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

ETF | Large Value |

Last Closing

USD 27.3

Change

0.00 (0.00)%

Market Cap

USD 12.08B

Volume

0.90M

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)

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Relative Returns (From:    To: 2024-10-19 )

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 16.83% 44% F 69% C-
Dividend Return N/A N/A N/A N/A N/A
Total Return 16.83% 44% F 70% C-
Trailing 12 Months  
Capital Gain 30.66% 48% F 67% D+
Dividend Return N/A N/A N/A N/A N/A
Total Return 30.66% 48% F 69% C-
Trailing 5 Years  
Capital Gain 43.58% 38% F 69% C-
Dividend Return N/A N/A N/A N/A N/A
Total Return 43.58% 40% F 70% C-
Average Annual (5 Year Horizon)  
Capital Gain 9.12% 23% F 65% D
Dividend Return 11.56% 21% F 65% D
Total Return 2.43% 69% C- 52% F
Risk Return Profile  
Volatility (Standard Deviation) 15.92% 54% F 63% D
Risk Adjusted Return 72.59% 38% F 86% B+
Market Capitalization 12.08B 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:
Poor risk adjusted returns

This company is delivering below median risk adjusted returns in its peers. Even if it is outperforming on returns , the returns are unpredictable. Proceed with caution.

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.

Below median dividend returns

The company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.