IGM vs SCHH
Comparison between ISHARES EXPANDED TECH SECTOR ETF (IGM, ETF) and SCHWAB U.S. REIT ETF (SCHH, ETF).
IGM is from the Technology sector, while SCHH is from the Real Estate sector.
5-Year PerformanceIGM has outperformed SCHH, delivering a return of +21.3% compared to +4.7%
IGM vs SCHH - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IGM
$9.50B
Winner
SCHH
$9.90B
Expense Ratio
IGM
0.39%
Winner
SCHH
0.07%
Max Drawdown
IGM
65.59%
Winner
SCHH
44.22%
Sharpe Ratio
Winner
IGM
2.20
SCHH
0.81
5Y Beta
IGM
1.40
Winner
SCHH
0.49
P/E Ratio
IGM
41.44
Winner
SCHH
34.51
Forward P/E
Winner
IGM
24.21
SCHH
34.86
5Y Dividends CAGR
Winner
IGM
6.80%
SCHH
6.17%
5Y EPS CAGR
Winner
IGM
31.19%
SCHH
8.31%
Debt to Equity
IGM
43.84%
Winner
SCHH
0.40%
P/S Ratio
IGM
7.61
Winner
SCHH
7.28
P/B Ratio
IGM
9.23
Winner
SCHH
2.54
IGM vs SCHH - Holdings Comparison
IGM and SCHH have 1 common holdings. Overlap is -0.02%
IGM's top 25 holdings weight is 70.44%. SCHH's top 25 holdings weight is 72.19%.
| Rank | IGM | SCHH |
|---|---|---|
| #1 | BROADCOM INC (AVGO) - 8.97% | WELLTOWER INC (WELL) - 10.12% |
| #2 | NVIDIA CORP (NVDA) - 7.85% | PROLOGIS INC (PLD) - 8.91% |
| #3 | APPLE INC (AAPL) - 7.81% | EQUINIX INC (EQIX) - 4.96% |
| #4 | MICROSOFT CORP (MSFT) - 7.52% | DIGITAL REALTY TRUST INC (DLR) - 4.49% |
| #5 | ALPHABET INC CLASS A (GOOGL) - 5.07% | SIMON PROPERTY GROUP INC (SPG) - 4.46% |
| #6 | ALPHABET INC CLASS C (GOOG) - 4.03% | REALTY INCOME CORP (O) - 4.18% |
| #7 | META PLATFORMS INC CLASS A (META) - 3.63% | AMERICAN TOWER CORP (AMT) - 4.18% |
| #8 | MICRON TECHNOLOGY INC (MU) - 3.50% | PUBLIC STORAGE (PSA) - 3.35% |
| #9 | ADVANCED MICRO DEVICES INC (AMD) - 3.00% | VENTAS INC (VTR) - 2.97% |
| #10 | INTEL CORP (INTC) - 2.42% | CROWN CASTLE INC (CCI) - 2.68% |
| #11 | NETFLIX INC (NFLX) - 2.07% | IRON MOUNTAIN INC (IRM) - 2.38% |
| #12 | CISCO SYSTEMS INC (CSCO) - 1.97% | VICI PROPERTIES INC ORDINARY SHARES (VICI) - 2.19% |
| #13 | n/a (PLTR) - 1.80% | EXTRA SPACE STORAGE INC (EXR) - 2.14% |
| #14 | LAM RESEARCH CORP (LRCX) - 1.74% | AVALONBAY COMMUNITIES INC (AVB) - 1.86% |
| #15 | APPLIED MATERIALS INC (AMAT) - 1.67% | SBA COMMUNICATIONS CORP CLASS A (SBAC) - 1.66% |
| #16 | ORACLE CORP (ORCL) - 1.65% | EQUITY RESIDENTIAL (EQR) - 1.60% |
| #17 | TEXAS INSTRUMENTS INC (TXN) - 1.37% | WEYERHAEUSER CO (WY) - 1.28% |
| #18 | KLA CORP (KLAC) - 1.21% | ESSEX PROPERTY TRUST INC (ESS) - 1.23% |
| #19 | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 1.16% | KIMCO REALTY CORP (KIM) - 1.15% |
| #20 | ANALOG DEVICES INC (ADI) - 1.05% | W.P. CAREY INC (WPC) - 1.14% |
| #21 | HEWLETT PACKARD ENTERPRISE CO (HPE) - 0.21% | INVITATION HOMES INC (INVH) - 1.13% |
| #22 | ROPER TECHNOLOGIES INC (ROP) - 0.20% | MID-AMERICA APARTMENT COMMUNITIES INC (MAA) - 1.09% |
| #23 | JABIL INC (JBL) - 0.19% | SUN COMMUNITIES INC (SUI) - 1.07% |
| #24 | FLEX LTD (FLEX) - 0.18% | OMEGA HEALTHCARE INVESTORS INC (OHI) - 1.00% |
| #25 | ROBLOX CORP ORDINARY SHARES CLASS A (RBLX) - 0.17% | GAMING AND LEISURE PROPERTIES INC (GLPI) - 0.97% |
| Total Holdings | 251 | 121 |
IGM vs SCHH - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IGM
+18.51%
SCHH
+3.31%
3M
Winner
IGM
+24.96%
SCHH
+3.23%
6M
Winner
IGM
+21.38%
SCHH
+12.57%
1Y
Winner
IGM
+50.90%
SCHH
+15.07%
5Y(CAGR)
Winner
IGM
+21.27%
SCHH
+4.66%
10Y(CAGR)
Winner
IGM
+24.62%
SCHH
+4.15%
Max(CAGR)
Winner
IGM
+12.54%
SCHH
+6.96%
IGM vs SCHH - Annual Returns (2001 - 2026)
Returns include dividend reinvestment.
