SPYI vs SCHH
Comparison between NEOS S&P 500(R) HIGH INCOME ETF (SPYI, ETF) and SCHWAB U.S. REIT ETF (SCHH, ETF).
SPYI vs SCHH - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
SPYI
$10B
SCHH
$10B
Expense Ratio
SPYI
0.68%
Winner
SCHH
0.07%
Max Drawdown
Winner
SPYI
18.53%
SCHH
44.22%
Sharpe Ratio
Winner
SPYI
1.62
SCHH
0.74
5Y Beta
SPYI
0.83
Winner
SCHH
0.48
P/E Ratio
Winner
SPYI
29.13
SCHH
35.45
Forward P/E
Winner
SPYI
21.61
SCHH
35.74
5Y Dividends CAGR
SPYI
N/A
SCHH
6.16%
5Y EPS CAGR
Winner
SPYI
29.39%
SCHH
9.20%
Debt to Equity
SPYI
42.84%
Winner
SCHH
39.22%
P/S Ratio
Winner
SPYI
3.72
SCHH
7.21
P/B Ratio
SPYI
5.62
Winner
SCHH
2.61
SPYI vs SCHH - Holdings Comparison
SPYI and SCHH have 30 common holdings. Overlap is 0.21%
SPYI's top 25 holdings weight is 50.81%. SCHH's top 25 holdings weight is 71.57%.
| Rank | SPYI | SCHH |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 8.38% | WELLTOWER INC (WELL) - 9.40% |
| #2 | APPLE INC (AAPL) - 7.07% | PROLOGIS INC (PLD) - 8.82% |
| #3 | MICROSOFT CORP (MSFT) - 5.03% | EQUINIX INC (EQIX) - 4.89% |
| #4 | AMAZON.COM INC (AMZN) - 3.83% | SIMON PROPERTY GROUP INC (SPG) - 4.50% |
| #5 | BROADCOM INC (AVGO) - 3.51% | AMERICAN TOWER CORP (AMT) - 4.43% |
| #6 | ALPHABET INC CLASS A (GOOGL) - 3.24% | DIGITAL REALTY TRUST INC (DLR) - 4.31% |
| #7 | ALPHABET INC CLASS C (GOOG) - 2.58% | REALTY INCOME CORP (O) - 3.95% |
| #8 | META PLATFORMS INC CLASS A (META) - 2.01% | PUBLIC STORAGE (PSA) - 3.37% |
| #9 | MICRON TECHNOLOGY INC (MU) - 1.84% | CROWN CASTLE INC (CCI) - 2.86% |
| #10 | TESLA INC (TSLA) - 1.82% | VENTAS INC (VTR) - 2.80% |
| #11 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.33% | IRON MOUNTAIN INC (IRM) - 2.70% |
| #12 | ADVANCED MICRO DEVICES INC (AMD) - 1.30% | VICI PROPERTIES INC ORDINARY SHARES (VICI) - 2.19% |
| #13 | ELI LILLY AND CO (LLY) - 1.30% | EXTRA SPACE STORAGE INC (EXR) - 2.15% |
| #14 | JPMORGAN CHASE & CO (JPM) - 1.25% | AVALONBAY COMMUNITIES INC (AVB) - 1.87% |
| #15 | EXXON MOBIL CORP (XOM) - 0.96% | EQUITY RESIDENTIAL (EQR) - 1.63% |
| #16 | JOHNSON & JOHNSON (JNJ) - 0.83% | SBA COMMUNICATIONS CORP CLASS A (SBAC) - 1.57% |
| #17 | VISA INC CLASS A (V) - 0.82% | ESSEX PROPERTY TRUST INC (ESS) - 1.29% |
| #18 | CISCO SYSTEMS INC (CSCO) - 0.77% | WEYERHAEUSER CO (WY) - 1.23% |
| #19 | INTEL CORP (INTC) - 0.77% | INVITATION HOMES INC (INVH) - 1.18% |
| #20 | WALMART INC (WMT) - 0.76% | W.P. CAREY INC (WPC) - 1.15% |
| #21 | WESTERN DIGITAL CORP (WDC) - 0.29% | KIMCO REALTY CORP (KIM) - 1.15% |
| #22 | THERMO FISHER SCIENTIFIC INC (TMO) - 0.28% | MID-AMERICA APARTMENT COMMUNITIES INC (MAA) - 1.08% |
| #23 | THE WALT DISNEY CO (DIS) - 0.28% | HOST HOTELS & RESORTS INC (HST) - 1.07% |
| #24 | ARISTA NETWORKS INC (ANET) - 0.28% | SUN COMMUNITIES INC (SUI) - 1.01% |
| #25 | AMPHENOL CORP CLASS A (APH) - 0.28% | OMEGA HEALTHCARE INVESTORS INC (OHI) - 0.97% |
| Total Holdings | 472 | 120 |
SPYI vs SCHH - Historical Returns
Returns include dividend reinvestment.
