Schwab U.S. REIT ETF SCHH is an excellent real estate fund. Its market-cap-weighted portfolio diversifies risk effectively, and it sports one of the lowest fees in its Morningstar Category. The fund should measure up well to its peers over the long run, meriting 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.