SCHK:NYE-Schwab 1000 ETF (USD)

ETF | Large Blend |

Last Closing

USD 52.51

Change

-0.03 (-0.06)%

Market Cap

USD 3.61B

Volume

0.13M

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: 2024-06-21 )

Largest Industry Peers for Large Blend

Symbol Name Price(Change) Market Cap
VTI Vanguard Total Stock Market In..

+1.26 (+0.45%)

USD 439.91B
SCHX Schwab U.S. Large-Cap ETF

+0.28 (+0.42%)

USD 45.97B
SPLG SPDR® Portfolio S&P 500 ETF

+0.27 (+0.40%)

USD 45.56B
GSLC Goldman Sachs ActiveBeta® U.S..

+0.53 (+0.47%)

USD 12.84B
DYNF BlackRock US Equity Factor Rot..

+0.03 (+0.06%)

USD 11.77B
SPTM SPDR® Portfolio S&P 1500 Comp..

+0.35 (+0.50%)

USD 9.14B
FTCS First Trust Capital Strength E..

+0.02 (+0.02%)

USD 9.02B
SPLV Invesco S&P 500® Low Volatili..

+0.19 (+0.27%)

USD 7.44B
JQUA JPMorgan U.S. Quality Factor E..

+0.40 (+0.71%)

USD 5.32B
VONE Vanguard Russell 1000 Index Fu..

-0.04 (-0.02%)

USD 5.13B

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 14.00% 62% D 84% B
Dividend Return 0.33% 33% F 12% F
Total Return 14.34% 63% D 82% B
Trailing 12 Months  
Capital Gain 25.71% 68% D+ 82% B
Dividend Return 1.18% 39% F 17% F
Total Return 26.89% 64% D 80% B-
Trailing 5 Years  
Capital Gain 80.51% 59% D- 82% B
Dividend Return 8.59% 69% C- 31% F
Total Return 89.09% 59% D- 82% B
Average Annual (5 Year Horizon)  
Capital Gain 13.27% 66% D+ 77% C+
Dividend Return 14.70% 64% D 76% C+
Total Return 1.43% 75% C 34% F
Risk Return Profile  
Volatility (Standard Deviation) 18.98% 42% F 54% F
Risk Adjusted Return 77.46% 66% D+ 92% A
Market Capitalization 3.61B 71% 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:
Superior total returns

The stock has outperformed its sector peers on average annual total returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile.

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.