SCHK:NYE-Schwab 1000 ETF (USD)

ETF | Large Blend |

Last Closing

USD 53.29

Change

+0.28 (+0.53)%

Market Cap

USD 3.59B

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: 2024-07-05 )

Largest Industry Peers for Large Blend

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

-4.84 (-0.86%)

USD 548.53B
IVV iShares Core S&P 500 ETF

-4.79 (-0.85%)

USD 487.95B
VOO Vanguard S&P 500 ETF

-4.42 (-0.86%)

USD 470.28B
VTI Vanguard Total Stock Market In..

-1.23 (-0.45%)

USD 408.46B
VIG Vanguard Dividend Appreciation..

+0.45 (+0.24%)

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

-0.60 (-0.49%)

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

+1.99 (+1.21%)

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

-0.48 (-0.72%)

USD 43.76B
IWB iShares Russell 1000 ETF

-1.93 (-0.63%)

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

-0.54 (-0.82%)

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 15.70% 63% D 84% B
Dividend Return 0.69% 54% F 19% F
Total Return 16.39% 64% D 83% B
Trailing 12 Months  
Capital Gain 25.86% 64% D 83% B
Dividend Return 1.56% 59% D- 23% F
Total Return 27.42% 65% D 82% B
Trailing 5 Years  
Capital Gain 81.51% 64% D 84% B
Dividend Return 8.64% 75% C 31% F
Total Return 90.15% 67% D+ 84% B
Average Annual (5 Year Horizon)  
Capital Gain 13.46% 66% D+ 77% C+
Dividend Return 14.90% 66% D+ 76% C+
Total Return 1.44% 76% C+ 34% F
Risk Return Profile  
Volatility (Standard Deviation) 18.98% 41% F 54% F
Risk Adjusted Return 78.50% 65% D 92% 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.