| Year | IGM | SCHH |
|---|---|---|
| 2026 | +19.59% | +12.61% |
| 2025 | +26.55% | +3.20% |
| 2024 | +40.71% | +3.89% |
| 2023 | +60.79% | +11.27% |
| 2022 | -36.30% | -24.46% |
| 2021 | +27.74% | +45.90% |
| 2020 | +42.37% | -13.48% |
| 2019 | +40.83% | +26.23% |
| 2018 | +0.88% | -4.02% |
| 2017 | +36.21% | +3.43% |
| 2016 | +15.44% | +7.86% |
| 2015 | +9.72% | +1.89% |
| 2014 | +15.91% | +32.13% |
| 2013 | +30.12% | -0.03% |
| 2012 | +12.93% | +15.83% |
| 2011 | -2.46% | +9.48% |
| 2010 | +10.41% | N/A |
| 2009 | +56.01% | N/A |
| 2008 | -42.38% | N/A |
| 2007 | +15.95% | N/A |
| 2006 | +6.51% | N/A |
| 2005 | +2.73% | N/A |
| 2004 | +2.37% | N/A |
| 2003 | +46.02% | N/A |
| 2002 | -41.77% | N/A |
| 2001 | -4.99% | N/A |
IGM vs SCHH Drawdown Comparison
The maximum drawdown for IGM was -65.59%, occurring on Oct 9, 2002. Recovery took 2442 trading sessions.
The maximum drawdown for SCHH was -44.22%, occurring on Mar 23, 2020. Recovery took 328 trading sessions.
The current IGM drawdown is -0.45%. The current SCHH drawdown is -0.85%.
| Rank | IGM | SCHH |
|---|---|---|
| #1 | -65.59% May 22, 2001 - Feb 7, 2011 | -44.22% Feb 21, 2020 - Jun 10, 2021 |
| #2 | -40.68% Nov 19, 2021 - Dec 19, 2023 | -33.26% Dec 31, 2021 - Apr 17, 2026 |
| #3 | -30.18% Feb 19, 2020 - Jun 5, 2020 | -22.70% Jul 22, 2011 - Feb 1, 2012 |
| #4 | -26.38% Feb 18, 2025 - Jun 24, 2025 | -18.03% May 21, 2013 - May 30, 2014 |
| #5 | -24.18% Aug 29, 2018 - Mar 21, 2019 | -16.82% Aug 1, 2016 - Aug 17, 2018 |
| #6 | -20.11% Feb 17, 2011 - Feb 3, 2012 | -16.51% Jan 26, 2015 - Mar 31, 2016 |
| #7 | -18.93% Mar 23, 2001 - Apr 18, 2001 | -13.34% Dec 6, 2018 - Jan 31, 2019 |
| #8 | -17.31% Dec 4, 2015 - Jul 12, 2016 | -9.35% Sep 14, 2012 - Jan 18, 2013 |
| #9 | -16.44% Oct 29, 2025 - Apr 16, 2026 | -8.73% May 1, 2012 - Jul 2, 2012 |
| #10 | -14.79% Jul 10, 2024 - Oct 14, 2024 | -8.34% Aug 28, 2018 - Dec 6, 2018 |
| #11 | -13.30% Apr 2, 2012 - Sep 14, 2012 | -7.91% Sep 2, 2021 - Nov 2, 2021 |
| #12 | -12.78% Sep 2, 2020 - Dec 1, 2020 | -7.54% Sep 5, 2014 - Oct 23, 2014 |
| #13 | -12.72% Jul 20, 2015 - Oct 23, 2015 | -7.23% May 31, 2011 - Jul 7, 2011 |
| #14 | -11.46% Apr 29, 2019 - Jul 3, 2019 | -6.45% Oct 24, 2019 - Feb 12, 2020 |
| #15 | -11.13% Sep 14, 2012 - Feb 1, 2013 | -6.23% Feb 28, 2011 - Apr 20, 2011 |
Correlation
Correlation between IGM and SCHH is 0.82 which considered as a strong positive correlation - the stocks tend to move together.
0.82
-101
Dividend Comparison (2004 - 2026)
IGM vs SCHH dividend yield comparison.
| Year | IGM | SCHH |
|---|---|---|
| 2026 | 0.03% | 0.49% |
| 2025 | 0.17% | 3.04% |
| 2024 | 0.22% | 3.22% |
| 2023 | 0.33% | 3.24% |
| 2022 | 0.66% | 2.55% |
| 2021 | 0.16% | 1.50% |
| 2020 | 0.32% | 2.86% |
| 2019 | 0.50% | 2.86% |
| 2018 | 0.57% | 3.64% |
| 2017 | 0.57% | 2.22% |
| 2016 | 0.90% | 2.81% |
| 2015 | 0.79% | 2.48% |
| 2014 | 0.88% | 2.18% |
| 2013 | 0.78% | 2.59% |
| 2012 | 0.94% | 2.51% |
| 2011 | 0.60% | 2.26% |
| 2010 | 0.41% | 0.00% |
| 2009 | 0.36% | 0.00% |
| 2008 | 0.58% | 0.00% |
| 2007 | 0.19% | 0.00% |
| 2006 | 0.08% | 0.00% |
| 2005 | 0.14% | 0.00% |
| 2004 | 0.70% | 0.00% |
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