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

ETF | Large Value |

Last Closing

USD 80.02

Change

-0.06 (-0.07)%

Market Cap

USD 11.82B

Volume

0.20M

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)

Compare
Relative Returns (From:    To: 2024-10-02 )

Largest Industry Peers for Large Value

Symbol Name Price(Change) Market Cap
SCHD Schwab U.S. Dividend Equity ET..

+0.06 (+0.07%)

USD 61.23B
DGRO iShares Core Dividend Growth E..

+0.02 (+0.03%)

USD 30.15B
FNDX Schwab Fundamental U.S. Large ..

-0.09 (-0.13%)

USD 17.02B
SPYD SPDR® Portfolio S&P 500 High ..

-0.17 (-0.37%)

USD 6.77B
VOOV Vanguard S&P 500 Value Index F..

-0.36 (-0.19%)

USD 5.21B
FDVV Fidelity® High Dividend ETF

+0.02 (+0.04%)

USD 3.58B
SPHD Invesco S&P 500® High Dividen..

-0.23 (-0.45%)

USD 3.52B
IWX iShares Russell Top 200 Value ..

-0.01 (-0.01%)

USD 3.18B
LRGF iShares U.S. Equity Factor ETF

+0.01 (+0.02%)

USD 2.16B
QDF FlexShares Quality Dividend In..

-0.02 (-0.03%)

USD 1.88B

ETFs Containing SCHV

PFV 0.00 % 0.00 %

N/A

N/A

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 14.15% 46% F 68% D+
Dividend Return 1.81% 58% F 36% F
Total Return 15.96% 40% F 66% D+
Trailing 12 Months  
Capital Gain 26.45% 35% F 65% D
Dividend Return 2.76% 63% D 38% F
Total Return 29.21% 29% F 64% D
Trailing 5 Years  
Capital Gain 43.07% 29% F 66% D+
Dividend Return 13.10% 61% D- 47% F
Total Return 56.17% 29% F 66% D+
Average Annual (5 Year Horizon)  
Capital Gain 8.67% N/A N/A 65% D
Dividend Return 11.12% N/A N/A 64% D
Total Return 2.45% N/A N/A 53% F
Risk Return Profile  
Volatility (Standard Deviation) 15.90% N/A N/A 62% D
Risk Adjusted Return 69.96% N/A N/A 84% B
Market Capitalization 11.82B 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:
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.