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

ETF | Mid-Cap Blend |

Last Closing

USD 83.01

Change

+0.30 (+0.36)%

Market Cap

N/A

Volume

0.31M

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: 2024-09-23 )

Largest Industry Peers for Mid-Cap Blend

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

+0.34 (+0.55%)

USD 88.34B
IWR iShares Russell Mid-Cap ETF

+0.50 (+0.57%)

USD 36.20B
MDY SPDR® S&P MIDCAP 400 ETF Trus..

+2.93 (+0.52%)

USD 22.15B
VXF Vanguard Extended Market Index..

+0.09 (+0.05%)

USD 20.05B
SPMD SPDR Russell Small Cap Complet..

+0.09 (+0.17%)

USD 11.13B
XMHQ Invesco S&P MidCap Quality ETF

+0.77 (+0.76%)

USD 5.67B
JHMM John Hancock Multifactor Mid C..

+0.35 (+0.59%)

USD 3.97B
IVOO Vanguard S&P Mid-Cap 400 Index..

+0.60 (+0.57%)

USD 2.28B
EQAL Invesco Russell 1000 Equal Wei..

+0.06 (+0.12%)

USD 0.61B
FSMD Fidelity Small-Mid Factor

+0.13 (+0.32%)

USD 0.49B

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 10.21% 17% F 58% F
Dividend Return 0.69% 47% F 14% F
Total Return 10.89% 17% F 52% F
Trailing 12 Months  
Capital Gain 22.54% 17% F 66% D+
Dividend Return 1.26% 33% F 17% F
Total Return 23.81% 22% F 62% D
Trailing 5 Years  
Capital Gain 46.04% 6% D- 69% C-
Dividend Return 7.56% 44% F 24% F
Total Return 53.60% 6% D- 67% D+
Average Annual (5 Year Horizon)  
Capital Gain 10.65% 17% F 70% C-
Dividend Return 12.06% 22% F 68% D+
Total Return 1.41% 78% C+ 33% F
Risk Return Profile  
Volatility (Standard Deviation) 22.66% 50% F 46% F
Risk Adjusted Return 53.22% 17% F 70% 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.