VNQ vs SCHH
Comparison between VANGUARD REAL ESTATE INDEX FUND ETF SHARES (VNQ, ETF) and SCHWAB U.S. REIT ETF (SCHH, ETF).
Both VNQ and SCHH are from the Real Estate sector.
5-Year PerformanceSCHH has outperformed VNQ, delivering a return of +3.5% compared to +2.7%
VNQ vs SCHH - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
VNQ
$70B
SCHH
$9.90B
Expense Ratio
VNQ
0.13%
Winner
SCHH
0.07%
Max Drawdown
VNQ
75.76%
Winner
SCHH
44.22%
Sharpe Ratio
VNQ
0.68
Winner
SCHH
0.85
5Y Beta
VNQ
0.52
Winner
SCHH
0.48
P/E Ratio
Winner
VNQ
35.33
SCHH
35.86
Forward P/E
Winner
VNQ
33.17
SCHH
35.30
5Y Dividends CAGR
Winner
VNQ
10.46%
SCHH
6.17%
5Y EPS CAGR
Winner
VNQ
9.84%
SCHH
8.51%
Debt to Equity
VNQ
44.92%
Winner
SCHH
39.77%
P/S Ratio
Winner
VNQ
5.19
SCHH
7.26
P/B Ratio
VNQ
2.70
Winner
SCHH
2.59
VNQ vs SCHH - Holdings Comparison
VNQ and SCHH have 118 common holdings. Overlap is 77.73%
VNQ's top 25 holdings weight is 73.82%. SCHH's top 25 holdings weight is 71.87%.
| Rank | VNQ | SCHH |
|---|---|---|
| #1 | VANGUARD REAL ESTATE II INDEX (VRTPX) - 14.58% | WELLTOWER INC (WELL) - 10.05% |
| #2 | WELLTOWER INC (WELL) - 7.80% | PROLOGIS INC (PLD) - 9.02% |
| #3 | PROLOGIS INC (PLD) - 6.97% | EQUINIX INC (EQIX) - 4.85% |
| #4 | EQUINIX INC (EQIX) - 5.62% | SIMON PROPERTY GROUP INC (SPG) - 4.44% |
| #5 | AMERICAN TOWER CORP (AMT) - 4.52% | DIGITAL REALTY TRUST INC (DLR) - 4.36% |
| #6 | DIGITAL REALTY TRUST INC (DLR) - 3.65% | AMERICAN TOWER CORP (AMT) - 4.23% |
| #7 | SIMON PROPERTY GROUP INC (SPG) - 3.52% | REALTY INCOME CORP (O) - 4.01% |
| #8 | REALTY INCOME CORP (O) - 3.10% | PUBLIC STORAGE (PSA) - 3.35% |
| #9 | PUBLIC STORAGE (PSA) - 2.52% | VENTAS INC (VTR) - 2.93% |
| #10 | CBRE GROUP INC CLASS A (CBRE) - 2.25% | CROWN CASTLE INC (CCI) - 2.75% |
| #11 | VENTAS INC (VTR) - 2.18% | IRON MOUNTAIN INC (IRM) - 2.65% |
| #12 | CROWN CASTLE INC (CCI) - 2.04% | VICI PROPERTIES INC ORDINARY SHARES (VICI) - 2.18% |
| #13 | IRON MOUNTAIN INC (IRM) - 1.97% | EXTRA SPACE STORAGE INC (EXR) - 2.13% |
| #14 | EXTRA SPACE STORAGE INC (EXR) - 1.61% | AVALONBAY COMMUNITIES INC (AVB) - 1.83% |
| #15 | VICI PROPERTIES INC ORDINARY SHARES (VICI) - 1.57% | EQUITY RESIDENTIAL (EQR) - 1.59% |
| #16 | AVALONBAY COMMUNITIES INC (AVB) - 1.37% | SBA COMMUNICATIONS CORP CLASS A (SBAC) - 1.50% |
| #17 | EQUITY RESIDENTIAL (EQR) - 1.25% | ESSEX PROPERTY TRUST INC (ESS) - 1.25% |
| #18 | SBA COMMUNICATIONS CORP CLASS A (SBAC) - 1.25% | WEYERHAEUSER CO (WY) - 1.20% |
| #19 | WEYERHAEUSER CO (WY) - 0.93% | INVITATION HOMES INC (INVH) - 1.16% |
| #20 | ESSEX PROPERTY TRUST INC (ESS) - 0.90% | KIMCO REALTY CORP (KIM) - 1.15% |
| #21 | INVITATION HOMES INC (INVH) - 0.89% | W.P. CAREY INC (WPC) - 1.14% |
| #22 | KIMCO REALTY CORP (KIM) - 0.85% | MID-AMERICA APARTMENT COMMUNITIES INC (MAA) - 1.06% |
| #23 | SUN COMMUNITIES INC (SUI) - 0.84% | HOST HOTELS & RESORTS INC (HST) - 1.03% |
| #24 | W.P. CAREY INC (WPC) - 0.84% | SUN COMMUNITIES INC (SUI) - 1.01% |
| #25 | MID-AMERICA APARTMENT COMMUNITIES INC (MAA) - 0.80% | OMEGA HEALTHCARE INVESTORS INC (OHI) - 1.00% |
| Total Holdings | 159 | 121 |
VNQ vs SCHH - Historical Returns
Returns include dividend reinvestment.
