ETF Versus

SCHD vs SCHH

Schwab U.S. Dividend Equity ETF vs Schwab U.S. REIT ETF

Last updated: 2026-04-10

SCHD Schwab

Schwab U.S. Dividend Equity ETF (SCHD) is an exchange-traded fund issued by Schwab that provides exposure to U.S. dividend-paying stocks selected for yield or dividend growth. It charges a low expense ratio of 0.06%. The fund offers an attractive dividend yield of 3.44%. Launched in 2011, the fund has a 15-year track record.

AUM: $86.0B ER: 0.06% Yield: 3.44% Since: Oct 20, 2011
SCHH Schwab

Schwab U.S. REIT ETF (SCHH) is an exchange-traded fund issued by Schwab that provides exposure to U.S. real estate investment trusts (REITs) and real estate companies. It charges a low expense ratio of 0.07%. The fund offers an attractive dividend yield of 2.88%. Launched in 2011, the fund has a 15-year track record.

AUM: $9.5B ER: 0.07% Yield: 2.88% Since: Jan 13, 2011

Quick Verdict

Both funds have nearly identical expense ratios (0.06% vs 0.07%), so fees are not a differentiator here. Over the past year, SCHD has significantly outperformed with a 22.8% return vs 15.3%. Income investors may prefer SCHD for its higher yield (3.4% vs 2.9%).

Key Metrics

Metric SCHD SCHH
Expense Ratio 0.06% 0.07%
Dividend Yield 3.4% 2.9%
Fund Family Schwab Schwab
Category US Dividend US Real Estate

Performance Chart

Indexed to 100 at start (5-year comparison)

75 86 97 108 119 130 2021-04 2022-07 2023-10 2025-01 2026-04
SCHD +23.5%
SCHH +7.2%

Performance Comparison

Period SCHD SCHH Difference
1 Month -1.10% +1.05% -2.15%
3 Months +7.58% +6.88% +0.70%
6 Months +15.13% +7.85% +7.28%
YTD +10.57% +8.11% +2.46%
1 Year +22.79% +15.27% +7.52%
3 Years +25.07% +15.80% +9.27%
5 Years +23.53% +7.18% +16.35%

Fee Impact Over Time

Estimated fee cost difference assuming 8% annual returns

Investment Period SCHD Fees SCHH Fees You Save
$10,000 10 years $120 $140 $20
$10,000 20 years $515 $600 $85
$10,000 30 years $1,664 $1,938 $275
$50,000 10 years $598 $698 $99
$50,000 30 years $8,318 $9,692 $1,373
$100,000 30 years $16,637 $19,383 $2,747

Risk Metrics

Based on 5 years of daily returns

Metric SCHD SCHH
Annualized Volatility 14.6% 18.8%
Max Drawdown -18.9% -36.4%
Sharpe Ratio 0.06 -0.07

Dividend Comparison

Metric SCHD SCHH
Annual Dividend (per share) $1.06 $0.65
Dividend Yield 3.44% 2.88%
Distribution Frequency Quarterly Quarterly

Top Holdings

0 of top 10 holdings overlap (0% overlap in top holdings)

SCHD Top Holdings

NameWeight
Chevron CorporationCVX4.41%
ConocoPhillipsCOP4.28%
Merck & Co., Inc.MRK4.15%
The Coca-Cola CompanyKO4.08%
Texas Instruments IncorporatedTXN4.07%
UnitedHealth Group IncorporatedUNH3.98%
Verizon Communications Inc.VZ3.96%
PepsiCo, Inc.PEP3.95%
Abbott LaboratoriesABT3.73%
Amgen Inc.AMGN3.73%

SCHH Top Holdings

NameWeight
Welltower Inc.WELL10.02%
Prologis, Inc.PLD8.82%
Equinix, Inc.EQIX4.89%
Digital Realty Trust, Inc.DLR4.43%
Simon Property Group, Inc.SPG4.41%
Realty Income CorporationO4.31%
American Tower CorporationAMT4.29%
Public StoragePSA3.32%
Ventas, Inc.VTR2.99%
Crown Castle Inc.CCI2.78%

Which One Should You Choose?

Choose SCHD if...

recent performance momentum matters to your strategy. Note that past performance doesn't guarantee future results.

Choose SCHD if...

you prioritize dividend income and want higher regular distributions from your portfolio.

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