SCHK:NYE-Schwab 1000 ETF (USD)

ETF | Large Blend |

Last Closing

USD 52.17

Change

0.00 (0.00)%

Market Cap

USD 3.51B

Volume

0.12M

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: 2024-06-15 )

Largest Industry Peers for Large Blend

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

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IVV iShares Core S&P 500 ETF

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VOO Vanguard S&P 500 ETF

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VTI Vanguard Total Stock Market In..

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VIG Vanguard Dividend Appreciation..

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ITOT iShares Core S&P Total U.S. St..

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USD 56.42B
RSP Invesco S&P 500® Equal Weight..

N/A

USD 53.72B
SCHX Schwab U.S. Large-Cap ETF

N/A

USD 42.71B
SPLG SPDR® Portfolio S&P 500 ETF

N/A

USD 39.37B
IWB iShares Russell 1000 ETF

N/A

USD 36.22B

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 13.27% 63% D 84% B
Dividend Return 0.33% 38% F 14% F
Total Return 13.60% 64% D 82% B
Trailing 12 Months  
Capital Gain 22.58% 62% D 83% B
Dividend Return 1.52% 58% F 23% F
Total Return 24.10% 65% D 82% B
Trailing 5 Years  
Capital Gain 82.99% 61% D- 82% B
Dividend Return 8.76% 73% C 31% F
Total Return 91.75% 62% D 82% B
Average Annual (5 Year Horizon)  
Capital Gain 13.18% 66% D+ 77% C+
Dividend Return 14.60% 66% D+ 76% C+
Total Return 1.43% 74% C 33% F
Risk Return Profile  
Volatility (Standard Deviation) 18.97% 42% F 55% F
Risk Adjusted Return 76.98% 66% D+ 90% A-
Market Capitalization 3.51B 70% C- 72% 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.