It is the internal testing website that you are visiting. Please go to our official customer website (www.myplaniq.com).
Find A Portfolio/Ticker
Comparison Box
SCHH: Schwab U.S. REIT ETF (ETF)
Basic Info 23.68 0.21(0.89%) June 05
| Asset Class: | REAL ESTATE |
| MyPlanIQ Rating: | (17%) |
| Start Date: | 01/13/2011 |
| Last Dividend Date: | 03/25/2026 |
| 12-Mo. Yield | 3.07% |
| Expenses | 0.07% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 06/04/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 01/13/2011 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 1.0 | 14.0 | 15.0 | 10.8 | 3.4 | 4.4 | 6.4 | 7.0 | 2.2 | 5.0 | 11.2 | -25.0 | 41.1 | -14.8 | 22.9 | -4.2 | 3.7 | 6.5 | 4.4 | 31.9 | 1.2 | 16.7 | 9.5 |
| Sharpe Ratio | NA | 2.26 | 0.84 | 0.5 | 0.07 | 0.12 | NA | 0.29 | -0.04 | 0.09 | 0.38 | -1.07 | 2.77 | -0.34 | 1.73 | -0.34 | 0.29 | 0.37 | 0.25 | 2.89 | 0.08 | 1.24 | 0.33 |
| Draw Down(%) | NA | 8.3 | 8.3 | 17.8 | 33.3 | 44.2 | NA | 44.2 | 14.4 | 11.2 | 21.2 | 31.8 | 7.9 | 44.2 | 6.5 | 13.3 | 6.3 | 14.6 | 16.5 | 7.5 | 18.0 | 9.3 | 22.7 |
| Standard Deviation(%) | NA | 14.2 | 13.1 | 16.6 | 18.7 | 21.2 | NA | 20.3 | 16.8 | 15.9 | 20.0 | 24.7 | 14.8 | 44.1 | 12.4 | 16.7 | 10.3 | 16.9 | 17.5 | 11.0 | 15.6 | 13.6 | 29.9 |
| Treynor Ratio | NA | 0.32 | 0.11 | 0.09 | 0.01 | 0.03 | NA | 0.06 | -0.01 | 0.01 | 0.08 | -0.27 | 0.41 | -0.15 | 0.22 | -0.06 | 0.03 | 0.06 | 0.04 | 0.33 | 0.01 | 0.17 | 0.1 |
| Alpha | NA | 0.03 | 0.01 | 0.0 | 0.0 | 0.0 | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | -0.04 | -0.02 | 0.01 | 0.0 | -0.01 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 |
| Beta | NA | 1.0 | 0.98 | 0.98 | 0.99 | 0.98 | NA | 0.98 | 0.97 | 0.98 | 0.99 | 0.99 | 0.99 | 0.97 | 0.99 | 1.02 | 1.01 | 0.99 | 1.01 | 0.95 | 1.0 | 0.99 | 0.97 |
| RSquared | NA | 0.96 | 0.95 | 0.98 | 0.99 | 0.95 | NA | 0.96 | 0.98 | 0.99 | 1.0 | 1.0 | 0.99 | 0.91 | 0.95 | 0.98 | 0.98 | 0.99 | 0.99 | 0.97 | 0.99 | 0.99 | 0.99 |
| Yield(%) | N/A | 0.5 | 3.1 | 3.5 | 1.4 | 2.2 | 3.2 | N/A | 3.0 | 3.2 | 3.5 | 0.9 | 2.2 | 2.4 | 3.5 | 3.4 | 2.2 | 2.9 | 2.5 | 2.8 | 2.5 | 2.8 | 2.4 |
| Dividend Growth(%) | N/A | -81.9 | -2.8 | -16.4 | -41.3 | N/A | N/A | N/A | -6.3 | 1.0 | 36.9 | -37.9 | -27.2 | -17.5 | -6.6 | 52.5 | -19.7 | 17.2 | 15.6 | 8.7 | 1.8 | 26.5 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/13/2011
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See REAL ESTATE Asset Class Trend Rankings |
Top Rated Funds in REAL ESTATE
Best Mutual Funds
- FRESX (FIDELITY REAL ESTATE INVESTMENT PORTFOLIO FIDELITY REAL ESTATE INVESTMENT PORTFOLIO) (96%)
- FHEIX (FIDELITY ADVISOR REAL ESTATE FUND CLASS I) (91%)
- FRIFX (FIDELITY REAL ESTATE INCOME FUND FIDELITY REAL ESTATE INCOME FUND) (88%)
- FARCX (NUVEEN REAL ESTATE SECURITIES FUND CLASS I) (87%)
- HLRRX (REMS REAL ESTATE VALUE-OPPORTUNITY FUND INSTITUTIONAL SHARES) (87%)
- NBRFX (NEUBERGER BERMAN REAL ESTATE FUND TRUST CLASS) (86%)
- CRARX (VOYA REAL ESTATE FUND CLASS I) (85%)
- CREEX (COLUMBIA REAL ESTATE EQUITY FUND COLUMBIA REAL ESTATE EQUITY FUND CLASS Z) (84%)
- MRESX (AMG MANAGERS CENTERSQUARE REAL ESTATE FUND CLASS N) (84%)
- RRRRX (DEUTSCHE REAL ESTATE SECURITIES FUND INSTITUTIONAL CLASS) (83%)
Best ETFs
- ICF (iShares Cohen & Steers REIT ETF) (96%)
- RWR (SPDR Dow Jones REIT ETF) (95%)
- PSR (Invesco Active U.S. Real Estate Fund) (94%)
- FRI (First Trust S&P REIT Index Fund) (93%)
- REM (iShares Mortgage Real Estate ETF) (92%)
- REZ (iShares Residential and Multisector Real Estate ETF) (91%)
- SCHH (Schwab U.S. REIT ETF) (17%)
- KBWY (Invesco KBW Premium Yield Equity REIT ETF) (16%)
- MORT (VanEck Mortgage REIT Income ETF) (13%)
- ROOF (IQ U.S. Real Estate Small Cap ETF) (13%)
Best Closed End Funds
- RQI (Cohen & Steers Quality Income Realty Fund Inc) 1.58% (100%)
- RNP (Cohen & Steers REIT & Preferred Income Fund Inc) 0.05% (99%)
- RFI (Cohen Steers Total Return Realty Closed Fund) 1.15% (99%)
- NRO (Neuberger Berman RE Securities IF) 1.36% (98%)
- JRS (Nuveen Real Estate Fund) 0.12% (97%)
- PGZ (Principal Real Estate Income Closed Fund) 0.10% (94%)
Latest Articles Related to SCHH
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
