SCHG:NYE-Schwab U.S. Large-Cap Growth ETF (USD)

ETF | Large Growth |

Last Closing

USD 104.18

Change

+0.53 (+0.51)%

Market Cap

USD 32.57B

Volume

1.19M

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 Growth Total Stock Market Index. The index includes the large-cap growth 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 Growth Total Stock Market Index includes the components ranked 1-750 by full market capitalization and that are classified as growth based on a number of factors.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-09-30 )

Largest Industry Peers for Large Growth

Symbol Name Price(Change) Market Cap
VOOG Vanguard S&P 500 Growth Index ..

+1.56 (+0.45%)

USD 12.94B
VOOG Vanguard S&P 500 Growth Index ..

+1.56 (+0.45%)

USD 12.94B
IWY iShares Russell Top 200 Growth..

+1.33 (+0.61%)

USD 11.69B
IWY iShares Russell Top 200 Growth..

+1.33 (+0.61%)

USD 11.69B
SPGP Invesco S&P 500 GARP ETF

-0.15 (-0.14%)

USD 4.27B
SPGP Invesco S&P 500 GARP ETF

-0.15 (-0.14%)

USD 4.27B
JMOM JPMorgan U.S. Momentum Factor ..

+0.25 (+0.44%)

USD 1.14B
JMOM JPMorgan U.S. Momentum Factor ..

+0.25 (+0.44%)

USD 1.14B
FQAL Fidelity® Quality Factor ETF

+0.29 (+0.45%)

USD 1.05B
FQAL Fidelity® Quality Factor ETF

+0.29 (+0.45%)

USD 1.05B

ETFs Containing SCHG

QVOY 13.56 % 0.00 %

N/A

N/A
XCOR FundX ETF 9.90 % 0.00 %

+0.25 (+0.19%)

N/A
XNAV FundX Aggressive ETF 9.40 % 0.00 %

+0.28 (+0.19%)

N/A
XRLX FundX Investment Trust 6.99 % 0.00 %

+0.08 (+0.19%)

USD 0.06B

Market Performance

  Market Performance vs. Industry/Classification (Large Growth) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 25.58% 69% C- 86% B+
Dividend Return 0.38% 37% F 5% F
Total Return 25.96% 69% C- 85% B
Trailing 12 Months  
Capital Gain 42.01% 86% B+ 86% B+
Dividend Return 0.60% 30% F 7% C-
Total Return 42.61% 86% B+ 84% B
Trailing 5 Years  
Capital Gain 27.16% 2% F 59% D-
Dividend Return 2.69% 34% F 8% B-
Total Return 29.85% 2% F 50% F
Average Annual (5 Year Horizon)  
Capital Gain 9.56% N/A N/A 67% D+
Dividend Return 10.06% N/A N/A 62% D
Total Return 0.50% N/A N/A 12% F
Risk Return Profile  
Volatility (Standard Deviation) 41.47% N/A N/A 23% F
Risk Adjusted Return 24.26% N/A N/A 42% F
Market Capitalization 32.57B 96% N/A 93% 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:
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.