SCHB:NYE-Schwab U.S. Broad Market ETF (USD)

ETF | Large Blend |

Last Closing

USD 23.04

Change

-0.16 (-0.69)%

Market Cap

N/A

Volume

2.36M

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: 2024-11-14 )

Largest Industry Peers for Large Blend

Symbol Name Price(Change) Market Cap
VTI Vanguard Total Stock Market In..

-2.19 (-0.74%)

USD 443.32B
SCHX Schwab U.S. Large-Cap ETF

-0.16 (-0.68%)

USD 50.15B
SPLG SPDR® Portfolio S&P 500 ETF

-0.46 (-0.65%)

USD 48.51B
GSLC Goldman Sachs ActiveBeta® U.S..

-0.79 (-0.67%)

USD 13.67B
DYNF BlackRock US Equity Factor Rot..

-0.28 (-0.53%)

USD 13.25B
SPTM SPDR® Portfolio S&P 1500 Comp..

-0.47 (-0.64%)

USD 9.18B
SPLV Invesco S&P 500® Low Volatili..

-0.61 (-0.83%)

USD 7.58B
JQUA JPMorgan U.S. Quality Factor E..

-0.43 (-0.73%)

USD 5.05B
SCHK Schwab 1000 ETF

-0.18 (-0.62%)

USD 3.82B
SUSA iShares MSCI USA ESG Select

-0.84 (-0.68%)

USD 3.66B

ETFs Containing SCHB

N/A

Market Performance

  Market Performance vs. Industry/Classification (Large Blend) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 24.16% 57% F 79% B-
Dividend Return 1.07% 57% F 19% F
Total Return 25.23% 57% F 78% C+
Trailing 12 Months  
Capital Gain 32.36% 74% C 78% C+
Dividend Return 1.57% 58% F 21% F
Total Return 33.94% 78% C+ 77% C+
Trailing 5 Years  
Capital Gain 85.36% 54% F 81% B-
Dividend Return 10.07% 62% D 29% F
Total Return 95.42% 54% F 81% B-
Average Annual (5 Year Horizon)  
Capital Gain 2.90% 6% D- 45% F
Dividend Return 4.18% 4% F 42% F
Total Return 1.29% 54% F 31% F
Risk Return Profile  
Volatility (Standard Deviation) 36.61% 3% F 28% F
Risk Adjusted Return 11.43% 1% F 30% F
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:

There is nothing we particularly like

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.