SCHV:NYE-Schwab U.S. Large-Cap Value ETF (USD)

ETF | Large Value |

Last Closing

USD 79.83

Change

0.00 (0.00)%

Market Cap

USD 11.60B

Volume

0.25M

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 Dow Jones U.S. Large-Cap Value Total Stock Market Index. The index includes the large-cap value portion of the Dow Jones U.S. Total Stock Market Index actually available to investors in the marketplace. The Dow Jones U.S. Large-Cap Value Total Stock Market Index includes the components ranked 1-750 by full market capitalization and that are classified as value based on a number of factors.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-09-22 )

ETFs Containing SCHV

PFV 0.00 % 0.00 %

N/A

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Market Performance

  Market Performance vs. Industry/Classification (Large Value) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 13.88% 44% F 69% C-
Dividend Return 1.19% 46% F 28% F
Total Return 15.07% 38% F 66% D+
Trailing 12 Months  
Capital Gain 22.36% 31% F 66% D+
Dividend Return 2.01% 44% F 31% F
Total Return 24.38% 25% F 64% D
Trailing 5 Years  
Capital Gain 40.32% 27% F 66% D+
Dividend Return 12.84% 60% D- 47% F
Total Return 53.16% 31% F 66% D+
Average Annual (5 Year Horizon)  
Capital Gain 8.53% 23% F 65% D
Dividend Return 10.98% 17% F 65% D
Total Return 2.45% 69% C- 52% F
Risk Return Profile  
Volatility (Standard Deviation) 15.93% 54% F 62% D
Risk Adjusted Return 68.96% 31% F 83% B
Market Capitalization 11.60B 90% A- 87% B+

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.

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.

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.