SCHK:NYE-Schwab 1000 ETF (USD)

ETF | Large Blend |

Last Closing

USD 48.35

Change

-0.16 (-0.33)%

Market Cap

USD 3.34B

Volume

0.22M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

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Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-05-01 )

Largest Industry Peers for Large Blend

Symbol Name Price(Change) Market Cap
SPY SPDR S&P 500 ETF Trust

+1.09 (+0.20%)

USD 533.64B
IVV iShares Core S&P 500 ETF

+1.14 (+0.21%)

USD 470.06B
VOO Vanguard S&P 500 ETF

+0.94 (+0.19%)

USD 462.68B
VTI Vanguard Total Stock Market In..

+0.12 (+0.04%)

USD 394.93B
VIG Vanguard Dividend Appreciation..

+0.80 (+0.44%)

USD 78.38B
ITOT iShares Core S&P Total U.S. St..

+0.06 (+0.05%)

USD 55.78B
RSP Invesco S&P 500® Equal Weight..

-0.47 (-0.28%)

USD 55.39B
SCHX Schwab U.S. Large-Cap ETF

+0.09 (+0.14%)

USD 41.62B
SPLG SPDR® Portfolio S&P 500 ETF

+0.14 (+0.22%)

USD 37.89B
IWB iShares Russell 1000 ETF

+0.16 (+0.05%)

USD 36.17B

ETFs Containing SCHK

N/A

Market Performance

  Market Performance vs. Industry/Classification (Large Blend) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 4.97% 55% F 73% C
Dividend Return 0.33% 52% F 17% F
Total Return 5.31% 55% F 70% C-
Trailing 12 Months  
Capital Gain 23.09% 74% C 78% C+
Dividend Return 1.64% 62% D 22% F
Total Return 24.73% 78% C+ 76% C+
Trailing 5 Years  
Capital Gain 66.84% 61% D- 82% B
Dividend Return 8.62% 76% C+ 32% F
Total Return 75.46% 61% D- 81% B-
Average Annual (5 Year Horizon)  
Capital Gain 12.46% 65% D 76% C+
Dividend Return 13.85% 66% D+ 75% C
Total Return 1.39% 73% C 33% F
Risk Return Profile  
Volatility (Standard Deviation) 18.94% 42% F 59% D-
Risk Adjusted Return 73.16% 65% D 92% A
Market Capitalization 3.34B 69% C- 71% C-

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:

There is nothing we particularly like

What to not like:
Overpriced compared to earnings

The stock is trading high compared to its peers on a price to earning basis and is above the sector median.

High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.