SCHH:NYE-Schwab U.S. REIT ETF (USD)

ETF | Real Estate |

Last Closing

USD 23.31

Change

-0.05 (-0.21)%

Market Cap

N/A

Volume

3.62M

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

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Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-09-18 )

Largest Industry Peers for Real Estate

Symbol Name Price(Change) Market Cap
VNQ Vanguard Real Estate Index Fun..

-0.12 (-0.12%)

USD 38.76B
XLRE The Real Estate Select Sector ..

-0.13 (-0.29%)

USD 8.00B
REET iShares Global REIT ETF

-0.08 (-0.30%)

USD 4.10B
USRT iShares Core U.S. REIT ETF

-0.12 (-0.19%)

USD 2.88B
FREL Fidelity® MSCI Real Estate In..

-0.04 (-0.13%)

USD 1.08B
REZ iShares Residential and Multis..

+0.03 (+0.03%)

USD 1.04B
SRVR Pacer Benchmark Data & Infrast..

-0.27 (-0.85%)

USD 0.46B
MORT VanEck Mortgage REIT Income ET..

+0.06 (+0.49%)

USD 0.30B
INDS Pacer Benchmark Industrial Rea..

-0.16 (-0.37%)

USD 0.22B
FRI First Trust S&P REIT Index Fun..

N/A

USD 0.20B

ETFs Containing SCHH

HNDL Strategy Shares Nasdaq 7 .. 5.35 % 0.95 %

-0.22 (-0.99%)

USD 0.82B

Market Performance

  Market Performance vs. Industry/Classification (Real Estate) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 12.55% 67% D+ 68% D+
Dividend Return 1.44% 50% F 33% F
Total Return 13.99% 72% C 65% D
Trailing 12 Months  
Capital Gain 24.06% 83% B 75% C
Dividend Return 2.78% 33% F 42% F
Total Return 26.83% 83% B 74% C
Trailing 5 Years  
Capital Gain -50.29% 6% D- 10% F
Dividend Return 7.27% 6% D- 23% F
Total Return -43.01% 6% D- 10% F
Average Annual (5 Year Horizon)  
Capital Gain -9.93% 6% D- 8% B-
Dividend Return -7.68% 6% D- 8% B-
Total Return 2.26% 44% F 49% F
Risk Return Profile  
Volatility (Standard Deviation) 31.73% 11% F 32% F
Risk Adjusted Return -24.19% 6% D- 13% F
Market Capitalization N/A N/A N/A N/A N/A

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:

There is nothing we particularly like

What to not like:
Poor risk adjusted returns

This company is delivering below median risk adjusted returns in its peers. Even if it is outperforming on returns , the returns are unpredictable. Proceed with caution.

Below median dividend returns

The company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.

Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.

High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.