ducovest

SCHK:NYE-Schwab 1000 ETF (USD)

ETF | Large Blend |

Last Closing

USD 28.32

Change

0.00 (0.00)%

Market Cap

USD 3.82B

Volume

0.74M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

The Schwab 1000 Index is a float-adjusted market capitalization weighted index that includes the 1,000 largest stocks of publicly traded companies in the United States, with size being determined by market capitalization (total market value of all shares outstanding). It is the fund's policy that under normal circumstances it will invest at least 90% of its net assets (including, for this purpose, any borrowings for investment purposes) in stocks included in the index.

Currency: USD

Country : USA

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-11-16 )

Largest Industry Peers for Large Blend

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

N/A

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

N/A

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

N/A

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

N/A

 USD 13.67B
DYNF BlackRock US Equity Factor Rot..

N/A

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

N/A

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

N/A

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

N/A

 USD 5.05B
SUSA iShares MSCI USA ESG Select

N/A

 USD 3.66B
DIVO Amplify CWP Enhanced Dividend ..

N/A

 USD 3.64B

ETFs Containing SCHK

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 22.97% 63% D 79% B-
Dividend Return 1.39% 86% B+ 26% F
Total Return 24.36% 69% C- 79% B-
Trailing 12 Months  
Capital Gain 30.45% 78% C+ 78% C+
Dividend Return 1.92% 86% B+ 27% F
Total Return 32.37% 86% B+ 77% C+
Trailing 5 Years  
Capital Gain 84.84% 58% F 82% B
Dividend Return 15.56% 94% A 50% F
Total Return 100.40% 82% B 83% B
Average Annual (5 Year Horizon)  
Capital Gain 14.18% 71% C- 74% C
Dividend Return 15.65% 71% C- 73% C
Total Return 1.47% 79% B- 37% F
Risk Return Profile  
Volatility (Standard Deviation) 19.85% 40% F 55% F
Risk Adjusted Return 78.84% 56% F 89% A-
Market Capitalization 3.82B 84% B 75% C

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:
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.