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

ETF | Small Blend |

Last Closing

USD 26.64

Change

-0.38 (-1.41)%

Market Cap

USD 19.31B

Volume

1.83M

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)

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Relative Returns (From:    To: 2024-11-15 )

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JPSE JPMorgan Diversified Return U...

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GSSC Goldman Sachs ActiveBeta® U.S..

-0.95 (-1.30%)

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JHSC John Hancock Multifactor Small..

-0.45 (-1.07%)

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SMLV SPDR® SSGA US Small Cap Low V..

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ISMD Inspire Small/Mid Cap Impact E..

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SMLF iShares MSCI USA Small-Cap Mul..

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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 12.79% 60% D- 63% D
Dividend Return 1.31% 86% B+ 25% F
Total Return 14.09% 67% D+ 59% D-
Trailing 12 Months  
Capital Gain 26.89% 60% D- 73% C
Dividend Return 2.58% 93% A 37% F
Total Return 29.47% 67% D+ 73% C
Trailing 5 Years  
Capital Gain 45.97% 33% F 69% C-
Dividend Return 13.79% 87% B+ 44% F
Total Return 59.76% 67% D+ 69% 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.