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USRT vs SCHH

iShares Core U.S. REIT ETF vs Schwab U.S. REIT ETF

USRT

iShares Core U.S. REIT ETF

iShares

Annual cost

0.08%

Fund size

$3.8B

SCHH

Schwab U.S. REIT ETF

Schwab ETFs

Annual cost

0.07%

Fund size

$9.9B

Key differences

  • Over the last 3 years, USRT has delivered higher annualized returns.

Side-by-side comparison

USRTSCHH
Annual cost (TER)0.08%0.07%
Fund size (AUM)$3.8B$9.9B
Since20072011
Dividend yield2.65%2.78%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+20.9%+17.4%
CAGR 3Y+13.1%+11.2%
CAGR 5Y+6.4%+4.6%
Sharpe 3Y0.600.51
Volatility 1Y13.23%13.12%
Max drawdown-44.38%-44.22%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to USRT and SCHH