SCHA:NYE-Schwab U.S. Small-Cap ETF (USD)

ETF | Small Blend |

Last Closing

USD 27.35

Change

-0.24 (-0.87)%

Market Cap

USD 19.31B

Volume

4.00M

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 includes the small-cap portion of the Dow Jones U.S. Total Stock Market Index actually available to investors in the marketplace. The Dow Jones U.S. Small-Cap Total Stock Market Index includes the components ranked 751-2500 by full market capitalization. The index is a float-adjusted market capitalization weighted index. 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: 2024-11-13 )

Largest Industry Peers for Small Blend

Symbol Name Price(Change) Market Cap
IJR iShares Core S&P Small-Cap ETF

-1.05 (-0.84%)

USD 84.92B
SPSM SPDR® Portfolio S&P 600 Small..

-0.38 (-0.79%)

USD 11.83B
FNDA Schwab Fundamental U.S. Small ..

-0.20 (-0.63%)

USD 9.72B
EES WisdomTree U.S. SmallCap Earni..

-0.51 (-0.89%)

USD 0.69B
JPSE JPMorgan Diversified Return U...

-0.58 (-1.15%)

USD 0.54B
GSSC Goldman Sachs ActiveBeta® U.S..

-0.66 (-0.88%)

USD 0.51B
JHSC John Hancock Multifactor Small..

-0.20 (-0.47%)

USD 0.50B
SMLV SPDR® SSGA US Small Cap Low V..

-0.94 (-0.68%)

USD 0.22B
ISMD Inspire Small/Mid Cap Impact E..

-0.27 (-0.67%)

USD 0.19B
SMLF iShares MSCI USA Small-Cap Mul..

-0.44 (-0.61%)

N/A

ETFs Containing SCHA

N/A

Market Performance

  Market Performance vs. Industry/Classification (Small Blend) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 15.79% 60% D- 65% D
Dividend Return 1.31% 86% B+ 25% F
Total Return 17.10% 67% D+ 63% D
Trailing 12 Months  
Capital Gain 29.96% 60% D- 75% C
Dividend Return 2.58% 93% A 36% F
Total Return 32.54% 67% D+ 74% C
Trailing 5 Years  
Capital Gain 49.86% 33% F 70% C-
Dividend Return 13.79% 87% B+ 44% F
Total Return 63.65% 67% D+ 70% C-
Average Annual (5 Year Horizon)  
Capital Gain 1.31% 7% C- 39% F
Dividend Return 2.53% 7% C- 35% F
Total Return 1.22% 60% D- 29% F
Risk Return Profile  
Volatility (Standard Deviation) 41.23% 7% C- 24% F
Risk Adjusted Return 6.14% 7% C- 26% F
Market Capitalization 19.31B 90% A- 91% 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.

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.