SCHK:NYE-Schwab 1000 ETF (USD)

ETF | Large Blend |

Last Closing

USD 52.51

Change

0.00 (0.00)%

Market Cap

USD 3.61B

Volume

0.13M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-06-23 )

Largest Industry Peers for Large Blend

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

+0.86 (+0.16%)

USD 524.51B
IVV iShares Core S&P 500 ETF

+0.80 (+0.15%)

USD 473.37B
VOO Vanguard S&P 500 ETF

+0.78 (+0.16%)

USD 473.15B
VTI Vanguard Total Stock Market In..

+0.65 (+0.24%)

USD 395.02B
VIG Vanguard Dividend Appreciation..

-0.07 (-0.04%)

USD 79.96B
ITOT iShares Core S&P Total U.S. St..

+0.22 (+0.18%)

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

+0.20 (+0.12%)

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

+0.07 (+0.11%)

USD 42.96B
SPLG SPDR® Portfolio S&P 500 ETF

+0.08 (+0.12%)

USD 39.37B
IWB iShares Russell 1000 ETF

+0.42 (+0.14%)

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 14.00% 61% D- 84% B
Dividend Return 0.33% 34% F 12% F
Total Return 14.34% 62% D 82% B
Trailing 12 Months  
Capital Gain 25.71% 67% D+ 82% B
Dividend Return 1.18% 38% F 16% F
Total Return 26.89% 64% D 80% B-
Trailing 5 Years  
Capital Gain 82.71% 63% D 82% B
Dividend Return 8.69% 76% C+ 32% F
Total Return 91.40% 60% 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 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:
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.