SCHH vs JGRO
Comparison between SCHWAB U.S. REIT ETF (SCHH, ETF) and JPMORGAN ACTIVE GROWTH ETF (JGRO, ETF).
SCHH vs JGRO - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SCHH
$10B
Winner
JGRO
$10B
Expense Ratio
Winner
SCHH
0.07%
JGRO
0.44%
Max Drawdown
SCHH
44.22%
Winner
JGRO
22.70%
Sharpe Ratio
SCHH
0.74
Winner
JGRO
0.84
5Y Beta
Winner
SCHH
0.48
JGRO
1.17
P/E Ratio
Winner
SCHH
35.45
JGRO
36.68
Forward P/E
SCHH
35.74
Winner
JGRO
27.12
5Y Dividends CAGR
SCHH
6.16%
JGRO
N/A
5Y EPS CAGR
SCHH
9.20%
Winner
JGRO
33.16%
Debt to Equity
SCHH
39.22%
JGRO
N/A
P/S Ratio
SCHH
7.21
Winner
JGRO
4.41
P/B Ratio
Winner
SCHH
2.61
JGRO
10.24
SCHH vs JGRO - Holdings Comparison
SCHH and JGRO have 1 common holdings. Overlap is 0.00%
SCHH's top 25 holdings weight is 71.57%. JGRO's top 25 holdings weight is 69.39%.
| Rank | SCHH | JGRO |
|---|---|---|
| #1 | WELLTOWER INC (WELL) - 9.40% | NVIDIA CORP (NVDA) - 11.55% |
| #2 | PROLOGIS INC (PLD) - 8.82% | APPLE INC (AAPL) - 8.87% |
| #3 | EQUINIX INC (EQIX) - 4.89% | ALPHABET INC CLASS C (GOOG) - 8.04% |
| #4 | SIMON PROPERTY GROUP INC (SPG) - 4.50% | BROADCOM INC (AVGO) - 4.89% |
| #5 | AMERICAN TOWER CORP (AMT) - 4.43% | MICROSOFT CORP (MSFT) - 4.83% |
| #6 | DIGITAL REALTY TRUST INC (DLR) - 4.31% | AMAZON.COM INC (AMZN) - 3.92% |
| #7 | REALTY INCOME CORP (O) - 3.95% | TESLA INC (TSLA) - 2.96% |
| #8 | PUBLIC STORAGE (PSA) - 3.37% | META PLATFORMS INC CLASS A (META) - 2.89% |
| #9 | CROWN CASTLE INC (CCI) - 2.86% | ADVANCED MICRO DEVICES INC (AMD) - 2.21% |
| #10 | VENTAS INC (VTR) - 2.80% | JPMORGAN PRIME MONEY MARKET IM (JIMXX) - 1.76% |
| #11 | IRON MOUNTAIN INC (IRM) - 2.70% | ELI LILLY AND CO (LLY) - 1.64% |
| #12 | VICI PROPERTIES INC ORDINARY SHARES (VICI) - 2.19% | THE GOLDMAN SACHS GROUP INC (GS) - 1.62% |
| #13 | EXTRA SPACE STORAGE INC (EXR) - 2.15% | MASTERCARD INC CLASS A (MA) - 1.38% |
| #14 | AVALONBAY COMMUNITIES INC (AVB) - 1.87% | n/a (TSM) - 1.33% |
| #15 | EQUITY RESIDENTIAL (EQR) - 1.63% | JOHNSON & JOHNSON (JNJ) - 1.28% |
| #16 | SBA COMMUNICATIONS CORP CLASS A (SBAC) - 1.57% | CIENA CORP (CIEN) - 1.27% |
| #17 | ESSEX PROPERTY TRUST INC (ESS) - 1.29% | GE VERNOVA INC (GEV) - 1.19% |
| #18 | WEYERHAEUSER CO (WY) - 1.23% | WALMART INC (WMT) - 1.18% |
| #19 | INVITATION HOMES INC (INVH) - 1.18% | QUANTA SERVICES INC (PWR) - 1.18% |
| #20 | W.P. CAREY INC (WPC) - 1.15% | GILEAD SCIENCES INC (GILD) - 0.99% |
| #21 | KIMCO REALTY CORP (KIM) - 1.15% | NETFLIX INC (NFLX) - 0.96% |
| #22 | MID-AMERICA APARTMENT COMMUNITIES INC (MAA) - 1.08% | PHILIP MORRIS INTERNATIONAL INC (PM) - 0.92% |
| #23 | HOST HOTELS & RESORTS INC (HST) - 1.07% | LAM RESEARCH CORP (LRCX) - 0.88% |
| #24 | SUN COMMUNITIES INC (SUI) - 1.01% | RTX CORP (RTX) - 0.83% |
| #25 | OMEGA HEALTHCARE INVESTORS INC (OHI) - 0.97% | NATERA INC (NTRA) - 0.82% |
| Total Holdings | 120 | 121 |
SCHH vs JGRO - Historical Returns
Returns include dividend reinvestment.
