SCHK:NYE-Schwab 1000 ETF (USD)

ETF | Large Blend |

Last Closing

USD 53.01

Change

+0.27 (+0.51)%

Market Cap

USD 3.59B

Volume

0.11M

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: 2024-07-03 )

Largest Industry Peers for Large Blend

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

+3.18 (+0.58%)

USD 548.53B
IVV iShares Core S&P 500 ETF

+3.43 (+0.62%)

USD 487.95B
VOO Vanguard S&P 500 ETF

+3.03 (+0.60%)

USD 470.28B
VTI Vanguard Total Stock Market In..

+1.41 (+0.52%)

USD 395.02B
VIG Vanguard Dividend Appreciation..

+0.52 (+0.28%)

USD 79.38B
ITOT iShares Core S&P Total U.S. St..

+0.77 (+0.64%)

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

-0.07 (-0.04%)

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

+0.35 (+0.54%)

USD 42.96B
IWB iShares Russell 1000 ETF

+1.74 (+0.58%)

USD 37.56B
SPLG SPDR® Portfolio S&P 500 ETF

+0.39 (+0.60%)

USD 36.98B

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 15.09% 63% D 83% B
Dividend Return 0.69% 54% F 19% F
Total Return 15.78% 64% D 82% B
Trailing 12 Months  
Capital Gain 23.94% 64% D 82% B
Dividend Return 1.54% 59% D- 23% F
Total Return 25.48% 65% D 81% B-
Trailing 5 Years  
Capital Gain 80.55% 62% D 84% B
Dividend Return 8.64% 75% C 32% F
Total Return 89.19% 65% D 84% 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 3.59B 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.