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

ETF | Large Blend |

Last Closing

USD 21.41

Change

-0.17 (-0.79)%

Market Cap

N/A

Volume

5.13M

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: 2025-03-11 )

Largest Industry Peers for Large Blend

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

-1.93 (-0.70%)

USD 453.93B
SPLG SPDR® Portfolio S&P 500 ETF

-0.53 (-0.80%)

USD 56.87B
SCHX Schwab U.S. Large-Cap ETF

-0.15 (-0.68%)

USD 51.16B
DYNF BlackRock US Equity Factor Rot..

-0.24 (-0.49%)

USD 14.94B
GSLC Goldman Sachs ActiveBeta® U.S..

-1.06 (-0.96%)

USD 13.57B
SPTM SPDR® Portfolio S&P 1500 Comp..

-0.58 (-0.85%)

USD 9.53B
SPLV Invesco S&P 500® Low Volatili..

-1.31 (-1.77%)

USD 7.46B
JQUA JPMorgan U.S. Quality Factor E..

-0.79 (-1.38%)

USD 5.66B
DIVO Amplify CWP Enhanced Dividend ..

-0.49 (-1.21%)

USD 4.00B
SCHK Schwab 1000 ETF

-0.20 (-0.74%)

USD 3.90B

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 -5.68% 22% F 30% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -5.68% 22% F 30% F
Trailing 12 Months  
Capital Gain 6.71% 47% F 70% C-
Dividend Return 1.40% 83% B 25% F
Total Return 8.12% 54% F 65% D
Trailing 5 Years  
Capital Gain 119.70% 72% C 79% B-
Dividend Return 12.90% 76% C+ 30% F
Total Return 132.60% 72% C 77% C+
Average Annual (5 Year Horizon)  
Capital Gain 3.12% 6% D- 44% F
Dividend Return 4.44% 4% F 41% F
Total Return 1.32% 56% F 31% F
Risk Return Profile  
Volatility (Standard Deviation) 36.91% 3% F 27% F
Risk Adjusted Return 12.03% 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.