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

ETF | Large Blend |

Last Closing

USD 23.36

Change

-0.14 (-0.60)%

Market Cap

N/A

Volume

3.77M

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: 2025-01-31 )

Largest Industry Peers for Large Blend

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

-1.64 (-0.55%)

USD 454.13B
SPLG SPDR® Portfolio S&P 500 ETF

-0.36 (-0.51%)

USD 53.49B
SCHX Schwab U.S. Large-Cap ETF

-0.14 (-0.58%)

USD 51.13B
DYNF BlackRock US Equity Factor Rot..

-0.37 (-0.70%)

USD 13.65B
GSLC Goldman Sachs ActiveBeta® U.S..

-0.68 (-0.57%)

USD 13.10B
SPTM SPDR® Portfolio S&P 1500 Comp..

-0.39 (-0.53%)

USD 9.65B
SPLV Invesco S&P 500® Low Volatili..

-0.38 (-0.53%)

USD 7.14B
JQUA JPMorgan U.S. Quality Factor E..

-0.35 (-0.58%)

USD 5.20B
SCHK Schwab 1000 ETF

-0.15 (-0.51%)

USD 3.97B
DIVO Amplify CWP Enhanced Dividend ..

-0.21 (-0.49%)

USD 3.77B

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 2.91% 41% F 60% D-
Dividend Return N/A N/A N/A N/A N/A
Total Return 2.91% 41% F 59% D-
Trailing 12 Months  
Capital Gain 21.81% 71% C- 77% C+
Dividend Return 1.47% 78% C+ 24% F
Total Return 23.28% 78% C+ 77% C+
Trailing 5 Years  
Capital Gain 82.48% 51% F 81% B-
Dividend Return 9.82% 72% C 30% F
Total Return 92.30% 51% F 81% B-
Average Annual (5 Year Horizon)  
Capital Gain 3.26% 6% D- 44% F
Dividend Return 4.57% 4% F 41% F
Total Return 1.31% 53% F 32% F
Risk Return Profile  
Volatility (Standard Deviation) 36.98% 3% F 27% F
Risk Adjusted Return 12.34% 1% F 28% 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.