FDVV vs SCHH
Comparison between FIDELITY HIGH DIVIDEND ETF (FDVV, ETF) and SCHWAB U.S. REIT ETF (SCHH, ETF).
5-Year PerformanceFDVV has outperformed SCHH, delivering a return of +13.2% compared to +2.8%
FDVV vs SCHH - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
FDVV
$9.80B
Winner
SCHH
$10B
Expense Ratio
FDVV
0.15%
Winner
SCHH
0.07%
Max Drawdown
Winner
FDVV
41.11%
SCHH
44.22%
Sharpe Ratio
Winner
FDVV
1.77
SCHH
0.74
5Y Beta
FDVV
0.74
Winner
SCHH
0.48
P/E Ratio
Winner
FDVV
21.36
SCHH
35.45
Forward P/E
Winner
FDVV
17.84
SCHH
35.74
PEG Ratio
FDVV
0.28
SCHH
N/A
5Y Dividends CAGR
Winner
FDVV
9.76%
SCHH
6.16%
5Y EPS CAGR
Winner
FDVV
21.13%
SCHH
9.20%
Debt to Equity
Winner
FDVV
-93.56%
SCHH
39.22%
P/S Ratio
Winner
FDVV
2.28
SCHH
7.21
P/B Ratio
FDVV
3.39
Winner
SCHH
2.61
FDVV vs SCHH - Holdings Comparison
FDVV and SCHH have 11 common holdings. Overlap is 9.00%
FDVV's top 25 holdings weight is 57.45%. SCHH's top 25 holdings weight is 71.57%.
| Rank | FDVV | SCHH |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 7.27% | WELLTOWER INC (WELL) - 9.40% |
| #2 | APPLE INC (AAPL) - 6.37% | PROLOGIS INC (PLD) - 8.82% |
| #3 | MICROSOFT CORP (MSFT) - 4.52% | EQUINIX INC (EQIX) - 4.89% |
| #4 | BROADCOM INC (AVGO) - 3.48% | SIMON PROPERTY GROUP INC (SPG) - 4.50% |
| #5 | JPMORGAN CHASE & CO (JPM) - 2.48% | AMERICAN TOWER CORP (AMT) - 4.43% |
| #6 | n/a (n/a) - 2.43% | DIGITAL REALTY TRUST INC (DLR) - 4.31% |
| #7 | ALPHABET INC CLASS A (GOOGL) - 2.20% | REALTY INCOME CORP (O) - 3.95% |
| #8 | n/a (DELL) - 2.07% | PUBLIC STORAGE (PSA) - 3.37% |
| #9 | COCA-COLA CO (KO) - 1.86% | CROWN CASTLE INC (CCI) - 2.86% |
| #10 | THE GOLDMAN SACHS GROUP INC (GS) - 1.81% | VENTAS INC (VTR) - 2.80% |
| #11 | PHILIP MORRIS INTERNATIONAL INC (PM) - 1.77% | IRON MOUNTAIN INC (IRM) - 2.70% |
| #12 | PROCTER & GAMBLE CO (PG) - 1.73% | VICI PROPERTIES INC ORDINARY SHARES (VICI) - 2.19% |
| #13 | BANK OF AMERICA CORP (BAC) - 1.71% | EXTRA SPACE STORAGE INC (EXR) - 2.15% |
| #14 | ALTRIA GROUP INC (MO) - 1.67% | AVALONBAY COMMUNITIES INC (AVB) - 1.87% |
| #15 | TJX COMPANIES INC (TJX) - 1.65% | EQUITY RESIDENTIAL (EQR) - 1.63% |
| #16 | STARBUCKS CORP (SBUX) - 1.57% | SBA COMMUNICATIONS CORP CLASS A (SBAC) - 1.57% |
| #17 | FORD MOTOR CO (F) - 1.57% | ESSEX PROPERTY TRUST INC (ESS) - 1.29% |
| #18 | THE HOME DEPOT INC (HD) - 1.54% | WEYERHAEUSER CO (WY) - 1.23% |
| #19 | TEXAS INSTRUMENTS INC (TXN) - 1.50% | INVITATION HOMES INC (INVH) - 1.18% |
| #20 | PEPSICO INC (PEP) - 1.47% | W.P. CAREY INC (WPC) - 1.15% |
| #21 | MCDONALD'S CORP (MCD) - 1.45% | KIMCO REALTY CORP (KIM) - 1.15% |
| #22 | WELLS FARGO & CO (WFC) - 1.41% | MID-AMERICA APARTMENT COMMUNITIES INC (MAA) - 1.08% |
| #23 | THE KRAFT HEINZ CO (KHC) - 1.33% | HOST HOTELS & RESORTS INC (HST) - 1.07% |
| #24 | PRUDENTIAL FINANCIAL INC (PRU) - 1.30% | SUN COMMUNITIES INC (SUI) - 1.01% |
| #25 | U.S. BANCORP (USB) - 1.29% | OMEGA HEALTHCARE INVESTORS INC (OHI) - 0.97% |
| Total Holdings | 107 | 120 |
FDVV vs SCHH - Historical Returns
Returns include dividend reinvestment.
