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

ETF | Real Estate |

Last Closing

USD 22.34

Change

+0.20 (+0.90)%

Market Cap

N/A

Volume

7.75M

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: 2024-11-07 )

Largest Industry Peers for Real Estate

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

+1.12 (+1.20%)

USD 37.27B
XLRE The Real Estate Select Sector ..

+0.53 (+1.24%)

USD 8.09B
REET iShares Global REIT ETF

+0.26 (+1.02%)

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

+0.57 (+0.95%)

USD 2.76B
REZ iShares Residential and Multis..

+1.14 (+1.33%)

USD 1.21B
FREL Fidelity® MSCI Real Estate In..

+0.33 (+1.17%)

USD 1.07B
SRVR Pacer Benchmark Data & Infrast..

+0.48 (+1.57%)

USD 0.46B
MORT VanEck Mortgage REIT Income ET..

+0.15 (+1.35%)

USD 0.30B
FRI First Trust S&P REIT Index Fun..

+0.29 (+1.01%)

USD 0.19B
INDS Pacer Benchmark Industrial Rea..

+0.41 (+1.06%)

USD 0.18B

ETFs Containing SCHH

HNDL Strategy Shares Nasdaq 7 .. 5.69 % 0.95 %

+0.16 (+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 7.87% 72% C 52% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 7.87% 72% C 53% F
Trailing 12 Months  
Capital Gain 26.79% 61% D- 65% D
Dividend Return N/A N/A N/A N/A N/A
Total Return 26.79% 61% D- 66% D+
Trailing 5 Years  
Capital Gain -51.65% 17% F 14% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -51.65% 17% F 14% F
Average Annual (5 Year Horizon)  
Capital Gain -8.14% 6% D- 8% B-
Dividend Return -5.87% 6% D- 8% B-
Total Return 2.27% 50% F 53% F
Risk Return Profile  
Volatility (Standard Deviation) 32.33% 6% D- 32% F
Risk Adjusted Return -18.17% 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.