SCHD:NYE-Schwab U.S. Dividend Equity ETF (USD)

ETF | Large Value |

Last Closing

USD 28.1

Change

0.00 (0.00)%

Market Cap

USD 63.08B

Volume

9.31M

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 index. The index is designed to measure the performance of high dividend yielding stocks issued by U.S. companies that have a record of consistently paying dividends, selected for fundamental strength relative to their peers, based on financial ratios. The fund will invest at least 90% of its net assets in these stocks.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-11-03 )

ETFs Containing SCHD

PRMN Northern Lights Fund Trus.. 14.96 % 0.00 %

N/A

USD 3.64M
INKM SPDR® SSgA Income Alloca.. 0.00 % 0.39 %

N/A

USD 0.08B

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 -63.09% 8% B- 7% C-
Dividend Return N/A N/A N/A N/A N/A
Total Return -63.09% 8% B- 7% C-
Trailing 12 Months  
Capital Gain -60.00% 8% B- 6% D-
Dividend Return N/A N/A N/A N/A N/A
Total Return -60.00% 8% B- 7% C-
Trailing 5 Years  
Capital Gain -50.16% 10% F 15% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -50.16% 10% F 16% F
Average Annual (5 Year Horizon)  
Capital Gain 10.94% 42% F 69% C-
Dividend Return 14.00% 65% D 71% C-
Total Return 3.06% 83% B 64% D
Risk Return Profile  
Volatility (Standard Deviation) 17.93% 38% F 58% F
Risk Adjusted Return 78.11% 50% F 88% B+
Market Capitalization 63.08B 100% F 97% 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.

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.

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.