SCHM:NYE-Schwab U.S. Mid-Cap ETF (USD)

ETF | Mid-Cap Blend |

Last Closing

USD 81.72

Change

0.00 (0.00)%

Market Cap

N/A

Volume

0.22M

Analyst Target

N/A
Analyst Rating

N/A

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: 2024-09-18 )

Largest Industry Peers for Mid-Cap Blend

Symbol Name Price(Change) Market Cap
IJH iShares Core S&P Mid-Cap ETF

+0.06 (+0.10%)

USD 88.34B
IWR iShares Russell Mid-Cap ETF

-0.14 (-0.16%)

USD 34.75B
MDY SPDR® S&P MIDCAP 400 ETF Trus..

+0.29 (+0.05%)

USD 22.15B
VXF Vanguard Extended Market Index..

+0.06 (+0.03%)

USD 20.05B
SPMD SPDR Russell Small Cap Complet..

+0.02 (+0.04%)

USD 10.86B
XMHQ Invesco S&P MidCap Quality ETF

+0.11 (+0.11%)

USD 5.30B
JHMM John Hancock Multifactor Mid C..

-0.08 (-0.14%)

USD 3.79B
IVOO Vanguard S&P Mid-Cap 400 Index..

-0.04 (-0.04%)

USD 2.12B
EQAL Invesco Russell 1000 Equal Wei..

-0.01 (-0.02%)

USD 0.59B
FSMD Fidelity Small-Mid Factor

+0.04 (+0.10%)

USD 0.47B

ETFs Containing SCHM

N/A

Market Performance

  Market Performance vs. Industry/Classification (Mid-Cap Blend) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 8.50% 11% F 56% F
Dividend Return 0.69% 65% D 16% F
Total Return 9.18% 11% F 49% F
Trailing 12 Months  
Capital Gain 18.49% 11% F 64% D
Dividend Return 1.24% 33% F 17% F
Total Return 19.73% 11% F 59% D-
Trailing 5 Years  
Capital Gain 43.12% 6% D- 69% C-
Dividend Return 7.93% 72% C 26% F
Total Return 51.04% 6% D- 67% D+
Average Annual (5 Year Horizon)  
Capital Gain 10.55% 17% F 70% C-
Dividend Return 11.96% 22% F 67% D+
Total Return 1.41% 78% C+ 32% F
Risk Return Profile  
Volatility (Standard Deviation) 22.67% 50% F 46% F
Risk Adjusted Return 52.75% 17% F 71% C-
Market Capitalization N/A N/A N/A N/A N/A

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:
Poor risk adjusted returns

This company is delivering below median risk adjusted returns in its peers. Even if it is outperforming on returns , the returns are unpredictable. Proceed with caution.

Below median dividend returns

The company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.

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.