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

ETF | Large Blend |

Last Closing

USD 22.84

Change

+0.10 (+0.44)%

Market Cap

N/A

Volume

2.04M

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-11-18 )

Largest Industry Peers for Large Blend

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

+1.18 (+0.41%)

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

+0.10 (+0.43%)

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

+0.29 (+0.42%)

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

+0.43 (+0.37%)

USD 13.67B
DYNF BlackRock US Equity Factor Rot..

+0.15 (+0.29%)

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

+0.25 (+0.35%)

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

+0.17 (+0.23%)

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

+0.19 (+0.33%)

USD 5.05B
SCHK Schwab 1000 ETF

+0.13 (+0.46%)

USD 3.82B
SUSA iShares MSCI USA ESG Select

+0.62 (+0.51%)

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 23.08% 57% F 79% B-
Dividend Return 1.07% 57% F 19% F
Total Return 24.15% 60% D- 77% C+
Trailing 12 Months  
Capital Gain 29.90% 71% C- 78% C+
Dividend Return 1.56% 58% F 21% F
Total Return 31.45% 76% C+ 76% C+
Trailing 5 Years  
Capital Gain 84.22% 54% F 81% B-
Dividend Return 10.09% 62% D 29% F
Total Return 94.31% 56% F 81% B-
Average Annual (5 Year Horizon)  
Capital Gain 2.80% 4% F 44% F
Dividend Return 4.09% 4% F 41% F
Total Return 1.29% 53% F 32% F
Risk Return Profile  
Volatility (Standard Deviation) 36.73% 3% F 28% F
Risk Adjusted Return 11.13% 1% F 29% 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.