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SCHH vs. VRAI
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

SCHH vs. VRAI - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Schwab US REIT ETF (SCHH) and Virtus Real Asset Income ETF (VRAI). The values are adjusted to include any dividend payments, if applicable.

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SCHH vs. VRAI - Yearly Performance Comparison


2026 (YTD)2025202420232022202120202019
SCHH
Schwab US REIT ETF
5.45%2.20%4.99%11.18%-24.99%41.07%-14.81%8.93%
VRAI
Virtus Real Asset Income ETF
17.54%6.67%2.66%6.12%-9.96%24.35%-5.94%5.61%

Returns By Period

In the year-to-date period, SCHH achieves a 5.45% return, which is significantly lower than VRAI's 17.54% 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%

VRAI

1D
1.14%
1M
2.69%
YTD
17.54%
6M
16.21%
1Y
19.40%
3Y*
10.11%
5Y*
6.34%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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SCHH vs. VRAI - Expense Ratio Comparison

SCHH has a 0.07% expense ratio, which is lower than VRAI's 0.55% expense ratio.


Return for Risk

SCHH vs. VRAI — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

SCHH
SCHH Risk / Return Rank: 1818
Overall Rank
SCHH Sharpe Ratio Rank: 1818
Sharpe Ratio Rank
SCHH Sortino Ratio Rank: 1818
Sortino Ratio Rank
SCHH Omega Ratio Rank: 1717
Omega Ratio Rank
SCHH Calmar Ratio Rank: 1818
Calmar Ratio Rank
SCHH Martin Ratio Rank: 2020
Martin Ratio Rank

VRAI
VRAI Risk / Return Rank: 5252
Overall Rank
VRAI Sharpe Ratio Rank: 5858
Sharpe Ratio Rank
VRAI Sortino Ratio Rank: 5555
Sortino Ratio Rank
VRAI Omega Ratio Rank: 5959
Omega Ratio Rank
VRAI Calmar Ratio Rank: 3939
Calmar Ratio Rank
VRAI Martin Ratio Rank: 5050
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

SCHH vs. VRAI - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Schwab US REIT ETF (SCHH) and Virtus Real Asset Income ETF (VRAI). 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.


SCHHVRAIDifference

Sharpe ratio

Return per unit of total volatility

0.28

1.09

-0.81

Sortino ratio

Return per unit of downside risk

0.49

1.52

-1.03

Omega ratio

Gain probability vs. loss probability

1.07

1.23

-0.17

Calmar ratio

Return relative to maximum drawdown

0.40

1.25

-0.85

Martin ratio

Return relative to average drawdown

1.55

5.77

-4.22

SCHH vs. VRAI - Sharpe Ratio Comparison

The current SCHH Sharpe Ratio is 0.28, which is lower than the VRAI Sharpe Ratio of 1.09. The chart below compares the historical Sharpe Ratios of SCHH and VRAI, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


SCHHVRAIDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.28

1.09

-0.81

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.21

0.38

-0.18

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.17

Sharpe Ratio (All Time)

Calculated using the full available price history

0.32

0.27

+0.05

Correlation

The correlation between SCHH and VRAI is 0.71, 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. VRAI - Dividend Comparison

SCHH's dividend yield for the trailing twelve months is around 2.97%, less than VRAI's 3.33% yield.


TTM20252024202320222021202020192018201720162015
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%
VRAI
Virtus Real Asset Income ETF
3.33%4.68%7.13%5.02%4.48%3.34%3.91%2.80%0.00%0.00%0.00%0.00%

Drawdowns

SCHH vs. VRAI - Drawdown Comparison

The maximum SCHH drawdown since its inception was -44.22%, smaller than the maximum VRAI drawdown of -47.51%. Use the drawdown chart below to compare losses from any high point for SCHH and VRAI.


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Drawdown Indicators


SCHHVRAIDifference

Max Drawdown

Largest peak-to-trough decline

-44.22%

-47.51%

+3.29%

Max Drawdown (1Y)

Largest decline over 1 year

-9.59%

-11.71%

+2.12%

Max Drawdown (5Y)

Largest decline over 5 years

-33.28%

-26.71%

-6.57%

Max Drawdown (10Y)

Largest decline over 10 years

-44.22%

Current Drawdown

Current decline from peak

-5.65%

-0.05%

-5.60%

Average Drawdown

Average peak-to-trough decline

-9.54%

-10.32%

+0.78%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.18%

3.40%

-0.22%

Volatility

SCHH vs. VRAI - Volatility Comparison

Schwab US REIT ETF (SCHH) has a higher volatility of 4.96% compared to Virtus Real Asset Income ETF (VRAI) at 3.24%. This indicates that SCHH's price experiences larger fluctuations and is considered to be riskier than VRAI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


SCHHVRAIDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.96%

3.24%

+1.72%

Volatility (6M)

Calculated over the trailing 6-month period

9.41%

9.03%

+0.38%

Volatility (1Y)

Calculated over the trailing 1-year period

16.27%

17.90%

-1.63%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

18.70%

16.68%

+2.02%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

20.97%

22.34%

-1.37%