CGUS vs SCHH
Comparison between CAPITAL GROUP CORE EQUITY ETF SHARE CLASS (CGUS, ETF) and SCHWAB U.S. REIT ETF (SCHH, ETF).
CGUS vs SCHH - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
CGUS
$11B
SCHH
$11B
Expense Ratio
CGUS
0.33%
Winner
SCHH
0.07%
Max Drawdown
Winner
CGUS
22.41%
SCHH
44.22%
Sharpe Ratio
Winner
CGUS
1.08
SCHH
1.01
5Y Beta
CGUS
0.93
Winner
SCHH
0.45
P/E Ratio
Winner
CGUS
32.63
SCHH
36.08
Forward P/E
Winner
CGUS
23.44
SCHH
35.66
PEG Ratio
CGUS
0.57
SCHH
N/A
5Y Dividends CAGR
CGUS
N/A
SCHH
6.48%
5Y EPS CAGR
Winner
CGUS
26.00%
SCHH
7.93%
Debt to Equity
CGUS
N/A
SCHH
42.92%
P/S Ratio
Winner
CGUS
3.24
SCHH
7.49
P/B Ratio
CGUS
6.66
Winner
SCHH
2.63
CGUS vs SCHH - Holdings Comparison
CGUS and SCHH have 3 common holdings. Overlap is 1.34%
CGUS's top 25 holdings weight is 67.51%. SCHH's top 25 holdings weight is 70.87%.
| Rank | CGUS | SCHH |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 6.66% | WELLTOWER INC (WELL) - 10.71% |
| #2 | BROADCOM INC (AVGO) - 5.46% | PROLOGIS INC (PLD) - 8.69% |
| #3 | MICROSOFT CORP (MSFT) - 5.06% | SIMON PROPERTY GROUP INC (SPG) - 4.71% |
| #4 | AMAZON.COM INC (AMZN) - 4.57% | DIGITAL REALTY TRUST INC (DLR) - 4.23% |
| #5 | ELI LILLY AND CO (LLY) - 4.03% | EQUINIX INC (EQIX) - 4.10% |
| #6 | APPLIED MATERIALS INC (AMAT) - 3.81% | REALTY INCOME CORP (O) - 4.07% |
| #7 | META PLATFORMS INC CLASS A (META) - 3.35% | AMERICAN TOWER CORP (AMT) - 3.99% |
| #8 | ALPHABET INC CLASS A (GOOGL) - 3.16% | PUBLIC STORAGE (PSA) - 3.43% |
| #9 | n/a (TSM) - 2.79% | VENTAS INC (VTR) - 3.10% |
| #10 | APPLE INC (AAPL) - 2.33% | IRON MOUNTAIN INC (IRM) - 2.54% |
| #11 | n/a (n/a) - 2.26% | CROWN CASTLE INC (CCI) - 2.39% |
| #12 | RTX CORP (RTX) - 2.04% | EXTRA SPACE STORAGE INC (EXR) - 2.11% |
| #13 | CISCO SYSTEMS INC (CSCO) - 1.93% | VICI PROPERTIES INC ORDINARY SHARES (VICI) - 1.98% |
| #14 | SEAGATE TECHNOLOGY HOLDINGS PLC (STX) - 1.92% | AVALONBAY COMMUNITIES INC (AVB) - 1.82% |
| #15 | ALPHABET INC CLASS C (GOOG) - 1.90% | EQUITY RESIDENTIAL (EQR) - 1.61% |
| #16 | BRITISH AMERICAN TOBACCO PLC (n/a) - 1.86% | SBA COMMUNICATIONS CORP CLASS A (SBAC) - 1.37% |
| #17 | JPMORGAN CHASE & CO (JPM) - 1.85% | ESSEX PROPERTY TRUST INC (ESS) - 1.30% |
| #18 | MASTERCARD INC CLASS A (MA) - 1.80% | WEYERHAEUSER CO (WY) - 1.19% |
| #19 | STARBUCKS CORP (SBUX) - 1.77% | KIMCO REALTY CORP (KIM) - 1.17% |
| #20 | VERTEX PHARMACEUTICALS INC (VRTX) - 1.74% | INVITATION HOMES INC (INVH) - 1.12% |
| #21 | GE AEROSPACE (GE) - 1.55% | W.P. CAREY INC (WPC) - 1.11% |
| #22 | CARRIER GLOBAL CORP ORDINARY SHARES (CARR) - 1.44% | MID-AMERICA APARTMENT COMMUNITIES INC (MAA) - 1.06% |
| #23 | LINDE PLC (LIN) - 1.43% | HOST HOTELS & RESORTS INC (HST) - 1.05% |
| #24 | BLACKROCK INC (BLK) - 1.43% | HEALTHPEAK PROPERTIES INC (DOC) - 1.03% |
| #25 | ENTEGRIS INC (ENTG) - 1.37% | OMEGA HEALTHCARE INVESTORS INC (OHI) - 0.99% |
| Total Holdings | 72 | 122 |
CGUS vs SCHH - Historical Returns
Returns include dividend reinvestment.
