SCHH vs SPYI
Comparison between SCHWAB U.S. REIT ETF (SCHH, ETF) and NEOS S&P 500(R) HIGH INCOME ETF (SPYI, ETF).
SCHH vs SPYI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SCHH
$10B
Winner
SPYI
$10B
Expense Ratio
Winner
SCHH
0.07%
SPYI
0.68%
Max Drawdown
SCHH
44.22%
Winner
SPYI
18.53%
Sharpe Ratio
SCHH
0.93
Winner
SPYI
1.51
5Y Beta
Winner
SCHH
0.47
SPYI
0.83
P/E Ratio
SCHH
35.79
Winner
SPYI
28.04
Forward P/E
SCHH
35.10
Winner
SPYI
21.45
5Y Dividends CAGR
SCHH
6.17%
SPYI
N/A
5Y EPS CAGR
SCHH
9.20%
Winner
SPYI
28.95%
Debt to Equity
Winner
SCHH
39.22%
SPYI
40.62%
P/S Ratio
SCHH
7.35
Winner
SPYI
3.71
P/B Ratio
Winner
SCHH
2.64
SPYI
5.59
SCHH vs SPYI - Holdings Comparison
SCHH and SPYI have 30 common holdings. Overlap is 0.21%
SCHH's top 25 holdings weight is 71.57%. SPYI's top 25 holdings weight is 50.81%.
| Rank | SCHH | SPYI |
|---|---|---|
| #1 | WELLTOWER INC (WELL) - 9.40% | NVIDIA CORP (NVDA) - 8.38% |
| #2 | PROLOGIS INC (PLD) - 8.82% | APPLE INC (AAPL) - 7.07% |
| #3 | EQUINIX INC (EQIX) - 4.89% | MICROSOFT CORP (MSFT) - 5.03% |
| #4 | SIMON PROPERTY GROUP INC (SPG) - 4.50% | AMAZON.COM INC (AMZN) - 3.83% |
| #5 | AMERICAN TOWER CORP (AMT) - 4.43% | BROADCOM INC (AVGO) - 3.51% |
| #6 | DIGITAL REALTY TRUST INC (DLR) - 4.31% | ALPHABET INC CLASS A (GOOGL) - 3.24% |
| #7 | REALTY INCOME CORP (O) - 3.95% | ALPHABET INC CLASS C (GOOG) - 2.58% |
| #8 | PUBLIC STORAGE (PSA) - 3.37% | META PLATFORMS INC CLASS A (META) - 2.01% |
| #9 | CROWN CASTLE INC (CCI) - 2.86% | MICRON TECHNOLOGY INC (MU) - 1.84% |
| #10 | VENTAS INC (VTR) - 2.80% | TESLA INC (TSLA) - 1.82% |
| #11 | IRON MOUNTAIN INC (IRM) - 2.70% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.33% |
| #12 | VICI PROPERTIES INC ORDINARY SHARES (VICI) - 2.19% | ADVANCED MICRO DEVICES INC (AMD) - 1.30% |
| #13 | EXTRA SPACE STORAGE INC (EXR) - 2.15% | ELI LILLY AND CO (LLY) - 1.30% |
| #14 | AVALONBAY COMMUNITIES INC (AVB) - 1.87% | JPMORGAN CHASE & CO (JPM) - 1.25% |
| #15 | EQUITY RESIDENTIAL (EQR) - 1.63% | EXXON MOBIL CORP (XOM) - 0.96% |
| #16 | SBA COMMUNICATIONS CORP CLASS A (SBAC) - 1.57% | JOHNSON & JOHNSON (JNJ) - 0.83% |
| #17 | ESSEX PROPERTY TRUST INC (ESS) - 1.29% | VISA INC CLASS A (V) - 0.82% |
| #18 | WEYERHAEUSER CO (WY) - 1.23% | CISCO SYSTEMS INC (CSCO) - 0.77% |
| #19 | INVITATION HOMES INC (INVH) - 1.18% | INTEL CORP (INTC) - 0.77% |
| #20 | W.P. CAREY INC (WPC) - 1.15% | WALMART INC (WMT) - 0.76% |
| #21 | KIMCO REALTY CORP (KIM) - 1.15% | WESTERN DIGITAL CORP (WDC) - 0.29% |
| #22 | MID-AMERICA APARTMENT COMMUNITIES INC (MAA) - 1.08% | THERMO FISHER SCIENTIFIC INC (TMO) - 0.28% |
| #23 | HOST HOTELS & RESORTS INC (HST) - 1.07% | THE WALT DISNEY CO (DIS) - 0.28% |
| #24 | SUN COMMUNITIES INC (SUI) - 1.01% | ARISTA NETWORKS INC (ANET) - 0.28% |
| #25 | OMEGA HEALTHCARE INVESTORS INC (OHI) - 0.97% | AMPHENOL CORP CLASS A (APH) - 0.28% |
| Total Holdings | 120 | 472 |
SCHH vs SPYI - Historical Returns
Returns include dividend reinvestment.
