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

ETF | Mid-Cap Blend |

Last Closing

USD 82.81

Change

+0.65 (+0.79)%

Market Cap

N/A

Volume

0.21M

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: 2024-09-26 )

Largest Industry Peers for Mid-Cap Blend

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

+0.50 (+0.81%)

USD 91.24B
IWR iShares Russell Mid-Cap ETF

+0.61 (+0.70%)

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

+4.68 (+0.83%)

USD 23.21B
VXF Vanguard Extended Market Index..

+1.15 (+0.64%)

USD 20.35B
SPMD SPDR Russell Small Cap Complet..

+0.44 (+0.81%)

USD 11.13B
XMHQ Invesco S&P MidCap Quality ETF

+0.83 (+0.82%)

USD 5.67B
JHMM John Hancock Multifactor Mid C..

+0.46 (+0.77%)

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

+0.88 (+0.84%)

USD 2.28B
FNX First Trust Mid Cap Core Alpha..

+0.16 (+0.14%)

USD 1.25B
EQAL Invesco Russell 1000 Equal Wei..

+0.35 (+0.73%)

USD 0.61B

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 9.94% 16% F 54% F
Dividend Return 1.11% 72% C 25% F
Total Return 11.05% 11% F 49% F
Trailing 12 Months  
Capital Gain 21.98% 16% F 61% D-
Dividend Return 1.73% 79% B- 27% F
Total Return 23.71% 16% F 57% F
Trailing 5 Years  
Capital Gain 47.27% 5% F 68% D+
Dividend Return 8.20% 79% B- 28% F
Total Return 55.47% 5% F 66% 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.