IGF vs SCHH
Comparison between ISHARES GLOBAL INFRASTRUCTURE ETF (IGF, ETF) and SCHWAB U.S. REIT ETF (SCHH, ETF).
5-Year PerformanceIGF has outperformed SCHH, delivering a return of +11.1% compared to +3.6%
IGF vs SCHH - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IGF
$11B
Winner
SCHH
$11B
Expense Ratio
IGF
0.39%
Winner
SCHH
0.07%
Max Drawdown
IGF
59.46%
Winner
SCHH
44.22%
Sharpe Ratio
Winner
IGF
1.11
SCHH
0.96
5Y Beta
Winner
IGF
0.40
SCHH
0.45
P/E Ratio
IGF
N/A
SCHH
36.78
Forward P/E
IGF
N/A
SCHH
36.10
5Y Dividends CAGR
Winner
IGF
11.43%
SCHH
6.48%
5Y EPS CAGR
IGF
N/A
SCHH
7.87%
Debt to Equity
IGF
N/A
SCHH
43.36%
P/S Ratio
IGF
N/A
SCHH
7.59
P/B Ratio
IGF
N/A
SCHH
2.68
IGF vs SCHH - Holdings Comparison
IGF and SCHH have 1 common holdings. Overlap is 0.00%
IGF's top 25 holdings weight is 69.12%. SCHH's top 25 holdings weight is 70.81%.
| Rank | IGF | SCHH |
|---|---|---|
| #1 | TRANSURBAN GROUP (n/a) - 5.16% | WELLTOWER INC (WELL) - 11.08% |
| #2 | AENA SME SA (n/a) - 4.98% | PROLOGIS INC (PLD) - 8.90% |
| #3 | NEXTERA ENERGY INC (NEE) - 4.80% | SIMON PROPERTY GROUP INC (SPG) - 4.71% |
| #4 | ENBRIDGE INC (n/a) - 4.07% | DIGITAL REALTY TRUST INC (DLR) - 4.22% |
| #5 | IBERDROLA SA (n/a) - 3.97% | REALTY INCOME CORP (O) - 4.10% |
| #6 | n/a (PAC) - 3.34% | EQUINIX INC (EQIX) - 4.03% |
| #7 | AUCKLAND INTERNATIONAL AIRPORT LTD (n/a) - 3.18% | AMERICAN TOWER CORP (AMT) - 3.79% |
| #8 | WILLIAMS COMPANIES INC (WMB) - 3.01% | PUBLIC STORAGE (PSA) - 3.31% |
| #9 | SOUTHERN CO (SO) - 2.77% | VENTAS INC (VTR) - 3.21% |
| #10 | DUKE ENERGY CORP (DUK) - 2.62% | IRON MOUNTAIN INC (IRM) - 2.53% |
| #11 | GETLINK SE ACT. PROVENANT REGROUPEMENT (n/a) - 2.53% | CROWN CASTLE INC (CCI) - 2.25% |
| #12 | AUD CASH (n/a) - 2.52% | EXTRA SPACE STORAGE INC (EXR) - 2.08% |
| #13 | TC ENERGY CORP (TRP) - 2.40% | VICI PROPERTIES INC ORDINARY SHARES (VICI) - 1.96% |
| #14 | ENEL SPA (n/a) - 2.33% | AVALONBAY COMMUNITIES INC (AVB) - 1.79% |
| #15 | CONSTELLATION ENERGY CORP (CEG) - 2.19% | EQUITY RESIDENTIAL (EQR) - 1.57% |
| #16 | NATIONAL GRID PLC (n/a) - 2.18% | ESSEX PROPERTY TRUST INC (ESS) - 1.28% |
| #17 | KINDER MORGAN INC CLASS P (KMI) - 2.13% | SBA COMMUNICATIONS CORP CLASS A (SBAC) - 1.27% |
| #18 | FLUGHAFEN ZUERICH AG (n/a) - 2.05% | KIMCO REALTY CORP (KIM) - 1.19% |
| #19 | TARGA RESOURCES CORP (TRGP) - 2.02% | WEYERHAEUSER CO (WY) - 1.15% |
| #20 | ONEOK INC (OKE) - 1.94% | W.P. CAREY INC (WPC) - 1.13% |
| #21 | CHENIERE ENERGY INC (LNG) - 1.90% | INVITATION HOMES INC (INVH) - 1.10% |
| #22 | AMERICAN ELECTRIC POWER CO INC (AEP) - 1.89% | HEALTHPEAK PROPERTIES INC (DOC) - 1.05% |
| #23 | n/a (ASR) - 1.78% | HOST HOTELS & RESORTS INC (HST) - 1.05% |
| #24 | AEROPORTS DE PARIS SA (n/a) - 1.76% | MID-AMERICA APARTMENT COMMUNITIES INC (MAA) - 1.04% |
| #25 | DOMINION ENERGY INC (D) - 1.60% | OMEGA HEALTHCARE INVESTORS INC (OHI) - 1.02% |
| Total Holdings | 94 | 122 |
IGF vs SCHH - Historical Returns
Returns include dividend reinvestment.
