SCHH vs. RISR
SCHH (Schwab US REIT ETF) and RISR (FolioBeyond Alternative Income and Interest Rate Hedge ETF) are both exchange-traded funds - SCHH is a REIT fund tracking the Dow Jones Equity All REIT Capped Index, while RISR is a Nontraditional Bonds fund actively managed by FolioBeyond. SCHH is passively managed, while RISR is actively managed. Over the past 3 years, SCHH returned 11.26%/yr vs 10.07%/yr for RISR. Their -0.15 correlation means they have often moved in opposite directions in the past. SCHH charges 0.07%/yr vs 1.13%/yr for RISR.
Performance
SCHH vs. RISR - Performance Comparison
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Returns By Period
In the year-to-date period, SCHH achieves a 17.73% return, which is significantly higher than RISR's 4.75% return.
SCHH
- 1D
- 0.04%
- 1M
- 0.91%
- 6M
- 15.84%
- YTD
- 17.73%
- 1Y
- 19.91%
- 3Y*
- 11.26%
- 5Y*
- 3.39%
- 10Y*
- 3.80%
- ALL TIME*
- 7.16%
RISR
- 1D
- -0.15%
- 1M
- 1.47%
- 6M
- 4.83%
- YTD
- 4.75%
- 1Y
- 6.29%
- 3Y*
- 10.07%
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 14.46%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $3.20M | $3.07M | $3.51M | |
| $140.13M | $145.62M | $142.57M |
SCHH vs. RISR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
SCHH Schwab US REIT ETF | 17.73% | 2.20% | 4.99% | 11.18% | -24.99% | 16.12% |
RISR FolioBeyond Alternative Income and Interest Rate Hedge ETF | 4.75% | 4.63% | 24.20% | 7.02% | 31.98% | -0.04% |
Correlation
The correlation between SCHH and RISR is -0.27, meaning they have often moved in opposite directions in the past. This relationship can weaken or reverse as market conditions change.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | -0.27 |
Correlation (3Y) Balances recent behavior with more history. | -0.19 |
Correlation (All Time) Calculated using the full available price history since Oct 1, 2021 | -0.15 |
The correlation between SCHH and RISR shifts across timeframes, from -0.27 (1 year) to -0.15 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
SCHH vs. RISR — Risk / Return Rank
SCHH
RISR
SCHH vs. RISR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab US REIT ETF (SCHH) and FolioBeyond Alternative Income and Interest Rate Hedge ETF (RISR). 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 | RISR | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.24 | ||
| Sortino ratioReturn per unit of downside risk | +0.29 | ||
| Omega ratioGain probability vs. loss probability | 1.26 | 1.22 | +0.04 |
| Calmar ratioReturn relative to maximum drawdown | 2.41 | 2.42 | -0.01 |
| Martin ratioReturn relative to average drawdown | 8.08 | 5.79 | +2.29 |
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Drawdowns
SCHH vs. RISR - Drawdown Comparison
The maximum SCHH drawdown since its inception was -44.22%, which is greater than RISR's maximum drawdown of -14.31%. Use the drawdown chart below to compare losses from any high point for SCHH and RISR.
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Drawdown Indicators
| SCHH | RISR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -44.22% | -14.31% | -29.91% |
Max Drawdown (1Y)Largest decline over 1 year | -8.28% | -2.61% | -5.67% |
Max Drawdown (3Y)Largest decline over 3 years | -17.76% | -8.07% | -9.69% |
Max Drawdown (5Y)Largest decline over 5 years | -33.28% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -44.22% | — | — |
Current DrawdownCurrent decline from peak | -2.29% | -0.15% | -2.14% |
Average DrawdownAverage peak-to-trough decline | -9.36% | -2.12% | -7.24% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.47% | 1.09% | +1.38% |
Volatility
SCHH vs. RISR - Volatility Comparison
Schwab US REIT ETF (SCHH) has a higher volatility of 4.41% compared to FolioBeyond Alternative Income and Interest Rate Hedge ETF (RISR) at 1.13%. This indicates that SCHH's price experiences larger fluctuations and is considered to be riskier than RISR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SCHH | RISR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.41% | 1.13% | +3.28% |
Volatility (6M)Calculated over the trailing 6-month period | 10.96% | 3.57% | +7.39% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.86% | 5.25% | +8.61% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.80% | 11.67% | +7.13% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.03% | 11.67% | +9.36% |
SCHH vs. RISR - Expense Ratio Comparison
SCHH has a 0.07% expense ratio, which is lower than RISR's 1.13% expense ratio.
Dividends
SCHH vs. RISR - Dividend Comparison
SCHH's dividend yield for the trailing twelve months is around 2.72%, less than RISR's 5.88% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RISR FolioBeyond Alternative Income and Interest Rate Hedge ETF | 5.88% | 5.95% | 5.67% | 7.96% | 4.26% | 0.30% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SCHH Schwab US REIT ETF | 2.72% | 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 RISR 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.
SCHH has higher volatility (4.41%) compared to RISR (1.13%). In terms of maximum drawdown, SCHH dropped -44.22% vs RISR's -14.31%.
On 3-year performance, SCHH leads with 11.26% vs 10.07% for RISR. On fees, SCHH is cheaper at 0.07% per year. On volatility, RISR has been the lower-risk option at 1.13%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 3-year period, SCHH has performed better with a 11.26% return vs 10.07%. 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 1.13% for RISR.
RISR has the higher dividend yield at 5.88%, compared with 2.72% for SCHH.
SCHH is categorized as REIT, while RISR is Nontraditional Bonds. They also come from different issuers: Charles Schwab and FolioBeyond. Their fees differ too: 0.07% for SCHH and 1.13% for RISR.
SCHH currently has the higher Sharpe Ratio (1.45 vs 1.20), 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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