JIRE vs SCHH
Comparison between JPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITY ETF (JIRE, ETF) and SCHWAB U.S. REIT ETF (SCHH, ETF).
JIRE vs SCHH - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
JIRE
$11B
SCHH
$11B
Expense Ratio
JIRE
0.24%
Winner
SCHH
0.07%
Max Drawdown
Winner
JIRE
16.11%
SCHH
44.22%
Sharpe Ratio
Winner
JIRE
1.06
SCHH
1.01
5Y Beta
JIRE
0.74
Winner
SCHH
0.45
P/E Ratio
JIRE
N/A
SCHH
36.08
Forward P/E
JIRE
N/A
SCHH
35.66
5Y Dividends CAGR
JIRE
N/A
SCHH
6.48%
5Y EPS CAGR
JIRE
N/A
SCHH
7.93%
Debt to Equity
JIRE
N/A
SCHH
42.92%
P/S Ratio
JIRE
N/A
SCHH
7.49
P/B Ratio
JIRE
N/A
SCHH
2.63
JIRE vs SCHH - Holdings Comparison
JIRE and SCHH have 1 common holdings. Overlap is 0.00%
JIRE's top 25 holdings weight is 33.39%. SCHH's top 25 holdings weight is 70.87%.
| Rank | JIRE | SCHH |
|---|---|---|
| #1 | ASML HOLDING NV (n/a) - 3.79% | WELLTOWER INC (WELL) - 10.71% |
| #2 | SIEMENS AG (n/a) - 1.70% | PROLOGIS INC (PLD) - 8.69% |
| #3 | ASTRAZENECA PLC (AZN:XLON) - 1.67% | SIMON PROPERTY GROUP INC (SPG) - 4.71% |
| #4 | ALLIANZ SE (n/a) - 1.47% | DIGITAL REALTY TRUST INC (DLR) - 4.23% |
| #5 | SHELL PLC (n/a) - 1.46% | EQUINIX INC (EQIX) - 4.10% |
| #6 | HSBC HOLDINGS PLC (n/a) - 1.46% | REALTY INCOME CORP (O) - 4.07% |
| #7 | NESTLE SA (n/a) - 1.40% | AMERICAN TOWER CORP (AMT) - 3.99% |
| #8 | TOKYO ELECTRON LTD (n/a) - 1.39% | PUBLIC STORAGE (PSA) - 3.43% |
| #9 | UNICREDIT SPA (n/a) - 1.34% | VENTAS INC (VTR) - 3.10% |
| #10 | BANCO SANTANDER SA (n/a) - 1.32% | IRON MOUNTAIN INC (IRM) - 2.54% |
| #11 | SUMITOMO MITSUI FINANCIAL GROUP INC (n/a) - 1.26% | CROWN CASTLE INC (CCI) - 2.39% |
| #12 | SAFRAN SA (n/a) - 1.25% | EXTRA SPACE STORAGE INC (EXR) - 2.11% |
| #13 | ROCHE HOLDING AG ORDINARY SHARES NEW (n/a) - 1.23% | VICI PROPERTIES INC ORDINARY SHARES (VICI) - 1.98% |
| #14 | NOVARTIS AG REGISTERED SHARES (n/a) - 1.19% | AVALONBAY COMMUNITIES INC (AVB) - 1.82% |
| #15 | BHP GROUP LTD (n/a) - 1.18% | EQUITY RESIDENTIAL (EQR) - 1.61% |
| #16 | AIR LIQUIDE SA (n/a) - 1.17% | SBA COMMUNICATIONS CORP CLASS A (SBAC) - 1.37% |
| #17 | BARCLAYS PLC (n/a) - 1.14% | ESSEX PROPERTY TRUST INC (ESS) - 1.30% |
| #18 | IBERDROLA SA (n/a) - 1.13% | WEYERHAEUSER CO (WY) - 1.19% |
| #19 | TOYOTA MOTOR CORP (n/a) - 1.06% | KIMCO REALTY CORP (KIM) - 1.17% |
| #20 | UBS GROUP AG REGISTERED SHARES (n/a) - 1.01% | INVITATION HOMES INC (INVH) - 1.12% |
| #21 | ATLAS COPCO AB CLASS A (n/a) - 0.98% | W.P. CAREY INC (WPC) - 1.11% |
| #22 | HITACHI LTD (n/a) - 0.96% | MID-AMERICA APARTMENT COMMUNITIES INC (MAA) - 1.06% |
| #23 | INFINEON TECHNOLOGIES AG (n/a) - 0.95% | HOST HOTELS & RESORTS INC (HST) - 1.05% |
| #24 | SOCIETE GENERALE SA (n/a) - 0.94% | HEALTHPEAK PROPERTIES INC (DOC) - 1.03% |
| #25 | n/a (n/a) - 0.94% | OMEGA HEALTHCARE INVESTORS INC (OHI) - 0.99% |
| Total Holdings | 208 | 122 |
JIRE vs SCHH - Historical Returns
Returns include dividend reinvestment.
