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

ETF | Intermediate Core Bond |

Last Closing

USD 46.88

Change

-0.34 (-0.72)%

Market Cap

USD 8.49B

Volume

0.34M

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: 2024-10-04 )

Largest Industry Peers for Intermediate Core Bond

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

-0.18 (-0.69%)

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

-0.35 (-0.72%)

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

-0.27 (-0.61%)

USD 0.99B
CMBS iShares CMBS ETF

-0.29 (-0.60%)

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

-0.14 (-0.62%)

USD 0.41B
BNDC FlexShares Core Select Bond Fu..

-0.18 (-0.79%)

USD 0.17B
NUAG NuShares Enhanced Yield US Agg..

-0.18 (-0.82%)

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

-0.65 (-0.65%)

N/A
BIV Vanguard Intermediate-Term Bon..

-0.60 (-0.77%)

N/A
GBF iShares Government/Credit Bond..

-0.74 (-0.70%)

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 0.56% 27% F 27% F
Dividend Return 2.85% 64% D 51% F
Total Return 3.41% 45% F 26% F
Trailing 12 Months  
Capital Gain 7.52% 27% F 30% F
Dividend Return 3.69% 55% F 49% F
Total Return 11.21% 55% F 30% F
Trailing 5 Years  
Capital Gain -13.41% 36% F 28% F
Dividend Return 9.94% 36% F 34% F
Total Return -3.47% 18% F 23% 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 86% B+ 84% 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