ducovest

SCHG:NYE-Schwab U.S. Large-Cap Growth ETF (USD)

ETF | Large Growth |

Last Closing

USD 26.56

Change

0.00 (0.00)%

Market Cap

USD 33.84B

Volume

3.54M

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 Growth Total Stock Market Index. The index includes the large-cap growth 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 Growth Total Stock Market Index includes the components ranked 1-750 by full market capitalization and that are classified as growth based on a number of factors.

Company Website : http://www.schwabfunds.com

Currency: USD

Country : USA

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-10-20 )

Largest Industry Peers for Large Growth

Symbol Name Price(Change) Market Cap
VOOG Vanguard S&P 500 Growth Index ..

N/A

 USD 13.26B
IWY iShares Russell Top 200 Growth..

N/A

 USD 12.19B
SPGP Invesco S&P 500 GARP ETF

N/A

 USD 4.26B
JMOM JPMorgan U.S. Momentum Factor ..

N/A

 USD 1.18B
FQAL Fidelity® Quality Factor ETF

N/A

 USD 1.10B
SFY SoFi Select 500

N/A

 USD 0.93B
QGRO American Century U.S. Quality ..

N/A

 USD 0.93B
BIBL Northern Lights Fund Trust IV ..

N/A

 USD 0.34B
FDMO Fidelity® Momentum Factor ETF

N/A

 USD 0.33B
GVIP Goldman Sachs Hedge Industry V..

N/A

 USD 0.31B

ETFs Containing SCHG

QVOY 13.56 % 0.00 %

N/A

 N/A
XCOR FundX ETF 9.90 % 0.00 %

N/A

 N/A
XNAV FundX Aggressive ETF 9.40 % 0.00 %

N/A

 N/A
XRLX FundX Investment Trust 7.03 % 0.00 %

N/A

 USD 0.06B
RORO ATAC US Rotation ETF 0.00 % 0.00 %

N/A

 USD 6.88M

Market Performance

  Market Performance vs. Industry/Classification (Large Growth) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 28.06% 67% D+ 83% B
Dividend Return N/A N/A N/A N/A N/A
Total Return 28.06% 67% D+ 83% B
Trailing 12 Months  
Capital Gain 47.09% 76% C+ 82% B
Dividend Return N/A N/A N/A N/A N/A
Total Return 47.09% 76% C+ 83% B
Trailing 5 Years  
Capital Gain 25.56% 12% F 64% D
Dividend Return N/A N/A N/A N/A N/A
Total Return 25.56% 12% F 64% D
Average Annual (5 Year Horizon)  
Capital Gain 9.56% 28% F 66% D+
Dividend Return 10.05% 28% F 62% D
Total Return 0.49% 36% F 12% F
Risk Return Profile  
Volatility (Standard Deviation) 41.48% 12% F 23% F
Risk Adjusted Return 24.23% 4% F 41% F
Market Capitalization 33.84B 100% F 94% 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:
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.

Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.

High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.