SCHH vs GRID

Comparison between SCHWAB U.S. REIT ETF (SCHH, ETF) and FIRST TRUST NASDAQ CLEAN EDGE SMART GRID INFRASTRUCTURE INDEX FUND (GRID, ETF).

5-Year PerformanceGRID has outperformed SCHH, delivering a return of +19.3% compared to +4.7%

SCHH vs GRID - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SCHH(ETF)	GRID(ETF)
Net Assets	$9.90B	$10B
Expense Ratio	0.07%	0.56%
Max Drawdown	44.22%	40.56%
Sharpe Ratio	0.81	2.39
5Y Beta	0.49	1.05
P/E Ratio	34.51	N/A
Forward P/E	34.86	N/A
5Y Dividends CAGR	6.17%	22.26%
5Y EPS CAGR	8.31%	N/A
Debt to Equity	0.40%	N/A
P/S Ratio	7.28	N/A
P/B Ratio	2.54	N/A

Net Assets

SCHH

$9.90B

Winner

GRID

$10B

Expense Ratio

Winner

SCHH

0.07%

GRID

0.56%

Max Drawdown

SCHH

44.22%

Winner

GRID

40.56%

Sharpe Ratio

SCHH

0.81

Winner

GRID

2.39

5Y Beta

Winner

SCHH

0.49

GRID

1.05

P/E Ratio

SCHH

34.51

GRID

N/A

Forward P/E

SCHH

34.86

GRID

N/A

5Y Dividends CAGR

SCHH

6.17%

Winner

GRID

22.26%

5Y EPS CAGR

SCHH

8.31%

GRID

N/A

Debt to Equity

SCHH

0.40%

GRID

N/A

P/S Ratio

SCHH

7.28

GRID

N/A

P/B Ratio

SCHH

2.54

GRID

N/A

SCHH vs GRID - Holdings Comparison

SCHH and GRID have 1 common holdings. Overlap is 0.00%

SCHH's top 25 holdings weight is 72.19%. GRID's top 25 holdings weight is 77.51%.

Rank	SCHH	GRID
#1	WELLTOWER INC (WELL) - 10.12%	ABB LTD (n/a) - 8.14%
#2	PROLOGIS INC (PLD) - 8.91%	EATON CORP PLC (ETN) - 8.07%
#3	EQUINIX INC (EQIX) - 4.96%	n/a (JCI) - 7.41%
#4	DIGITAL REALTY TRUST INC (DLR) - 4.49%	SCHNEIDER ELECTRIC SE (n/a) - 7.22%
#5	SIMON PROPERTY GROUP INC (SPG) - 4.46%	NATIONAL GRID PLC (n/a) - 6.91%
#6	REALTY INCOME CORP (O) - 4.18%	QUANTA SERVICES INC (PWR) - 5.06%
#7	AMERICAN TOWER CORP (AMT) - 4.18%	PRYSMIAN SPA (n/a) - 4.98%
#8	PUBLIC STORAGE (PSA) - 3.35%	E.ON SE (n/a) - 3.41%
#9	VENTAS INC (VTR) - 2.97%	NVENT ELECTRIC PLC (NVT) - 2.55%
#10	CROWN CASTLE INC (CCI) - 2.68%	HUBBELL INC (HUBB) - 2.52%
#11	IRON MOUNTAIN INC (IRM) - 2.38%	HD HYUNDAI ELECTRIC (n/a) - 2.07%
#12	VICI PROPERTIES INC ORDINARY SHARES (VICI) - 2.19%	NVIDIA CORP (NVDA) - 2.05%
#13	EXTRA SPACE STORAGE INC (EXR) - 2.14%	TESLA INC (TSLA) - 1.79%
#14	AVALONBAY COMMUNITIES INC (AVB) - 1.86%	TERNA SPA (n/a) - 1.76%
#15	SBA COMMUNICATIONS CORP CLASS A (SBAC) - 1.66%	FUJIKURA LTD (n/a) - 1.59%
#16	EQUITY RESIDENTIAL (EQR) - 1.60%	HYDRO ONE LTD (n/a) - 1.57%
#17	WEYERHAEUSER CO (WY) - 1.28%	LS ELECTRIC CO LTD (n/a) - 1.47%
#18	ESSEX PROPERTY TRUST INC (ESS) - 1.23%	CISCO SYSTEMS INC (CSCO) - 1.37%
#19	KIMCO REALTY CORP (KIM) - 1.15%	ORACLE CORP (ORCL) - 1.26%
#20	W.P. CAREY INC (WPC) - 1.14%	EQUATORIAL SA (n/a) - 1.24%
#21	INVITATION HOMES INC (INVH) - 1.13%	APTIV PLC (APTV) - 1.10%
#22	MID-AMERICA APARTMENT COMMUNITIES INC (MAA) - 1.09%	SPIE SA (n/a) - 1.05%
#23	SUN COMMUNITIES INC (SUI) - 1.07%	GE VERNOVA INC (GEV) - 1.02%
#24	OMEGA HEALTHCARE INVESTORS INC (OHI) - 1.00%	BELIMO HOLDING AG (n/a) - 0.96%
#25	GAMING AND LEISURE PROPERTIES INC (GLPI) - 0.97%	ELIA GROUP SA/NV (n/a) - 0.94%
Total Holdings	121	130

SCHH vs GRID - Historical Returns

Returns include dividend reinvestment.

