LOWV vs SCHH
AB US Low Volatility Equity ETF vs Schwab US REIT ETF
Which is better, LOWV or SCHH?
LOWV has been ahead.
SCHH has a lower expense ratio. LOWV led over 1Y, 3Y and the full window. LOWV is less concentrated, with 42.0% of the fund in its ten largest positions against 51.2%.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | LOWV | SCHH |
|---|---|---|
| Expense Ratio | 0.39% | 0.07%Best |
| AUM | $206M | $10.8B |
| Dividend Yield | 0.87% | 3.08% |
| Holdings | 71 | 120 |
| YTD Return | +8.98%Best | +8.22% |
| 1Y Return | +9.29%Best | +8.03% |
| 3Y Return (annualized) | +16.12%Best | +10.69% |
| 5Y Return (annualized) | - | +1.48% |
| Volatility (annualized) | 9.7%Best | 16.1% |
| Max Drawdown | -13.9%Best | -17.8% |
| $10,000 over 3.6 years | $17,794Best | $13,719 |
| Top 10 Weight | 42.0%Best | 51.2% |
| Fund Family | AllianceBernstein L.P. | Charles Schwab Asset Management |
| Category | Equity | Equity |
| Style | Mid Cap Blend | Mid Cap Blend |
| Inception | Mar 22, 2023 | Jan 13, 2011 |
Volatility and max drawdown, and the $10,000 over 3.6 years row, are measured over the window both funds cover: Mar 22, 2023 to Oct 14, 2026 (3.6 years).
LOWV vs SCHH growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 3.6 years both funds cover.
LOWV vs SCHH Performance
AB US Low Volatility Equity ETF (LOWV) is an ETF from AllianceBernstein L.P. and Schwab US REIT ETF (SCHH) is an ETF from Charles Schwab Asset Management. Over the past year LOWV returned +9.29% while SCHH returned +8.03%. Year to date, LOWV is up 8.98% versus a gain of 8.22% for SCHH.
Over three years, LOWV compounded at +16.12% per year against +10.69% for SCHH. Across the full 4-year window we track, LOWV has the edge at +17.36% annualized vs +9.18%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
SCHH has been the more volatile fund, with annualized monthly volatility of 16.1% compared with 9.7% for LOWV. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -13.9% for LOWV and -17.8% for SCHH. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.70. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
LOWV charges 0.39% per year while SCHH charges 0.07%. On a $10,000 position that is $39 vs $7 annually, a gap of $32 per year that compounds over a long holding period. On income, LOWV currently yields 0.87% against 3.08% for SCHH.
Holdings Overlap
1.6% of LOWV's money is in holdings SCHH also owns. 4.9% of SCHH's money is in holdings LOWV also owns.
SCHH and LOWV share little of their money.
2 positions in common, counted across the 68 positions we hold weights for in LOWV and 119 in SCHH, against full books of 71 and 120.
What only one of them owns
Measured across the 68 and 119 positions we hold weights for.
LOWV holds 59 positions SCHH does not, 91.1% of the fund.
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You are not choosing between two funds in isolation.
Whichever of LOWV and SCHH you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, LOWV or SCHH?
LOWV has an expense ratio of 0.39% while SCHH charges 0.07%. SCHH is the cheaper option, by $32 a year on a $10,000 investment.
Which performed better, LOWV or SCHH?
Over the past year LOWV returned +9.29% vs +8.03% for SCHH, so LOWV leads on 1-year performance. Over the longest common window we track (4 years), LOWV annualized +17.36% vs +9.18% for SCHH. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, LOWV or SCHH?
SCHH has been the more volatile fund at 16.1% annualized versus 9.7% for LOWV. Worst drawdown: LOWV -13.9% vs SCHH -17.8%.
Should I hold both LOWV and SCHH?
LOWV and SCHH have a monthly-return correlation of 0.70, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between LOWV and SCHH?
4.9% of SCHH's money is in holdings LOWV also owns. 4.9% of SCHH's is in holdings LOWV also owns. They hold 2 positions in common, counted across the 68 positions we hold weights for in LOWV and 119 in SCHH.
Which pays a higher dividend, LOWV or SCHH?
LOWV yields 0.87% while SCHH yields 3.08%, so SCHH currently pays the higher dividend yield.
Is SCHH better than LOWV?
SCHH has a lower expense ratio. LOWV led over 1Y, 3Y and the full window. LOWV is less concentrated, with 42.0% of the fund in its ten largest positions against 51.2%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.