BAI vs SCHH
Comparison between iShares A.I. Innovation and Tech Active ETF (BAI, ETF) and SCHWAB U.S. REIT ETF (SCHH, ETF).
BAI vs SCHH - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
BAI
$9.20B
SCHH
$9.20B
Expense Ratio
BAI
0.55%
Winner
SCHH
0.07%
Max Drawdown
Winner
BAI
34.09%
SCHH
44.22%
Sharpe Ratio
Winner
BAI
2.29
SCHH
0.82
5Y Beta
BAI
1.63
Winner
SCHH
0.49
P/E Ratio
BAI
70.11
Winner
SCHH
34.51
Forward P/E
Winner
BAI
24.01
SCHH
34.58
PEG Ratio
BAI
0.29
SCHH
N/A
5Y Dividends CAGR
BAI
N/A
SCHH
6.17%
5Y EPS CAGR
Winner
BAI
30.73%
SCHH
8.31%
Debt to Equity
BAI
N/A
SCHH
0.40%
P/S Ratio
Winner
BAI
4.79
SCHH
7.31
P/B Ratio
BAI
13.80
Winner
SCHH
2.55
BAI vs SCHH - Holdings Comparison
BAI and SCHH have 1 common holdings. Overlap is -0.06%
BAI's top 25 holdings weight is 78.16%. SCHH's top 25 holdings weight is 72.19%.
| Rank | BAI | SCHH |
|---|---|---|
| #1 | BROADCOM INC (AVGO) - 6.01% | WELLTOWER INC (WELL) - 10.12% |
| #2 | NVIDIA CORP (NVDA) - 5.92% | PROLOGIS INC (PLD) - 8.91% |
| #3 | SK HYNIX INC (n/a) - 4.88% | EQUINIX INC (EQIX) - 4.96% |
| #4 | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD ADR (TSM) - 4.77% | DIGITAL REALTY TRUST INC (DLR) - 4.49% |
| #5 | LAM RESEARCH CORP (LRCX) - 4.03% | SIMON PROPERTY GROUP INC (SPG) - 4.46% |
| #6 | ALPHABET INC CLASS A (GOOGL) - 3.90% | REALTY INCOME CORP (O) - 4.18% |
| #7 | TOWER SEMICONDUCTOR LTD (n/a) - 3.90% | AMERICAN TOWER CORP (AMT) - 4.18% |
| #8 | ADVANCED MICRO DEVICES INC (AMD) - 3.64% | PUBLIC STORAGE (PSA) - 3.35% |
| #9 | MICRON TECHNOLOGY INC (MU) - 3.27% | VENTAS INC (VTR) - 2.97% |
| #10 | ELITE MATERIAL CO LTD (n/a) - 3.25% | CROWN CASTLE INC (CCI) - 2.68% |
| #11 | LUMENTUM HOLDINGS INC (LITE) - 3.18% | IRON MOUNTAIN INC (IRM) - 2.38% |
| #12 | FABRINET (FN) - 3.15% | VICI PROPERTIES INC ORDINARY SHARES (VICI) - 2.19% |
| #13 | ALCHIP TECHNOLOGIES LTD (n/a) - 2.67% | EXTRA SPACE STORAGE INC (EXR) - 2.14% |
| #14 | ADVANTEST CORP (n/a) - 2.59% | AVALONBAY COMMUNITIES INC (AVB) - 1.86% |
| #15 | MONOLITHIC POWER SYSTEMS INC (MPWR) - 2.49% | SBA COMMUNICATIONS CORP CLASS A (SBAC) - 1.66% |
| #16 | INTEL CORP (INTC) - 2.46% | EQUITY RESIDENTIAL (EQR) - 1.60% |
| #17 | ASIA VITAL COMPONENTS CO LTD (n/a) - 2.32% | WEYERHAEUSER CO (WY) - 1.28% |
| #18 | DELTA ELECTRONICS INC (n/a) - 2.21% | ESSEX PROPERTY TRUST INC (ESS) - 1.23% |
| #19 | WESTERN DIGITAL CORP (WDC) - 2.13% | KIMCO REALTY CORP (KIM) - 1.15% |
| #20 | SIEMENS ENERGY AG ORDINARY SHARES (n/a) - 2.11% | W.P. CAREY INC (WPC) - 1.14% |
| #21 | CELESTICA INC ORDINARY SHARES (SUBORDINATE VOTING) (CLS) - 2.08% | INVITATION HOMES INC (INVH) - 1.13% |
| #22 | VERTIV HOLDINGS CO CLASS A (VRT) - 2.03% | MID-AMERICA APARTMENT COMMUNITIES INC (MAA) - 1.09% |
| #23 | MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC (MTSI) - 1.86% | SUN COMMUNITIES INC (SUI) - 1.07% |
| #24 | TESLA INC (TSLA) - 1.67% | OMEGA HEALTHCARE INVESTORS INC (OHI) - 1.00% |
| #25 | ARISTA NETWORKS INC (ANET) - 1.64% | GAMING AND LEISURE PROPERTIES INC (GLPI) - 0.97% |
| Total Holdings | 55 | 121 |
BAI vs SCHH - Historical Returns
Returns include dividend reinvestment.
