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

ETF | Large Blend |

Last Closing

USD 23.55

Change

+0.07 (+0.30)%

Market Cap

N/A

Volume

2.59M

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: 2025-02-06 )

Largest Industry Peers for Large Blend

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

+0.74 (+0.25%)

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

+0.24 (+0.34%)

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SCHX Schwab U.S. Large-Cap ETF

+0.10 (+0.42%)

USD 51.13B
DYNF BlackRock US Equity Factor Rot..

+0.31 (+0.59%)

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

+0.32 (+0.27%)

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

+0.23 (+0.31%)

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

+0.08 (+0.11%)

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

+0.02 (+0.03%)

USD 5.20B
SCHK Schwab 1000 ETF

+0.08 (+0.27%)

USD 3.97B
DIVO Amplify CWP Enhanced Dividend ..

-0.11 (-0.26%)

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 3.74% 51% F 61% D-
Dividend Return N/A N/A N/A N/A N/A
Total Return 3.74% 51% F 61% D-
Trailing 12 Months  
Capital Gain 21.71% 71% C- 76% C+
Dividend Return 1.46% 78% C+ 24% F
Total Return 23.16% 76% C+ 76% C+
Trailing 5 Years  
Capital Gain 78.25% 56% F 81% B-
Dividend Return 9.52% 72% C 29% F
Total Return 87.77% 54% F 80% B-
Average Annual (5 Year Horizon)  
Capital Gain 3.28% 6% D- 45% F
Dividend Return 4.59% 4% F 41% F
Total Return 1.31% 53% F 31% F
Risk Return Profile  
Volatility (Standard Deviation) 37.00% 3% F 27% F
Risk Adjusted Return 12.41% 1% F 29% 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.