SCHG:NYE-Schwab U.S. Large-Cap Growth ETF (USD)

ETF | Large Growth |

Last Closing

USD 24.91

Change

-0.52 (-2.04)%

Market Cap

USD 36.26B

Volume

0.01B

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

To pursue its goal, the fund generally invests in stocks that are included in the Dow Jones U.S. Large-Cap Growth Total Stock Market Index. The index includes the large-cap growth portion of the Dow Jones U.S. Total Stock Market Index actually available to investors in the marketplace. The Dow Jones U.S. Large-Cap Growth Total Stock Market Index includes the components ranked 1-750 by full market capitalization and that are classified as growth based on a number of factors.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2025-03-13 )

Largest Industry Peers for Large Growth

Symbol Name Price(Change) Market Cap
VOOG Vanguard S&P 500 Growth Index ..

-6.12 (-1.80%)

USD 16.58B
IWY iShares Russell Top 200 Growth..

-4.68 (-2.18%)

USD 12.53B
SPGP Invesco S&P 500 GARP ETF

-1.54 (-1.56%)

USD 3.40B
JMOM JPMorgan U.S. Momentum Factor ..

-0.93 (-1.66%)

USD 1.31B
QGRO American Century U.S. Quality ..

-2.07 (-2.21%)

USD 1.16B
FQAL Fidelity® Quality Factor ETF

-0.93 (-1.45%)

USD 1.12B
FDMO Fidelity® Momentum Factor ETF

-1.17 (-1.81%)

USD 0.51B
SFY SoFi Select 500

-1.45 (-1.41%)

USD 0.49B
GVIP Goldman Sachs Hedge Industry V..

-1.98 (-1.67%)

USD 0.35B
BIBL Northern Lights Fund Trust IV ..

-0.63 (-1.65%)

USD 0.31B

ETFs Containing SCHG

RORO ATAC US Rotation ETF 65.53 % 0.00 %

-0.39 (-1.31%)

USD 4.81M
DUKQ Northern Lights Fund Trus.. 20.36 % 0.00 %

-0.33 (-1.31%)

USD 0.01B
QVOY Ultimus Managers Trust - .. 13.56 % 0.00 %

-0.28 (-1.31%)

N/A
XCOR FundX ETF 9.90 % 0.00 %

-1.32 (-1.31%)

N/A
XNAV FundX Aggressive ETF 9.40 % 0.00 %

-1.33 (-1.31%)

N/A
XRLX FundX Investment Trust 7.47 % 0.00 %

-0.54 (-1.31%)

USD 0.06B

Market Performance

  Market Performance vs. Industry/Classification (Large Growth) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain -10.62% 12% F 20% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -10.62% 12% F 20% F
Trailing 12 Months  
Capital Gain 8.42% 58% F 75% C
Dividend Return 0.34% 39% F 4% F
Total Return 8.76% 54% F 68% D+
Trailing 5 Years  
Capital Gain 141.43% 88% B+ 83% B
Dividend Return 4.09% 20% F 7% C-
Total Return 145.52% 88% B+ 81% B-
Average Annual (5 Year Horizon)  
Capital Gain 8.66% 20% F 61% D-
Dividend Return 9.14% 24% F 56% F
Total Return 0.48% 36% F 12% F
Risk Return Profile  
Volatility (Standard Deviation) 41.88% 12% F 23% F
Risk Adjusted Return 21.82% 4% F 37% F
Market Capitalization 36.26B 100% F 94% 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:
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:
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.

Overpriced compared to earnings

The stock is trading high compared to its peers on a price to earning basis and is above the sector median.

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.