SCHH vs. SCHD
Compare and contrast key facts about Schwab US REIT ETF (SCHH) and Schwab US Dividend Equity ETF (SCHD).
SCHH and SCHD 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. SCHD is a passively managed fund by Charles Schwab that tracks the performance of the Dow Jones U.S. Dividend 100 Index. It was launched on Oct 20, 2011. Both SCHH and SCHD 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 SCHD.
Correlation
The correlation between SCHH and SCHD is 0.60, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
SCHH vs. SCHD - Performance Comparison
Key characteristics
SCHH:
0.69
SCHD:
0.18
SCHH:
1.04
SCHD:
0.35
SCHH:
1.14
SCHD:
1.05
SCHH:
0.51
SCHD:
0.18
SCHH:
2.20
SCHD:
0.64
SCHH:
5.60%
SCHD:
4.44%
SCHH:
17.89%
SCHD:
15.99%
SCHH:
-44.22%
SCHD:
-33.37%
SCHH:
-13.80%
SCHD:
-11.47%
Returns By Period
In the year-to-date period, SCHH achieves a -1.54% return, which is significantly higher than SCHD's -5.19% return. Over the past 10 years, SCHH has underperformed SCHD with an annualized return of 3.44%, while SCHD has yielded a comparatively higher 10.34% annualized return.
SCHH
-1.54%
-2.96%
-7.89%
12.90%
6.60%
3.44%
SCHD
-5.19%
-7.50%
-7.13%
3.21%
12.75%
10.34%
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SCHH vs. SCHD - Expense Ratio Comparison
SCHH has a 0.07% expense ratio, which is higher than SCHD's 0.06% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
SCHH vs. SCHD — Risk-Adjusted Performance Rank
SCHH
SCHD
SCHH vs. SCHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab US REIT ETF (SCHH) and Schwab US Dividend Equity ETF (SCHD). 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. SCHD - Dividend Comparison
SCHH's dividend yield for the trailing twelve months is around 3.25%, less than SCHD's 4.05% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SCHH Schwab US REIT ETF | 3.25% | 3.22% | 3.24% | 2.55% | 1.50% | 2.86% | 2.86% | 3.66% | 2.22% | 2.81% | 2.48% | 2.18% |
SCHD Schwab US Dividend Equity ETF | 4.05% | 3.64% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% | 2.63% |
Drawdowns
SCHH vs. SCHD - Drawdown Comparison
The maximum SCHH drawdown since its inception was -44.22%, which is greater than SCHD's maximum drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for SCHH and SCHD. For additional features, visit the drawdowns tool.
Volatility
SCHH vs. SCHD - Volatility Comparison
The current volatility for Schwab US REIT ETF (SCHH) is 10.26%, while Schwab US Dividend Equity ETF (SCHD) has a volatility of 11.20%. This indicates that SCHH experiences smaller price fluctuations and is considered to be less risky than SCHD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.