SCHM:NYE-Schwab U.S. Mid-Cap ETF (USD)

ETF | Mid-Cap Blend |

Last Closing

USD 27.91

Change

-0.01 (-0.04)%

Market Cap

N/A

Volume

0.44M

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

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Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-10-29 )

Largest Industry Peers for Mid-Cap Blend

Symbol Name Price(Change) Market Cap
IJH iShares Core S&P Mid-Cap ETF

+0.07 (+0.11%)

USD 91.45B
IWR iShares Russell Mid-Cap ETF

-0.18 (-0.20%)

USD 36.97B
MDY SPDR® S&P MIDCAP 400 ETF Trus..

+0.57 (+0.10%)

USD 22.96B
VXF Vanguard Extended Market Index..

+0.12 (+0.06%)

USD 20.29B
SPMD SPDR Russell Small Cap Complet..

+0.03 (+0.05%)

USD 11.55B
XMHQ Invesco S&P MidCap Quality ETF

+0.23 (+0.23%)

USD 5.74B
JHMM John Hancock Multifactor Mid C..

-0.11 (-0.18%)

USD 4.01B
IVOO Vanguard S&P Mid-Cap 400 Index..

+0.06 (+0.06%)

USD 2.28B
EQAL Invesco Russell 1000 Equal Wei..

-0.13 (-0.27%)

USD 0.62B
FSMD Fidelity Small-Mid Factor

+0.07 (+0.17%)

USD 0.53B

ETFs Containing SCHM

N/A

Market Performance

  Market Performance vs. Industry/Classification (Mid-Cap Blend) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 11.17% 44% F 62% D
Dividend Return N/A N/A N/A N/A N/A
Total Return 11.17% 44% F 65% D
Trailing 12 Months  
Capital Gain 30.79% 53% F 69% C-
Dividend Return N/A N/A N/A N/A N/A
Total Return 30.79% 53% F 71% C-
Trailing 5 Years  
Capital Gain 46.36% 37% F 71% C-
Dividend Return N/A N/A N/A N/A N/A
Total Return 46.36% 37% F 72% C
Average Annual (5 Year Horizon)  
Capital Gain 11.19% 26% F 69% C-
Dividend Return 12.61% 26% F 67% D+
Total Return 1.41% 83% B 34% F
Risk Return Profile  
Volatility (Standard Deviation) 22.72% 47% F 47% F
Risk Adjusted Return 55.49% 42% F 72% C
Market Capitalization N/A N/A N/A N/A N/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:
Superior total returns

The stock has outperformed its sector peers on average annual total returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile.

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.

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.

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.