SCHH — Schwab U.S. REIT ETF

Overview

The Schwab U.S. REIT ETF, identified by the ticker SCHH, operates within the Real Estate category managed by Schwab ETFs. This fund tracks a universe of 3 ETFs in its specific category and holds an overall rank of #77 among 120 tracked ETFs across all sectors. It has received an ETFValuer grade of C with a score of 57.9 out of 100. The fund carries a low expense ratio of 0.07% and offers a dividend yield of 2.79%. With assets under management totaling $11.1 billion and a share price of $23.78, the fund demonstrates significant investor adoption relative to its category peers. These metrics position the ETF as a substantial vehicle within the broader real estate investment landscape.

Recent performance data shows a daily decline of 1.53% followed by a weekly gain of 0.42% and a monthly increase of 1.13%. Over the longer term, the fund has recorded a 3-month return of 9.05% and a 6-month return of 15.20%. Year-to-date performance stands at 15.15%, while the 1-year return is 15.84%. The 3-year return figure reaches 29.87%, indicating a sustained upward trajectory over the multi-year horizon. This pattern suggests that while short-term fluctuations occurred, the fund has delivered consistent positive returns across the one-year and three-year periods.

The fund is assigned a Low volatility label and exhibits a beta of 0.98, suggesting price movements that generally align with or slightly lag the broader market. A Sharpe ratio of 0.78 indicates the return generated per unit of risk taken over the measured period. The maximum drawdown recorded for the ETF is -17.75%, representing the largest peak-to-trough decline experienced. This combination of a beta near unity and a moderate Sharpe ratio implies the fund offers market-like sensitivity with a reasonable risk-adjusted return profile. The low volatility classification alongside the specific drawdown figure characterizes the fund's behavior during market stress periods.

AI-generated summary based on the data on this page.

SCHH Top Holdings

Holdings as of 2026-02-28 per the fund's most recent SEC N-PORT-P filing.

Market Backdrop

10-Year Treasury Yield: 4.55% (as of 2026-07-07) — The yield on 10-year US Treasury bonds — the standard "risk-free rate" benchmark used to contextualize this fund’s Sharpe ratio and returns.

CBOE Volatility Index (VIX): 16.13 (as of 2026-07-07) — A real-time gauge of expected S&P 500 volatility over the next 30 days — useful context for this fund’s own volatility label.

Federal Funds Rate: 3.63% (as of 2026-06-01) — The Federal Reserve’s target policy rate, which anchors short-term borrowing costs across the economy.

SCHH Performance History

How SCHH Compares to Other Real Estate ETFs