SCHH vs PBUS
Comparison between SCHWAB U.S. REIT ETF (SCHH, ETF) and INVESCO MSCI USA ETF (PBUS, ETF).
5-Year PerformancePBUS has outperformed SCHH, delivering a return of +12.6% compared to +3.5%
SCHH vs PBUS - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SCHH
$11B
Winner
PBUS
$11B
Expense Ratio
SCHH
0.07%
Winner
PBUS
0.04%
Max Drawdown
SCHH
44.22%
Winner
PBUS
33.60%
Sharpe Ratio
SCHH
1.01
Winner
PBUS
1.21
5Y Beta
Winner
SCHH
0.45
PBUS
0.98
P/E Ratio
SCHH
36.08
Winner
PBUS
29.17
Forward P/E
SCHH
35.66
Winner
PBUS
21.31
5Y Dividends CAGR
SCHH
6.48%
Winner
PBUS
11.88%
5Y EPS CAGR
SCHH
7.93%
Winner
PBUS
25.43%
Debt to Equity
SCHH
42.92%
Winner
PBUS
32.84%
P/S Ratio
SCHH
7.49
Winner
PBUS
3.81
P/B Ratio
Winner
SCHH
2.63
PBUS
5.72
SCHH vs PBUS - Holdings Comparison
SCHH and PBUS have 26 common holdings. Overlap is 1.69%
SCHH's top 25 holdings weight is 70.87%. PBUS's top 25 holdings weight is 50.55%.
| Rank | SCHH | PBUS |
|---|---|---|
| #1 | WELLTOWER INC (WELL) - 10.71% | NVIDIA CORP (NVDA) - 7.52% |
| #2 | PROLOGIS INC (PLD) - 8.69% | APPLE INC (AAPL) - 7.37% |
| #3 | SIMON PROPERTY GROUP INC (SPG) - 4.71% | MICROSOFT CORP (MSFT) - 4.28% |
| #4 | DIGITAL REALTY TRUST INC (DLR) - 4.23% | AMAZON.COM INC (AMZN) - 3.78% |
| #5 | EQUINIX INC (EQIX) - 4.10% | ALPHABET INC CLASS A (GOOGL) - 3.31% |
| #6 | REALTY INCOME CORP (O) - 4.07% | BROADCOM INC (AVGO) - 2.72% |
| #7 | AMERICAN TOWER CORP (AMT) - 3.99% | ALPHABET INC CLASS C (GOOG) - 2.62% |
| #8 | PUBLIC STORAGE (PSA) - 3.43% | META PLATFORMS INC CLASS A (META) - 2.29% |
| #9 | VENTAS INC (VTR) - 3.10% | TESLA INC (TSLA) - 1.70% |
| #10 | IRON MOUNTAIN INC (IRM) - 2.54% | MICRON TECHNOLOGY INC (MU) - 1.56% |
| #11 | CROWN CASTLE INC (CCI) - 2.39% | JPMORGAN CHASE & CO (JPM) - 1.43% |
| #12 | EXTRA SPACE STORAGE INC (EXR) - 2.11% | ELI LILLY AND CO (LLY) - 1.42% |
| #13 | VICI PROPERTIES INC ORDINARY SHARES (VICI) - 1.98% | ADVANCED MICRO DEVICES INC (AMD) - 1.32% |
| #14 | AVALONBAY COMMUNITIES INC (AVB) - 1.82% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.04% |
| #15 | EQUITY RESIDENTIAL (EQR) - 1.61% | EXXONMOBIL HOLDINGS CORP (XOM) - 0.92% |
| #16 | SBA COMMUNICATIONS CORP CLASS A (SBAC) - 1.37% | VISA INC CLASS A (V) - 0.91% |
| #17 | ESSEX PROPERTY TRUST INC (ESS) - 1.30% | JOHNSON & JOHNSON (JNJ) - 0.91% |
| #18 | WEYERHAEUSER CO (WY) - 1.19% | WALMART INC (WMT) - 0.76% |
| #19 | KIMCO REALTY CORP (KIM) - 1.17% | APPLIED MATERIALS INC (AMAT) - 0.70% |
| #20 | INVITATION HOMES INC (INVH) - 1.12% | INTEL CORP (INTC) - 0.69% |
| #21 | W.P. CAREY INC (WPC) - 1.11% | CISCO SYSTEMS INC (CSCO) - 0.68% |
| #22 | MID-AMERICA APARTMENT COMMUNITIES INC (MAA) - 1.06% | MASTERCARD INC CLASS A (MA) - 0.67% |
| #23 | HOST HOTELS & RESORTS INC (HST) - 1.05% | ABBVIE INC (ABBV) - 0.66% |
| #24 | HEALTHPEAK PROPERTIES INC (DOC) - 1.03% | CATERPILLAR INC (CAT) - 0.65% |
| #25 | OMEGA HEALTHCARE INVESTORS INC (OHI) - 0.99% | LAM RESEARCH CORP (LRCX) - 0.64% |
| Total Holdings | 122 | 531 |
SCHH vs PBUS - Historical Returns
Returns include dividend reinvestment.
