SCHZ vs SCHH

Comparison between SCHWAB U.S. AGGREGATE BOND ETF (SCHZ, ETF) and SCHWAB U.S. REIT ETF (SCHH, ETF).

5-Year PerformanceSCHH has outperformed SCHZ, delivering a return of +4.7% compared to +0.2%

SCHZ vs SCHH - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SCHZ(ETF)	SCHH(ETF)
Net Assets	$10B	$9.90B
Expense Ratio	0.03%	0.07%
Max Drawdown	24.30%	44.22%
Sharpe Ratio	0.34	0.81
5Y Beta	0.04	0.49
P/E Ratio	N/A	34.51
Forward P/E	N/A	34.86
5Y Dividends CAGR	9.67%	6.17%
5Y EPS CAGR	N/A	8.31%
Debt to Equity	N/A	0.40%
P/S Ratio	N/A	7.28
P/B Ratio	N/A	2.54

Net Assets

Winner

SCHZ

$10B

SCHH

$9.90B

Expense Ratio

Winner

SCHZ

0.03%

SCHH

0.07%

Max Drawdown

Winner

SCHZ

24.30%

SCHH

44.22%

Sharpe Ratio

SCHZ

0.34

Winner

SCHH

0.81

5Y Beta

Winner

SCHZ

0.04

SCHH

0.49

P/E Ratio

SCHZ

N/A

SCHH

34.51

Forward P/E

SCHZ

N/A

SCHH

34.86

5Y Dividends CAGR

Winner

SCHZ

9.67%

SCHH

6.17%

5Y EPS CAGR

SCHZ

N/A

SCHH

8.31%

Debt to Equity

SCHZ

N/A

SCHH

0.40%

P/S Ratio

SCHZ

N/A

SCHH

7.28

P/B Ratio

SCHZ

N/A

SCHH

2.54

SCHZ vs SCHH - Historical Returns

Returns include dividend reinvestment.

Period	SCHZ	SCHH
1 month	-0.52%	+3.31%
3 months	-1.30%	+3.23%
6 months	+0.51%	+12.57%
1 year	+5.40%	+15.07%
5 years(CAGR)	+0.19%	+4.66%
10 years(CAGR)	+1.52%	+4.15%
Max(CAGR)	+2.09%	+6.96%

SCHZ

-0.52%

Winner

SCHH

+3.31%

SCHZ

-1.30%

Winner

SCHH

+3.23%

SCHZ

+0.51%

Winner

SCHH

+12.57%

SCHZ

+5.40%

Winner

SCHH

+15.07%

5Y(CAGR)

SCHZ

+0.19%

Winner

SCHH

+4.66%

10Y(CAGR)

SCHZ

+1.52%

Winner

SCHH

+4.15%

Max(CAGR)

SCHZ

+2.09%

Winner

SCHH

+6.96%

SCHZ vs SCHH - Annual Returns (2011 - 2026)

Returns include dividend reinvestment.

Year	SCHZ	SCHH
2026	+0.12%	+12.61%
2025	+7.19%	+3.20%
2024	+1.72%	+3.89%
2023	+4.98%	+11.27%
2022	-12.55%	-24.46%
2021	-1.62%	+45.90%
2020	+7.24%	-13.48%
2019	+8.39%	+26.23%
2018	-0.16%	-4.02%
2017	+3.26%	+3.43%
2016	+2.13%	+7.86%
2015	+0.27%	+1.89%
2014	+6.09%	+32.13%
2013	-1.85%	-0.03%
2012	+3.78%	+15.83%
2011	+4.23%	+9.48%

SCHZ vs SCHH Drawdown Comparison

The maximum drawdown for SCHZ was -18.74%, occurring on Oct 24, 2022. This drawdown has not yet recovered.

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

The current SCHZ drawdown is -2.65%. The current SCHH drawdown is -0.85%.

Rank	SCHZ	SCHH
#1	-18.74% Aug 4, 2020 - Oct 24, 2022	-44.22% Feb 21, 2020 - Jun 10, 2021
#2	-10.27% Mar 6, 2020 - May 22, 2020	-33.26% Dec 31, 2021 - Apr 17, 2026
#3	-4.89% May 2, 2013 - May 9, 2014	-22.70% Jul 22, 2011 - Feb 1, 2012
#4	-4.35% Jul 8, 2016 - Aug 29, 2017	-18.03% May 21, 2013 - May 30, 2014
#5	-3.51% Sep 7, 2017 - Jan 31, 2019	-16.82% Aug 1, 2016 - Aug 17, 2018
#6	-2.78% Apr 17, 2015 - Feb 8, 2016	-16.51% Jan 26, 2015 - Mar 31, 2016
#7	-2.12% Sep 4, 2019 - Jan 21, 2020	-13.34% Dec 6, 2018 - Jan 31, 2019
#8	-1.81% Feb 2, 2015 - Apr 15, 2015	-9.35% Sep 14, 2012 - Jan 18, 2013
#9	-1.73% Sep 22, 2011 - Dec 14, 2011	-8.73% May 1, 2012 - Jul 2, 2012
#10	-1.40% Jan 31, 2012 - Apr 23, 2012	-8.34% Aug 28, 2018 - Dec 6, 2018
#11	-1.36% Aug 2, 2012 - Oct 1, 2012	-7.91% Sep 2, 2021 - Nov 2, 2021
#12	-1.26% Dec 5, 2012 - Apr 5, 2013	-7.54% Sep 5, 2014 - Oct 23, 2014
#13	-1.14% Aug 29, 2014 - Oct 7, 2014	-7.23% May 31, 2011 - Jul 7, 2011
#14	-1.10% Aug 18, 2011 - Sep 2, 2011	-6.45% Oct 24, 2019 - Feb 12, 2020
#15	-0.96% Oct 16, 2014 - Dec 12, 2014	-6.23% Feb 28, 2011 - Apr 20, 2011

Correlation

Correlation between SCHZ and SCHH is 0.83 which considered as a strong positive correlation - the stocks tend to move together.

0.83

-101

Dividend Comparison (2011 - 2026)

SCHZ vs SCHH dividend yield comparison.

Year	SCHZ	SCHH
2026	1.38%	0.49%
2025	4.05%	3.04%
2024	3.96%	3.22%
2023	3.28%	3.24%
2022	2.63%	2.55%
2021	2.16%	1.50%
2020	2.43%	2.86%
2019	2.79%	2.86%
2018	2.56%	3.64%
2017	2.40%	2.22%
2016	2.24%	2.81%
2015	2.11%	2.48%
2014	2.03%	2.18%
2013	2.01%	2.59%
2012	2.04%	2.51%
2011	0.76%	2.26%