SCMB vs USRT
Comparison between SCHWAB MUNICIPAL BOND ETF (SCMB, ETF) and ISHARES CORE U.S. REIT ETF (USRT, ETF).
SCMB vs USRT - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SCMB
$3.50B
USRT
$3.50B
Expense Ratio
Winner
SCMB
0.03%
USRT
0.08%
Max Drawdown
Winner
SCMB
7.77%
USRT
72.93%
Sharpe Ratio
SCMB
0.72
Winner
USRT
1.06
5Y Beta
Winner
SCMB
0.03
USRT
0.56
P/E Ratio
SCMB
N/A
USRT
33.43
Forward P/E
SCMB
N/A
USRT
34.78
5Y Dividends CAGR
SCMB
N/A
USRT
5.36%
5Y EPS CAGR
SCMB
N/A
USRT
9.27%
Debt to Equity
SCMB
N/A
USRT
44.25%
P/S Ratio
SCMB
N/A
USRT
7.30
P/B Ratio
SCMB
N/A
USRT
2.34
SCMB vs USRT - Historical Returns
Returns include dividend reinvestment.
1M
SCMB
+0.52%
Winner
USRT
+6.03%
3M
SCMB
-0.35%
Winner
USRT
+7.88%
6M
SCMB
+1.19%
Winner
USRT
+12.99%
1Y
SCMB
+6.01%
Winner
USRT
+19.05%
5Y(CAGR)
SCMB
N/A
USRT
+6.02%
10Y(CAGR)
SCMB
N/A
USRT
+6.16%
Max(CAGR)
SCMB
+4.03%
Winner
USRT
+5.39%
SCMB vs USRT - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | SCMB | USRT |
|---|---|---|
| 2026 | +0.74% | +14.48% |
| 2025 | +3.34% | +3.39% |
| 2024 | +1.10% | +7.56% |
| 2023 | +5.70% | +14.00% |
| 2022 | +3.05% | -24.01% |
| 2021 | N/A | +48.36% |
| 2020 | N/A | -6.52% |
| 2019 | N/A | +28.98% |
| 2018 | N/A | -4.39% |
| 2017 | N/A | +4.73% |
| 2016 | N/A | +9.79% |
| 2015 | N/A | +3.17% |
| 2014 | N/A | +29.43% |
| 2013 | N/A | -2.53% |
| 2012 | N/A | +16.51% |
| 2011 | N/A | +7.48% |
| 2010 | N/A | +27.25% |
| 2009 | N/A | +30.21% |
| 2008 | N/A | -37.20% |
| 2007 | N/A | -18.58% |
SCMB vs USRT Drawdown Comparison
The maximum drawdown for SCMB was -6.13%, occurring on Oct 30, 2023. Recovery took 162 trading sessions.
The maximum drawdown for USRT was -69.91%, occurring on Mar 6, 2009. Recovery took 1253 trading sessions.
The current SCMB drawdown is -1.15%. The current USRT drawdown is -0.20%.
| Rank | SCMB | USRT |
|---|---|---|
| #1 | -6.13% Apr 12, 2023 - Dec 1, 2023 | -69.91% May 11, 2007 - May 1, 2012 |
| #2 | -4.75% Dec 4, 2024 - Sep 11, 2025 | -44.38% Feb 21, 2020 - Apr 21, 2021 |
| #3 | -3.23% Feb 2, 2023 - Apr 6, 2023 | -31.00% Dec 31, 2021 - Sep 16, 2024 |
| #4 | -2.92% Feb 27, 2026 - Mar 24, 2026 | -18.70% Nov 27, 2024 - Feb 6, 2026 |
| #5 | -2.55% Oct 1, 2024 - Dec 3, 2024 | -18.52% May 21, 2013 - Jul 18, 2014 |
| #6 | -2.25% Feb 1, 2024 - Jul 16, 2024 | -15.79% Jan 26, 2015 - Mar 29, 2016 |
| #7 | -2.09% Oct 12, 2022 - Nov 10, 2022 | -14.95% Aug 1, 2016 - Jul 6, 2018 |
| #8 | -1.25% Dec 29, 2023 - Feb 1, 2024 | -13.10% Dec 6, 2018 - Jan 30, 2019 |
| #9 | -1.05% Dec 14, 2022 - Jan 6, 2023 | -9.02% Sep 14, 2012 - Jan 15, 2013 |
| #10 | -0.94% Aug 5, 2024 - Sep 6, 2024 | -8.19% Aug 28, 2018 - Dec 6, 2018 |
| #11 | -0.58% Sep 17, 2025 - Oct 10, 2025 | -8.04% Mar 2, 2026 - Apr 16, 2026 |
| #12 | -0.50% Nov 11, 2025 - Dec 29, 2025 | -7.40% May 1, 2012 - Jun 29, 2012 |
| #13 | -0.50% Jan 16, 2026 - Feb 5, 2026 | -7.23% Sep 2, 2021 - Oct 26, 2021 |
| #14 | -0.38% Oct 24, 2025 - Nov 11, 2025 | -6.81% Sep 5, 2014 - Oct 23, 2014 |
| #15 | -0.35% Dec 1, 2023 - Dec 6, 2023 | -6.13% Oct 23, 2019 - Jan 21, 2020 |
Correlation
Correlation between SCMB and USRT is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.
0.91
-101
Dividend Comparison (2007 - 2026)
SCMB vs USRT dividend yield comparison.
| Year | SCMB | USRT |
|---|---|---|
| 2026 | 1.17% | 0.33% |
| 2025 | 3.36% | 3.07% |
| 2024 | 3.34% | 2.85% |
| 2023 | 3.10% | 3.18% |
| 2022 | 0.59% | 3.46% |
| 2021 | 0.00% | 2.27% |
| 2020 | 0.00% | 3.12% |
| 2019 | 0.00% | 3.34% |
| 2018 | 0.00% | 5.66% |
| 2017 | 0.00% | 3.43% |
| 2016 | 0.00% | 3.98% |
| 2015 | 0.00% | 3.59% |
| 2014 | 0.00% | 3.46% |
| 2013 | 0.00% | 3.84% |
| 2012 | 0.00% | 3.48% |
| 2011 | 0.00% | 3.95% |
| 2010 | 0.00% | 3.56% |
| 2009 | 0.00% | 3.52% |
| 2008 | 0.00% | 9.54% |
| 2007 | 0.00% | 3.51% |
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