1M
CGUS
+0.85%
Winner
SCHH
+4.37%
3M
CGUS
+6.35%
Winner
SCHH
+6.99%
6M
CGUS
+9.53%
Winner
SCHH
+15.30%
1Y
Winner
CGUS
+18.56%
SCHH
+18.26%
5Y(CAGR)
Winner
CGUS
+15.54%
SCHH
+3.52%
10Y(CAGR)
CGUS
N/A
SCHH
+3.86%
Max(CAGR)
Winner
CGUS
+15.54%
SCHH
+7.24%
CGUS vs SCHH - Annual Returns (2011 - 2026)
Returns include dividend reinvestment.
| Year | CGUS | SCHH |
|---|---|---|
| 2026 | +10.32% | +18.78% |
| 2025 | +16.44% | +3.20% |
| 2024 | +25.86% | +3.89% |
| 2023 | +28.17% | +11.27% |
| 2022 | -7.93% | -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% |
CGUS vs SCHH Drawdown Comparison
The maximum drawdown for CGUS was -21.85%, occurring on Sep 30, 2022. Recovery took 322 trading sessions.
The maximum drawdown for SCHH was -44.22%, occurring on Mar 23, 2020. Recovery took 328 trading sessions.
The current CGUS drawdown is -1.02%. The current SCHH drawdown is -0.33%.
| Rank | CGUS | SCHH |
|---|---|---|
| #1 | -21.85% Mar 29, 2022 - Jul 12, 2023 | -44.22% Feb 21, 2020 - Jun 10, 2021 |
| #2 | -18.06% Feb 6, 2025 - Jun 26, 2025 | -33.26% Dec 31, 2021 - Apr 17, 2026 |
| #3 | -9.59% Jan 27, 2026 - Apr 14, 2026 | -22.70% Jul 22, 2011 - Feb 1, 2012 |
| #4 | -8.29% Jul 31, 2023 - Nov 14, 2023 | -18.03% May 21, 2013 - May 30, 2014 |
| #5 | -6.73% Jul 16, 2024 - Aug 21, 2024 | -16.82% Aug 1, 2016 - Aug 17, 2018 |
| #6 | -5.60% Feb 25, 2022 - Mar 18, 2022 | -16.51% Jan 26, 2015 - Mar 31, 2016 |
| #7 | -5.04% Oct 29, 2025 - Dec 24, 2025 | -13.34% Dec 6, 2018 - Jan 31, 2019 |
| #8 | -4.65% Apr 1, 2024 - May 9, 2024 | -9.35% Sep 14, 2012 - Jan 18, 2013 |
| #9 | -4.10% Dec 16, 2024 - Jan 23, 2025 | -8.73% May 1, 2012 - Jul 2, 2012 |
| #10 | -4.03% Jun 2, 2026 - Jun 30, 2026 | -8.34% Aug 28, 2018 - Dec 6, 2018 |
| #11 | -3.98% Aug 30, 2024 - Sep 19, 2024 | -7.91% Sep 2, 2021 - Nov 2, 2021 |
| #12 | -3.00% Oct 8, 2025 - Oct 24, 2025 | -7.54% Sep 5, 2014 - Oct 23, 2014 |
| #13 | -2.86% Nov 8, 2024 - Dec 3, 2024 | -7.23% May 31, 2011 - Jul 7, 2011 |
| #14 | -2.62% Jul 25, 2025 - Aug 13, 2025 | -6.45% Oct 24, 2019 - Feb 12, 2020 |
| #15 | -2.43% Jan 12, 2026 - Jan 27, 2026 | -6.23% Feb 28, 2011 - Apr 20, 2011 |
Correlation
Correlation between CGUS and SCHH is 0.78 which considered as a strong positive correlation - the stocks tend to move together.
0.78
-101
Dividend Comparison (2011 - 2026)
CGUS vs SCHH dividend yield comparison.
| Year | CGUS | SCHH |
|---|---|---|
| 2026 | 0.39% | 1.15% |
| 2025 | 0.95% | 3.04% |
| 2024 | 1.02% | 3.22% |
| 2023 | 1.22% | 3.24% |
| 2022 | 1.10% | 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% |
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