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

ETF | Large Blend |

Last Closing

USD 20.61

Change

+0.32 (+1.58)%

Market Cap

N/A

Volume

4.66M

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: 2025-04-23 )

Largest Industry Peers for Large Blend

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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..

+1.01 (+1.58%)

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

-0.23 (-0.32%)

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

+0.69 (+1.29%)

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DIVO Amplify CWP Enhanced Dividend ..

+0.36 (+0.93%)

USD 3.97B
SCHK Schwab 1000 ETF

+0.44 (+1.73%)

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 -9.21% 26% F 32% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -9.21% 25% F 31% F
Trailing 12 Months  
Capital Gain 5.10% 50% F 68% D+
Dividend Return 1.12% 80% B- 23% F
Total Return 6.22% 54% F 63% D
Trailing 5 Years  
Capital Gain 86.18% 57% F 71% C-
Dividend Return 10.85% 70% C- 25% F
Total Return 97.03% 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.