SCHH vs. RSPR
SCHH (Schwab US REIT ETF) and RSPR (Invesco S&P 500 Equal Weight Real Estate ETF) are both REIT funds - SCHH tracks the Dow Jones Equity All REIT Capped Index while RSPR tracks the S&P 500 Equal Weighted / Real Estate - SEC. Both are passively managed. Over the past 10 years, SCHH returned 4.31%/yr vs 6.48%/yr for RSPR. Their correlation of 0.90 suggests significant overlap in exposure. SCHH charges 0.07%/yr vs 0.40%/yr for RSPR.
Performance
SCHH vs. RSPR - Performance Comparison
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Returns By Period
In the year-to-date period, SCHH achieves a 15.79% return, which is significantly higher than RSPR's 11.08% return. Over the past 10 years, SCHH has underperformed RSPR with an annualized return of 4.31%, while RSPR has yielded a comparatively higher 6.48% annualized return.
SCHH
- 1D
- 0.25%
- 1M
- 0.92%
- YTD
- 15.79%
- 6M
- 15.57%
- 1Y
- 17.26%
- 3Y*
- 11.36%
- 5Y*
- 3.59%
- 10Y*
- 4.31%
RSPR
- 1D
- 0.35%
- 1M
- 1.55%
- YTD
- 11.08%
- 6M
- 10.88%
- 1Y
- 9.37%
- 3Y*
- 9.55%
- 5Y*
- 2.83%
- 10Y*
- 6.48%
SCHH vs. RSPR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SCHH Schwab US REIT ETF | 15.79% | 2.20% | 4.99% | 11.18% | -24.99% | 41.07% | -14.81% | 22.85% | -4.26% | 3.68% |
RSPR Invesco S&P 500 Equal Weight Real Estate ETF | 11.08% | -1.88% | 8.61% | 11.59% | -25.16% | 49.61% | -2.90% | 24.62% | -4.11% | 8.76% |
Correlation
The correlation between SCHH and RSPR is 0.93, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.93 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.95 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.96 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.94 |
Correlation (All Time) Calculated using the full available price history since Aug 14, 2015 | 0.90 |
The correlation between SCHH and RSPR has been stable across timeframes, ranging from 0.90 to 0.96 - a consistent structural relationship.
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Return for Risk
SCHH vs. RSPR — Risk / Return Rank
SCHH
RSPR
SCHH vs. RSPR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab US REIT ETF (SCHH) and Invesco S&P 500 Equal Weight Real Estate ETF (RSPR). 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 | RSPR | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.62 | ||
| Sortino ratioReturn per unit of downside risk | +0.80 | ||
| Omega ratioGain probability vs. loss probability | 1.23 | 1.12 | +0.11 |
| Calmar ratioReturn relative to maximum drawdown | 2.09 | 1.08 | +1.01 |
| Martin ratioReturn relative to average drawdown | 6.60 | 2.38 | +4.23 |
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Drawdowns
SCHH vs. RSPR - Drawdown Comparison
The maximum SCHH drawdown since its inception was -44.22%, which is greater than RSPR's maximum drawdown of -41.96%. Use the drawdown chart below to compare losses from any high point for SCHH and RSPR.
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Drawdown Indicators
| SCHH | RSPR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -44.22% | -41.96% | -2.26% |
Max Drawdown (1Y)Largest decline over 1 year | -8.28% | -8.71% | +0.43% |
Max Drawdown (3Y)Largest decline over 3 years | -17.76% | -17.78% | +0.02% |
Max Drawdown (5Y)Largest decline over 5 years | -33.28% | -33.03% | -0.25% |
Max Drawdown (10Y)Largest decline over 10 years | -44.22% | -41.96% | -2.26% |
Current DrawdownCurrent decline from peak | -0.46% | -1.34% | +0.88% |
Average DrawdownAverage peak-to-trough decline | -9.42% | -9.36% | -0.06% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.62% | 3.95% | -1.33% |
Volatility
SCHH vs. RSPR - Volatility Comparison
Schwab US REIT ETF (SCHH) has a higher volatility of 5.34% compared to Invesco S&P 500 Equal Weight Real Estate ETF (RSPR) at 4.91%. This indicates that SCHH's price experiences larger fluctuations and is considered to be riskier than RSPR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SCHH | RSPR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.34% | 4.91% | +0.43% |
Volatility (6M)Calculated over the trailing 6-month period | 10.40% | 10.53% | -0.13% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.82% | 14.54% | -0.72% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.76% | 19.13% | -0.37% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.01% | 21.41% | -0.40% |
SCHH vs. RSPR - Expense Ratio Comparison
SCHH has a 0.07% expense ratio, which is lower than RSPR's 0.40% expense ratio.
Dividends
SCHH vs. RSPR - Dividend Comparison
SCHH's dividend yield for the trailing twelve months is around 2.76%, less than RSPR's 2.83% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RSPR Invesco S&P 500 Equal Weight Real Estate ETF | 2.83% | 2.70% | 2.58% | 2.91% | 3.14% | 2.56% | 3.82% | 2.48% | 3.02% | 3.01% | 2.06% | 1.03% |
SCHH Schwab US REIT ETF | 2.76% | 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
With a correlation of 0.93, SCHH and RSPR move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
SCHH has higher volatility (5.34%) compared to RSPR (4.91%). In terms of maximum drawdown, SCHH dropped -44.22% vs RSPR's -41.96%.
On 10-year performance, RSPR leads with 6.48% vs 4.31% for SCHH. On fees, SCHH is cheaper at 0.07% per year. On volatility, RSPR has been the lower-risk option at 4.91%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 10-year period, RSPR has performed better with a 6.48% return vs 4.31%. 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 0.40% for RSPR.
RSPR has the higher dividend yield at 2.83%, compared with 2.76% for SCHH.
SCHH tracks Dow Jones Equity All REIT Capped Index, while RSPR tracks S&P 500 Equal Weighted / Real Estate - SEC. They also come from different issuers: Charles Schwab and Invesco. Their fees differ too: 0.07% for SCHH and 0.40% for RSPR.
SCHH currently has the higher Sharpe Ratio (1.27 vs 0.66), 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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