SCHA:NYE-Schwab U.S. Small-Cap ETF (USD)

ETF | Small Blend |

Last Closing

USD 51.14

Change

+0.66 (+1.31)%

Market Cap

USD 17.80B

Volume

0.59M

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 index. The index includes the small-cap portion of the Dow Jones U.S. Total Stock Market Index actually available to investors in the marketplace. The Dow Jones U.S. Small-Cap Total Stock Market Index includes the components ranked 751-2500 by full market capitalization. The index is a float-adjusted market capitalization weighted index. The fund will invest at least 90% of its net assets in these stocks.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-10-04 )

Largest Industry Peers for Small Blend

Symbol Name Price(Change) Market Cap
IJR iShares Core S&P Small-Cap ETF

+1.72 (+1.51%)

USD 84.08B
SPSM SPDR® Portfolio S&P 600 Small..

+0.64 (+1.44%)

USD 11.77B
FNDA Schwab Fundamental U.S. Small ..

+0.73 (+1.25%)

USD 9.08B
EES WisdomTree U.S. SmallCap Earni..

+0.65 (+1.26%)

USD 0.62B
JPSE JPMorgan Diversified Return U...

+0.56 (+1.19%)

USD 0.52B
GSSC Goldman Sachs ActiveBeta® U.S..

+1.06 (+1.57%)

USD 0.51B
JHSC John Hancock Multifactor Small..

+0.49 (+1.24%)

USD 0.50B
ISMD Inspire Small/Mid Cap Impact E..

+0.36 (+0.98%)

USD 0.20B
SMLV SPDR® SSGA US Small Cap Low V..

+1.62 (+1.34%)

USD 0.19B
SMLF iShares MSCI USA Small-Cap Mul..

+0.82 (+1.26%)

N/A

ETFs Containing SCHA

FDT First Trust Developed Mar.. 0.00 % 0.80 %

+0.72 (+1.36%)

USD 0.44B
FEP First Trust Europe AlphaD.. 0.00 % 0.80 %

+0.52 (+1.36%)

USD 0.22B

Market Performance

  Market Performance vs. Industry/Classification (Small Blend) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 8.26% 60% D- 50% F
Dividend Return 0.94% 36% F 17% F
Total Return 9.19% 53% F 44% F
Trailing 12 Months  
Capital Gain 26.15% 73% C 66% D+
Dividend Return 1.67% 60% D- 23% F
Total Return 27.81% 80% B- 62% D
Trailing 5 Years  
Capital Gain -25.48% 7% C- 18% F
Dividend Return 5.24% 7% C- 15% F
Total Return -20.25% 7% C- 15% F
Average Annual (5 Year Horizon)  
Capital Gain 0.92% N/A N/A 41% F
Dividend Return 2.15% N/A N/A 36% F
Total Return 1.23% N/A N/A 28% F
Risk Return Profile  
Volatility (Standard Deviation) 40.93% N/A N/A 23% F
Risk Adjusted Return 5.25% N/A N/A 28% F
Market Capitalization 17.80B 90% A- 90% 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:

There is nothing we particularly dislike