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

ETF | Real Estate |

Last Closing

USD 21.1

Change

+0.13 (+0.62)%

Market Cap

N/A

Volume

3.36M

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: 2024-12-24 )

Largest Industry Peers for Real Estate

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

+0.59 (+0.66%)

USD 34.26B
XLRE The Real Estate Select Sector ..

+0.27 (+0.67%)

USD 7.02B
REET iShares Global REIT ETF

+0.20 (+0.84%)

USD 3.66B
USRT iShares Core U.S. REIT ETF

+0.36 (+0.63%)

USD 2.77B
REZ iShares Residential and Multis..

+0.66 (+0.82%)

USD 1.07B
FREL Fidelity® MSCI Real Estate In..

+0.20 (+0.74%)

USD 0.99B
SRVR Pacer Benchmark Data & Infrast..

+0.18 (+0.61%)

USD 0.41B
MORT VanEck Mortgage REIT Income ET..

+0.11 (+1.01%)

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

+0.23 (+0.84%)

USD 0.18B
INDS Pacer Benchmark Industrial Rea..

+0.27 (+0.77%)

USD 0.16B

ETFs Containing SCHH

HNDL Strategy Shares Nasdaq 7 .. 4.82 % 0.95 %

+0.15 (+0.62%)

USD 0.75B
MVFG Northern Lights Fund Trus.. 0.00 % 0.00 %

+0.16 (+0.62%)

USD 0.06B

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 1.88% 53% F 45% F
Dividend Return 2.11% 35% F 35% F
Total Return 3.99% 47% F 38% F
Trailing 12 Months  
Capital Gain 1.83% 47% F 45% F
Dividend Return 2.11% 35% F 35% F
Total Return 3.94% 47% F 39% F
Trailing 5 Years  
Capital Gain -7.09% 29% F 41% F
Dividend Return 11.18% 12% F 36% F
Total Return 4.09% 24% F 31% F
Average Annual (5 Year Horizon)  
Capital Gain -6.93% 6% D- 9% A-
Dividend Return -4.63% 6% D- 9% A-
Total Return 2.30% 53% F 53% F
Risk Return Profile  
Volatility (Standard Deviation) 32.60% 6% D- 32% F
Risk Adjusted Return -14.19% 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.

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.