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

ETF | Real Estate |

Last Closing

USD 21.32

Change

+0.24 (+1.14)%

Market Cap

N/A

Volume

4.92M

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: 2025-05-02 )

Largest Industry Peers for Real Estate

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

+1.09 (+1.23%)

USD 31.72B
XLRE The Real Estate Select Sector ..

+0.51 (+1.23%)

USD 7.07B
REET iShares Global REIT ETF

+0.30 (+1.24%)

USD 3.75B
USRT iShares Core U.S. REIT ETF

+0.71 (+1.26%)

USD 2.67B
FREL Fidelity® MSCI Real Estate In..

+0.34 (+1.26%)

USD 1.02B
REZ iShares Residential and Multis..

+0.98 (+1.17%)

USD 0.78B
SRVR Pacer Benchmark Data & Infrast..

+0.52 (+1.68%)

USD 0.37B
MORT VanEck Mortgage REIT Income ET..

+0.03 (+0.29%)

USD 0.26B
FRI First Trust S&P REIT Index Fun..

+0.38 (+1.42%)

USD 0.14B
INDS Pacer Benchmark Industrial Rea..

+0.44 (+1.22%)

USD 0.13B

ETFs Containing SCHH

HNDL Strategy Shares Nasdaq 7 .. 0.00 % 0.95 %

+0.13 (+0.63%)

USD 0.65B

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 1.23% 53% F 70% C-
Dividend Return N/A N/A N/A N/A N/A
Total Return 1.23% 47% F 67% D+
Trailing 12 Months  
Capital Gain 11.10% 65% D 76% C+
Dividend Return 1.72% 41% F 34% F
Total Return 12.82% 53% F 75% C
Trailing 5 Years  
Capital Gain 25.19% 53% F 45% F
Dividend Return 14.57% 18% F 38% F
Total Return 39.76% 18% F 40% F
Average Annual (5 Year Horizon)  
Capital Gain -6.45% 6% D- 11% F
Dividend Return -4.16% 6% D- 11% F
Total Return 2.29% 41% F 52% F
Risk Return Profile  
Volatility (Standard Deviation) 32.04% 6% D- 30% F
Risk Adjusted Return -12.98% 6% D- 16% 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.