1M
VNQ
+1.08%
Winner
SCHH
+1.59%
3M
VNQ
+3.44%
Winner
SCHH
+4.47%
6M
VNQ
+9.83%
Winner
SCHH
+13.39%
1Y
VNQ
+12.53%
Winner
SCHH
+15.03%
5Y(CAGR)
VNQ
+2.68%
Winner
SCHH
+3.49%
10Y(CAGR)
Winner
VNQ
+5.54%
SCHH
+4.39%
Max(CAGR)
Winner
VNQ
+7.62%
SCHH
+7.01%
VNQ vs SCHH - Annual Returns (2004 - 2026)
Returns include dividend reinvestment.
| Year | VNQ | SCHH |
|---|---|---|
| 2026 | +10.52% | +13.86% |
| 2025 | +4.19% | +3.20% |
| 2024 | +3.91% | +3.89% |
| 2023 | +11.68% | +11.27% |
| 2022 | -25.66% | -24.46% |
| 2021 | +45.24% | +45.90% |
| 2020 | -3.55% | -13.48% |
| 2019 | +31.73% | +26.23% |
| 2018 | -5.67% | -4.02% |
| 2017 | +4.57% | +3.43% |
| 2016 | +9.93% | +7.86% |
| 2015 | +0.90% | +1.89% |
| 2014 | +30.34% | +32.13% |
| 2013 | +1.05% | -0.03% |
| 2012 | +16.64% | +15.83% |
| 2011 | +6.63% | +9.48% |
| 2010 | +28.91% | N/A |
| 2009 | +34.35% | N/A |
| 2008 | -36.80% | N/A |
| 2007 | -16.63% | N/A |
| 2006 | +32.63% | N/A |
| 2005 | +13.26% | N/A |
| 2004 | +15.98% | N/A |
VNQ vs SCHH Drawdown Comparison
The maximum drawdown for VNQ was -73.07%, occurring on Mar 6, 2009. Recovery took 1412 trading sessions.
The maximum drawdown for SCHH was -44.22%, occurring on Mar 23, 2020. Recovery took 328 trading sessions.
The current VNQ drawdown is -1.34%. The current SCHH drawdown is -0.67%.
| Rank | VNQ | SCHH |
|---|---|---|
| #1 | -73.07% Feb 7, 2007 - Sep 13, 2012 | -44.22% Feb 21, 2020 - Jun 10, 2021 |
| #2 | -42.42% Feb 21, 2020 - Apr 15, 2021 | -33.26% Dec 31, 2021 - Apr 17, 2026 |
| #3 | -34.50% Dec 31, 2021 - Oct 25, 2023 | -22.70% Jul 22, 2011 - Feb 1, 2012 |
| #4 | -17.97% May 21, 2013 - Jun 5, 2014 | -18.03% May 21, 2013 - May 30, 2014 |
| #5 | -17.24% Jan 27, 2015 - May 4, 2016 | -16.82% Aug 1, 2016 - Aug 17, 2018 |
| #6 | -16.23% Aug 1, 2016 - Jan 31, 2019 | -16.51% Jan 26, 2015 - Mar 31, 2016 |
| #7 | -11.10% Aug 2, 2005 - Jan 4, 2006 | -13.34% Dec 6, 2018 - Jan 31, 2019 |
| #8 | -9.62% Mar 17, 2006 - Jul 19, 2006 | -9.35% Sep 14, 2012 - Jan 18, 2013 |
| #9 | -9.02% Sep 14, 2012 - Jan 15, 2013 | -8.73% May 1, 2012 - Jul 2, 2012 |
| #10 | -8.92% Dec 22, 2004 - May 18, 2005 | -8.34% Aug 28, 2018 - Dec 6, 2018 |
| #11 | -7.67% Sep 3, 2021 - Oct 28, 2021 | -7.91% Sep 2, 2021 - Nov 2, 2021 |
| #12 | -7.58% Sep 5, 2014 - Oct 27, 2014 | -7.54% Sep 5, 2014 - Oct 23, 2014 |
| #13 | -5.94% May 9, 2016 - Jun 28, 2016 | -7.23% May 31, 2011 - Jul 7, 2011 |
| #14 | -5.50% Nov 24, 2021 - Dec 7, 2021 | -6.45% Oct 24, 2019 - Feb 12, 2020 |
| #15 | -5.36% Oct 21, 2019 - Jan 16, 2020 | -6.23% Feb 28, 2011 - Apr 20, 2011 |
Correlation
Correlation between VNQ and SCHH is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2004 - 2026)
VNQ vs SCHH dividend yield comparison.
| Year | VNQ | SCHH |
|---|---|---|
| 2026 | 0.98% | 0.48% |
| 2025 | 3.92% | 3.04% |
| 2024 | 3.85% | 3.22% |
| 2023 | 3.95% | 3.24% |
| 2022 | 3.91% | 2.55% |
| 2021 | 2.56% | 1.50% |
| 2020 | 3.93% | 2.86% |
| 2019 | 3.39% | 2.86% |
| 2018 | 4.74% | 3.64% |
| 2017 | 4.23% | 2.22% |
| 2016 | 4.82% | 2.81% |
| 2015 | 3.92% | 2.48% |
| 2014 | 3.60% | 2.18% |
| 2013 | 4.32% | 2.59% |
| 2012 | 3.56% | 2.51% |
| 2011 | 3.53% | 2.26% |
| 2010 | 3.42% | 0.00% |
| 2009 | 4.39% | 0.00% |
| 2008 | 8.23% | 0.00% |
| 2007 | 5.06% | 0.00% |
| 2006 | 4.23% | 0.00% |
| 2005 | 5.98% | 0.00% |
| 2004 | 2.25% | 0.00% |
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