REZ vs SCHJ
Comparison between ISHARES RESIDENTIAL AND MULTISECTOR REAL ESTATE ETF (REZ, ETF) and SCHWAB 1-5 YEAR CORPORATE BOND ETF (SCHJ, ETF).
5-Year PerformanceREZ has outperformed SCHJ, delivering a return of +4.5% compared to +2.3%
REZ vs SCHJ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
REZ vs SCHJ - Historical Returns
Returns include dividend reinvestment.
REZ vs SCHJ - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | REZ | SCHJ |
|---|---|---|
| 2026 | +19.04% | +0.79% |
| 2025 | +5.92% | +6.73% |
| 2024 | +11.32% | +5.17% |
| 2023 | +11.47% | +6.15% |
| 2022 | -27.56% | -5.56% |
| 2021 | +53.51% | -0.65% |
| 2020 | -5.33% | +5.26% |
| 2019 | +28.23% | +0.61% |
| 2018 | +4.66% | N/A |
| 2017 | +4.47% | N/A |
| 2016 | +4.24% | N/A |
| 2015 | +9.49% | N/A |
| 2014 | +35.31% | N/A |
| 2013 | -4.39% | N/A |
| 2012 | +12.79% | N/A |
| 2011 | +14.21% | N/A |
| 2010 | +33.25% | N/A |
| 2009 | +25.83% | N/A |
| 2008 | -23.84% | N/A |
| 2007 | -18.32% | N/A |
REZ vs SCHJ Drawdown Comparison
The maximum drawdown for REZ was -66.88%, occurring on Mar 5, 2009. Recovery took 987 trading sessions.
The maximum drawdown for SCHJ was -13.62%, occurring on Mar 19, 2020. Recovery took 57 trading sessions.
The current REZ drawdown is -0.25%. The current SCHJ drawdown is -0.33%.
| Rank | REZ | SCHJ |
|---|---|---|
| #1 | -66.88% May 30, 2007 - Apr 28, 2011 | -13.62% Mar 5, 2020 - May 27, 2020 |
| #2 | -44.15% Feb 14, 2020 - Apr 20, 2021 | -9.43% Aug 3, 2021 - May 15, 2024 |
| #3 | -35.03% Apr 20, 2022 - Feb 13, 2026 | -1.47% Feb 27, 2026 - Jun 26, 2026 |
| #4 | -20.19% Jul 22, 2011 - Jan 25, 2012 | -1.30% Apr 3, 2025 - Apr 28, 2025 |
| #5 | -20.10% May 21, 2013 - Aug 18, 2014 | -1.27% Dec 3, 2020 - Aug 3, 2021 |
| #6 | -17.68% Jun 26, 2017 - Aug 15, 2018 | -1.20% Sep 24, 2024 - Jan 28, 2025 |
| #7 | -15.17% Jul 22, 2016 - Jun 16, 2017 | -0.52% Jun 10, 2020 - Jun 15, 2020 |
| #8 | -13.44% Jan 27, 2015 - Dec 28, 2015 | -0.52% Apr 29, 2025 - May 27, 2025 |
| #9 | -12.69% Jan 5, 2016 - Mar 14, 2016 | -0.50% Sep 1, 2020 - Oct 14, 2020 |
| #10 | -10.79% Dec 6, 2018 - Jan 29, 2019 | -0.49% Jul 6, 2026 - Jul 13, 2026 |
| #11 | -10.37% Dec 31, 2021 - Mar 29, 2022 | -0.49% Oct 28, 2025 - Nov 21, 2025 |
| #12 | -10.00% Oct 21, 2019 - Feb 14, 2020 | -0.39% May 15, 2024 - Jun 3, 2024 |
| #13 | -8.76% Feb 17, 2026 - Apr 30, 2026 | -0.37% Jun 5, 2024 - Jun 12, 2024 |
| #14 | -8.22% Sep 5, 2014 - Oct 23, 2014 | -0.37% Aug 6, 2020 - Aug 31, 2020 |
| #15 | -7.79% Aug 17, 2018 - Nov 16, 2018 | -0.37% Feb 5, 2025 - Feb 19, 2025 |
Correlation
Correlation between REZ and SCHJ is 0.68 which considered as a moderate positive correlation - the stocks show some tendency to move together.
Dividend Comparison (2007 - 2026)
REZ vs SCHJ dividend yield comparison.
| Year | REZ | SCHJ |
|---|---|---|
| 2026 | 0.52% | 2.26% |
| 2025 | 2.74% | 4.42% |
| 2024 | 2.26% | 4.00% |
| 2023 | 2.94% | 2.98% |
| 2022 | 3.37% | 1.65% |
| 2021 | 1.81% | 0.94% |
| 2020 | 3.17% | 2.54% |
| 2019 | 2.90% | 0.42% |
| 2018 | 3.63% | 0.00% |
| 2017 | 3.57% | 0.00% |
| 2016 | 5.55% | 0.00% |
| 2015 | 3.18% | 0.00% |
| 2014 | 3.13% | 0.00% |
| 2013 | 3.92% | 0.00% |
| 2012 | 3.09% | 0.00% |
| 2011 | 3.12% | 0.00% |
| 2010 | 3.03% | 0.00% |
| 2009 | 3.83% | 0.00% |
| 2008 | 8.89% | 0.00% |
| 2007 | 4.58% | 0.00% |
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