SCHHSchwab U.S. REIT ETF

Beacon PickBeat inflation Get income#3 of 97 for Beat inflation

The funds goal is to track the total return of an index composed of U.S. real estate investment trusts.

Schwab ETFs · Since 2011 (15 years)

Annual Cost

0.07%

#207 out of 5,332 ETFs

Fund Size

$9.2B

#256 out of 5,332 ETFs

Dividend Yield

3.03%

Track Record

15 years

#870 out of 5,332 ETFs

Performance

1 Year

+14.7%

3 Years

+10.8%

5 Years

+4.2%

What's inside

Asset class

equity

Region

north america

Strategy

index tracking

Cap

multi cap

Sector

real estate

Focus

Real Assets

Asset allocation

Stocks

99.9%

Cash

0.1%

Sector breakdown

Real Estate

100.0%

Top holdings

Welltower IncWELL10.0%

Prologis IncPLD8.8%

Equinix IncEQIX4.8%

Digital Realty Trust IncDLR4.4%

Realty Income CorpO4.4%

Simon Property Group IncSPG4.4%

American Tower CorpAMT4.3%

Public StoragePSA3.3%

Ventas IncVTR3.0%

Crown Castle IncCCI2.7%

Risk profile

Volatility (1Y)

13.4%

Moderate

Max drawdown

-44.2%

Worst peak-to-trough loss

Sharpe (3Y)

0.49

Below average

Sortino (3Y)

0.70

Moderate downside risk

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