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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

Net Assets
Winner
SCHH
$10B
FDVV
$9.80B
Expense Ratio
Winner
SCHH
0.07%
FDVV
0.15%
Max Drawdown
SCHH
44.22%
Winner
FDVV
41.11%
Sharpe Ratio
SCHH
0.74
Winner
FDVV
1.77
5Y Beta
Winner
SCHH
0.48
FDVV
0.74
P/E Ratio
SCHH
35.45
Winner
FDVV
21.36
Forward P/E
SCHH
35.74
Winner
FDVV
17.84
PEG Ratio
SCHH
N/A
FDVV
0.28
5Y Dividends CAGR
SCHH
6.16%
Winner
FDVV
9.76%
5Y EPS CAGR
SCHH
9.20%
Winner
FDVV
21.13%
Debt to Equity
SCHH
39.22%
Winner
FDVV
-93.56%
P/S Ratio
SCHH
7.21
Winner
FDVV
2.28
P/B Ratio
Winner
SCHH
2.61
FDVV
3.39

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%.

RankSCHHFDVV
#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 Holdings120107

SCHH vs FDVV - Historical Returns

Returns include dividend reinvestment.

1M
SCHH
-0.72%
Winner
FDVV
+1.68%
3M
SCHH
+3.97%
Winner
FDVV
+6.03%
6M
Winner
SCHH
+12.55%
FDVV
+7.86%
1Y
SCHH
+12.78%
Winner
FDVV
+22.28%
5Y(CAGR)
SCHH
+2.83%
Winner
FDVV
+13.20%
10Y(CAGR)
SCHH
+4.13%
Winner
FDVV
+13.36%
Max(CAGR)
SCHH
+6.91%
Winner
FDVV
+13.36%

SCHH vs FDVV - Annual Returns (2011 - 2026)

Returns include dividend reinvestment.

YearSCHHFDVV
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%.

RankSCHHFDVV
#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.

0.81
-101

Dividend Comparison (2011 - 2026)

SCHH vs FDVV dividend yield comparison.

YearSCHHFDVV
20260.49%0.73%
20253.04%2.89%
20243.22%2.94%
20233.24%3.77%
20222.55%3.44%
20211.50%2.70%
20202.86%3.19%
20192.86%3.93%
20183.64%4.05%
20172.22%3.66%
20162.81%1.04%
20152.48%0.00%
20142.18%0.00%
20132.59%0.00%
20122.51%0.00%
20112.26%0.00%

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