SCHH vs FLOT

Comparison between SCHWAB U.S. REIT ETF (SCHH, ETF) and ISHARES FLOATING RATE BOND ETF (FLOT, ETF).

5-Year PerformanceSCHH has outperformed FLOT, delivering a return of +4.2% compared to +4.1%

SCHH vs FLOT - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SCHH(ETF)	FLOT(ETF)
Net Assets	$9.20B	$9.30B
Expense Ratio	0.07%	0.15%
Max Drawdown	44.22%	13.68%
Sharpe Ratio	0.82	1.73
5Y Beta	0.49	0.06
P/E Ratio	34.51	N/A
Forward P/E	34.58	N/A
5Y Dividends CAGR	6.17%	42.63%
5Y EPS CAGR	8.31%	N/A
Debt to Equity	0.40%	N/A
P/S Ratio	7.31	N/A
P/B Ratio	2.55	N/A

Net Assets

SCHH

$9.20B

Winner

FLOT

$9.30B

Expense Ratio

Winner

SCHH

0.07%

FLOT

0.15%

Max Drawdown

SCHH

44.22%

Winner

FLOT

13.68%

Sharpe Ratio

SCHH

0.82

Winner

FLOT

1.73

5Y Beta

SCHH

0.49

Winner

FLOT

0.06

P/E Ratio

SCHH

34.51

FLOT

N/A

Forward P/E

SCHH

34.58

FLOT

N/A

5Y Dividends CAGR

SCHH

6.17%

Winner

FLOT

42.63%

5Y EPS CAGR

SCHH

8.31%

FLOT

N/A

Debt to Equity

SCHH

0.40%

FLOT

N/A

P/S Ratio

SCHH

7.31

FLOT

N/A

P/B Ratio

SCHH

2.55

FLOT

N/A

SCHH vs FLOT - Historical Returns

Returns include dividend reinvestment.

Period	SCHH	FLOT
1 month	+5.33%	+0.45%
3 months	+7.39%	+0.95%
6 months	+11.83%	+2.20%
1 year	+15.22%	+5.00%
5 years(CAGR)	+4.24%	+4.14%
10 years(CAGR)	+3.91%	+3.00%
Max(CAGR)	+7.00%	+2.27%

Winner

SCHH

+5.33%

FLOT

+0.45%

Winner

SCHH

+7.39%

FLOT

+0.95%

Winner

SCHH

+11.83%

FLOT

+2.20%

Winner

SCHH

+15.22%

FLOT

+5.00%

5Y(CAGR)

Winner

SCHH

+4.24%

FLOT

+4.14%

10Y(CAGR)

Winner

SCHH

+3.91%

FLOT

+3.00%

Max(CAGR)

Winner

SCHH

+7.00%

FLOT

+2.27%

SCHH vs FLOT - Annual Returns (2011 - 2026)

Returns include dividend reinvestment.

Year	SCHH	FLOT
2026	+13.14%	+1.45%
2025	+3.20%	+4.87%
2024	+3.89%	+6.48%
2023	+11.27%	+6.39%
2022	-24.46%	+1.33%
2021	+45.90%	+0.41%
2020	-13.48%	+0.85%
2019	+26.23%	+4.05%
2018	-4.02%	+1.38%
2017	+3.43%	+1.59%
2016	+7.86%	+1.58%
2015	+1.89%	+0.43%
2014	+32.13%	+0.08%
2013	-0.03%	+0.75%
2012	+15.83%	+4.19%
2011	+9.48%	-1.77%

SCHH vs FLOT Drawdown Comparison

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

The maximum drawdown for FLOT was -13.54%, occurring on Mar 19, 2020. Recovery took 117 trading sessions.

The current SCHH drawdown is -0.38%.

Rank	SCHH	FLOT
#1	-44.22% Feb 21, 2020 - Jun 10, 2021	-13.54% Feb 19, 2020 - Aug 5, 2020
#2	-33.26% Dec 31, 2021 - Apr 17, 2026	-2.64% Jul 8, 2011 - Feb 24, 2012
#3	-22.70% Jul 22, 2011 - Feb 1, 2012	-2.36% Mar 8, 2023 - Apr 20, 2023
#4	-18.03% May 21, 2013 - May 30, 2014	-1.74% Sep 29, 2021 - Sep 22, 2022
#5	-16.82% Aug 1, 2016 - Aug 17, 2018	-1.57% Apr 2, 2025 - Apr 29, 2025
#6	-16.51% Jan 26, 2015 - Mar 31, 2016	-1.07% Nov 12, 2018 - Jan 22, 2019
#7	-13.34% Dec 6, 2018 - Jan 31, 2019	-0.84% Mar 2, 2012 - Jul 6, 2012
#8	-9.35% Sep 14, 2012 - Jan 18, 2013	-0.64% Nov 1, 2012 - Dec 24, 2012
#9	-8.73% May 1, 2012 - Jul 2, 2012	-0.60% Sep 22, 2022 - Nov 1, 2022
#10	-8.34% Aug 28, 2018 - Dec 6, 2018	-0.59% May 19, 2015 - Apr 15, 2016
#11	-7.91% Sep 2, 2021 - Nov 2, 2021	-0.56% Sep 29, 2014 - May 19, 2015
#12	-7.54% Sep 5, 2014 - Oct 23, 2014	-0.44% Jul 31, 2024 - Aug 14, 2024
#13	-7.23% May 31, 2011 - Jul 7, 2011	-0.43% Mar 23, 2026 - Apr 7, 2026
#14	-6.45% Oct 24, 2019 - Feb 12, 2020	-0.41% May 24, 2013 - Aug 14, 2013
#15	-6.23% Feb 28, 2011 - Apr 20, 2011	-0.34% Apr 24, 2023 - Apr 27, 2023

Correlation

Correlation between SCHH and FLOT 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 FLOT dividend yield comparison.

Year	SCHH	FLOT
2026	0.49%	1.36%
2025	3.04%	4.84%
2024	3.22%	5.82%
2023	3.24%	5.66%
2022	2.55%	2.06%
2021	1.50%	0.43%
2020	2.86%	1.25%
2019	2.86%	2.78%
2018	3.64%	2.41%
2017	2.22%	1.46%
2016	2.81%	0.97%
2015	2.48%	0.53%
2014	2.18%	0.44%
2013	2.59%	0.47%
2012	2.51%	1.01%
2011	2.26%	0.38%