PRF vs SCHH
Comparison between INVESCO RAFI US 1000 ETF (PRF, ETF) and SCHWAB U.S. REIT ETF (SCHH, ETF).
5-Year PerformancePRF has outperformed SCHH, delivering a return of +12.6% compared to +4.7%
PRF vs SCHH - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
PRF
$9.50B
Winner
SCHH
$9.90B
Expense Ratio
PRF
0.34%
Winner
SCHH
0.07%
Max Drawdown
PRF
61.60%
Winner
SCHH
44.22%
Sharpe Ratio
Winner
PRF
2.38
SCHH
0.81
5Y Beta
PRF
0.77
Winner
SCHH
0.49
P/E Ratio
Winner
PRF
25.89
SCHH
34.51
Forward P/E
Winner
PRF
16.78
SCHH
34.86
5Y Dividends CAGR
Winner
PRF
7.13%
SCHH
6.17%
5Y EPS CAGR
Winner
PRF
12.92%
SCHH
8.31%
Debt to Equity
PRF
35.16%
Winner
SCHH
0.40%
P/S Ratio
Winner
PRF
1.60
SCHH
7.28
P/B Ratio
PRF
2.91
Winner
SCHH
2.54
PRF vs SCHH - Holdings Comparison
PRF and SCHH have 52 common holdings. Overlap is 2.00%
PRF's top 25 holdings weight is 37.27%. SCHH's top 25 holdings weight is 72.19%.
| Rank | PRF | SCHH |
|---|---|---|
| #1 | ALPHABET INC CLASS A (GOOGL) - 4.81% | WELLTOWER INC (WELL) - 10.12% |
| #2 | APPLE INC (AAPL) - 4.25% | PROLOGIS INC (PLD) - 8.91% |
| #3 | INTEL CORP (INTC) - 2.98% | EQUINIX INC (EQIX) - 4.96% |
| #4 | AMAZON.COM INC (AMZN) - 2.38% | DIGITAL REALTY TRUST INC (DLR) - 4.49% |
| #5 | MICROSOFT CORP (MSFT) - 2.17% | SIMON PROPERTY GROUP INC (SPG) - 4.46% |
| #6 | EXXON MOBIL CORP (XOM) - 1.88% | REALTY INCOME CORP (O) - 4.18% |
| #7 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.65% | AMERICAN TOWER CORP (AMT) - 4.18% |
| #8 | JPMORGAN CHASE & CO (JPM) - 1.52% | PUBLIC STORAGE (PSA) - 3.35% |
| #9 | META PLATFORMS INC CLASS A (META) - 1.39% | VENTAS INC (VTR) - 2.97% |
| #10 | CHEVRON CORP (CVX) - 1.32% | CROWN CASTLE INC (CCI) - 2.68% |
| #11 | UNITEDHEALTH GROUP INC (UNH) - 1.14% | IRON MOUNTAIN INC (IRM) - 2.38% |
| #12 | BANK OF AMERICA CORP (BAC) - 1.12% | VICI PROPERTIES INC ORDINARY SHARES (VICI) - 2.19% |
| #13 | MICRON TECHNOLOGY INC (MU) - 1.11% | EXTRA SPACE STORAGE INC (EXR) - 2.14% |
| #14 | JOHNSON & JOHNSON (JNJ) - 1.06% | AVALONBAY COMMUNITIES INC (AVB) - 1.86% |
| #15 | CITIGROUP INC (C) - 1.01% | SBA COMMUNICATIONS CORP CLASS A (SBAC) - 1.66% |
| #16 | WALMART INC (WMT) - 0.93% | EQUITY RESIDENTIAL (EQR) - 1.60% |
| #17 | PFIZER INC (PFE) - 0.81% | WEYERHAEUSER CO (WY) - 1.28% |
| #18 | WELLS FARGO & CO (WFC) - 0.79% | ESSEX PROPERTY TRUST INC (ESS) - 1.23% |
| #19 | CISCO SYSTEMS INC (CSCO) - 0.78% | KIMCO REALTY CORP (KIM) - 1.15% |
| #20 | VERIZON COMMUNICATIONS INC (VZ) - 0.77% | W.P. CAREY INC (WPC) - 1.14% |
| #21 | AT&T INC (T) - 0.74% | INVITATION HOMES INC (INVH) - 1.13% |
| #22 | MERCK & CO INC (MRK) - 0.72% | MID-AMERICA APARTMENT COMMUNITIES INC (MAA) - 1.09% |
| #23 | BROADCOM INC (AVGO) - 0.68% | SUN COMMUNITIES INC (SUI) - 1.07% |
| #24 | PROCTER & GAMBLE CO (PG) - 0.65% | OMEGA HEALTHCARE INVESTORS INC (OHI) - 1.00% |
| #25 | CONOCOPHILLIPS (COP) - 0.61% | GAMING AND LEISURE PROPERTIES INC (GLPI) - 0.97% |
| Total Holdings | 917 | 121 |
PRF vs SCHH - Historical Returns
Returns include dividend reinvestment.
