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

ETF | Real Estate |

Last Closing

USD 22.71

Change

+0.08 (+0.35)%

Market Cap

N/A

Volume

4.48M

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: 2024-10-30 )

Largest Industry Peers for Real Estate

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

+0.42 (+0.44%)

USD 37.83B
XLRE The Real Estate Select Sector ..

+0.16 (+0.37%)

USD 8.09B
REET iShares Global REIT ETF

+0.02 (+0.08%)

USD 3.91B
USRT iShares Core U.S. REIT ETF

+0.19 (+0.31%)

USD 2.83B
REZ iShares Residential and Multis..

+0.38 (+0.44%)

USD 1.24B
FREL Fidelity® MSCI Real Estate In..

+0.12 (+0.42%)

USD 1.07B
SRVR Pacer Benchmark Data & Infrast..

-0.04 (-0.12%)

USD 0.47B
MORT VanEck Mortgage REIT Income ET..

+0.12 (+1.07%)

USD 0.30B
INDS Pacer Benchmark Industrial Rea..

+0.25 (+0.63%)

USD 0.19B
FRI First Trust S&P REIT Index Fun..

+0.11 (+0.38%)

USD 0.19B

ETFs Containing SCHH

HNDL Strategy Shares Nasdaq 7 .. 5.77 % 0.95 %

-0.05 (0%)

USD 0.79B
MVFG 4.32 % 0.00 %

N/A

N/A

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 9.66% 67% D+ 60% D-
Dividend Return N/A N/A N/A N/A N/A
Total Return 9.66% 78% C+ 63% D
Trailing 12 Months  
Capital Gain 31.35% 61% D- 71% C-
Dividend Return N/A N/A N/A N/A N/A
Total Return 31.35% 67% D+ 73% C
Trailing 5 Years  
Capital Gain -52.35% 11% F 14% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -52.35% 11% F 21% F
Average Annual (5 Year Horizon)  
Capital Gain -8.40% 6% D- 8% B-
Dividend Return -6.13% 6% D- 8% B-
Total Return 2.27% 50% F 51% F
Risk Return Profile  
Volatility (Standard Deviation) 32.27% 6% D- 32% F
Risk Adjusted Return -19.00% 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.