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

ETF | Mid-Cap Blend |

Last Closing

USD 29.24

Change

+0.42 (+1.46)%

Market Cap

N/A

Volume

1.24M

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: 2025-01-21 )

Largest Industry Peers for Mid-Cap Blend

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

+1.10 (+1.70%)

USD 94.17B
IWR iShares Russell Mid-Cap ETF

+1.23 (+1.34%)

USD 38.83B
MDY SPDR® S&P MIDCAP 400 ETF Trus..

+10.07 (+1.70%)

USD 23.87B
VXF Vanguard Extended Market Index..

+3.46 (+1.75%)

USD 21.17B
SPMD SPDR Russell Small Cap Complet..

+0.94 (+1.66%)

USD 12.15B
XMHQ Invesco S&P MidCap Quality ETF

+1.62 (+1.58%)

USD 5.93B
JHMM John Hancock Multifactor Mid C..

+0.96 (+1.54%)

USD 4.23B
IVOO Vanguard S&P Mid-Cap 400 Index..

+1.79 (+1.63%)

USD 2.51B
FSMD Fidelity Small-Mid Factor

+0.68 (+1.60%)

USD 0.66B
EQAL Invesco Russell 1000 Equal Wei..

+0.55 (+1.10%)

USD 0.63B

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 5.52% 61% D- 78% C+
Dividend Return N/A N/A N/A N/A N/A
Total Return 5.52% 61% D- 78% C+
Trailing 12 Months  
Capital Gain 17.48% 39% F 69% C-
Dividend Return 3.35% 94% A 49% F
Total Return 20.83% 61% D- 70% C-
Trailing 5 Years  
Capital Gain 42.75% 11% F 70% C-
Dividend Return 19.59% 100% F 64% D
Total Return 62.34% 42% F 72% C
Average Annual (5 Year Horizon)  
Capital Gain 11.17% 26% F 67% D+
Dividend Return 12.72% 32% F 65% D
Total Return 1.55% 100% F 38% F
Risk Return Profile  
Volatility (Standard Deviation) 23.65% 47% F 46% F
Risk Adjusted Return 53.76% 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.