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

ETF | Large Value |

Last Closing

USD 80.22

Change

+0.55 (+0.69)%

Market Cap

USD 11.79B

Volume

0.21M

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: 2024-10-04 )

Largest Industry Peers for Large Value

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

+0.33 (+0.39%)

USD 61.23B
DGRO iShares Core Dividend Growth E..

+0.40 (+0.64%)

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

+0.63 (+0.89%)

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

+0.20 (+0.44%)

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

+1.25 (+0.66%)

USD 5.21B
FDVV Fidelity® High Dividend ETF

+0.17 (+0.34%)

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

+0.13 (+0.26%)

USD 3.52B
IWX iShares Russell Top 200 Value ..

+0.66 (+0.82%)

USD 3.20B
LRGF iShares U.S. Equity Factor ETF

+0.55 (+0.94%)

USD 2.16B
QDF FlexShares Quality Dividend In..

+0.40 (+0.56%)

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 14.44% 32% F 67% D+
Dividend Return 1.81% 58% F 35% F
Total Return 16.24% 32% F 66% D+
Trailing 12 Months  
Capital Gain 26.33% 24% F 66% D+
Dividend Return 2.75% 63% D 38% F
Total Return 29.08% 29% F 64% D
Trailing 5 Years  
Capital Gain 43.43% 27% F 66% D+
Dividend Return 13.10% 61% D- 47% F
Total Return 56.53% 27% 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 11.79B 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.