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SCHH vs SPHY

Comparison between SCHWAB U.S. REIT ETF (SCHH, ETF) and STATE STREET(R) SPDR(R) PORTFOLIO HIGH YIELD BOND ETF (SPHY, ETF).

5-Year PerformanceSPHY has outperformed SCHH, delivering a return of +4.4% compared to +3.0%

SCHH vs SPHY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
SCHH
$12B
Winner
SPHY
$12B
Expense Ratio
SCHH
0.07%
Winner
SPHY
0.05%
Max Drawdown
SCHH
44.22%
Winner
SPHY
23.35%
Sharpe Ratio
Winner
SCHH
1.02
SPHY
0.49
5Y Beta
SCHH
0.44
Winner
SPHY
0.23
P/E Ratio
SCHH
37.77
SPHY
N/A
Forward P/E
SCHH
36.16
SPHY
N/A
5Y Dividends CAGR
Winner
SCHH
6.48%
SPHY
1.56%
5Y EPS CAGR
SCHH
7.78%
SPHY
N/A
Debt to Equity
SCHH
46.67%
SPHY
N/A
P/S Ratio
SCHH
7.42
SPHY
N/A
P/B Ratio
SCHH
2.63
SPHY
N/A

SCHH vs SPHY - Historical Returns

Returns include dividend reinvestment.

1M
SCHH
-0.17%
Winner
SPHY
+0.28%
3M
Winner
SCHH
+3.58%
SPHY
+1.25%
6M
Winner
SCHH
+11.11%
SPHY
+1.71%
1Y
Winner
SCHH
+18.00%
SPHY
+5.73%
5Y(CAGR)
SCHH
+3.05%
Winner
SPHY
+4.37%
10Y(CAGR)
SCHH
+3.71%
Winner
SPHY
+4.96%
Max(CAGR)
Winner
SCHH
+7.10%
SPHY
+4.95%

SCHH vs SPHY - Annual Returns (2011 - 2026)

Returns include dividend reinvestment.

YearSCHHSPHY
2026+16.74%+2.39%
2025+3.20%+8.31%
2024+3.89%+8.81%
2023+11.27%+12.80%
2022-24.46%-10.48%
2021+45.90%+5.74%
2020-13.48%+6.44%
2019+26.23%+13.55%
2018-4.02%-2.69%
2017+3.43%+6.73%
2016+7.86%+11.15%
2015+1.89%-3.64%
2014+32.13%+6.53%
2013-0.03%-1.34%
2012+15.83%+7.21%
2011+9.48%N/A

SCHH vs SPHY Drawdown Comparison

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

The maximum drawdown for SPHY was -21.97%, occurring on Mar 23, 2020. Recovery took 164 trading sessions.

The current SCHH drawdown is -3.02%.

RankSCHHSPHY
#1-44.22%
Feb 21, 2020 - Jun 10, 2021
-21.97%
Feb 14, 2020 - Oct 8, 2020
#2-33.26%
Dec 31, 2021 - Apr 17, 2026
-15.29%
Dec 28, 2021 - Dec 14, 2023
#3-22.70%
Jul 22, 2011 - Feb 1, 2012
-8.30%
Apr 16, 2015 - Apr 25, 2016
#4-18.03%
May 21, 2013 - May 30, 2014
-7.23%
May 2, 2013 - Feb 24, 2014
#5-16.82%
Aug 1, 2016 - Aug 17, 2018
-4.86%
Feb 26, 2025 - May 12, 2025
#6-16.51%
Jan 26, 2015 - Mar 31, 2016
-4.21%
Dec 29, 2017 - Feb 15, 2019
#7-13.34%
Dec 6, 2018 - Jan 31, 2019
-4.17%
Oct 24, 2016 - Jan 18, 2017
#8-9.35%
Sep 14, 2012 - Jan 18, 2013
-2.48%
Aug 21, 2014 - Jan 14, 2015
#9-8.73%
May 1, 2012 - Jul 2, 2012
-2.41%
Feb 20, 2026 - Apr 8, 2026
#10-8.34%
Aug 28, 2018 - Dec 6, 2018
-2.36%
Nov 9, 2021 - Dec 23, 2021
#11-7.91%
Sep 2, 2021 - Nov 2, 2021
-2.29%
Mar 27, 2024 - May 3, 2024
#12-7.54%
Sep 5, 2014 - Oct 23, 2014
-2.28%
Jan 29, 2013 - Apr 16, 2013
#13-7.23%
May 31, 2011 - Jul 7, 2011
-2.07%
Sep 17, 2012 - Oct 11, 2012
#14-6.45%
Oct 24, 2019 - Feb 12, 2020
-1.99%
Mar 1, 2017 - Apr 10, 2017
#15-6.23%
Feb 28, 2011 - Apr 20, 2011
-1.84%
Feb 27, 2015 - Apr 15, 2015

Correlation

Correlation between SCHH and SPHY is 0.90 which considered as a very strong positive correlation - the stocks move almost identically together.

0.90
-101

Dividend Comparison (2011 - 2026)

SCHH vs SPHY dividend yield comparison.

YearSCHHSPHY
20261.17%4.14%
20253.04%7.38%
20243.22%7.80%
20233.24%7.30%
20222.55%6.47%
20211.50%5.13%
20202.86%5.63%
20192.86%5.73%
20183.64%4.09%
20172.22%4.41%
20162.81%4.27%
20152.48%4.29%
20142.18%3.98%
20132.59%4.41%
20122.51%2.17%
20112.26%0.00%

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