SCHH vs. RWO - ETF Comparison
SCHH - Schwab US REIT ETF
The Schwab US REIT ETF provides exposure to the US real estate market, tracking the performance of the Dow Jones U.S. Select REIT Index. The fund offers a diversified portfolio of REITs, which can provide investors with current income and indirect exposure to real estate prices.
RWO - SPDR Dow Jones Global Real Estate ETF
The SPDR Dow Jones Global Real Estate ETF provides broad-based exposure to global real estate markets, with a diversified portfolio of over 200 securities. The fund offers a balanced split between U.S. REITs and companies domiciled in developed markets, with a significant allocation to the Asia Pacific region. This ETF is suitable for investors seeking a blend of U.S. and international real estate exposure, with a low expense ratio and robust assets under management.
| SCHH | RWO | |
|---|---|---|
| Fund Name | Schwab US REIT ETF | SPDR Dow Jones Global Real Estate ETF |
| Fund Provider | Charles Schwab | State Street |
| Index | Dow Jones U.S. Select REIT Index | DJ Global Select Real Estate Securities Index (RESI) |
| Asset Class | Real Estate | Real Estate |
| Listing | US-listed | US-listed |
| Expense Ratio | 0.07% | 0.50% |
| Inception Date | 2011-01-13 | 2008-05-07 |
| Number Of Holdings | 118 | 232 |
| Region | United States | Developed Markets |
| Investment Style | Blend | Blend |
| Market Cap | Blend | Blend |
| Sector | Real Estate | Real Estate |
| Leveraged | Non-leveraged | Non-leveraged |
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Key Metrics
Performance Metrics
Risk Metrics
Detailed Returns
Benchmark Comparison
Key Metrics
Performance Metrics
Risk Metrics
Detailed Returns
Benchmark Comparison
Performance Analysis
The performance analysis examines historical data to assess the returns of the investment strategy, including key metrics such as Cumulative returns, End of Year (EoY) returns, and risk-adjusted returns like the Sharpe ratio or the Sortino ratio.
Cumulative Returns
End of Year Returns Table
End of Year Returns
Risk Analysis
The risk analysis refers to an assessment of potential negative events that could lead to a loss of capital. Conducting a risk analysis can help in deciding whether an investment should be made. This is done using risk metrics such as drawdowns, volatility and beta which reflect stakeholders' confidence in the consistency of an investment strategy.
Drawdowns
Drawdowns Table
Monte Carlo Simulation
The Monte Carlo simulation is a statistical method used to forecast portfolio returns by generating a wide range of potential outcomes through random sampling from historical asset price data. It helps investors assess the potential risk and return of a portfolio under various market conditions. The simulation takes into account the initial investment and optionally simulates cash flow scenarios like fixed contributions, fixed withdrawals, or percentage withdrawals.
IMPORTANT: The forecast generated through Monte Carlo simulations is purely hypothetical and does not guarantee future returns. Investment decisions should be made with consideration of various factors, and past performance is not indicative of future results.