SCHH vs FDVV
Comparison between SCHWAB U.S. REIT ETF (SCHH, ETF) and FIDELITY HIGH DIVIDEND ETF (FDVV, ETF).
5-Year PerformanceFDVV has outperformed SCHH, delivering a return of +13.2% compared to +2.8%
SCHH vs FDVV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
SCHH vs FDVV - Holdings Comparison
SCHH and FDVV have 11 common holdings. Overlap is 9.00%
SCHH's top 25 holdings weight is 71.57%. FDVV's top 25 holdings weight is 57.45%.
| Rank | SCHH | FDVV |
|---|---|---|
| #1 | WELLTOWER INC (WELL) - 9.40% | NVIDIA CORP (NVDA) - 7.27% |
| #2 | PROLOGIS INC (PLD) - 8.82% | APPLE INC (AAPL) - 6.37% |
| #3 | EQUINIX INC (EQIX) - 4.89% | MICROSOFT CORP (MSFT) - 4.52% |
| #4 | SIMON PROPERTY GROUP INC (SPG) - 4.50% | BROADCOM INC (AVGO) - 3.48% |
| #5 | AMERICAN TOWER CORP (AMT) - 4.43% | JPMORGAN CHASE & CO (JPM) - 2.48% |
| #6 | DIGITAL REALTY TRUST INC (DLR) - 4.31% | n/a (n/a) - 2.43% |
| #7 | REALTY INCOME CORP (O) - 3.95% | ALPHABET INC CLASS A (GOOGL) - 2.20% |
| #8 | PUBLIC STORAGE (PSA) - 3.37% | n/a (DELL) - 2.07% |
| #9 | CROWN CASTLE INC (CCI) - 2.86% | COCA-COLA CO (KO) - 1.86% |
| #10 | VENTAS INC (VTR) - 2.80% | THE GOLDMAN SACHS GROUP INC (GS) - 1.81% |
| #11 | IRON MOUNTAIN INC (IRM) - 2.70% | PHILIP MORRIS INTERNATIONAL INC (PM) - 1.77% |
| #12 | VICI PROPERTIES INC ORDINARY SHARES (VICI) - 2.19% | PROCTER & GAMBLE CO (PG) - 1.73% |
| #13 | EXTRA SPACE STORAGE INC (EXR) - 2.15% | BANK OF AMERICA CORP (BAC) - 1.71% |
| #14 | AVALONBAY COMMUNITIES INC (AVB) - 1.87% | ALTRIA GROUP INC (MO) - 1.67% |
| #15 | EQUITY RESIDENTIAL (EQR) - 1.63% | TJX COMPANIES INC (TJX) - 1.65% |
| #16 | SBA COMMUNICATIONS CORP CLASS A (SBAC) - 1.57% | STARBUCKS CORP (SBUX) - 1.57% |
| #17 | ESSEX PROPERTY TRUST INC (ESS) - 1.29% | FORD MOTOR CO (F) - 1.57% |
| #18 | WEYERHAEUSER CO (WY) - 1.23% | THE HOME DEPOT INC (HD) - 1.54% |
| #19 | INVITATION HOMES INC (INVH) - 1.18% | TEXAS INSTRUMENTS INC (TXN) - 1.50% |
| #20 | W.P. CAREY INC (WPC) - 1.15% | PEPSICO INC (PEP) - 1.47% |
| #21 | KIMCO REALTY CORP (KIM) - 1.15% | MCDONALD'S CORP (MCD) - 1.45% |
| #22 | MID-AMERICA APARTMENT COMMUNITIES INC (MAA) - 1.08% | WELLS FARGO & CO (WFC) - 1.41% |
| #23 | HOST HOTELS & RESORTS INC (HST) - 1.07% | THE KRAFT HEINZ CO (KHC) - 1.33% |
| #24 | SUN COMMUNITIES INC (SUI) - 1.01% | PRUDENTIAL FINANCIAL INC (PRU) - 1.30% |
| #25 | OMEGA HEALTHCARE INVESTORS INC (OHI) - 0.97% | U.S. BANCORP (USB) - 1.29% |
| Total Holdings | 120 | 107 |
SCHH vs FDVV - Historical Returns
Returns include dividend reinvestment.
