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

ETF | Mid-Cap Blend |

Last Closing

USD 27.95

Change

+0.05 (+0.18)%

Market Cap

N/A

Volume

1.25M

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: 2025-01-08 )

Largest Industry Peers for Mid-Cap Blend

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

+0.17 (+0.27%)

USD 94.51B
IWR iShares Russell Mid-Cap ETF

+0.11 (+0.12%)

USD 39.00B
MDY SPDR® S&P MIDCAP 400 ETF Trus..

+1.50 (+0.26%)

USD 24.18B
VXF Vanguard Extended Market Index..

-0.24 (-0.12%)

USD 23.21B
SPMD SPDR Russell Small Cap Complet..

+0.13 (+0.24%)

USD 12.48B
XMHQ Invesco S&P MidCap Quality ETF

+0.42 (+0.42%)

USD 6.03B
JHMM John Hancock Multifactor Mid C..

+0.06 (+0.10%)

USD 4.06B
IVOO Vanguard S&P Mid-Cap 400 Index..

+0.27 (+0.25%)

USD 2.42B
FSMD Fidelity Small-Mid Factor

+0.10 (+0.24%)

USD 0.63B
EQAL Invesco Russell 1000 Equal Wei..

-0.04 (-0.08%)

USD 0.62B

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 0.87% 89% A- 66% D+
Dividend Return N/A N/A N/A N/A N/A
Total Return 0.87% 89% A- 66% D+
Trailing 12 Months  
Capital Gain 13.05% 39% F 67% D+
Dividend Return 3.37% 94% A 49% F
Total Return 16.42% 56% F 68% D+
Trailing 5 Years  
Capital Gain 39.19% 11% F 70% C-
Dividend Return 19.98% 100% F 65% D
Total Return 59.18% 53% F 72% C
Average Annual (5 Year Horizon)  
Capital Gain 11.19% 26% F 67% D+
Dividend Return 12.72% 32% F 66% D+
Total Return 1.52% 100% F 37% F
Risk Return Profile  
Volatility (Standard Deviation) 23.65% 47% F 46% F
Risk Adjusted Return 53.77% 37% F 68% D+
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.