SCHK:NYE-Schwab 1000 ETF (USD)

ETF | Large Blend |

Last Closing

USD 53.29

Change

0.00 (0.00)%

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: 2024-07-07 )

Largest Industry Peers for Large Blend

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

+2.71 (+0.97%)

USD 435.95B
SPLG SPDR® Portfolio S&P 500 ETF

+0.60 (+0.90%)

USD 46.15B
SCHX Schwab U.S. Large-Cap ETF

+0.63 (+0.94%)

USD 46.00B
GSLC Goldman Sachs ActiveBeta® U.S..

+1.05 (+0.94%)

USD 12.90B
DYNF BlackRock US Equity Factor Rot..

+0.49 (+1.00%)

USD 12.01B
SPTM SPDR® Portfolio S&P 1500 Comp..

+0.62 (+0.89%)

USD 9.16B
SPLV Invesco S&P 500® Low Volatili..

+0.32 (+0.45%)

USD 7.54B
JQUA JPMorgan U.S. Quality Factor E..

+0.43 (+0.76%)

USD 5.08B
SUSA iShares MSCI USA ESG Select

+0.87 (+0.73%)

USD 3.71B
DIVO Amplify CWP Enhanced Dividend ..

+0.12 (+0.29%)

USD 3.59B

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 84% B
Dividend Return 1.56% 59% D- 23% F
Total Return 27.42% 65% D 82% B
Trailing 5 Years  
Capital Gain 82.00% 64% D 84% B
Dividend Return 8.66% 75% C 32% F
Total Return 90.67% 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.