1M
IGF
-0.82%
Winner
SCHH
+2.23%
3M
IGF
+0.75%
Winner
SCHH
+8.51%
6M
IGF
+5.24%
Winner
SCHH
+17.75%
1Y
IGF
+17.41%
Winner
SCHH
+19.99%
5Y(CAGR)
Winner
IGF
+11.08%
SCHH
+3.60%
10Y(CAGR)
Winner
IGF
+8.24%
SCHH
+4.02%
Max(CAGR)
IGF
+4.92%
Winner
SCHH
+7.30%
IGF vs SCHH - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | IGF | SCHH |
|---|---|---|
| 2026 | +9.47% | +19.89% |
| 2025 | +20.40% | +3.20% |
| 2024 | +14.99% | +3.89% |
| 2023 | +6.19% | +11.27% |
| 2022 | -1.73% | -24.46% |
| 2021 | +12.40% | +45.90% |
| 2020 | -6.32% | -13.48% |
| 2019 | +25.62% | +26.23% |
| 2018 | -10.45% | -4.02% |
| 2017 | +18.88% | +3.43% |
| 2016 | +12.88% | +7.86% |
| 2015 | -12.25% | +1.89% |
| 2014 | +12.98% | +32.13% |
| 2013 | +11.61% | -0.03% |
| 2012 | +10.62% | +15.83% |
| 2011 | -1.82% | +9.48% |
| 2010 | +3.73% | N/A |
| 2009 | +17.05% | N/A |
| 2008 | -40.35% | N/A |
| 2007 | +1.11% | N/A |
IGF vs SCHH Drawdown Comparison
The maximum drawdown for IGF was -58.32%, occurring on Mar 9, 2009. Recovery took 1569 trading sessions.
The maximum drawdown for SCHH was -44.22%, occurring on Mar 23, 2020. Recovery took 328 trading sessions.
The current IGF drawdown is -2.25%. The current SCHH drawdown is -0.40%.
| Rank | IGF | SCHH |
|---|---|---|
| #1 | -58.32% Jan 2, 2008 - Mar 27, 2014 | -44.22% Feb 21, 2020 - Jun 10, 2021 |
| #2 | -42.11% Feb 18, 2020 - Oct 20, 2021 | -33.26% Dec 31, 2021 - Apr 17, 2026 |
| #3 | -23.03% Apr 28, 2015 - Sep 8, 2016 | -22.70% Jul 22, 2011 - Feb 1, 2012 |
| #4 | -20.80% Apr 20, 2022 - May 7, 2024 | -18.03% May 21, 2013 - May 30, 2014 |
| #5 | -14.74% Jan 26, 2018 - Mar 19, 2019 | -16.82% Aug 1, 2016 - Aug 17, 2018 |
| #6 | -11.38% Sep 8, 2016 - Mar 22, 2017 | -16.51% Jan 26, 2015 - Mar 31, 2016 |
| #7 | -9.83% Sep 5, 2014 - Apr 28, 2015 | -13.34% Dec 6, 2018 - Jan 31, 2019 |
| #8 | -8.74% Apr 2, 2025 - Apr 17, 2025 | -9.35% Sep 14, 2012 - Jan 18, 2013 |
| #9 | -7.05% Nov 5, 2021 - Jan 12, 2022 | -8.73% May 1, 2012 - Jul 2, 2012 |
| #10 | -6.97% Nov 29, 2024 - Jan 21, 2025 | -8.34% Aug 28, 2018 - Dec 6, 2018 |
| #11 | -6.28% Jul 11, 2019 - Oct 22, 2019 | -7.91% Sep 2, 2021 - Nov 2, 2021 |
| #12 | -6.27% Jul 24, 2014 - Sep 5, 2014 | -7.54% Sep 5, 2014 - Oct 23, 2014 |
| #13 | -5.87% Feb 27, 2026 - Mar 20, 2026 | -7.23% May 31, 2011 - Jul 7, 2011 |
| #14 | -4.67% Jan 21, 2025 - Apr 1, 2025 | -6.45% Oct 24, 2019 - Feb 12, 2020 |
| #15 | -4.48% May 17, 2024 - Jul 12, 2024 | -6.23% Feb 28, 2011 - Apr 20, 2011 |
Correlation
Correlation between IGF and SCHH is 0.89 which considered as a strong positive correlation - the stocks tend to move together.
0.89
-101
Dividend Comparison (2007 - 2026)
IGF vs SCHH dividend yield comparison.
| Year | IGF | SCHH |
|---|---|---|
| 2026 | 1.40% | 1.14% |
| 2025 | 3.23% | 3.04% |
| 2024 | 3.21% | 3.22% |
| 2023 | 3.36% | 3.24% |
| 2022 | 2.67% | 2.55% |
| 2021 | 2.42% | 1.50% |
| 2020 | 2.33% | 2.86% |
| 2019 | 3.27% | 2.86% |
| 2018 | 3.52% | 3.64% |
| 2017 | 2.95% | 2.22% |
| 2016 | 2.98% | 2.81% |
| 2015 | 3.25% | 2.48% |
| 2014 | 3.00% | 2.18% |
| 2013 | 3.45% | 2.59% |
| 2012 | 4.10% | 2.51% |
| 2011 | 4.36% | 2.26% |
| 2010 | 3.70% | 0.00% |
| 2009 | 3.35% | 0.00% |
| 2008 | 3.10% | 0.00% |
| 2007 | 0.36% | 0.00% |
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