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

ETF | Mid-Cap Blend |

Last Closing

USD 28.59

Change

+0.11 (+0.39)%

Market Cap

N/A

Volume

0.80M

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: 2024-11-18 )

Largest Industry Peers for Mid-Cap Blend

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

+0.12 (+0.19%)

USD 91.59B
IWR iShares Russell Mid-Cap ETF

+0.44 (+0.48%)

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

+1.47 (+0.25%)

USD 24.45B
VXF Vanguard Extended Market Index..

+1.20 (+0.62%)

USD 20.72B
SPMD SPDR Russell Small Cap Complet..

+0.13 (+0.23%)

USD 11.56B
XMHQ Invesco S&P MidCap Quality ETF

+0.20 (+0.20%)

USD 6.10B
JHMM John Hancock Multifactor Mid C..

+0.20 (+0.32%)

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

+0.32 (+0.29%)

USD 2.43B
EQAL Invesco Russell 1000 Equal Wei..

+0.24 (+0.48%)

USD 0.64B
FSMD Fidelity Small-Mid Factor

+0.10 (+0.23%)

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 13.87% 17% F 64% D
Dividend Return 3.32% 94% A 52% F
Total Return 17.20% 50% F 65% D
Trailing 12 Months  
Capital Gain 24.81% 26% F 70% C-
Dividend Return 5.13% 95% A 62% D
Total Return 29.94% 79% B- 74% C
Trailing 5 Years  
Capital Gain 45.94% 11% F 69% C-
Dividend Return 21.01% 100% F 65% D
Total Return 66.95% 42% F 71% C-
Average Annual (5 Year Horizon)  
Capital Gain 10.92% 26% F 68% D+
Dividend Return 12.33% 26% F 66% D+
Total Return 1.42% 84% B 35% F
Risk Return Profile  
Volatility (Standard Deviation) 23.52% 42% F 47% F
Risk Adjusted Return 52.45% 37% F 69% 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.