Period	SCHH	GRID
1 month	+3.31%	+9.84%
3 months	+3.23%	+12.53%
6 months	+12.57%	+29.39%
1 year	+15.07%	+56.31%
5 years(CAGR)	+4.66%	+19.32%
10 years(CAGR)	+4.15%	+20.04%
Max(CAGR)	+6.96%	+13.29%

SCHH

+3.31%

Winner

GRID

+9.84%

SCHH

+3.23%

Winner

GRID

+12.53%

SCHH

+12.57%

Winner

GRID

+29.39%

SCHH

+15.07%

Winner

GRID

+56.31%

5Y(CAGR)

SCHH

+4.66%

Winner

GRID

+19.32%

10Y(CAGR)

SCHH

+4.15%

Winner

GRID

+20.04%

Max(CAGR)

SCHH

+6.96%

Winner

GRID

+13.29%

SCHH vs GRID - Annual Returns (2009 - 2026)

Returns include dividend reinvestment.

Year	SCHH	GRID
2026	+12.61%	+26.67%
2025	+3.20%	+29.86%
2024	+3.89%	+16.50%
2023	+11.27%	+21.63%
2022	-24.46%	-14.08%
2021	+45.90%	+28.22%
2020	-13.48%	+46.19%
2019	+26.23%	+42.24%
2018	-4.02%	-22.93%
2017	+3.43%	+28.47%
2016	+7.86%	+25.59%
2015	+1.89%	-4.90%
2014	+32.13%	+0.55%
2013	-0.03%	+23.35%
2012	+15.83%	+15.17%
2011	+9.48%	-21.53%
2010	N/A	-2.49%
2009	N/A	+6.58%

SCHH vs GRID Drawdown Comparison

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

The maximum drawdown for GRID was -40.56%, occurring on Mar 18, 2020. Recovery took 116 trading sessions.

The current SCHH drawdown is -0.85%. The current GRID drawdown is -1.27%.

Rank	SCHH	GRID
#1	-44.22% Feb 21, 2020 - Jun 10, 2021	-40.56% Feb 20, 2020 - Aug 5, 2020
#2	-33.26% Dec 31, 2021 - Apr 17, 2026	-35.42% Apr 4, 2011 - Sep 24, 2013
#3	-22.70% Jul 22, 2011 - Feb 1, 2012	-29.65% Jan 26, 2018 - Nov 4, 2019
#4	-18.03% May 21, 2013 - May 30, 2014	-29.64% Nov 19, 2021 - Jun 13, 2023
#5	-16.82% Aug 1, 2016 - Aug 17, 2018	-26.65% Mar 6, 2014 - Aug 16, 2016
#6	-16.51% Jan 26, 2015 - Mar 31, 2016	-20.76% Jul 18, 2023 - Feb 22, 2024
#7	-13.34% Dec 6, 2018 - Jan 31, 2019	-20.62% Sep 26, 2024 - May 15, 2025
#8	-9.35% Sep 14, 2012 - Jan 18, 2013	-18.68% Jan 8, 2010 - Jan 24, 2011
#9	-8.73% May 1, 2012 - Jul 2, 2012	-11.72% Feb 25, 2026 - Apr 13, 2026
#10	-8.34% Aug 28, 2018 - Dec 6, 2018	-10.62% Jul 16, 2024 - Sep 17, 2024
#11	-7.91% Sep 2, 2021 - Nov 2, 2021	-8.34% Sep 2, 2020 - Oct 5, 2020
#12	-7.54% Sep 5, 2014 - Oct 23, 2014	-7.91% Feb 18, 2011 - Mar 30, 2011
#13	-7.23% May 31, 2011 - Jul 7, 2011	-7.80% Oct 29, 2025 - Jan 16, 2026
#14	-6.45% Oct 24, 2019 - Feb 12, 2020	-7.40% Sep 2, 2021 - Oct 28, 2021
#15	-6.23% Feb 28, 2011 - Apr 20, 2011	-6.94% Jan 7, 2021 - Mar 11, 2021

Correlation

Correlation between SCHH and GRID is 0.81 which considered as a strong positive correlation - the stocks tend to move together.

0.81

-101

Dividend Comparison (2009 - 2026)

SCHH vs GRID dividend yield comparison.

Year	SCHH	GRID
2026	0.49%	0.05%
2025	3.04%	1.01%
2024	3.22%	1.06%
2023	3.24%	1.23%
2022	2.55%	1.26%
2021	1.50%	0.63%
2020	2.86%	0.68%
2019	2.86%	1.26%
2018	3.64%	1.28%
2017	2.22%	1.07%
2016	2.81%	1.07%
2015	2.48%	1.23%
2014	2.18%	1.46%
2013	2.59%	1.33%
2012	2.51%	0.89%
2011	2.26%	1.02%
2010	0.00%	0.68%
2009	0.00%	0.07%