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

ETF | Large Blend |

Last Closing

USD 21.23

Change

+0.02 (+0.09)%

Market Cap

N/A

Volume

4.64M

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: 2025-04-28 )

Largest Industry Peers for Large Blend

Symbol Name Price(Change) Market Cap
VTI Vanguard Total Stock Market In..

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SPLG SPDR® Portfolio S&P 500 ETF

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SCHX Schwab U.S. Large-Cap ETF

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DYNF BlackRock US Equity Factor Rot..

+0.04 (+0.08%)

USD 14.67B
GSLC Goldman Sachs ActiveBeta® U.S..

+0.19 (+0.18%)

USD 11.80B
SPTM SPDR® Portfolio S&P 1500 Comp..

+0.02 (+0.03%)

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

+0.26 (+0.36%)

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

+0.11 (+0.20%)

USD 5.39B
DIVO Amplify CWP Enhanced Dividend ..

+0.05 (+0.13%)

USD 3.97B
SCHK Schwab 1000 ETF

+0.03 (+0.11%)

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 -6.48% 30% F 35% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -6.48% 29% F 33% F
Trailing 12 Months  
Capital Gain 7.28% 51% F 70% C-
Dividend Return 1.11% 80% B- 23% F
Total Return 8.39% 54% F 66% D+
Trailing 5 Years  
Capital Gain 83.76% 60% D- 74% C
Dividend Return 10.39% 70% C- 25% F
Total Return 94.15% 61% D- 71% C-
Average Annual (5 Year Horizon)  
Capital Gain 1.30% 3% F 41% F
Dividend Return 2.61% 1% F 37% F
Total Return 1.31% 63% D 31% F
Risk Return Profile  
Volatility (Standard Deviation) 35.33% 4% F 26% F
Risk Adjusted Return 7.38% 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.