Schwab US REIT ETF
0.07%
11.1B
11,129M USDMedium
284
Physical
Distributing
USD
US
Dow Jones Equity All REIT Capped
Schwab
2011-01-13 (15 years)
With 11.1B in assets, this is a large fund — good liquidity and tight spreads.
A TER of 0.07% is among the lowest on the market — excellent value.
Launched in 2011-01-13, this fund has 15 years of history — long and reliable track record.
Medium risk — good risk/return balance for a 5+ year horizon.
Simulated from available data points. Past returns do not guarantee future results.
| Period | Ann. Return | Cumulative |
|---|---|---|
| 1 Month (est.) | — | +1.3% |
| 3 Months (est.) | — | +3.9% |
| 6 Months (est.) | — | +7.9% |
| YTD (est.) | — | +6.5% |
| 1 Year | +16.4% | +16.4% |
| 3 Years | +7.8% | +25.4% |
| 5 Years | +0.2% | +1.2% |
| Since inception (15y) | +8.2% | +224.3% |
284
72.1%
12.8%
15.7%
17.9%
1.01
0.37
-0.02
0.07%
-32.6%
-0.02
17.9%
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The Schwab US REIT ETF tracks the Dow Jones Equity All REIT Capped index. It is managed by Schwab using physical replication and follows a distributing distribution policy. The fund is denominated in USD and domiciled in US. It has a total expense ratio (TER) of 0.07%.
This ranking is for informational purposes only and does not constitute a recommendation to buy or sell any security. Displayed performance is simulated.