SCHH vs BAI

Comparison between SCHWAB U.S. REIT ETF (SCHH, ETF) and iShares A.I. Innovation and Tech Active ETF (BAI, ETF).

SCHH vs BAI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SCHH(ETF)	BAI(ETF)
Net Assets	$9.20B	$9.20B
Expense Ratio	0.07%	0.55%
Max Drawdown	44.22%	34.09%
Sharpe Ratio	0.82	2.29
5Y Beta	0.49	1.63
P/E Ratio	34.51	70.11
Forward P/E	34.58	24.01
PEG Ratio	N/A	0.29
5Y Dividends CAGR	6.17%	N/A
5Y EPS CAGR	8.31%	30.73%
Debt to Equity	0.40%	N/A
P/S Ratio	7.31	4.79
P/B Ratio	2.55	13.80

Net Assets

SCHH

$9.20B

BAI

$9.20B

Expense Ratio

Winner

SCHH

0.07%

BAI

0.55%

Max Drawdown

SCHH

44.22%

Winner

BAI

34.09%

Sharpe Ratio

SCHH

0.82

Winner

BAI

2.29

5Y Beta

Winner

SCHH

0.49

BAI

1.63

P/E Ratio

Winner

SCHH

34.51

BAI

70.11

Forward P/E

SCHH

34.58

Winner

BAI

24.01

PEG Ratio

SCHH

N/A

BAI

0.29

5Y Dividends CAGR

SCHH

6.17%

BAI

N/A

5Y EPS CAGR

SCHH

8.31%

Winner

BAI

30.73%

Debt to Equity

SCHH

0.40%

BAI

N/A

P/S Ratio

SCHH

7.31

Winner

BAI

4.79

P/B Ratio

Winner

SCHH

2.55

BAI

13.80

SCHH vs BAI - Holdings Comparison

SCHH and BAI have 1 common holdings. Overlap is -0.06%

SCHH's top 25 holdings weight is 72.19%. BAI's top 25 holdings weight is 78.16%.

Rank	SCHH	BAI
#1	WELLTOWER INC (WELL) - 10.12%	BROADCOM INC (AVGO) - 6.01%
#2	PROLOGIS INC (PLD) - 8.91%	NVIDIA CORP (NVDA) - 5.92%
#3	EQUINIX INC (EQIX) - 4.96%	SK HYNIX INC (n/a) - 4.88%
#4	DIGITAL REALTY TRUST INC (DLR) - 4.49%	TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD ADR (TSM) - 4.77%
#5	SIMON PROPERTY GROUP INC (SPG) - 4.46%	LAM RESEARCH CORP (LRCX) - 4.03%
#6	REALTY INCOME CORP (O) - 4.18%	ALPHABET INC CLASS A (GOOGL) - 3.90%
#7	AMERICAN TOWER CORP (AMT) - 4.18%	TOWER SEMICONDUCTOR LTD (n/a) - 3.90%
#8	PUBLIC STORAGE (PSA) - 3.35%	ADVANCED MICRO DEVICES INC (AMD) - 3.64%
#9	VENTAS INC (VTR) - 2.97%	MICRON TECHNOLOGY INC (MU) - 3.27%
#10	CROWN CASTLE INC (CCI) - 2.68%	ELITE MATERIAL CO LTD (n/a) - 3.25%
#11	IRON MOUNTAIN INC (IRM) - 2.38%	LUMENTUM HOLDINGS INC (LITE) - 3.18%
#12	VICI PROPERTIES INC ORDINARY SHARES (VICI) - 2.19%	FABRINET (FN) - 3.15%
#13	EXTRA SPACE STORAGE INC (EXR) - 2.14%	ALCHIP TECHNOLOGIES LTD (n/a) - 2.67%
#14	AVALONBAY COMMUNITIES INC (AVB) - 1.86%	ADVANTEST CORP (n/a) - 2.59%
#15	SBA COMMUNICATIONS CORP CLASS A (SBAC) - 1.66%	MONOLITHIC POWER SYSTEMS INC (MPWR) - 2.49%
#16	EQUITY RESIDENTIAL (EQR) - 1.60%	INTEL CORP (INTC) - 2.46%
#17	WEYERHAEUSER CO (WY) - 1.28%	ASIA VITAL COMPONENTS CO LTD (n/a) - 2.32%
#18	ESSEX PROPERTY TRUST INC (ESS) - 1.23%	DELTA ELECTRONICS INC (n/a) - 2.21%
#19	KIMCO REALTY CORP (KIM) - 1.15%	WESTERN DIGITAL CORP (WDC) - 2.13%
#20	W.P. CAREY INC (WPC) - 1.14%	SIEMENS ENERGY AG ORDINARY SHARES (n/a) - 2.11%
#21	INVITATION HOMES INC (INVH) - 1.13%	CELESTICA INC ORDINARY SHARES (SUBORDINATE VOTING) (CLS) - 2.08%
#22	MID-AMERICA APARTMENT COMMUNITIES INC (MAA) - 1.09%	VERTIV HOLDINGS CO CLASS A (VRT) - 2.03%
#23	SUN COMMUNITIES INC (SUI) - 1.07%	MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC (MTSI) - 1.86%
#24	OMEGA HEALTHCARE INVESTORS INC (OHI) - 1.00%	TESLA INC (TSLA) - 1.67%
#25	GAMING AND LEISURE PROPERTIES INC (GLPI) - 0.97%	ARISTA NETWORKS INC (ANET) - 1.64%
Total Holdings	121	55

SCHH vs BAI - Historical Returns

Returns include dividend reinvestment.

