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

ETF | Mid-Cap Blend |

Last Closing

USD 27.26

Change

-0.63 (-2.26)%

Market Cap

N/A

Volume

0.93M

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: 2025-03-03 )

Largest Industry Peers for Mid-Cap Blend

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

-1.38 (-2.23%)

USD 98.63B
IWR iShares Russell Mid-Cap ETF

-1.35 (-1.51%)

USD 40.14B
MDY SPDR® S&P MIDCAP 400 ETF Trus..

-12.89 (-2.28%)

USD 24.43B
VXF Vanguard Extended Market Index..

-4.77 (-2.54%)

USD 22.40B
SPMD SPDR Russell Small Cap Complet..

-1.22 (-2.25%)

USD 12.79B
XMHQ Invesco S&P MidCap Quality ETF

-2.22 (-2.31%)

USD 6.19B
JHMM John Hancock Multifactor Mid C..

-1.03 (-1.71%)

USD 4.20B
IVOO Vanguard S&P Mid-Cap 400 Index..

-2.39 (-2.28%)

USD 2.52B
FSMD Fidelity Small-Mid Factor

-0.73 (-1.78%)

USD 0.81B
EQAL Invesco Russell 1000 Equal Wei..

-0.79 (-1.60%)

USD 0.65B

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 -1.62% 50% F 33% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -1.62% 50% F 32% F
Trailing 12 Months  
Capital Gain 3.78% 33% F 52% F
Dividend Return 3.18% 94% A 50% F
Total Return 6.96% 39% F 51% F
Trailing 5 Years  
Capital Gain 45.13% 5% F 67% D+
Dividend Return 21.36% 100% F 66% D+
Total Return 66.49% 32% F 69% C-
Average Annual (5 Year Horizon)  
Capital Gain 10.95% 26% F 66% D+
Dividend Return 12.56% 32% F 65% D
Total Return 1.61% 100% F 38% F
Risk Return Profile  
Volatility (Standard Deviation) 23.59% 47% F 46% F
Risk Adjusted Return 53.24% 37% F 66% 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.