SCHH vs FDVV - Annual Returns (2011 - 2026)
Returns include dividend reinvestment.
| Year | SCHH | FDVV |
|---|---|---|
| 2026 | +12.32% | +6.94% |
| 2025 | +3.20% | +16.99% |
| 2024 | +3.89% | +21.74% |
| 2023 | +11.27% | +18.23% |
| 2022 | -24.46% | -4.97% |
| 2021 | +45.90% | +31.16% |
| 2020 | -13.48% | +2.54% |
| 2019 | +26.23% | +23.65% |
| 2018 | -4.02% | -1.96% |
| 2017 | +3.43% | +12.52% |
| 2016 | +7.86% | +5.06% |
| 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 FDVV Drawdown Comparison
The maximum drawdown for SCHH was -44.22%, occurring on Mar 23, 2020. Recovery took 328 trading sessions.
The maximum drawdown for FDVV was -40.21%, occurring on Mar 23, 2020. Recovery took 225 trading sessions.
The current SCHH drawdown is -2.01%. The current FDVV drawdown is -1.85%.
| Rank | SCHH | FDVV |
|---|---|---|
| #1 | -44.22% Feb 21, 2020 - Jun 10, 2021 | -40.21% Feb 14, 2020 - Jan 6, 2021 |
| #2 | -33.26% Dec 31, 2021 - Apr 17, 2026 | -20.17% Mar 29, 2022 - Jul 12, 2023 |
| #3 | -22.70% Jul 22, 2011 - Feb 1, 2012 | -15.90% Feb 20, 2025 - Jun 24, 2025 |
| #4 | -18.03% May 21, 2013 - May 30, 2014 | -15.03% Sep 21, 2018 - Apr 1, 2019 |
| #5 | -16.82% Aug 1, 2016 - Aug 17, 2018 | -10.00% Jul 26, 2023 - Dec 13, 2023 |
| #6 | -16.51% Jan 26, 2015 - Mar 31, 2016 | -9.29% Feb 11, 2026 - May 6, 2026 |
| #7 | -13.34% Dec 6, 2018 - Jan 31, 2019 | -9.08% Jan 26, 2018 - Jul 10, 2018 |
| #8 | -9.35% Sep 14, 2012 - Jan 18, 2013 | -7.13% Apr 30, 2019 - Jul 3, 2019 |
| #9 | -8.73% May 1, 2012 - Jul 2, 2012 | -5.84% Jan 12, 2022 - Mar 22, 2022 |
| #10 | -8.34% Aug 28, 2018 - Dec 6, 2018 | -5.68% Jul 29, 2019 - Sep 11, 2019 |
| #11 | -7.91% Sep 2, 2021 - Nov 2, 2021 | -5.64% Nov 29, 2024 - Feb 19, 2025 |
| #12 | -7.54% Sep 5, 2014 - Oct 23, 2014 | -5.05% Jul 16, 2024 - Aug 15, 2024 |
| #13 | -7.23% May 31, 2011 - Jul 7, 2011 | -5.01% Sep 22, 2016 - Nov 18, 2016 |
| #14 | -6.45% Oct 24, 2019 - Feb 12, 2020 | -4.32% Nov 15, 2021 - Dec 10, 2021 |
| #15 | -6.23% Feb 28, 2011 - Apr 20, 2011 | -4.25% Sep 2, 2021 - Oct 15, 2021 |
Correlation
Correlation between SCHH and FDVV is 0.81 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (2011 - 2026)
SCHH vs FDVV dividend yield comparison.
| Year | SCHH | FDVV |
|---|---|---|
| 2026 | 0.49% | 0.73% |
| 2025 | 3.04% | 2.89% |
| 2024 | 3.22% | 2.94% |
| 2023 | 3.24% | 3.77% |
| 2022 | 2.55% | 3.44% |
| 2021 | 1.50% | 2.70% |
| 2020 | 2.86% | 3.19% |
| 2019 | 2.86% | 3.93% |
| 2018 | 3.64% | 4.05% |
| 2017 | 2.22% | 3.66% |
| 2016 | 2.81% | 1.04% |
| 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% |
Select Stocks to Compare
More Comparisons
Compare with similar stocks