1M
Winner
PRF
+6.06%
SCHH
+3.31%
3M
Winner
PRF
+6.65%
SCHH
+3.23%
6M
Winner
PRF
+15.85%
SCHH
+12.57%
1Y
Winner
PRF
+31.31%
SCHH
+15.07%
5Y(CAGR)
Winner
PRF
+12.61%
SCHH
+4.66%
10Y(CAGR)
Winner
PRF
+13.83%
SCHH
+4.15%
Max(CAGR)
Winner
PRF
+10.60%
SCHH
+6.96%
PRF vs SCHH - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | PRF | SCHH |
|---|---|---|
| 2026 | +11.70% | +12.61% |
| 2025 | +18.58% | +3.20% |
| 2024 | +16.62% | +3.89% |
| 2023 | +15.97% | +11.27% |
| 2022 | -8.43% | -24.46% |
| 2021 | +32.93% | +45.90% |
| 2020 | +7.20% | -13.48% |
| 2019 | +27.00% | +26.23% |
| 2018 | -9.27% | -4.02% |
| 2017 | +15.10% | +3.43% |
| 2016 | +18.82% | +7.86% |
| 2015 | -2.81% | +1.89% |
| 2014 | +13.21% | +32.13% |
| 2013 | +31.81% | -0.03% |
| 2012 | +15.15% | +15.83% |
| 2011 | -1.65% | +9.48% |
| 2010 | +17.32% | N/A |
| 2009 | +37.49% | N/A |
| 2008 | -39.32% | N/A |
| 2007 | +1.93% | N/A |
| 2006 | +17.29% | N/A |
| 2005 | -0.34% | N/A |
PRF vs SCHH Drawdown Comparison
The maximum drawdown for PRF was -60.36%, occurring on Mar 9, 2009. Recovery took 908 trading sessions.
The maximum drawdown for SCHH was -44.22%, occurring on Mar 23, 2020. Recovery took 328 trading sessions.
The current SCHH drawdown is -0.85%.
| Rank | PRF | SCHH |
|---|---|---|
| #1 | -60.36% Jul 13, 2007 - Feb 17, 2011 | -44.22% Feb 21, 2020 - Jun 10, 2021 |
| #2 | -38.13% Feb 12, 2020 - Nov 16, 2020 | -33.26% Dec 31, 2021 - Apr 17, 2026 |
| #3 | -21.26% Apr 29, 2011 - Mar 13, 2012 | -22.70% Jul 22, 2011 - Feb 1, 2012 |
| #4 | -19.76% Sep 21, 2018 - Jul 3, 2019 | -18.03% May 21, 2013 - May 30, 2014 |
| #5 | -19.74% Jan 12, 2022 - Dec 11, 2023 | -16.82% Aug 1, 2016 - Aug 17, 2018 |
| #6 | -15.83% Nov 29, 2024 - Jul 1, 2025 | -16.51% Jan 26, 2015 - Mar 31, 2016 |
| #7 | -15.74% May 21, 2015 - Jun 8, 2016 | -13.34% Dec 6, 2018 - Jan 31, 2019 |
| #8 | -10.76% Mar 26, 2012 - Sep 6, 2012 | -9.35% Sep 14, 2012 - Jan 18, 2013 |
| #9 | -10.60% Jan 26, 2018 - Sep 19, 2018 | -8.73% May 1, 2012 - Jul 2, 2012 |
| #10 | -7.86% Sep 5, 2014 - Nov 6, 2014 | -8.34% Aug 28, 2018 - Dec 6, 2018 |
| #11 | -6.89% Oct 18, 2012 - Dec 18, 2012 | -7.91% Sep 2, 2021 - Nov 2, 2021 |
| #12 | -6.81% Jul 26, 2019 - Sep 11, 2019 | -7.54% Sep 5, 2014 - Oct 23, 2014 |
| #13 | -6.68% May 10, 2006 - Sep 1, 2006 | -7.23% May 31, 2011 - Jul 7, 2011 |
| #14 | -6.60% Feb 11, 2026 - Apr 14, 2026 | -6.45% Oct 24, 2019 - Feb 12, 2020 |
| #15 | -6.54% Jun 8, 2016 - Jul 12, 2016 | -6.23% Feb 28, 2011 - Apr 20, 2011 |
Correlation
Correlation between PRF and SCHH is 0.88 which considered as a strong positive correlation - the stocks tend to move together.
0.88
-101
Dividend Comparison (2006 - 2026)
PRF vs SCHH dividend yield comparison.
| Year | PRF | SCHH |
|---|---|---|
| 2026 | 0.35% | 0.49% |
| 2025 | 1.59% | 3.04% |
| 2024 | 1.78% | 3.22% |
| 2023 | 1.84% | 3.24% |
| 2022 | 2.01% | 2.55% |
| 2021 | 1.58% | 1.50% |
| 2020 | 1.97% | 2.86% |
| 2019 | 1.99% | 2.86% |
| 2018 | 2.25% | 3.64% |
| 2017 | 1.58% | 2.22% |
| 2016 | 2.17% | 2.81% |
| 2015 | 2.25% | 2.48% |
| 2014 | 1.73% | 2.18% |
| 2013 | 1.56% | 2.59% |
| 2012 | 2.04% | 2.51% |
| 2011 | 2.06% | 2.26% |
| 2010 | 1.41% | 0.00% |
| 2009 | 1.51% | 0.00% |
| 2008 | 2.91% | 0.00% |
| 2007 | 1.51% | 0.00% |
| 2006 | 1.05% | 0.00% |
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