features, visit the drawdowns tool.
Volatility
SCHH vs. REET - Volatility Comparison
Schwab US REIT ETF (SCHH) has a higher volatility of 5.06% compared to iShares Global REIT ETF (REET) at 4.44%. This indicates that SCHH's price experiences larger fluctuations and is considered to be riskier than REET based on this measure. The chart below showcases a comparison of their rolling one-month volatility.