Period	SCHH	BAI
1 month	+5.33%	+26.15%
3 months	+7.39%	+32.94%
6 months	+11.83%	+37.17%
1 year	+15.22%	+100.08%
5 years(CAGR)	+4.24%	N/A
10 years(CAGR)	+3.91%	N/A
Max(CAGR)	+7.00%	+52.12%

SCHH

+5.33%

Winner

BAI

+26.15%

SCHH

+7.39%

Winner

BAI

+32.94%

SCHH

+11.83%

Winner

BAI

+37.17%

SCHH

+15.22%

Winner

BAI

+100.08%

5Y(CAGR)

SCHH

+4.24%

BAI

N/A

10Y(CAGR)

SCHH

+3.91%

BAI

N/A

Max(CAGR)

SCHH

+7.00%

Winner

BAI

+52.12%

SCHH vs BAI - Annual Returns (2011 - 2026)

Returns include dividend reinvestment.

Year	SCHH	BAI
2026	+13.14%	+38.91%
2025	+3.20%	+23.71%
2024	+3.89%	+8.06%
2023	+11.27%	N/A
2022	-24.46%	N/A
2021	+45.90%	N/A
2020	-13.48%	N/A
2019	+26.23%	N/A
2018	-4.02%	N/A
2017	+3.43%	N/A
2016	+7.86%	N/A
2015	+1.89%	N/A
2014	+32.13%	N/A
2013	-0.03%	N/A
2012	+15.83%	N/A
2011	+9.48%	N/A

SCHH vs BAI Drawdown Comparison

The maximum drawdown for SCHH was -44.22%, occurring on Mar 23, 2020. Recovery took 328 trading sessions.

The maximum drawdown for BAI was -34.09%, occurring on Apr 8, 2025. Recovery took 119 trading sessions.

The current SCHH drawdown is -0.38%.

Rank	SCHH	BAI
#1	-44.22% Feb 21, 2020 - Jun 10, 2021	-34.09% Jan 23, 2025 - Jul 16, 2025
#2	-33.26% Dec 31, 2021 - Apr 17, 2026	-16.22% Oct 29, 2025 - Apr 8, 2026
#3	-22.70% Jul 22, 2011 - Feb 1, 2012	-7.67% Aug 13, 2025 - Sep 8, 2025
#4	-18.03% May 21, 2013 - May 30, 2014	-6.28% Jan 6, 2025 - Jan 22, 2025
#5	-16.82% Aug 1, 2016 - Aug 17, 2018	-5.63% Nov 7, 2024 - Nov 21, 2024
#6	-16.51% Jan 26, 2015 - Mar 31, 2016	-5.55% Dec 16, 2024 - Jan 6, 2025
#7	-13.34% Dec 6, 2018 - Jan 31, 2019	-4.82% Oct 9, 2025 - Oct 27, 2025
#8	-9.35% Sep 14, 2012 - Jan 18, 2013	-4.28% Apr 24, 2026 - Apr 30, 2026
#9	-8.73% May 1, 2012 - Jul 2, 2012	-4.09% Sep 22, 2025 - Oct 6, 2025
#10	-8.34% Aug 28, 2018 - Dec 6, 2018	-3.84% Dec 6, 2024 - Dec 16, 2024
#11	-7.91% Sep 2, 2021 - Nov 2, 2021	-3.81% Oct 30, 2024 - Nov 6, 2024
#12	-7.54% Sep 5, 2014 - Oct 23, 2014	-2.56% Jul 31, 2025 - Aug 6, 2025
#13	-7.23% May 31, 2011 - Jul 7, 2011	-2.17% May 6, 2026 - May 8, 2026
#14	-6.45% Oct 24, 2019 - Feb 12, 2020	-1.94% Nov 22, 2024 - Dec 2, 2024
#15	-6.23% Feb 28, 2011 - Apr 20, 2011	-1.92% Oct 22, 2024 - Oct 25, 2024

Correlation

Correlation between SCHH and BAI is 0.70 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.70

-101

Dividend Comparison (2011 - 2026)

SCHH vs BAI dividend yield comparison.

Year	SCHH	BAI
2026	0.49%	0.00%
2025	3.04%	1.80%
2024	3.22%	0.00%
2023	3.24%	0.00%
2022	2.55%	0.00%
2021	1.50%	0.00%
2020	2.86%	0.00%
2019	2.86%	0.00%
2018	3.64%	0.00%
2017	2.22%	0.00%
2016	2.81%	0.00%
2015	2.48%	0.00%
2014	2.18%	0.00%
2013	2.59%	0.00%
2012	2.51%	0.00%
2011	2.26%	0.00%