SCHK:NYE-Schwab 1000 ETF (USD)

ETF | Large Blend |

Last Closing

USD 29.04

Change

0.00 (0.00)%

Market Cap

USD 4.10B

Volume

0.32M

Analyst Target

N/A
Analyst Rating

Verdict

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: 2024-12-25 )

Largest Industry Peers for Large Blend

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

+0.17 (+0.06%)

USD 456.91B
SPLG SPDR® Portfolio S&P 500 ETF

+0.03 (+0.04%)

USD 54.47B
SCHX Schwab U.S. Large-Cap ETF

+0.01 (+0.04%)

USD 51.93B
DYNF BlackRock US Equity Factor Rot..

-0.02 (-0.04%)

USD 14.33B
GSLC Goldman Sachs ActiveBeta® U.S..

+0.10 (+0.08%)

USD 13.32B
SPTM SPDR® Portfolio S&P 1500 Comp..

+0.03 (+0.04%)

USD 9.84B
SPLV Invesco S&P 500® Low Volatili..

+0.04 (+0.06%)

USD 7.27B
JQUA JPMorgan U.S. Quality Factor E..

+0.06 (+0.10%)

USD 5.38B
SUSA iShares MSCI USA ESG Select

+0.18 (+0.14%)

USD 3.87B
DIVO Amplify CWP Enhanced Dividend ..

+0.05 (+0.12%)

USD 3.78B

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 26.10% 71% C- 83% B
Dividend Return 1.39% 77% C+ 23% F
Total Return 27.49% 74% C 82% B
Trailing 12 Months  
Capital Gain 25.69% 71% C- 83% B
Dividend Return 1.42% 75% C 23% F
Total Return 27.11% 72% C 83% B
Trailing 5 Years  
Capital Gain 83.28% 63% D 84% B
Dividend Return 13.87% 92% A 45% F
Total Return 97.14% 82% B 85% B
Average Annual (5 Year Horizon)  
Capital Gain 14.49% 69% C- 74% C
Dividend Return 15.97% 74% C 73% C
Total Return 1.48% 79% B- 36% F
Risk Return Profile  
Volatility (Standard Deviation) 20.01% 40% F 55% F
Risk Adjusted Return 79.83% 56% F 88% B+
Market Capitalization 4.10B 84% B 76% 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.