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

ETF | Mid-Cap Blend |

Last Closing

USD 28.48

Change

-0.31 (-1.08)%

Market Cap

N/A

Volume

0.88M

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: 2024-11-15 )

Largest Industry Peers for Mid-Cap Blend

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

-0.69 (-1.06%)

USD 91.59B
IWR iShares Russell Mid-Cap ETF

-0.64 (-0.70%)

USD 39.94B
MDY SPDR® S&P MIDCAP 400 ETF Trus..

-6.53 (-1.10%)

USD 24.45B
VXF Vanguard Extended Market Index..

-2.77 (-1.42%)

USD 20.72B
SPMD SPDR Russell Small Cap Complet..

-0.63 (-1.11%)

USD 11.56B
XMHQ Invesco S&P MidCap Quality ETF

-1.48 (-1.43%)

USD 6.10B
JHMM John Hancock Multifactor Mid C..

-0.56 (-0.90%)

USD 4.20B
IVOO Vanguard S&P Mid-Cap 400 Index..

-1.26 (-1.15%)

USD 2.43B
EQAL Invesco Russell 1000 Equal Wei..

-0.43 (-0.85%)

USD 0.64B
FSMD Fidelity Small-Mid Factor

-0.43 (-1.00%)

USD 0.57B

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 13.44% 17% F 64% D
Dividend Return 3.32% 94% A 54% F
Total Return 16.76% 44% F 65% D
Trailing 12 Months  
Capital Gain 24.91% 32% F 70% C-
Dividend Return 5.15% 95% A 63% D
Total Return 30.07% 84% B 74% C
Trailing 5 Years  
Capital Gain 44.81% 11% F 69% C-
Dividend Return 20.92% 100% F 66% D+
Total Return 65.74% 37% F 72% C
Average Annual (5 Year Horizon)  
Capital Gain 10.99% 26% F 68% D+
Dividend Return 12.39% 32% F 66% D+
Total Return 1.41% 83% B 34% F
Risk Return Profile  
Volatility (Standard Deviation) 23.29% 42% F 47% F
Risk Adjusted Return 53.20% 37% F 70% 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.