SCHH vs. TIREX
Compare and contrast key facts about Schwab US REIT ETF (SCHH) and TIAA-CREF Real Estate Securities Fund Institutional Class (TIREX).
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. TIREX is managed by TIAA Investments. It was launched on Oct 1, 2002.
Performance
SCHH vs. TIREX - Performance Comparison
Loading graphics...
SCHH vs. TIREX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SCHH Schwab US REIT ETF | 5.45% | 2.20% | 4.99% | 11.18% | -24.99% | 41.07% | -14.81% | 22.85% | -4.26% | 3.68% |
TIREX TIAA-CREF Real Estate Securities Fund Institutional Class | 3.16% | 2.10% | 5.30% | 12.16% | -28.74% | 39.39% | 1.29% | 31.09% | -4.06% | 11.73% |
Returns By Period
In the year-to-date period, SCHH achieves a 5.45% return, which is significantly higher than TIREX's 3.16% return. Over the past 10 years, SCHH has underperformed TIREX with an annualized return of 3.46%, while TIREX has yielded a comparatively higher 5.81% annualized return.
SCHH
- 1D
- 1.53%
- 1M
- -4.18%
- YTD
- 5.45%
- 6M
- 3.75%
- 1Y
- 4.49%
- 3Y*
- 7.65%
- 5Y*
- 3.84%
- 10Y*
- 3.46%
TIREX
- 1D
- 0.55%
- 1M
- -5.82%
- YTD
- 3.16%
- 6M
- 1.46%
- 1Y
- 3.40%
- 3Y*
- 6.80%
- 5Y*
- 2.39%
- 10Y*
- 5.81%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
SCHH vs. TIREX - Expense Ratio Comparison
SCHH has a 0.07% expense ratio, which is lower than TIREX's 0.47% expense ratio.
Return for Risk
SCHH vs. TIREX — Risk / Return Rank
SCHH
TIREX
SCHH vs. TIREX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab US REIT ETF (SCHH) and TIAA-CREF Real Estate Securities Fund Institutional Class (TIREX). 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.
| SCHH | TIREX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.28 | 0.25 | +0.03 |
Sortino ratioReturn per unit of downside risk | 0.49 | 0.45 | +0.04 |
Omega ratioGain probability vs. loss probability | 1.07 | 1.06 | +0.01 |
Calmar ratioReturn relative to maximum drawdown | 0.40 | 0.41 | -0.02 |
Martin ratioReturn relative to average drawdown | 1.55 | 1.71 | -0.16 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| SCHH | TIREX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.28 | 0.25 | +0.03 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.21 | 0.13 | +0.08 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.17 | 0.29 | -0.12 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.32 | 0.32 | 0.00 |
Correlation
The correlation between SCHH and TIREX is 0.98, 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.
Dividends
SCHH vs. TIREX - Dividend Comparison
SCHH's dividend yield for the trailing twelve months is around 2.97%, more than TIREX's 2.67% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SCHH Schwab US REIT ETF | 2.97% | 3.04% | 3.22% | 3.24% | 2.55% | 1.50% | 2.86% | 2.86% | 3.64% | 2.22% | 2.81% | 2.48% |
TIREX TIAA-CREF Real Estate Securities Fund Institutional Class | 2.67% | 3.56% | 3.08% | 2.71% | 5.13% | 3.07% | 1.80% | 6.18% | 3.54% | 7.20% | 4.16% | 5.65% |
Drawdowns
SCHH vs. TIREX - Drawdown Comparison
The maximum SCHH drawdown since its inception was -44.22%, smaller than the maximum TIREX drawdown of -74.18%. Use the drawdown chart below to compare losses from any high point for SCHH and TIREX.
Loading graphics...
Drawdown Indicators
| SCHH | TIREX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -44.22% | -74.18% | +29.96% |
Max Drawdown (1Y)Largest decline over 1 year | -9.59% | -9.23% | -0.36% |
Max Drawdown (5Y)Largest decline over 5 years | -33.28% | -35.67% | +2.39% |
Max Drawdown (10Y)Largest decline over 10 years | -44.22% | -39.26% | -4.96% |
Current DrawdownCurrent decline from peak | -5.65% | -11.35% | +5.70% |
Average DrawdownAverage peak-to-trough decline | -9.54% | -13.54% | +4.00% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.18% | 3.00% | +0.18% |
Volatility
SCHH vs. TIREX - Volatility Comparison
Schwab US REIT ETF (SCHH) has a higher volatility of 4.96% compared to TIAA-CREF Real Estate Securities Fund Institutional Class (TIREX) at 4.67%. This indicates that SCHH's price experiences larger fluctuations and is considered to be riskier than TIREX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| SCHH | TIREX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.96% | 4.67% | +0.29% |
Volatility (6M)Calculated over the trailing 6-month period | 9.41% | 9.13% | +0.28% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.27% | 16.10% | +0.17% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.70% | 18.82% | -0.12% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.97% | 20.13% | +0.84% |