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GRID vs SCHH

Comparison between FIRST TRUST NASDAQ CLEAN EDGE SMART GRID INFRASTRUCTURE INDEX FUND (GRID, ETF) and SCHWAB U.S. REIT ETF (SCHH, ETF).

5-Year PerformanceGRID has outperformed SCHH, delivering a return of +16.8% compared to +3.4%

GRID vs SCHH - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
GRID
$11B
SCHH
$10B
Expense Ratio
GRID
0.56%
Winner
SCHH
0.07%
Max Drawdown
Winner
GRID
40.56%
SCHH
44.22%
Sharpe Ratio
Winner
GRID
1.67
SCHH
0.93
5Y Beta
GRID
1.08
Winner
SCHH
0.47
P/E Ratio
GRID
N/A
SCHH
35.79
Forward P/E
GRID
N/A
SCHH
35.10
5Y Dividends CAGR
Winner
GRID
22.26%
SCHH
6.17%
5Y EPS CAGR
GRID
N/A
SCHH
9.20%
Debt to Equity
GRID
N/A
SCHH
39.22%
P/S Ratio
GRID
N/A
SCHH
7.35
P/B Ratio
GRID
N/A
SCHH
2.64

GRID vs SCHH - Holdings Comparison

GRID and SCHH have 1 common holdings. Overlap is 0.00%

GRID's top 25 holdings weight is 76.74%. SCHH's top 25 holdings weight is 71.57%.

RankGRIDSCHH
#1
ABB LTD (n/a) - 8.45%
WELLTOWER INC (WELL) - 9.40%
#2
EATON CORP PLC (ETN) - 7.70%
PROLOGIS INC (PLD) - 8.82%
#3
n/a (JCI) - 7.09%
EQUINIX INC (EQIX) - 4.89%
#4
SCHNEIDER ELECTRIC SE (n/a) - 7.07%
SIMON PROPERTY GROUP INC (SPG) - 4.50%
#5
NATIONAL GRID PLC (n/a) - 6.81%
AMERICAN TOWER CORP (AMT) - 4.43%
#6
PRYSMIAN SPA (n/a) - 5.31%
DIGITAL REALTY TRUST INC (DLR) - 4.31%
#7
QUANTA SERVICES INC (PWR) - 4.75%
REALTY INCOME CORP (O) - 3.95%
#8
E.ON SE (n/a) - 3.38%
PUBLIC STORAGE (PSA) - 3.37%
#9
NVENT ELECTRIC PLC (NVT) - 2.48%
CROWN CASTLE INC (CCI) - 2.86%
#10
HUBBELL INC (HUBB) - 2.36%
VENTAS INC (VTR) - 2.80%
#11
NVIDIA CORP (NVDA) - 2.25%
IRON MOUNTAIN INC (IRM) - 2.70%
#12
TESLA INC (TSLA) - 1.96%
VICI PROPERTIES INC ORDINARY SHARES (VICI) - 2.19%
#13
HD HYUNDAI ELECTRIC (n/a) - 1.81%
EXTRA SPACE STORAGE INC (EXR) - 2.15%
#14
CISCO SYSTEMS INC (CSCO) - 1.75%
AVALONBAY COMMUNITIES INC (AVB) - 1.87%
#15
TERNA SPA (n/a) - 1.72%
EQUITY RESIDENTIAL (EQR) - 1.63%
#16
HYDRO ONE LTD (n/a) - 1.55%
SBA COMMUNICATIONS CORP CLASS A (SBAC) - 1.57%
#17
LS ELECTRIC CO LTD (n/a) - 1.36%
ESSEX PROPERTY TRUST INC (ESS) - 1.29%
#18
FUJIKURA LTD (n/a) - 1.32%
WEYERHAEUSER CO (WY) - 1.23%
#19
ORACLE CORP (ORCL) - 1.30%
INVITATION HOMES INC (INVH) - 1.18%
#20
APTIV PLC (APTV) - 1.15%
W.P. CAREY INC (WPC) - 1.15%
#21
EQUATORIAL SA (n/a) - 1.07%
KIMCO REALTY CORP (KIM) - 1.15%
#22
BELIMO HOLDING AG (n/a) - 1.06%
MID-AMERICA APARTMENT COMMUNITIES INC (MAA) - 1.08%
#23
TEXAS INSTRUMENTS INC (TXN) - 1.03%
HOST HOTELS & RESORTS INC (HST) - 1.07%
#24
SPIE SA (n/a) - 1.01%
SUN COMMUNITIES INC (SUI) - 1.01%
#25
NKT AS (n/a) - 1.00%
OMEGA HEALTHCARE INVESTORS INC (OHI) - 0.97%
Total Holdings130120

GRID vs SCHH - Historical Returns

Returns include dividend reinvestment.

