WELL vs. SCHH
Compare and contrast key facts about Welltower Inc. (WELL) 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: WELL or SCHH.
Key characteristics
| WELL | SCHH | |
|---|---|---|
| YTD Return | 8.03% | -6.69% |
| 1Y Return | 26.46% | 2.13% |
| 3Y Return (Ann) | 12.40% | -1.88% |
| 5Y Return (Ann) | 8.98% | 0.16% |
| 10Y Return (Ann) | 8.62% | 3.70% |
| Sharpe Ratio | 1.36 | 0.20 |
| Daily Std Dev | 21.55% | 18.51% |
| Max Drawdown | -63.33% | -44.22% |
| Current Drawdown | 0.00% | -22.19% |
Correlation
The correlation between WELL and SCHH is 0.76, 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
WELL vs. SCHH - Performance Comparison
In the year-to-date period, WELL achieves a 8.03% return, which is significantly higher than SCHH's -6.69% return. Over the past 10 years, WELL has outperformed SCHH with an annualized return of 8.62%, while SCHH has yielded a comparatively lower 3.70% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
WELL vs. SCHH - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Welltower Inc. (WELL) 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
WELL vs. SCHH - Dividend Comparison
WELL's dividend yield for the trailing twelve months is around 2.52%, less than SCHH's 3.43% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WELL Welltower Inc. | 2.52% | 2.71% | 3.72% | 2.84% | 4.18% | 4.26% | 5.01% | 5.46% | 5.14% | 4.85% | 4.20% | 5.71% |
SCHH Schwab US REIT ETF | 3.43% | 3.24% | 2.55% | 1.50% | 2.86% | 2.86% | 3.66% | 2.22% | 2.81% | 2.48% | 2.18% | 2.59% |
Drawdowns
WELL vs. SCHH - Drawdown Comparison
The maximum WELL drawdown since its inception was -63.33%, which is greater than SCHH's maximum drawdown of -44.22%. Use the drawdown chart below to compare losses from any high point for WELL and SCHH. For additional features, visit the drawdowns tool.
Volatility
WELL vs. SCHH - Volatility Comparison
The current volatility for Welltower Inc. (WELL) is 4.54%, while Schwab US REIT ETF (SCHH) has a volatility of 6.06%. This indicates that WELL 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.