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

ETF | Real Estate |

Last Closing

USD 22.17

Change

-0.22 (-0.98)%

Market Cap

N/A

Volume

3.63M

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: 2024-11-14 )

Largest Industry Peers for Real Estate

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

-0.85 (-0.90%)

USD 37.27B
XLRE The Real Estate Select Sector ..

-0.39 (-0.90%)

USD 7.88B
REET iShares Global REIT ETF

-0.17 (-0.67%)

USD 3.90B
USRT iShares Core U.S. REIT ETF

-0.71 (-1.17%)

USD 2.76B
REZ iShares Residential and Multis..

-1.13 (-1.29%)

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

-0.29 (-1.01%)

USD 1.07B
SRVR Pacer Benchmark Data & Infrast..

-0.04 (-0.13%)

USD 0.46B
MORT VanEck Mortgage REIT Income ET..

N/A

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

-0.30 (-1.03%)

USD 0.19B
INDS Pacer Benchmark Industrial Rea..

-0.37 (-0.96%)

USD 0.18B

ETFs Containing SCHH

MVFG 4.32 % 0.00 %

N/A

N/A
HNDL Strategy Shares Nasdaq 7 .. 0.00 % 0.95 %

N/A

USD 0.79B

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 7.05% 61% D- 51% F
Dividend Return 2.11% 44% F 38% F
Total Return 9.16% 56% F 47% F
Trailing 12 Months  
Capital Gain 19.13% 50% F 60% D-
Dividend Return 3.56% 61% D- 47% F
Total Return 22.69% 50% F 59% D-
Trailing 5 Years  
Capital Gain -5.24% 28% F 39% F
Dividend Return 12.04% 11% F 38% F
Total Return 6.81% 22% F 31% F
Average Annual (5 Year Horizon)  
Capital Gain -7.91% 6% D- 8% B-
Dividend Return -5.65% 6% D- 8% B-
Total Return 2.26% 50% F 53% F
Risk Return Profile  
Volatility (Standard Deviation) 32.38% 6% D- 32% F
Risk Adjusted Return -17.46% 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.