SCHH vs VDE
Comparison between SCHWAB U.S. REIT ETF (SCHH, ETF) and VANGUARD ENERGY INDEX FUND ETF SHARES (VDE, ETF).
SCHH is from the Real Estate sector, while VDE is from the Energy sector.
5-Year PerformanceVDE has outperformed SCHH, delivering a return of +23.2% compared to +3.5%
SCHH vs VDE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SCHH
$11B
VDE
$11B
Expense Ratio
Winner
SCHH
0.07%
VDE
0.09%
Max Drawdown
Winner
SCHH
44.22%
VDE
78.51%
Sharpe Ratio
SCHH
1.01
Winner
VDE
1.57
5Y Beta
Winner
SCHH
0.45
VDE
0.54
P/E Ratio
SCHH
36.08
Winner
VDE
27.84
Forward P/E
SCHH
35.66
Winner
VDE
12.87
5Y Dividends CAGR
SCHH
6.48%
Winner
VDE
14.69%
5Y EPS CAGR
SCHH
7.93%
Winner
VDE
20.00%
Debt to Equity
SCHH
42.92%
VDE
N/A
P/S Ratio
SCHH
7.49
Winner
VDE
1.57
P/B Ratio
SCHH
2.63
Winner
VDE
2.34
SCHH vs VDE - Holdings Comparison
SCHH and VDE have 1 common holdings. Overlap is 0.01%
SCHH's top 25 holdings weight is 70.87%. VDE's top 25 holdings weight is 85.37%.
| Rank | SCHH | VDE |
|---|---|---|
| #1 | WELLTOWER INC (WELL) - 10.71% | EXXONMOBIL HOLDINGS CORP (XOM) - 21.52% |
| #2 | PROLOGIS INC (PLD) - 8.69% | CHEVRON CORP (CVX) - 13.43% |
| #3 | SIMON PROPERTY GROUP INC (SPG) - 4.71% | CONOCOPHILLIPS (COP) - 5.48% |
| #4 | DIGITAL REALTY TRUST INC (DLR) - 4.23% | WILLIAMS COMPANIES INC (WMB) - 3.95% |
| #5 | EQUINIX INC (EQIX) - 4.10% | VALERO ENERGY CORP (VLO) - 3.48% |
| #6 | REALTY INCOME CORP (O) - 4.07% | MARATHON PETROLEUM CORP (MPC) - 3.36% |
| #7 | AMERICAN TOWER CORP (AMT) - 3.99% | SLB LTD (SLB) - 3.09% |
| #8 | PUBLIC STORAGE (PSA) - 3.43% | EOG RESOURCES INC (EOG) - 3.09% |
| #9 | VENTAS INC (VTR) - 3.10% | PHILLIPS 66 (PSX) - 2.98% |
| #10 | IRON MOUNTAIN INC (IRM) - 2.54% | KINDER MORGAN INC CLASS P (KMI) - 2.71% |
| #11 | CROWN CASTLE INC (CCI) - 2.39% | TARGA RESOURCES CORP (TRGP) - 2.52% |
| #12 | EXTRA SPACE STORAGE INC (EXR) - 2.11% | ONEOK INC (OKE) - 2.39% |
| #13 | VICI PROPERTIES INC ORDINARY SHARES (VICI) - 1.98% | BAKER HUGHES CO CLASS A (BKR) - 2.39% |
| #14 | AVALONBAY COMMUNITIES INC (AVB) - 1.82% | CHENIERE ENERGY INC (LNG) - 2.21% |
| #15 | EQUITY RESIDENTIAL (EQR) - 1.61% | DEVON ENERGY CORP (DVN) - 2.04% |
| #16 | SBA COMMUNICATIONS CORP CLASS A (SBAC) - 1.37% | DIAMONDBACK ENERGY INC (FANG) - 1.45% |
| #17 | ESSEX PROPERTY TRUST INC (ESS) - 1.30% | EQT CORP (EQT) - 1.45% |
| #18 | WEYERHAEUSER CO (WY) - 1.19% | OCCIDENTAL PETROLEUM CORP (OXY) - 1.41% |
| #19 | KIMCO REALTY CORP (KIM) - 1.17% | HALLIBURTON CO (HAL) - 1.28% |
| #20 | INVITATION HOMES INC (INVH) - 1.12% | TECHNIPFMC PLC (FTI) - 1.23% |
| #21 | W.P. CAREY INC (WPC) - 1.11% | TEXAS PACIFIC LAND CORP (TPL) - 0.98% |
| #22 | MID-AMERICA APARTMENT COMMUNITIES INC (MAA) - 1.06% | EXPAND ENERGY CORP ORDINARY SHARES NEW (EXE) - 0.97% |
| #23 | HOST HOTELS & RESORTS INC (HST) - 1.05% | DT MIDSTREAM INC ORDINARY SHARES (DTM) - 0.68% |
| #24 | HEALTHPEAK PROPERTIES INC (DOC) - 1.03% | OVINTIV INC (OVV) - 0.68% |
| #25 | OMEGA HEALTHCARE INVESTORS INC (OHI) - 0.99% | PERMIAN RESOURCES CORP CLASS A (PR) - 0.60% |
| Total Holdings | 122 | 118 |
SCHH vs VDE - Historical Returns
Returns include dividend reinvestment.
