SFREX vs. SCHH
Compare and contrast key facts about Schwab Fundamental Global Real Estate Index Fund (SFREX) and Schwab US REIT ETF (SCHH).
SFREX is managed by Charles Schwab. It was launched on Oct 21, 2014. 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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SFREX or SCHH.
Correlation
The correlation between SFREX and SCHH is 0.81, 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.
Performance
SFREX vs. SCHH - Performance Comparison
Key characteristics
SFREX:
0.73
SCHH:
0.82
SFREX:
1.10
SCHH:
1.17
SFREX:
1.14
SCHH:
1.15
SFREX:
0.41
SCHH:
0.51
SFREX:
1.60
SCHH:
2.66
SFREX:
7.17%
SCHH:
4.79%
SFREX:
15.77%
SCHH:
15.61%
SFREX:
-41.98%
SCHH:
-44.22%
SFREX:
-16.01%
SCHH:
-10.29%
Returns By Period
In the year-to-date period, SFREX achieves a 1.86% return, which is significantly lower than SCHH's 2.47% return. Over the past 10 years, SFREX has underperformed SCHH with an annualized return of 2.01%, while SCHH has yielded a comparatively higher 3.56% annualized return.
SFREX
1.86%
2.53%
0.27%
9.96%
-2.13%
2.01%
SCHH
2.47%
2.32%
-2.37%
11.84%
0.42%
3.56%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
SFREX vs. SCHH - Expense Ratio Comparison
SFREX has a 0.39% expense ratio, which is higher than SCHH's 0.07% expense ratio.
Risk-Adjusted Performance
SFREX vs. SCHH — Risk-Adjusted Performance Rank
SFREX
SCHH
SFREX vs. SCHH - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab Fundamental Global Real Estate Index Fund (SFREX) and Schwab US REIT ETF (SCHH). 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
SFREX vs. SCHH - Dividend Comparison
SFREX's dividend yield for the trailing twelve months is around 3.67%, more than SCHH's 3.15% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SFREX Schwab Fundamental Global Real Estate Index Fund | 3.67% | 3.74% | 3.55% | 2.89% | 2.92% | 3.30% | 3.87% | 4.24% | 3.29% | 4.21% | 2.73% | 1.10% |
SCHH Schwab US REIT ETF | 3.15% | 3.22% | 3.24% | 2.55% | 1.50% | 2.86% | 2.87% | 3.66% | 2.22% | 2.81% | 2.48% | 2.18% |
Drawdowns
SFREX vs. SCHH - Drawdown Comparison
The maximum SFREX drawdown since its inception was -41.98%, smaller than the maximum SCHH drawdown of -44.22%. Use the drawdown chart below to compare losses from any high point for SFREX and SCHH. For additional features, visit the drawdowns tool.
Volatility
SFREX vs. SCHH - Volatility Comparison
The current volatility for Schwab Fundamental Global Real Estate Index Fund (SFREX) is 2.70%, while Schwab US REIT ETF (SCHH) has a volatility of 3.65%. This indicates that SFREX experiences smaller price fluctuations and is considered to be less risky than SCHH based on this measure. The chart below showcases a comparison of their rolling one-month volatility.