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

ETF | Large Blend |

Last Closing

USD 20.29

Change

+0.50 (+2.53)%

Market Cap

N/A

Volume

4.06M

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: 2025-04-22 )

Largest Industry Peers for Large Blend

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SCHX Schwab U.S. Large-Cap ETF

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DYNF BlackRock US Equity Factor Rot..

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GSLC Goldman Sachs ActiveBeta® U.S..

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SPTM SPDR® Portfolio S&P 1500 Comp..

+1.58 (+2.53%)

USD 9.06B
SPLV Invesco S&P 500® Low Volatili..

+1.36 (+1.92%)

USD 7.56B
JQUA JPMorgan U.S. Quality Factor E..

+1.27 (+2.43%)

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DIVO Amplify CWP Enhanced Dividend ..

+0.75 (+1.97%)

USD 3.97B
SCHK Schwab 1000 ETF

+0.62 (+2.51%)

USD 3.74B

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 -10.62% 29% F 31% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -10.62% 29% F 30% F
Trailing 12 Months  
Capital Gain 3.45% 49% F 66% D+
Dividend Return 1.12% 80% B- 23% F
Total Return 4.57% 53% F 59% D-
Trailing 5 Years  
Capital Gain 85.83% 56% F 72% C
Dividend Return 11.00% 69% C- 25% F
Total Return 96.83% 64% D 69% C-
Average Annual (5 Year Horizon)  
Capital Gain 1.53% 3% F 42% F
Dividend Return 2.84% 1% F 38% F
Total Return 1.31% 63% D 31% F
Risk Return Profile  
Volatility (Standard Deviation) 35.51% 3% F 26% F
Risk Adjusted Return 7.99% 1% F 27% 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.