1M
SCHH
+4.37%
Winner
VDE
+8.39%
3M
Winner
SCHH
+6.99%
VDE
+5.02%
6M
SCHH
+15.30%
Winner
VDE
+21.72%
1Y
SCHH
+18.26%
Winner
VDE
+42.81%
5Y(CAGR)
SCHH
+3.52%
Winner
VDE
+23.23%
10Y(CAGR)
SCHH
+3.86%
Winner
VDE
+9.47%
Max(CAGR)
SCHH
+7.24%
Winner
VDE
+8.30%
SCHH vs VDE - Annual Returns (2004 - 2026)
Returns include dividend reinvestment.
| Year | SCHH | VDE |
|---|---|---|
| 2026 | +18.78% | +30.26% |
| 2025 | +3.20% | +5.79% |
| 2024 | +3.89% | +5.70% |
| 2023 | +11.27% | +4.13% |
| 2022 | -24.46% | +57.80% |
| 2021 | +45.90% | +55.40% |
| 2020 | -13.48% | -33.63% |
| 2019 | +26.23% | +6.90% |
| 2018 | -4.02% | -21.37% |
| 2017 | +3.43% | -3.64% |
| 2016 | +7.86% | +29.21% |
| 2015 | +1.89% | -23.61% |
| 2014 | +32.13% | -8.64% |
| 2013 | -0.03% | +22.95% |
| 2012 | +15.83% | +0.65% |
| 2011 | +9.48% | +1.84% |
| 2010 | N/A | +17.40% |
| 2009 | N/A | +18.68% |
| 2008 | N/A | -40.08% |
| 2007 | N/A | +40.01% |
| 2006 | N/A | +14.00% |
| 2005 | N/A | +44.17% |
| 2004 | N/A | +5.32% |
SCHH vs VDE Drawdown Comparison
The maximum drawdown for SCHH was -44.22%, occurring on Mar 23, 2020. Recovery took 328 trading sessions.
The maximum drawdown for VDE was -74.23%, occurring on Mar 18, 2020. Recovery took 1964 trading sessions.
The current SCHH drawdown is -0.33%. The current VDE drawdown is -5.82%.
| Rank | SCHH | VDE |
|---|---|---|
| #1 | -44.22% Feb 21, 2020 - Jun 10, 2021 | -74.23% Jun 23, 2014 - Apr 8, 2022 |
| #2 | -33.26% Dec 31, 2021 - Apr 17, 2026 | -58.18% May 20, 2008 - Sep 11, 2013 |
| #3 | -22.70% Jul 22, 2011 - Feb 1, 2012 | -26.56% Jun 7, 2022 - Nov 1, 2022 |
| #4 | -18.03% May 21, 2013 - May 30, 2014 | -21.39% Nov 22, 2024 - Jan 5, 2026 |
| #5 | -16.82% Aug 1, 2016 - Aug 17, 2018 | -18.53% Nov 15, 2022 - Sep 8, 2023 |
| #6 | -16.51% Jan 26, 2015 - Mar 31, 2016 | -16.76% May 10, 2006 - Nov 29, 2006 |
| #7 | -13.34% Dec 6, 2018 - Jan 31, 2019 | -15.93% Jan 3, 2008 - Apr 16, 2008 |
| #8 | -9.35% Sep 14, 2012 - Jan 18, 2013 | -15.87% Sep 29, 2005 - Jan 13, 2006 |
| #9 | -8.73% May 1, 2012 - Jul 2, 2012 | -15.10% Mar 4, 2005 - Jun 17, 2005 |
| #10 | -8.34% Aug 28, 2018 - Dec 6, 2018 | -15.03% Mar 27, 2026 - Jul 1, 2026 |
| #11 | -7.91% Sep 2, 2021 - Nov 2, 2021 | -13.45% Apr 5, 2024 - Nov 20, 2024 |
| #12 | -7.54% Sep 5, 2014 - Oct 23, 2014 | -13.03% Sep 14, 2023 - Mar 19, 2024 |
| #13 | -7.23% May 31, 2011 - Jul 7, 2011 | -12.74% Dec 14, 2006 - Apr 4, 2007 |
| #14 | -6.45% Oct 24, 2019 - Feb 12, 2020 | -12.51% Jul 19, 2007 - Sep 18, 2007 |
| #15 | -6.23% Feb 28, 2011 - Apr 20, 2011 | -11.56% Jan 30, 2006 - Apr 18, 2006 |
Correlation
Correlation between SCHH and VDE is 0.52 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.52
-101
Dividend Comparison (2004 - 2026)
SCHH vs VDE dividend yield comparison.
| Year | SCHH | VDE |
|---|---|---|
| 2026 | 1.15% | 1.21% |
| 2025 | 3.04% | 3.11% |
| 2024 | 3.22% | 3.23% |
| 2023 | 3.24% | 3.34% |
| 2022 | 2.55% | 3.65% |
| 2021 | 1.50% | 4.13% |
| 2020 | 2.86% | 4.76% |
| 2019 | 2.86% | 3.42% |
| 2018 | 3.64% | 3.35% |
| 2017 | 2.22% | 2.90% |
| 2016 | 2.81% | 2.31% |
| 2015 | 2.48% | 3.17% |
| 2014 | 2.18% | 1.98% |
| 2013 | 2.59% | 1.74% |
| 2012 | 2.51% | 1.95% |
| 2011 | 2.26% | 1.60% |
| 2010 | 0.00% | 1.25% |
| 2009 | 0.00% | 1.43% |
| 2008 | 0.00% | 1.76% |
| 2007 | 0.00% | 0.83% |
| 2006 | 0.00% | 1.09% |
| 2005 | 0.00% | 0.97% |
| 2004 | 0.00% | 0.41% |
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