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SCHH vs SPIB

Comparison between SCHWAB U.S. REIT ETF (SCHH, ETF) and STATE STREET(R) SPDR(R) PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF (SPIB, ETF).

5-Year PerformanceSCHH has outperformed SPIB, delivering a return of +3.0% compared to +1.7%

SCHH vs SPIB - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
SCHH
$12B
SPIB
$12B
Expense Ratio
SCHH
0.07%
Winner
SPIB
0.04%
Max Drawdown
SCHH
44.22%
Winner
SPIB
17.32%
Sharpe Ratio
Winner
SCHH
1.02
SPIB
-0.26
5Y Beta
SCHH
0.44
Winner
SPIB
0.06
P/E Ratio
SCHH
37.77
SPIB
N/A
Forward P/E
SCHH
36.16
SPIB
N/A
5Y Dividends CAGR
SCHH
6.48%
Winner
SPIB
16.50%
5Y EPS CAGR
SCHH
7.78%
SPIB
N/A
Debt to Equity
SCHH
46.67%
SPIB
N/A
P/S Ratio
SCHH
7.42
SPIB
N/A
P/B Ratio
SCHH
2.63
SPIB
N/A

SCHH vs SPIB - Historical Returns

Returns include dividend reinvestment.

1M
SCHH
-0.17%
Winner
SPIB
+0.05%
3M
Winner
SCHH
+3.58%
SPIB
+0.26%
6M
Winner
SCHH
+11.11%
SPIB
+0.12%
1Y
Winner
SCHH
+18.00%
SPIB
+3.16%
5Y(CAGR)
Winner
SCHH
+3.05%
SPIB
+1.68%
10Y(CAGR)
Winner
SCHH
+3.71%
SPIB
+2.72%
Max(CAGR)
Winner
SCHH
+7.10%
SPIB
+3.82%

SCHH vs SPIB - Annual Returns (2009 - 2026)

Returns include dividend reinvestment.

YearSCHHSPIB
2026+16.74%+0.62%
2025+3.20%+7.91%
2024+3.89%+4.62%
2023+11.27%+6.97%
2022-24.46%-9.31%
2021+45.90%-1.13%
2020-13.48%+7.69%
2019+26.23%+10.13%
2018-4.02%-0.40%
2017+3.43%+3.73%
2016+7.86%+3.88%
2015+1.89%+0.16%
2014+32.13%+4.26%
2013-0.03%-0.46%
2012+15.83%+8.54%
2011+9.48%+5.90%
2010N/A+6.96%
2009N/A+8.44%

SCHH vs SPIB Drawdown Comparison

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

The maximum drawdown for SPIB was -14.94%, occurring on Mar 19, 2020. Recovery took 62 trading sessions.

The current SCHH drawdown is -3.02%. The current SPIB drawdown is -0.59%.

RankSCHHSPIB
#1-44.22%
Feb 21, 2020 - Jun 10, 2021
-14.94%
Mar 4, 2020 - Jun 2, 2020
#2-33.26%
Dec 31, 2021 - Apr 17, 2026
-14.80%
Aug 3, 2021 - Sep 4, 2024
#3-22.70%
Jul 22, 2011 - Feb 1, 2012
-5.36%
Feb 20, 2009 - May 7, 2009
#4-18.03%
May 21, 2013 - May 30, 2014
-4.59%
May 2, 2013 - Apr 8, 2014
#5-16.82%
Aug 1, 2016 - Aug 17, 2018
-3.75%
Nov 4, 2010 - Apr 29, 2011
#6-16.51%
Jan 26, 2015 - Mar 31, 2016
-2.98%
Sep 6, 2016 - Apr 18, 2017
#7-13.34%
Dec 6, 2018 - Jan 31, 2019
-2.88%
Aug 10, 2011 - Nov 3, 2011
#8-9.35%
Sep 14, 2012 - Jan 18, 2013
-2.83%
Sep 7, 2017 - Jan 23, 2019
#9-8.73%
May 1, 2012 - Jul 2, 2012
-2.55%
Dec 31, 2020 - Jul 20, 2021
#10-8.34%
Aug 28, 2018 - Dec 6, 2018
-2.44%
Oct 1, 2024 - Feb 25, 2025
#11-7.91%
Sep 2, 2021 - Nov 2, 2021
-2.12%
Apr 17, 2015 - Mar 16, 2016
#12-7.54%
Sep 5, 2014 - Oct 23, 2014
-2.02%
Feb 27, 2026 - Mar 26, 2026
#13-7.23%
May 31, 2011 - Jul 7, 2011
-1.98%
Apr 3, 2025 - Apr 29, 2025
#14-6.45%
Oct 24, 2019 - Feb 12, 2020
-1.85%
Jun 3, 2009 - Jun 25, 2009
#15-6.23%
Feb 28, 2011 - Apr 20, 2011
-1.77%
May 6, 2010 - Jun 29, 2010

Correlation

Correlation between SCHH and SPIB is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.

0.92
-101

Dividend Comparison (2009 - 2026)

SCHH vs SPIB dividend yield comparison.

YearSCHHSPIB
20261.17%2.62%
20253.04%4.42%
20243.22%4.41%
20233.24%3.84%
20222.55%2.65%
20211.50%1.58%
20202.86%2.18%
20192.86%3.03%
20183.64%3.04%
20172.22%2.79%
20162.81%2.68%
20152.48%2.69%
20142.18%2.65%
20132.59%3.04%
20122.51%3.28%
20112.26%3.70%
20100.00%4.16%
20090.00%4.25%

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