Schwab US REIT ETF

SCHH

時価総額 $109億

When rent, insurance, and utilities show up on the same date every month, your portfolio has no room to run short.

The Schwab U.S. REIT ETF offers domestic real estate exposure with a lower expense ratio and higher liquidity than its international counterpart. The Xtrackers International Real Estate ETF provides exposure to non-U.S. holdings and a higher trailing-12-month dividend yield.

Schwab U.S. REIT ETF offers a lower expense ratio at 0.07% compared to the 0.13% fee charged by Vanguard Real Estate ETF. Vanguard Real Estate ETF provides a higher dividend yield and holds more individual securities than its Schwab counterpart.

REITs are refusing to break despite another rate shock: the 10-Year Treasury reached 5%, yet REITs remain higher by roughly 7% in 2026 as the once-dominant rate correlation weakens further. Solid fundamentals are increasingly doing the heavy lifting, with healthy property-level cash flows, improving earnings visibility, strong dividend coverage, and better balance sheets helping REITs absorb the rate shock. Cooling supply increasingly reinforces fundamentals: excluding Data Centers, REIT development pipelines are roughly 40% below their 2022 peak and 2019 levels; Data Centers remain the exception at seven times 2019 levels.

To brace against market pullbacks, add some defensive stocks or funds to your mix. Defensive industries include healthcare, utilities, and consumer staples.

Schwab U.S. REIT ETF offers a significantly lower expense ratio than Northern Trust Global Quality Real Estate ETF. Northern Trust Global Quality Real Estate ETF provides a higher trailing dividend yield and broader global exposure.

Schwab U.S. REIT ETF features a lower expense ratio of 0.07% compared to 0.14% for iShares Global REIT ETF. iShares Global REIT ETF provides broader geographic diversification by including developed and emerging markets outside of the United States.

Most investors reach for TIPS or commodities when inflation starts eroding their savings, but two overlooked asset classes have quietly outpaced rising prices for decades.

U.S. equity markets pulled back from record highs this week as long-term Treasury yields remained elevated, with renewed fiscal concerns after federal debt crossed $40T. Oil prices extended their rebound as stalled Iran negotiations and severely depressed Strait of Hormuz tanker traffic kept geopolitical risk elevated, pushing WTI crude another 5% higher to nearly $87/barrel. Housing data remained soft as starts, pending sales, and builder sentiment stayed depressed amid mortgage rates near 6.7%, but weak construction continued to reinforce the underlying housing shortage.

Q2 2026 13F filings show institutions added shares across 95% of 158 US real estate stocks for over $300M, concentrating in mid- and small caps. Only eight names were net sold.