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

ETF | Real Estate |

Last Closing

USD 23.47

Change

+0.02 (+0.09)%

Market Cap

N/A

Volume

2.55M

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: 2024-09-24 )

Largest Industry Peers for Real Estate

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

+0.14 (+0.14%)

USD 38.76B
XLRE The Real Estate Select Sector ..

N/A

USD 8.11B
REET iShares Global REIT ETF

+0.02 (+0.07%)

USD 4.16B
USRT iShares Core U.S. REIT ETF

+0.04 (+0.06%)

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

+0.02 (+0.07%)

USD 1.07B
REZ iShares Residential and Multis..

-0.57 (-0.63%)

USD 1.04B
SRVR Pacer Benchmark Data & Infrast..

+0.26 (+0.81%)

USD 0.46B
MORT VanEck Mortgage REIT Income ET..

+0.10 (+0.83%)

USD 0.32B
INDS Pacer Benchmark Industrial Rea..

-0.10 (-0.22%)

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

N/A

USD 0.20B

ETFs Containing SCHH

HNDL Strategy Shares Nasdaq 7 .. 5.86 % 0.95 %

+0.04 (+0.18%)

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 13.33% 72% C 66% D+
Dividend Return 1.44% 44% F 32% F
Total Return 14.76% 72% C 63% D
Trailing 12 Months  
Capital Gain 33.05% 83% B 79% B-
Dividend Return 2.96% 56% F 43% F
Total Return 36.01% 83% B 79% B-
Trailing 5 Years  
Capital Gain -50.29% 6% D- 10% F
Dividend Return 6.57% 6% D- 20% F
Total Return -43.72% 6% D- 9% A-
Average Annual (5 Year Horizon)  
Capital Gain -9.71% 6% D- 8% B-
Dividend Return -7.44% 6% D- 8% B-
Total Return 2.27% 44% F 49% F
Risk Return Profile  
Volatility (Standard Deviation) 31.81% 11% F 31% F
Risk Adjusted Return -23.40% 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.