SCHM:NYE-Schwab U.S. Mid-Cap ETF (USD)

ETF | Mid-Cap Blend |

Last Closing

USD 24.9

Change

+0.37 (+1.51)%

Market Cap

N/A

Volume

1.25M

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 Mid-Cap Blend

Symbol Name Price(Change) Market Cap
IJH iShares Core S&P Mid-Cap ETF

+0.71 (+1.29%)

USD 83.09B
IWR iShares Russell Mid-Cap ETF

+0.99 (+1.23%)

USD 36.82B
MDY SPDR® S&P MIDCAP 400 ETF Trus..

+6.42 (+1.28%)

USD 20.27B
VXF Vanguard Extended Market Index..

+3.01 (+1.85%)

USD 18.55B
SPMD SPDR Russell Small Cap Complet..

+0.61 (+1.27%)

USD 11.19B
XMHQ Invesco S&P MidCap Quality ETF

+1.34 (+1.52%)

USD 4.90B
JHMM John Hancock Multifactor Mid C..

+0.70 (+1.30%)

USD 3.62B
IVOO Vanguard S&P Mid-Cap 400 Index..

+1.22 (+1.31%)

USD 2.34B
FSMD Fidelity Small-Mid Factor

+0.54 (+1.46%)

USD 1.24B
EQAL Invesco Russell 1000 Equal Wei..

+0.45 (+1.02%)

USD 0.58B

ETFs Containing SCHM

N/A

Market Performance

  Market Performance vs. Industry/Classification (Mid-Cap Blend) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain -10.14% 39% F 29% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -10.14% 39% F 28% F
Trailing 12 Months  
Capital Gain -3.44% 39% F 38% F
Dividend Return 2.23% 94% A 41% F
Total Return -1.20% 39% F 36% F
Trailing 5 Years  
Capital Gain 63.71% 5% F 63% D
Dividend Return 25.09% 100% F 63% D
Total Return 88.80% 37% F 64% D
Average Annual (5 Year Horizon)  
Capital Gain 8.44% 26% F 64% D
Dividend Return 10.08% 37% F 62% D
Total Return 1.64% 100% F 39% F
Risk Return Profile  
Volatility (Standard Deviation) 20.40% 47% F 50% F
Risk Adjusted Return 49.42% 37% F 64% D
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:
Superior total returns

The stock has outperformed its sector peers on average annual total returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile.

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.