SCHJ vs REZ
Comparison between SCHWAB 1-5 YEAR CORPORATE BOND ETF (SCHJ, ETF) and ISHARES RESIDENTIAL AND MULTISECTOR REAL ESTATE ETF (REZ, ETF).
5-Year PerformanceREZ has outperformed SCHJ, delivering a return of +4.5% compared to +2.3%
SCHJ vs REZ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
SCHJ vs REZ - Historical Returns
Returns include dividend reinvestment.
SCHJ vs REZ - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | SCHJ | REZ |
|---|---|---|
| 2026 | +0.79% | +19.04% |
| 2025 | +6.73% | +5.92% |
| 2024 | +5.17% | +11.32% |
| 2023 | +6.15% | +11.47% |
| 2022 | -5.56% | -27.56% |
| 2021 | -0.65% | +53.51% |
| 2020 | +5.26% | -5.33% |
| 2019 | +0.61% | +28.23% |
| 2018 | N/A | +4.66% |
| 2017 | N/A | +4.47% |
| 2016 | N/A | +4.24% |
| 2015 | N/A | +9.49% |
| 2014 | N/A | +35.31% |
| 2013 | N/A | -4.39% |
| 2012 | N/A | +12.79% |
| 2011 | N/A | +14.21% |
| 2010 | N/A | +33.25% |
| 2009 | N/A | +25.83% |
| 2008 | N/A | -23.84% |
| 2007 | N/A | -18.32% |
SCHJ vs REZ Drawdown Comparison
The maximum drawdown for SCHJ was -13.62%, occurring on Mar 19, 2020. Recovery took 57 trading sessions.
The maximum drawdown for REZ was -66.88%, occurring on Mar 5, 2009. Recovery took 987 trading sessions.
The current SCHJ drawdown is -0.33%. The current REZ drawdown is -0.25%.
| Rank | SCHJ | REZ |
|---|---|---|
| #1 | -13.62% Mar 5, 2020 - May 27, 2020 | -66.88% May 30, 2007 - Apr 28, 2011 |
| #2 | -9.43% Aug 3, 2021 - May 15, 2024 | -44.15% Feb 14, 2020 - Apr 20, 2021 |
| #3 | -1.47% Feb 27, 2026 - Jun 26, 2026 | -35.03% Apr 20, 2022 - Feb 13, 2026 |
| #4 | -1.30% Apr 3, 2025 - Apr 28, 2025 | -20.19% Jul 22, 2011 - Jan 25, 2012 |
| #5 | -1.27% Dec 3, 2020 - Aug 3, 2021 | -20.10% May 21, 2013 - Aug 18, 2014 |
| #6 | -1.20% Sep 24, 2024 - Jan 28, 2025 | -17.68% Jun 26, 2017 - Aug 15, 2018 |
| #7 | -0.52% Jun 10, 2020 - Jun 15, 2020 | -15.17% Jul 22, 2016 - Jun 16, 2017 |
| #8 | -0.52% Apr 29, 2025 - May 27, 2025 | -13.44% Jan 27, 2015 - Dec 28, 2015 |
| #9 | -0.50% Sep 1, 2020 - Oct 14, 2020 | -12.69% Jan 5, 2016 - Mar 14, 2016 |
| #10 | -0.49% Jul 6, 2026 - Jul 13, 2026 | -10.79% Dec 6, 2018 - Jan 29, 2019 |
| #11 | -0.49% Oct 28, 2025 - Nov 21, 2025 | -10.37% Dec 31, 2021 - Mar 29, 2022 |
| #12 | -0.39% May 15, 2024 - Jun 3, 2024 | -10.00% Oct 21, 2019 - Feb 14, 2020 |
| #13 | -0.37% Jun 5, 2024 - Jun 12, 2024 | -8.76% Feb 17, 2026 - Apr 30, 2026 |
| #14 | -0.37% Aug 6, 2020 - Aug 31, 2020 | -8.22% Sep 5, 2014 - Oct 23, 2014 |
| #15 | -0.37% Feb 5, 2025 - Feb 19, 2025 | -7.79% Aug 17, 2018 - Nov 16, 2018 |
Correlation
Correlation between SCHJ and REZ is 0.68 which considered as a moderate positive correlation - the stocks show some tendency to move together.
Dividend Comparison (2007 - 2026)
SCHJ vs REZ dividend yield comparison.
| Year | SCHJ | REZ |
|---|---|---|
| 2026 | 2.26% | 0.52% |
| 2025 | 4.42% | 2.74% |
| 2024 | 4.00% | 2.26% |
| 2023 | 2.98% | 2.94% |
| 2022 | 1.65% | 3.37% |
| 2021 | 0.94% | 1.81% |
| 2020 | 2.54% | 3.17% |
| 2019 | 0.42% | 2.90% |
| 2018 | 0.00% | 3.63% |
| 2017 | 0.00% | 3.57% |
| 2016 | 0.00% | 5.55% |
| 2015 | 0.00% | 3.18% |
| 2014 | 0.00% | 3.13% |
| 2013 | 0.00% | 3.92% |
| 2012 | 0.00% | 3.09% |
| 2011 | 0.00% | 3.12% |
| 2010 | 0.00% | 3.03% |
| 2009 | 0.00% | 3.83% |
| 2008 | 0.00% | 8.89% |
| 2007 | 0.00% | 4.58% |
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