1M
Winner
SCHH
-0.72%
JGRO
-0.87%
3M
SCHH
+3.97%
Winner
JGRO
+8.51%
6M
Winner
SCHH
+12.55%
JGRO
+1.07%
1Y
SCHH
+12.78%
Winner
JGRO
+16.15%
5Y(CAGR)
SCHH
+2.83%
JGRO
N/A
10Y(CAGR)
SCHH
+4.13%
JGRO
N/A
Max(CAGR)
SCHH
+6.91%
Winner
JGRO
+18.95%
SCHH vs JGRO - Annual Returns (2011 - 2026)
Returns include dividend reinvestment.
| Year | SCHH | JGRO |
|---|---|---|
| 2026 | +12.32% | +3.10% |
| 2025 | +3.20% | +14.51% |
| 2024 | +3.89% | +34.94% |
| 2023 | +11.27% | +38.76% |
| 2022 | -24.46% | -10.03% |
| 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 JGRO Drawdown Comparison
The maximum drawdown for SCHH was -44.22%, occurring on Mar 23, 2020. Recovery took 328 trading sessions.
The maximum drawdown for JGRO was -22.70%, occurring on Apr 8, 2025. Recovery took 107 trading sessions.
The current SCHH drawdown is -2.01%. The current JGRO drawdown is -3.94%.
| Rank | SCHH | JGRO |
|---|---|---|
| #1 | -44.22% Feb 21, 2020 - Jun 10, 2021 | -22.70% Jan 23, 2025 - Jun 27, 2025 |
| #2 | -33.26% Dec 31, 2021 - Apr 17, 2026 | -17.88% Aug 16, 2022 - May 26, 2023 |
| #3 | -22.70% Jul 22, 2011 - Feb 1, 2012 | -16.44% Oct 29, 2025 - May 13, 2026 |
| #4 | -18.03% May 21, 2013 - May 30, 2014 | -13.21% Jul 10, 2024 - Oct 11, 2024 |
| #5 | -16.82% Aug 1, 2016 - Aug 17, 2018 | -11.56% Jul 18, 2023 - Nov 20, 2023 |
| #6 | -16.51% Jan 26, 2015 - Mar 31, 2016 | -7.53% Mar 22, 2024 - May 15, 2024 |
| #7 | -13.34% Dec 6, 2018 - Jan 31, 2019 | -5.03% Dec 16, 2024 - Jan 22, 2025 |
| #8 | -9.35% Sep 14, 2012 - Jan 18, 2013 | -4.28% Jun 2, 2026 - Jun 5, 2026 |
| #9 | -8.73% May 1, 2012 - Jul 2, 2012 | -3.41% Dec 28, 2023 - Jan 10, 2024 |
| #10 | -8.34% Aug 28, 2018 - Dec 6, 2018 | -3.31% Oct 8, 2025 - Oct 24, 2025 |
| #11 | -7.91% Sep 2, 2021 - Nov 2, 2021 | -3.04% May 14, 2026 - Jun 1, 2026 |
| #12 | -7.54% Sep 5, 2014 - Oct 23, 2014 | -3.03% Oct 29, 2024 - Nov 6, 2024 |
| #13 | -7.23% May 31, 2011 - Jul 7, 2011 | -2.99% Nov 12, 2024 - Dec 2, 2024 |
| #14 | -6.45% Oct 24, 2019 - Feb 12, 2020 | -2.66% Jun 15, 2023 - Jun 30, 2023 |
| #15 | -6.23% Feb 28, 2011 - Apr 20, 2011 | -2.65% Aug 12, 2025 - Sep 8, 2025 |
Correlation
Correlation between SCHH and JGRO is 0.86 which considered as a strong positive correlation - the stocks tend to move together.
0.86
-101
Dividend Comparison (2011 - 2026)
SCHH vs JGRO dividend yield comparison.
| Year | SCHH | JGRO |
|---|---|---|
| 2026 | 0.49% | 0.00% |
| 2025 | 3.04% | 0.16% |
| 2024 | 3.22% | 0.10% |
| 2023 | 3.24% | 0.17% |
| 2022 | 2.55% | 0.16% |
| 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% |
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