SCHK:NYE-Schwab 1000 ETF (USD)

ETF | Large Blend |

Last Closing

USD 52.33

Change

0.00 (0.00)%

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: 2024-06-30 )

Largest Industry Peers for Large Blend

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

+3.67 (+0.67%)

USD 524.51B
IVV iShares Core S&P 500 ETF

+3.50 (+0.64%)

USD 487.95B
VOO Vanguard S&P 500 ETF

+3.25 (+0.65%)

USD 470.28B
VTI Vanguard Total Stock Market In..

+1.55 (+0.58%)

USD 395.02B
VIG Vanguard Dividend Appreciation..

+1.12 (+0.61%)

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

+0.74 (+0.62%)

USD 56.96B
RSP Invesco S&P 500® Equal Weight..

+0.73 (+0.45%)

USD 53.98B
SCHX Schwab U.S. Large-Cap ETF

+0.42 (+0.65%)

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

+0.44 (+0.69%)

USD 39.37B
IWB iShares Russell 1000 ETF

+2.02 (+0.68%)

USD 37.56B

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 13.61% 61% D- 83% B
Dividend Return 0.69% 54% F 20% F
Total Return 14.31% 61% D- 82% B
Trailing 12 Months  
Capital Gain 22.29% 63% D 82% B
Dividend Return 1.54% 61% D- 23% F
Total Return 23.83% 64% D 81% B-
Trailing 5 Years  
Capital Gain 79.47% 60% D- 84% B
Dividend Return 8.70% 75% C 32% F
Total Return 88.17% 62% D 83% B
Average Annual (5 Year Horizon)  
Capital Gain 13.37% 68% D+ 77% C+
Dividend Return 14.80% 66% D+ 76% C+
Total Return 1.44% 76% C+ 34% F
Risk Return Profile  
Volatility (Standard Deviation) 18.98% 42% F 54% F
Risk Adjusted Return 78.01% 66% D+ 93% 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.