1M
Winner
SPYI
+0.10%
SCHH
-0.72%
3M
Winner
SPYI
+5.72%
SCHH
+3.97%
6M
SPYI
+6.53%
Winner
SCHH
+12.55%
1Y
Winner
SPYI
+20.09%
SCHH
+12.78%
5Y(CAGR)
SPYI
N/A
SCHH
+2.83%
10Y(CAGR)
SPYI
N/A
SCHH
+4.13%
Max(CAGR)
Winner
SPYI
+15.03%
SCHH
+6.91%
SPYI vs SCHH - Annual Returns (2011 - 2026)
Returns include dividend reinvestment.
| Year | SPYI | SCHH |
|---|---|---|
| 2026 | +5.84% | +12.32% |
| 2025 | +16.80% | +3.20% |
| 2024 | +19.49% | +3.89% |
| 2023 | +18.18% | +11.27% |
| 2022 | -2.44% | -24.46% |
| 2021 | N/A | +45.90% |
| 2020 | N/A | -13.48% |
| 2019 | N/A | +26.23% |
| 2018 | N/A | -4.02% |
| 2017 | N/A | +3.43% |
| 2016 | N/A | +7.86% |
| 2015 | N/A | +1.89% |
| 2014 | N/A | +32.13% |
| 2013 | N/A | -0.03% |
| 2012 | N/A | +15.83% |
| 2011 | N/A | +9.48% |
SPYI vs SCHH Drawdown Comparison
The maximum drawdown for SPYI was -16.46%, occurring on Apr 8, 2025. Recovery took 87 trading sessions.
The maximum drawdown for SCHH was -44.22%, occurring on Mar 23, 2020. Recovery took 328 trading sessions.
The current SPYI drawdown is -2.11%. The current SCHH drawdown is -2.01%.
| Rank | SPYI | SCHH |
|---|---|---|
| #1 | -16.46% Feb 19, 2025 - Jun 25, 2025 | -44.22% Feb 21, 2020 - Jun 10, 2021 |
| #2 | -10.18% Sep 12, 2022 - Feb 1, 2023 | -33.26% Dec 31, 2021 - Apr 17, 2026 |
| #3 | -7.70% Feb 25, 2026 - Apr 15, 2026 | -22.70% Jul 22, 2011 - Feb 1, 2012 |
| #4 | -7.54% Jul 28, 2023 - Dec 13, 2023 | -18.03% May 21, 2013 - May 30, 2014 |
| #5 | -6.60% Jul 16, 2024 - Aug 19, 2024 | -16.82% Aug 1, 2016 - Aug 17, 2018 |
| #6 | -6.03% Feb 6, 2023 - Apr 13, 2023 | -16.51% Jan 26, 2015 - Mar 31, 2016 |
| #7 | -4.65% Mar 28, 2024 - May 15, 2024 | -13.34% Dec 6, 2018 - Jan 31, 2019 |
| #8 | -3.96% Nov 12, 2025 - Nov 28, 2025 | -9.35% Sep 14, 2012 - Jan 18, 2013 |
| #9 | -3.50% Aug 30, 2024 - Sep 19, 2024 | -8.73% May 1, 2012 - Jul 2, 2012 |
| #10 | -3.11% Dec 6, 2024 - Jan 22, 2025 | -8.34% Aug 28, 2018 - Dec 6, 2018 |
| #11 | -2.40% Jun 2, 2026 - Jun 5, 2026 | -7.91% Sep 2, 2021 - Nov 2, 2021 |
| #12 | -2.32% Oct 8, 2025 - Oct 20, 2025 | -7.54% Sep 5, 2014 - Oct 23, 2014 |
| #13 | -2.15% Feb 2, 2026 - Feb 25, 2026 | -7.23% May 31, 2011 - Jul 7, 2011 |
| #14 | -2.09% Dec 11, 2025 - Dec 22, 2025 | -6.45% Oct 24, 2019 - Feb 12, 2020 |
| #15 | -1.86% Jan 12, 2026 - Jan 27, 2026 | -6.23% Feb 28, 2011 - Apr 20, 2011 |
Correlation
Correlation between SPYI and SCHH is 0.88 which considered as a strong positive correlation - the stocks tend to move together.
0.88
-101
Dividend Comparison (2011 - 2026)
SPYI vs SCHH dividend yield comparison.
| Year | SPYI | SCHH |
|---|---|---|
| 2026 | 4.96% | 0.49% |
| 2025 | 11.70% | 3.04% |
| 2024 | 12.04% | 3.22% |
| 2023 | 12.01% | 3.24% |
| 2022 | 4.10% | 2.55% |
| 2021 | 0.00% | 1.50% |
| 2020 | 0.00% | 2.86% |
| 2019 | 0.00% | 2.86% |
| 2018 | 0.00% | 3.64% |
| 2017 | 0.00% | 2.22% |
| 2016 | 0.00% | 2.81% |
| 2015 | 0.00% | 2.48% |
| 2014 | 0.00% | 2.18% |
| 2013 | 0.00% | 2.59% |
| 2012 | 0.00% | 2.51% |
| 2011 | 0.00% | 2.26% |
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