1M
Winner
SCHH
+2.50%
SPYI
+0.33%
3M
Winner
SCHH
+9.36%
SPYI
+7.75%
6M
Winner
SCHH
+16.33%
SPYI
+6.96%
1Y
SCHH
+15.99%
Winner
SPYI
+19.87%
5Y(CAGR)
SCHH
+3.41%
SPYI
N/A
10Y(CAGR)
SCHH
+4.50%
SPYI
N/A
Max(CAGR)
SCHH
+7.14%
Winner
SPYI
+15.08%
SCHH vs SPYI - Annual Returns (2011 - 2026)
Returns include dividend reinvestment.
| Year | SCHH | SPYI |
|---|---|---|
| 2026 | +16.21% | +6.18% |
| 2025 | +3.20% | +16.80% |
| 2024 | +3.89% | +19.49% |
| 2023 | +11.27% | +18.18% |
| 2022 | -24.46% | -2.44% |
| 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 SPYI Drawdown Comparison
The maximum drawdown for SCHH was -44.22%, occurring on Mar 23, 2020. Recovery took 328 trading sessions.
The maximum drawdown for SPYI was -16.46%, occurring on Apr 8, 2025. Recovery took 87 trading sessions.
The current SPYI drawdown is -1.79%.
| Rank | SCHH | SPYI |
|---|---|---|
| #1 | -44.22% Feb 21, 2020 - Jun 10, 2021 | -16.46% Feb 19, 2025 - Jun 25, 2025 |
| #2 | -33.26% Dec 31, 2021 - Apr 17, 2026 | -10.18% Sep 12, 2022 - Feb 1, 2023 |
| #3 | -22.70% Jul 22, 2011 - Feb 1, 2012 | -7.70% Feb 25, 2026 - Apr 15, 2026 |
| #4 | -18.03% May 21, 2013 - May 30, 2014 | -7.54% Jul 28, 2023 - Dec 13, 2023 |
| #5 | -16.82% Aug 1, 2016 - Aug 17, 2018 | -6.60% Jul 16, 2024 - Aug 19, 2024 |
| #6 | -16.51% Jan 26, 2015 - Mar 31, 2016 | -6.03% Feb 6, 2023 - Apr 13, 2023 |
| #7 | -13.34% Dec 6, 2018 - Jan 31, 2019 | -4.65% Mar 28, 2024 - May 15, 2024 |
| #8 | -9.35% Sep 14, 2012 - Jan 18, 2013 | -3.96% Nov 12, 2025 - Nov 28, 2025 |
| #9 | -8.73% May 1, 2012 - Jul 2, 2012 | -3.83% Jun 2, 2026 - Jun 10, 2026 |
| #10 | -8.34% Aug 28, 2018 - Dec 6, 2018 | -3.50% Aug 30, 2024 - Sep 19, 2024 |
| #11 | -7.91% Sep 2, 2021 - Nov 2, 2021 | -3.11% Dec 6, 2024 - Jan 22, 2025 |
| #12 | -7.54% Sep 5, 2014 - Oct 23, 2014 | -2.32% Oct 8, 2025 - Oct 20, 2025 |
| #13 | -7.23% May 31, 2011 - Jul 7, 2011 | -2.15% Feb 2, 2026 - Feb 25, 2026 |
| #14 | -6.45% Oct 24, 2019 - Feb 12, 2020 | -2.09% Dec 11, 2025 - Dec 22, 2025 |
| #15 | -6.23% Feb 28, 2011 - Apr 20, 2011 | -1.86% Jan 12, 2026 - Jan 27, 2026 |
Correlation
Correlation between SCHH and SPYI is 0.88 which considered as a strong positive correlation - the stocks tend to move together.
0.88
-101
Dividend Comparison (2011 - 2026)
SCHH vs SPYI dividend yield comparison.
| Year | SCHH | SPYI |
|---|---|---|
| 2026 | 0.47% | 4.94% |
| 2025 | 3.04% | 11.70% |
| 2024 | 3.22% | 12.04% |
| 2023 | 3.24% | 12.01% |
| 2022 | 2.55% | 4.10% |
| 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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