1M
Winner
SCHH
+4.37%
PBUS
+0.60%
3M
Winner
SCHH
+6.99%
PBUS
+6.69%
6M
Winner
SCHH
+15.30%
PBUS
+9.79%
1Y
SCHH
+18.26%
Winner
PBUS
+20.09%
5Y(CAGR)
SCHH
+3.52%
Winner
PBUS
+12.58%
10Y(CAGR)
SCHH
+3.86%
Winner
PBUS
+15.01%
Max(CAGR)
SCHH
+7.24%
Winner
PBUS
+15.01%
SCHH vs PBUS - Annual Returns (2011 - 2026)
Returns include dividend reinvestment.
| Year | SCHH | PBUS |
|---|---|---|
| 2026 | +18.78% | +10.04% |
| 2025 | +3.20% | +17.87% |
| 2024 | +3.89% | +25.98% |
| 2023 | +11.27% | +27.76% |
| 2022 | -24.46% | -19.92% |
| 2021 | +45.90% | +28.64% |
| 2020 | -13.48% | +20.46% |
| 2019 | +26.23% | +30.96% |
| 2018 | -4.02% | -4.76% |
| 2017 | +3.43% | +7.13% |
| 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 PBUS Drawdown Comparison
The maximum drawdown for SCHH was -44.22%, occurring on Mar 23, 2020. Recovery took 328 trading sessions.
The maximum drawdown for PBUS was -33.15%, occurring on Mar 23, 2020. Recovery took 117 trading sessions.
The current SCHH drawdown is -0.33%. The current PBUS drawdown is -1.11%.
| Rank | SCHH | PBUS |
|---|---|---|
| #1 | -44.22% Feb 21, 2020 - Jun 10, 2021 | -33.15% Feb 19, 2020 - Aug 5, 2020 |
| #2 | -33.26% Dec 31, 2021 - Apr 17, 2026 | -25.41% Dec 27, 2021 - Dec 13, 2023 |
| #3 | -22.70% Jul 22, 2011 - Feb 1, 2012 | -19.07% Feb 19, 2025 - Jun 26, 2025 |
| #4 | -18.03% May 21, 2013 - May 30, 2014 | -18.93% Sep 26, 2018 - Apr 5, 2019 |
| #5 | -16.82% Aug 1, 2016 - Aug 17, 2018 | -10.09% Jan 23, 2018 - Aug 16, 2018 |
| #6 | -16.51% Jan 26, 2015 - Mar 31, 2016 | -9.67% Sep 2, 2020 - Nov 13, 2020 |
| #7 | -13.34% Dec 6, 2018 - Jan 31, 2019 | -9.03% Jan 12, 2026 - Apr 15, 2026 |
| #8 | -9.35% Sep 14, 2012 - Jan 18, 2013 | -8.48% Jul 16, 2024 - Sep 19, 2024 |
| #9 | -8.73% May 1, 2012 - Jul 2, 2012 | -7.31% Apr 29, 2019 - Jun 24, 2019 |
| #10 | -8.34% Aug 28, 2018 - Dec 6, 2018 | -6.28% Jul 26, 2019 - Oct 28, 2019 |
| #11 | -7.91% Sep 2, 2021 - Nov 2, 2021 | -5.48% Mar 28, 2024 - May 14, 2024 |
| #12 | -7.54% Sep 5, 2014 - Oct 23, 2014 | -5.41% Sep 3, 2021 - Oct 20, 2021 |
| #13 | -7.23% May 31, 2011 - Jul 7, 2011 | -5.28% Feb 12, 2021 - Mar 15, 2021 |
| #14 | -6.45% Oct 24, 2019 - Feb 12, 2020 | -5.26% Oct 29, 2025 - Dec 11, 2025 |
| #15 | -6.23% Feb 28, 2011 - Apr 20, 2011 | -4.57% Nov 18, 2021 - Dec 23, 2021 |
Correlation
Correlation between SCHH and PBUS is 0.78 which considered as a strong positive correlation - the stocks tend to move together.
0.78
-101
Dividend Comparison (2011 - 2026)
SCHH vs PBUS dividend yield comparison.
| Year | SCHH | PBUS |
|---|---|---|
| 2026 | 1.15% | 0.53% |
| 2025 | 3.04% | 1.05% |
| 2024 | 3.22% | 1.20% |
| 2023 | 3.24% | 1.36% |
| 2022 | 2.55% | 1.71% |
| 2021 | 1.50% | 0.98% |
| 2020 | 2.86% | 1.35% |
| 2019 | 2.86% | 1.53% |
| 2018 | 3.64% | 2.33% |
| 2017 | 2.22% | 0.50% |
| 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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