SCHZ:NYE-Schwab U.S. Aggregate Bond ETF (USD)

ETF | Intermediate Core Bond |

Last Closing

USD 47.52

Change

-0.10 (-0.21)%

Market Cap

USD 8.49B

Volume

0.76M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

The fund will invest at least 90% of its net assets in securities included in the index. The index is a broad-based benchmark measuring the performance of the U.S. investment grade, taxable bond market, including U.S. Treasuries, government-related and corporate bonds, mortgage pass-through securities, commercial mortgage-backed securities, and asset-backed securities that are publicly available for sale in the United States.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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

Largest Industry Peers for Intermediate Core Bond

Symbol Name Price(Change) Market Cap
SPAB SPDR® Portfolio Aggregate Bon..

-0.07 (-0.27%)

USD 8.60B
EAGG iShares ESG U.S. Aggregate Bon..

-0.10 (-0.21%)

USD 3.61B
AGGY WisdomTree Yield Enhanced U.S...

-0.12 (-0.27%)

USD 0.99B
CMBS iShares CMBS ETF

+0.16 (+0.33%)

USD 0.47B
NUBD Nuveen ESG U.S. Aggregate Bond..

-0.04 (-0.18%)

USD 0.41B
BNDC FlexShares Core Select Bond Fu..

-0.06 (-0.25%)

USD 0.17B
NUAG NuShares Enhanced Yield US Agg..

-0.03 (-0.12%)

N/A
AGG iShares Core U.S. Aggregate Bo..

-0.23 (-0.23%)

N/A
BIV Vanguard Intermediate-Term Bon..

-0.19 (-0.24%)

N/A
GBF iShares Government/Credit Bond..

-0.21 (-0.20%)

N/A

ETFs Containing SCHZ

FIVR 11.58 % 0.00 %

N/A

N/A

Market Performance

  Market Performance vs. Industry/Classification (Intermediate Core Bond) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 1.93% 41% F 32% F
Dividend Return 2.55% 68% D+ 48% F
Total Return 4.48% 59% D- 30% F
Trailing 12 Months  
Capital Gain 8.54% 50% F 35% F
Dividend Return 3.36% 50% F 47% F
Total Return 11.90% 50% F 33% F
Trailing 5 Years  
Capital Gain -11.85% 32% F 28% F
Dividend Return 9.72% 32% F 33% F
Total Return -2.13% 14% F 24% F
Average Annual (5 Year Horizon)  
Capital Gain -4.30% N/A N/A 18% F
Dividend Return -2.35% N/A N/A 14% F
Total Return 1.95% N/A N/A 44% F
Risk Return Profile  
Volatility (Standard Deviation) 6.01% N/A N/A 88% B+
Risk Adjusted Return -39.13% N/A N/A 8% B-
Market Capitalization 8.49B 79% B- 83% 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:

There is nothing we particularly dislike