SCHZ:NYE-Schwab U.S. Aggregate Bond ETF (USD)

ETF | Intermediate Core Bond |

Last Closing

USD 23.06

Change

-0.09 (-0.39)%

Market Cap

USD 8.61B

Volume

2.09M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

The fund will invest at least 90% of its net assets in securities included in the index. The index is a broad-based benchmark measuring the performance of the U.S. investment grade, taxable bond market, including U.S. Treasuries, government-related and corporate bonds, mortgage pass-through securities, commercial mortgage-backed securities, and asset-backed securities that are publicly available for sale in the United States.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2025-03-11 )

Largest Industry Peers for Intermediate Core Bond

Symbol Name Price(Change) Market Cap
SPAB SPDR® Portfolio Aggregate Bon..

-0.10 (-0.39%)

USD 8.31B
EAGG iShares ESG U.S. Aggregate Bon..

-0.13 (-0.27%)

USD 3.84B
AGGY WisdomTree Yield Enhanced U.S...

-0.17 (-0.38%)

USD 0.90B
CMBS iShares CMBS ETF

+0.08 (+0.17%)

USD 0.45B
NUBD Nuveen ESG U.S. Aggregate Bond..

-0.06 (-0.25%)

USD 0.41B
BNDC FlexShares Core Select Bond Fu..

-0.12 (-0.54%)

USD 0.15B
NUAG NuShares Enhanced Yield US Agg..

-0.10 (-0.46%)

N/A
AGG iShares Core U.S. Aggregate Bo..

-0.35 (-0.35%)

N/A
BIV Vanguard Intermediate-Term Bon..

-0.27 (-0.35%)

N/A
GBF iShares Government/Credit Bond..

-0.33 (-0.31%)

N/A

ETFs Containing SCHZ

FIVR 11.58 % 0.00 %

N/A

N/A

Market Performance

  Market Performance vs. Industry/Classification (Intermediate Core Bond) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 1.59% 55% F 69% C-
Dividend Return N/A N/A N/A N/A N/A
Total Return 1.59% 36% F 67% D+
Trailing 12 Months  
Capital Gain 0.33% 45% F 47% F
Dividend Return 2.93% 73% C 47% F
Total Return 3.25% 45% F 44% F
Trailing 5 Years  
Capital Gain -14.88% 27% F 18% F
Dividend Return 16.84% 100% F 43% F
Total Return 1.97% 91% A- 17% F
Average Annual (5 Year Horizon)  
Capital Gain -4.88% 18% F 12% F
Dividend Return -2.95% 18% F 11% F
Total Return 1.92% 36% F 45% F
Risk Return Profile  
Volatility (Standard Deviation) 8.73% 18% F 82% B
Risk Adjusted Return -33.82% 64% D 7% C-
Market Capitalization 8.61B 100% F 84% B

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:
High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

What to not like:
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.

Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.

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.