SCHA:NYE-Schwab U.S. Small-Cap ETF (USD)

ETF | Small Blend |

Last Closing

USD 51.96

Change

+0.97 (+1.90)%

Market Cap

USD 17.65B

Volume

1.06M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

To pursue its goal, the fund generally invests in stocks that are included in the index. The index includes the small-cap portion of the Dow Jones U.S. Total Stock Market Index actually available to investors in the marketplace. The Dow Jones U.S. Small-Cap Total Stock Market Index includes the components ranked 751-2500 by full market capitalization. The index is a float-adjusted market capitalization weighted index. The fund will invest at least 90% of its net assets in these stocks.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-09-19 )

Largest Industry Peers for Small Blend

Symbol Name Price(Change) Market Cap
IJR iShares Core S&P Small-Cap ETF

+2.26 (+1.95%)

USD 84.22B
SPSM SPDR® Portfolio S&P 600 Small..

+0.87 (+1.93%)

USD 11.31B
FNDA Schwab Fundamental U.S. Small ..

+1.04 (+1.76%)

USD 8.66B
EES WisdomTree U.S. SmallCap Earni..

+1.25 (+2.38%)

USD 0.60B
JHSC John Hancock Multifactor Small..

+0.73 (+1.86%)

USD 0.55B
GSSC Goldman Sachs ActiveBeta® U.S..

+1.62 (+2.36%)

USD 0.50B
JPSE JPMorgan Diversified Return U...

+0.84 (+1.76%)

USD 0.50B
SMLV SPDR® SSGA US Small Cap Low V..

+2.11 (+1.67%)

USD 0.19B
ISMD Inspire Small/Mid Cap Impact E..

+0.68 (+1.81%)

USD 0.19B
SMLF iShares MSCI USA Small-Cap Mul..

+1.27 (+1.94%)

N/A

ETFs Containing SCHA

FEP First Trust Europe AlphaD.. 0.00 % 0.80 %

+0.67 (+1.73%)

USD 0.21B

Market Performance

  Market Performance vs. Industry/Classification (Small Blend) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 9.99% 56% F 56% F
Dividend Return 0.57% 27% F 11% F
Total Return 10.56% 56% F 50% F
Trailing 12 Months  
Capital Gain 25.57% 56% F 71% C-
Dividend Return 1.21% 19% F 16% F
Total Return 26.78% 56% F 68% D+
Trailing 5 Years  
Capital Gain -27.12% 6% D- 17% F
Dividend Return 5.17% 6% D- 15% F
Total Return -21.95% 6% D- 15% F
Average Annual (5 Year Horizon)  
Capital Gain 0.68% 7% C- 41% F
Dividend Return 1.91% 7% C- 35% F
Total Return 1.22% 60% D- 27% F
Risk Return Profile  
Volatility (Standard Deviation) 40.88% 7% C- 23% F
Risk Adjusted Return 4.67% 7% C- 28% F
Market Capitalization 17.65B 91% A- 90% 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:
High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

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.