SCHH vs PRF
Comparison between SCHWAB U.S. REIT ETF (SCHH, ETF) and INVESCO RAFI US 1000 ETF (PRF, ETF).
5-Year PerformancePRF has outperformed SCHH, delivering a return of +12.6% compared to +4.7%
SCHH vs PRF - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
SCHH vs PRF - Holdings Comparison
SCHH and PRF have 52 common holdings. Overlap is 2.00%
SCHH's top 25 holdings weight is 72.19%. PRF's top 25 holdings weight is 37.27%.
| Rank | SCHH | PRF |
|---|---|---|
| #1 | WELLTOWER INC (WELL) - 10.12% | ALPHABET INC CLASS A (GOOGL) - 4.81% |
| #2 | PROLOGIS INC (PLD) - 8.91% | APPLE INC (AAPL) - 4.25% |
| #3 | EQUINIX INC (EQIX) - 4.96% | INTEL CORP (INTC) - 2.98% |
| #4 | DIGITAL REALTY TRUST INC (DLR) - 4.49% | AMAZON.COM INC (AMZN) - 2.38% |
| #5 | SIMON PROPERTY GROUP INC (SPG) - 4.46% | MICROSOFT CORP (MSFT) - 2.17% |
| #6 | REALTY INCOME CORP (O) - 4.18% | EXXON MOBIL CORP (XOM) - 1.88% |
| #7 | AMERICAN TOWER CORP (AMT) - 4.18% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.65% |
| #8 | PUBLIC STORAGE (PSA) - 3.35% | JPMORGAN CHASE & CO (JPM) - 1.52% |
| #9 | VENTAS INC (VTR) - 2.97% | META PLATFORMS INC CLASS A (META) - 1.39% |
| #10 | CROWN CASTLE INC (CCI) - 2.68% | CHEVRON CORP (CVX) - 1.32% |
| #11 | IRON MOUNTAIN INC (IRM) - 2.38% | UNITEDHEALTH GROUP INC (UNH) - 1.14% |
| #12 | VICI PROPERTIES INC ORDINARY SHARES (VICI) - 2.19% | BANK OF AMERICA CORP (BAC) - 1.12% |
| #13 | EXTRA SPACE STORAGE INC (EXR) - 2.14% | MICRON TECHNOLOGY INC (MU) - 1.11% |
| #14 | AVALONBAY COMMUNITIES INC (AVB) - 1.86% | JOHNSON & JOHNSON (JNJ) - 1.06% |
| #15 | SBA COMMUNICATIONS CORP CLASS A (SBAC) - 1.66% | CITIGROUP INC (C) - 1.01% |
| #16 | EQUITY RESIDENTIAL (EQR) - 1.60% | WALMART INC (WMT) - 0.93% |
| #17 | WEYERHAEUSER CO (WY) - 1.28% | PFIZER INC (PFE) - 0.81% |
| #18 | ESSEX PROPERTY TRUST INC (ESS) - 1.23% | WELLS FARGO & CO (WFC) - 0.79% |
| #19 | KIMCO REALTY CORP (KIM) - 1.15% | CISCO SYSTEMS INC (CSCO) - 0.78% |
| #20 | W.P. CAREY INC (WPC) - 1.14% | VERIZON COMMUNICATIONS INC (VZ) - 0.77% |
| #21 | INVITATION HOMES INC (INVH) - 1.13% | AT&T INC (T) - 0.74% |
| #22 | MID-AMERICA APARTMENT COMMUNITIES INC (MAA) - 1.09% | MERCK & CO INC (MRK) - 0.72% |
| #23 | SUN COMMUNITIES INC (SUI) - 1.07% | BROADCOM INC (AVGO) - 0.68% |
| #24 | OMEGA HEALTHCARE INVESTORS INC (OHI) - 1.00% | PROCTER & GAMBLE CO (PG) - 0.65% |
| #25 | GAMING AND LEISURE PROPERTIES INC (GLPI) - 0.97% | CONOCOPHILLIPS (COP) - 0.61% |
| Total Holdings | 121 | 917 |
SCHH vs PRF - Historical Returns
Returns include dividend reinvestment.