1M
GRID
-3.14%
Winner
SCHH
+2.50%
3M
Winner
GRID
+13.61%
SCHH
+9.36%
6M
Winner
GRID
+24.02%
SCHH
+16.33%
1Y
Winner
GRID
+41.72%
SCHH
+15.99%
5Y(CAGR)
Winner
GRID
+16.82%
SCHH
+3.41%
10Y(CAGR)
Winner
GRID
+19.47%
SCHH
+4.50%
Max(CAGR)
Winner
GRID
+12.93%
SCHH
+7.14%

GRID vs SCHH - Annual Returns (2009 - 2026)

Returns include dividend reinvestment.

YearGRIDSCHH
2026+21.38%+16.21%
2025+29.86%+3.20%
2024+16.50%+3.89%
2023+21.63%+11.27%
2022-14.08%-24.46%
2021+28.22%+45.90%
2020+46.19%-13.48%
2019+42.24%+26.23%
2018-22.93%-4.02%
2017+28.47%+3.43%
2016+25.59%+7.86%
2015-4.90%+1.89%
2014+0.55%+32.13%
2013+23.35%-0.03%
2012+15.17%+15.83%
2011-21.53%+9.48%
2010-2.49%N/A
2009+6.58%N/A

GRID vs SCHH Drawdown Comparison

The maximum drawdown for GRID was -40.56%, occurring on Mar 18, 2020. Recovery took 116 trading sessions.

The maximum drawdown for SCHH was -44.22%, occurring on Mar 23, 2020. Recovery took 328 trading sessions.

The current GRID drawdown is -5.40%.

RankGRIDSCHH
#1-40.56%
Feb 20, 2020 - Aug 5, 2020		-44.22%
Feb 21, 2020 - Jun 10, 2021
#2-35.42%
Apr 4, 2011 - Sep 24, 2013		-33.26%
Dec 31, 2021 - Apr 17, 2026
#3-29.65%
Jan 26, 2018 - Nov 4, 2019		-22.70%
Jul 22, 2011 - Feb 1, 2012
#4-29.64%
Nov 19, 2021 - Jun 13, 2023		-18.03%
May 21, 2013 - May 30, 2014
#5-26.65%
Mar 6, 2014 - Aug 16, 2016		-16.82%
Aug 1, 2016 - Aug 17, 2018
#6-20.76%
Jul 18, 2023 - Feb 22, 2024		-16.51%
Jan 26, 2015 - Mar 31, 2016
#7-20.62%
Sep 26, 2024 - May 15, 2025		-13.34%
Dec 6, 2018 - Jan 31, 2019
#8-18.68%
Jan 8, 2010 - Jan 24, 2011		-9.35%
Sep 14, 2012 - Jan 18, 2013
#9-11.72%
Feb 25, 2026 - Apr 13, 2026		-8.73%
May 1, 2012 - Jul 2, 2012
#10-10.62%
Jul 16, 2024 - Sep 17, 2024		-8.34%
Aug 28, 2018 - Dec 6, 2018
#11-9.16%
May 11, 2026 - Jun 10, 2026		-7.91%
Sep 2, 2021 - Nov 2, 2021
#12-8.34%
Sep 2, 2020 - Oct 5, 2020		-7.54%
Sep 5, 2014 - Oct 23, 2014
#13-7.91%
Feb 18, 2011 - Mar 30, 2011		-7.23%
May 31, 2011 - Jul 7, 2011
#14-7.80%
Oct 29, 2025 - Jan 16, 2026		-6.45%
Oct 24, 2019 - Feb 12, 2020
#15-7.40%
Sep 2, 2021 - Oct 28, 2021		-6.23%
Feb 28, 2011 - Apr 20, 2011

Correlation

Correlation between GRID and SCHH is 0.81 which considered as a strong positive correlation - the stocks tend to move together.

0.81
-101

Dividend Comparison (2009 - 2026)

GRID vs SCHH dividend yield comparison.

YearGRIDSCHH
20260.05%0.47%
20251.01%3.04%
20241.06%3.22%
20231.23%3.24%
20221.26%2.55%
20210.63%1.50%
20200.68%2.86%
20191.26%2.86%
20181.28%3.64%
20171.07%2.22%
20161.07%2.81%
20151.23%2.48%
20141.46%2.18%
20131.33%2.59%
20120.89%2.51%
20111.02%2.26%
20100.68%0.00%
20090.07%0.00%

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