1M
Winner
BAI
+26.15%
SCHH
+5.33%
3M
Winner
BAI
+32.94%
SCHH
+7.39%
6M
Winner
BAI
+37.17%
SCHH
+11.83%
1Y
Winner
BAI
+100.08%
SCHH
+15.22%
5Y(CAGR)
BAI
N/A
SCHH
+4.24%
10Y(CAGR)
BAI
N/A
SCHH
+3.91%
Max(CAGR)
Winner
BAI
+52.12%
SCHH
+7.00%
BAI vs SCHH - Annual Returns (2011 - 2026)
Returns include dividend reinvestment.
| Year | BAI | SCHH |
|---|---|---|
| 2026 | +38.91% | +13.14% |
| 2025 | +23.71% | +3.20% |
| 2024 | +8.06% | +3.89% |
| 2023 | N/A | +11.27% |
| 2022 | N/A | -24.46% |
| 2021 | N/A | +45.90% |
| 2020 | N/A | -13.48% |
| 2019 | N/A | +26.23% |
| 2018 | N/A | -4.02% |
| 2017 | N/A | +3.43% |
| 2016 | N/A | +7.86% |
| 2015 | N/A | +1.89% |
| 2014 | N/A | +32.13% |
| 2013 | N/A | -0.03% |
| 2012 | N/A | +15.83% |
| 2011 | N/A | +9.48% |
BAI vs SCHH Drawdown Comparison
The maximum drawdown for BAI was -34.09%, occurring on Apr 8, 2025. Recovery took 119 trading sessions.
The maximum drawdown for SCHH was -44.22%, occurring on Mar 23, 2020. Recovery took 328 trading sessions.
The current SCHH drawdown is -0.38%.
| Rank | BAI | SCHH |
|---|---|---|
| #1 | -34.09% Jan 23, 2025 - Jul 16, 2025 | -44.22% Feb 21, 2020 - Jun 10, 2021 |
| #2 | -16.22% Oct 29, 2025 - Apr 8, 2026 | -33.26% Dec 31, 2021 - Apr 17, 2026 |
| #3 | -7.67% Aug 13, 2025 - Sep 8, 2025 | -22.70% Jul 22, 2011 - Feb 1, 2012 |
| #4 | -6.28% Jan 6, 2025 - Jan 22, 2025 | -18.03% May 21, 2013 - May 30, 2014 |
| #5 | -5.63% Nov 7, 2024 - Nov 21, 2024 | -16.82% Aug 1, 2016 - Aug 17, 2018 |
| #6 | -5.55% Dec 16, 2024 - Jan 6, 2025 | -16.51% Jan 26, 2015 - Mar 31, 2016 |
| #7 | -4.82% Oct 9, 2025 - Oct 27, 2025 | -13.34% Dec 6, 2018 - Jan 31, 2019 |
| #8 | -4.28% Apr 24, 2026 - Apr 30, 2026 | -9.35% Sep 14, 2012 - Jan 18, 2013 |
| #9 | -4.09% Sep 22, 2025 - Oct 6, 2025 | -8.73% May 1, 2012 - Jul 2, 2012 |
| #10 | -3.84% Dec 6, 2024 - Dec 16, 2024 | -8.34% Aug 28, 2018 - Dec 6, 2018 |
| #11 | -3.81% Oct 30, 2024 - Nov 6, 2024 | -7.91% Sep 2, 2021 - Nov 2, 2021 |
| #12 | -2.56% Jul 31, 2025 - Aug 6, 2025 | -7.54% Sep 5, 2014 - Oct 23, 2014 |
| #13 | -2.17% May 6, 2026 - May 8, 2026 | -7.23% May 31, 2011 - Jul 7, 2011 |
| #14 | -1.94% Nov 22, 2024 - Dec 2, 2024 | -6.45% Oct 24, 2019 - Feb 12, 2020 |
| #15 | -1.92% Oct 22, 2024 - Oct 25, 2024 | -6.23% Feb 28, 2011 - Apr 20, 2011 |
Correlation
Correlation between BAI and SCHH is 0.70 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.70
-101
Dividend Comparison (2011 - 2026)
BAI vs SCHH dividend yield comparison.
| Year | BAI | SCHH |
|---|---|---|
| 2026 | 0.00% | 0.49% |
| 2025 | 1.80% | 3.04% |
| 2024 | 0.00% | 3.22% |
| 2023 | 0.00% | 3.24% |
| 2022 | 0.00% | 2.55% |
| 2021 | 0.00% | 1.50% |
| 2020 | 0.00% | 2.86% |
| 2019 | 0.00% | 2.86% |
| 2018 | 0.00% | 3.64% |
| 2017 | 0.00% | 2.22% |
| 2016 | 0.00% | 2.81% |
| 2015 | 0.00% | 2.48% |
| 2014 | 0.00% | 2.18% |
| 2013 | 0.00% | 2.59% |
| 2012 | 0.00% | 2.51% |
| 2011 | 0.00% | 2.26% |
Select Stocks to Compare
Popular: BAI vs SPYSCHH vs SPY
More Comparisons
Compare with similar stocks