Correlation
The correlation between TRTX and SCHH is 0.46, 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.
TRTX vs. SCHH
Compare and contrast key facts about TPG RE Finance Trust, Inc. (TRTX) and Schwab US REIT ETF (SCHH).
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: TRTX or SCHH.
Performance
TRTX vs. SCHH - Performance Comparison
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Key characteristics
TRTX:
0.03
SCHH:
0.76
TRTX:
0.39
SCHH:
1.18
TRTX:
1.05
SCHH:
1.16
TRTX:
0.13
SCHH:
0.63
TRTX:
0.49
SCHH:
2.34
TRTX:
8.24%
SCHH:
6.14%
TRTX:
26.04%
SCHH:
17.93%
TRTX:
-86.18%
SCHH:
-44.22%
TRTX:
-23.07%
SCHH:
-11.08%
Returns By Period
In the year-to-date period, TRTX achieves a -6.98% return, which is significantly lower than SCHH's 1.56% return.
TRTX
-6.98%
1.72%
-10.94%
0.30%
2.07%
13.62%
N/A
SCHH
1.56%
1.00%
-6.51%
11.44%
0.76%
6.84%
3.90%
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Risk-Adjusted Performance
TRTX vs. SCHH — Risk-Adjusted Performance Rank
TRTX
SCHH
TRTX vs. SCHH - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for TPG RE Finance Trust, Inc. (TRTX) 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.
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Dividends
TRTX vs. SCHH - Dividend Comparison
TRTX's dividend yield for the trailing twelve months is around 12.50%, more than SCHH's 3.15% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TRTX TPG RE Finance Trust, Inc. | 12.50% | 11.29% | 14.77% | 14.14% | 7.71% | 15.44% | 8.49% | 9.35% | 3.73% | 0.00% | 0.00% | 0.00% |
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
TRTX vs. SCHH - Drawdown Comparison
The maximum TRTX drawdown since its inception was -86.18%, which is greater than SCHH's maximum drawdown of -44.22%. Use the drawdown chart below to compare losses from any high point for TRTX and SCHH.
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Volatility
TRTX vs. SCHH - Volatility Comparison
TPG RE Finance Trust, Inc. (TRTX) has a higher volatility of 7.12% compared to Schwab US REIT ETF (SCHH) at 4.76%. This indicates that TRTX's price experiences larger fluctuations and is considered to be riskier than SCHH based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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