SCHH vs PRF - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | SCHH | PRF |
|---|---|---|
| 2026 | +12.61% | +11.70% |
| 2025 | +3.20% | +18.58% |
| 2024 | +3.89% | +16.62% |
| 2023 | +11.27% | +15.97% |
| 2022 | -24.46% | -8.43% |
| 2021 | +45.90% | +32.93% |
| 2020 | -13.48% | +7.20% |
| 2019 | +26.23% | +27.00% |
| 2018 | -4.02% | -9.27% |
| 2017 | +3.43% | +15.10% |
| 2016 | +7.86% | +18.82% |
| 2015 | +1.89% | -2.81% |
| 2014 | +32.13% | +13.21% |
| 2013 | -0.03% | +31.81% |
| 2012 | +15.83% | +15.15% |
| 2011 | +9.48% | -1.65% |
| 2010 | N/A | +17.32% |
| 2009 | N/A | +37.49% |
| 2008 | N/A | -39.32% |
| 2007 | N/A | +1.93% |
| 2006 | N/A | +17.29% |
| 2005 | N/A | -0.34% |
SCHH vs PRF Drawdown Comparison
The maximum drawdown for SCHH was -44.22%, occurring on Mar 23, 2020. Recovery took 328 trading sessions.
The maximum drawdown for PRF was -60.36%, occurring on Mar 9, 2009. Recovery took 908 trading sessions.
The current SCHH drawdown is -0.85%.
| Rank | SCHH | PRF |
|---|---|---|
| #1 | -44.22% Feb 21, 2020 - Jun 10, 2021 | -60.36% Jul 13, 2007 - Feb 17, 2011 |
| #2 | -33.26% Dec 31, 2021 - Apr 17, 2026 | -38.13% Feb 12, 2020 - Nov 16, 2020 |
| #3 | -22.70% Jul 22, 2011 - Feb 1, 2012 | -21.26% Apr 29, 2011 - Mar 13, 2012 |
| #4 | -18.03% May 21, 2013 - May 30, 2014 | -19.76% Sep 21, 2018 - Jul 3, 2019 |
| #5 | -16.82% Aug 1, 2016 - Aug 17, 2018 | -19.74% Jan 12, 2022 - Dec 11, 2023 |
| #6 | -16.51% Jan 26, 2015 - Mar 31, 2016 | -15.83% Nov 29, 2024 - Jul 1, 2025 |
| #7 | -13.34% Dec 6, 2018 - Jan 31, 2019 | -15.74% May 21, 2015 - Jun 8, 2016 |
| #8 | -9.35% Sep 14, 2012 - Jan 18, 2013 | -10.76% Mar 26, 2012 - Sep 6, 2012 |
| #9 | -8.73% May 1, 2012 - Jul 2, 2012 | -10.60% Jan 26, 2018 - Sep 19, 2018 |
| #10 | -8.34% Aug 28, 2018 - Dec 6, 2018 | -7.86% Sep 5, 2014 - Nov 6, 2014 |
| #11 | -7.91% Sep 2, 2021 - Nov 2, 2021 | -6.89% Oct 18, 2012 - Dec 18, 2012 |
| #12 | -7.54% Sep 5, 2014 - Oct 23, 2014 | -6.81% Jul 26, 2019 - Sep 11, 2019 |
| #13 | -7.23% May 31, 2011 - Jul 7, 2011 | -6.68% May 10, 2006 - Sep 1, 2006 |
| #14 | -6.45% Oct 24, 2019 - Feb 12, 2020 | -6.60% Feb 11, 2026 - Apr 14, 2026 |
| #15 | -6.23% Feb 28, 2011 - Apr 20, 2011 | -6.54% Jun 8, 2016 - Jul 12, 2016 |
Correlation
Correlation between SCHH and PRF is 0.88 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (2006 - 2026)
SCHH vs PRF dividend yield comparison.
| Year | SCHH | PRF |
|---|---|---|
| 2026 | 0.49% | 0.35% |
| 2025 | 3.04% | 1.59% |
| 2024 | 3.22% | 1.78% |
| 2023 | 3.24% | 1.84% |
| 2022 | 2.55% | 2.01% |
| 2021 | 1.50% | 1.58% |
| 2020 | 2.86% | 1.97% |
| 2019 | 2.86% | 1.99% |
| 2018 | 3.64% | 2.25% |
| 2017 | 2.22% | 1.58% |
| 2016 | 2.81% | 2.17% |
| 2015 | 2.48% | 2.25% |
| 2014 | 2.18% | 1.73% |
| 2013 | 2.59% | 1.56% |
| 2012 | 2.51% | 2.04% |
| 2011 | 2.26% | 2.06% |
| 2010 | 0.00% | 1.41% |
| 2009 | 0.00% | 1.51% |
| 2008 | 0.00% | 2.91% |
| 2007 | 0.00% | 1.51% |
| 2006 | 0.00% | 1.05% |
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