1M
JIRE
-0.36%
Winner
SCHH
+4.37%
3M
JIRE
+4.26%
Winner
SCHH
+6.99%
6M
JIRE
+6.83%
Winner
SCHH
+15.30%
1Y
Winner
JIRE
+20.87%
SCHH
+18.26%
5Y(CAGR)
Winner
JIRE
+16.93%
SCHH
+3.52%
10Y(CAGR)
JIRE
N/A
SCHH
+3.86%
Max(CAGR)
Winner
JIRE
+16.93%
SCHH
+7.24%
JIRE vs SCHH - Annual Returns (2011 - 2026)
Returns include dividend reinvestment.
| Year | JIRE | SCHH |
|---|---|---|
| 2026 | +8.76% | +18.78% |
| 2025 | +32.39% | +3.20% |
| 2024 | +4.20% | +3.89% |
| 2023 | +19.03% | +11.27% |
| 2022 | +5.72% | -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% |
JIRE vs SCHH Drawdown Comparison
The maximum drawdown for JIRE was -16.11%, occurring on Sep 27, 2022. Recovery took 76 trading sessions.
The maximum drawdown for SCHH was -44.22%, occurring on Mar 23, 2020. Recovery took 328 trading sessions.
The current JIRE drawdown is -1.36%. The current SCHH drawdown is -0.33%.
| Rank | JIRE | SCHH |
|---|---|---|
| #1 | -16.11% Aug 12, 2022 - Nov 30, 2022 | -44.22% Feb 21, 2020 - Jun 10, 2021 |
| #2 | -13.61% Mar 19, 2025 - Apr 28, 2025 | -33.26% Dec 31, 2021 - Apr 17, 2026 |
| #3 | -11.77% Feb 25, 2026 - Jun 22, 2026 | -22.70% Jul 22, 2011 - Feb 1, 2012 |
| #4 | -11.08% Jul 28, 2023 - Dec 13, 2023 | -18.03% May 21, 2013 - May 30, 2014 |
| #5 | -10.57% Sep 26, 2024 - Mar 5, 2025 | -16.82% Aug 1, 2016 - Aug 17, 2018 |
| #6 | -7.63% Jul 12, 2024 - Aug 23, 2024 | -16.51% Jan 26, 2015 - Mar 31, 2016 |
| #7 | -7.02% Feb 1, 2023 - Apr 3, 2023 | -13.34% Dec 6, 2018 - Jan 31, 2019 |
| #8 | -5.67% Nov 12, 2025 - Dec 11, 2025 | -9.35% Sep 14, 2012 - Jan 18, 2013 |
| #9 | -5.18% Jun 24, 2022 - Jul 27, 2022 | -8.73% May 1, 2012 - Jul 2, 2012 |
| #10 | -4.79% Mar 27, 2024 - May 9, 2024 | -8.34% Aug 28, 2018 - Dec 6, 2018 |
| #11 | -4.63% Jul 23, 2025 - Aug 15, 2025 | -7.91% Sep 2, 2021 - Nov 2, 2021 |
| #12 | -4.26% Aug 30, 2024 - Sep 26, 2024 | -7.54% Sep 5, 2014 - Oct 23, 2014 |
| #13 | -4.08% Jun 15, 2023 - Jul 13, 2023 | -7.23% May 31, 2011 - Jul 7, 2011 |
| #14 | -3.92% Apr 24, 2023 - Jun 13, 2023 | -6.45% Oct 24, 2019 - Feb 12, 2020 |
| #15 | -3.64% Jun 6, 2024 - Jul 12, 2024 | -6.23% Feb 28, 2011 - Apr 20, 2011 |
Correlation
Correlation between JIRE and SCHH is 0.84 which considered as a strong positive correlation - the stocks tend to move together.
0.84
-101
Dividend Comparison (2011 - 2026)
JIRE vs SCHH dividend yield comparison.
| Year | JIRE | SCHH |
|---|---|---|
| 2026 | 0.00% | 1.15% |
| 2025 | 2.99% | 3.04% |
| 2024 | 3.03% | 3.22% |
| 2023 | 2.74% | 3.24% |
| 2022 | 2.62% | 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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