SCHH vs. XLRE
Compare and contrast key facts about Schwab US REIT ETF (SCHH) and Real Estate Select Sector SPDR Fund (XLRE).
SCHH and XLRE 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. XLRE is a passively managed fund by State Street that tracks the performance of the Real Estate Select Sector Index. It was launched on Oct 7, 2015. Both SCHH and XLRE 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 XLRE.
Performance
SCHH vs. XLRE - Performance Comparison
Returns By Period
The year-to-date returns for both investments are quite close, with SCHH having a 9.61% return and XLRE slightly higher at 9.88%.
SCHH
9.61%
-4.18%
12.78%
23.39%
1.78%
4.45%
XLRE
9.88%
-3.89%
12.80%
23.54%
5.71%
N/A
Key characteristics
| SCHH | XLRE | |
|---|---|---|
| Sharpe Ratio | 1.45 | 1.45 |
| Sortino Ratio | 2.05 | 2.04 |
| Omega Ratio | 1.26 | 1.26 |
| Calmar Ratio | 0.89 | 0.89 |
| Martin Ratio | 5.37 | 5.62 |
| Ulcer Index | 4.31% | 4.18% |
| Daily Std Dev | 15.97% | 16.22% |
| Max Drawdown | -44.22% | -38.83% |
| Current Drawdown | -8.59% | -8.94% |
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. XLRE - Expense Ratio Comparison
SCHH has a 0.07% expense ratio, which is lower than XLRE's 0.13% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Correlation
The correlation between SCHH and XLRE is 0.96, 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.
Risk-Adjusted Performance
SCHH vs. XLRE - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab US REIT ETF (SCHH) and Real Estate Select Sector SPDR Fund (XLRE). 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. XLRE - Dividend Comparison
SCHH's dividend yield for the trailing twelve months is around 2.98%, less than XLRE's 3.22% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SCHH Schwab US REIT ETF | 2.98% | 3.24% | 2.55% | 1.50% | 2.86% | 2.87% | 3.66% | 2.22% | 2.81% | 2.48% | 2.18% | 2.59% |
XLRE Real Estate Select Sector SPDR Fund | 3.22% | 3.31% | 3.70% | 2.61% | 3.15% | 3.06% | 3.78% | 3.25% | 4.22% | 1.09% | 0.00% | 0.00% |
Drawdowns
SCHH vs. XLRE - Drawdown Comparison
The maximum SCHH drawdown since its inception was -44.22%, which is greater than XLRE's maximum drawdown of -38.83%. Use the drawdown chart below to compare losses from any high point for SCHH and XLRE. For additional features, visit the drawdowns tool.
Volatility
SCHH vs. XLRE - Volatility Comparison
The current volatility for Schwab US REIT ETF (SCHH) is 5.06%, while Real Estate Select Sector SPDR Fund (XLRE) has a volatility of 5.60%. This indicates that SCHH experiences smaller price fluctuations and is considered to be less risky than XLRE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.