1M
Winner
FDVV
+1.68%
SCHH
-0.72%
3M
Winner
FDVV
+6.03%
SCHH
+3.97%
6M
FDVV
+7.86%
Winner
SCHH
+12.55%
1Y
Winner
FDVV
+22.28%
SCHH
+12.78%
5Y(CAGR)
Winner
FDVV
+13.20%
SCHH
+2.83%
10Y(CAGR)
Winner
FDVV
+13.36%
SCHH
+4.13%
Max(CAGR)
Winner
FDVV
+13.36%
SCHH
+6.91%
FDVV vs SCHH - Annual Returns (2011 - 2026)
Returns include dividend reinvestment.
| Year | FDVV | SCHH |
|---|---|---|
| 2026 | +6.94% | +12.32% |
| 2025 | +16.99% | +3.20% |
| 2024 | +21.74% | +3.89% |
| 2023 | +18.23% | +11.27% |
| 2022 | -4.97% | -24.46% |
| 2021 | +31.16% | +45.90% |
| 2020 | +2.54% | -13.48% |
| 2019 | +23.65% | +26.23% |
| 2018 | -1.96% | -4.02% |
| 2017 | +12.52% | +3.43% |
| 2016 | +5.06% | +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% |
FDVV vs SCHH Drawdown Comparison
The maximum drawdown for FDVV was -40.21%, occurring on Mar 23, 2020. Recovery took 225 trading sessions.
The maximum drawdown for SCHH was -44.22%, occurring on Mar 23, 2020. Recovery took 328 trading sessions.
The current FDVV drawdown is -1.85%. The current SCHH drawdown is -2.01%.
| Rank | FDVV | SCHH |
|---|---|---|
| #1 | -40.21% Feb 14, 2020 - Jan 6, 2021 | -44.22% Feb 21, 2020 - Jun 10, 2021 |
| #2 | -20.17% Mar 29, 2022 - Jul 12, 2023 | -33.26% Dec 31, 2021 - Apr 17, 2026 |
| #3 | -15.90% Feb 20, 2025 - Jun 24, 2025 | -22.70% Jul 22, 2011 - Feb 1, 2012 |
| #4 | -15.03% Sep 21, 2018 - Apr 1, 2019 | -18.03% May 21, 2013 - May 30, 2014 |
| #5 | -10.00% Jul 26, 2023 - Dec 13, 2023 | -16.82% Aug 1, 2016 - Aug 17, 2018 |
| #6 | -9.29% Feb 11, 2026 - May 6, 2026 | -16.51% Jan 26, 2015 - Mar 31, 2016 |
| #7 | -9.08% Jan 26, 2018 - Jul 10, 2018 | -13.34% Dec 6, 2018 - Jan 31, 2019 |
| #8 | -7.13% Apr 30, 2019 - Jul 3, 2019 | -9.35% Sep 14, 2012 - Jan 18, 2013 |
| #9 | -5.84% Jan 12, 2022 - Mar 22, 2022 | -8.73% May 1, 2012 - Jul 2, 2012 |
| #10 | -5.68% Jul 29, 2019 - Sep 11, 2019 | -8.34% Aug 28, 2018 - Dec 6, 2018 |
| #11 | -5.64% Nov 29, 2024 - Feb 19, 2025 | -7.91% Sep 2, 2021 - Nov 2, 2021 |
| #12 | -5.05% Jul 16, 2024 - Aug 15, 2024 | -7.54% Sep 5, 2014 - Oct 23, 2014 |
| #13 | -5.01% Sep 22, 2016 - Nov 18, 2016 | -7.23% May 31, 2011 - Jul 7, 2011 |
| #14 | -4.32% Nov 15, 2021 - Dec 10, 2021 | -6.45% Oct 24, 2019 - Feb 12, 2020 |
| #15 | -4.25% Sep 2, 2021 - Oct 15, 2021 | -6.23% Feb 28, 2011 - Apr 20, 2011 |
Correlation
Correlation between FDVV and SCHH is 0.81 which considered as a strong positive correlation - the stocks tend to move together.
0.81
-101
Dividend Comparison (2011 - 2026)
FDVV vs SCHH dividend yield comparison.
| Year | FDVV | SCHH |
|---|---|---|
| 2026 | 0.73% | 0.49% |
| 2025 | 2.89% | 3.04% |
| 2024 | 2.94% | 3.22% |
| 2023 | 3.77% | 3.24% |
| 2022 | 3.44% | 2.55% |
| 2021 | 2.70% | 1.50% |
| 2020 | 3.19% | 2.86% |
| 2019 | 3.93% | 2.86% |
| 2018 | 4.05% | 3.64% |
| 2017 | 3.66% | 2.22% |
| 2016 | 1.04% | 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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