Thanks in part to a June 2020 benchmark change, Schwab U.S. REIT ETF SCHH is well-positioned to outperform its category peers over the long term. Its large allocation to specialty REITs may induce volatile stretches, but market-cap weighting and an ultralow fee make it a strong overall option. It earns a Morningstar Analyst Rating of Silver.
Will SCHH outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable SCHH’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the SCHH management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of SCHH’s parent organization’s priorities and whether they’re in line with investors’ interests.