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

ETF | Large Blend |

Last Closing

USD 21.7

Change

-0.12 (-0.55)%

Market Cap

N/A

Volume

2.88M

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: 2025-05-05 )

Largest Industry Peers for Large Blend

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

-1.58 (-0.57%)

USD 423.10B
SPLG SPDR® Portfolio S&P 500 ETF

-0.35 (-0.53%)

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SCHX Schwab U.S. Large-Cap ETF

-0.14 (-0.63%)

USD 48.13B
DYNF BlackRock US Equity Factor Rot..

-0.32 (-0.64%)

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

-0.52 (-0.47%)

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

-0.34 (-0.49%)

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

-0.23 (-0.32%)

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

-0.15 (-0.26%)

USD 5.39B
DIVO Amplify CWP Enhanced Dividend ..

-0.05 (-0.12%)

USD 3.97B
SCHK Schwab 1000 ETF

-0.14 (-0.51%)

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 -4.41% 26% F 39% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -4.41% 26% F 38% F
Trailing 12 Months  
Capital Gain 8.23% 52% F 72% C
Dividend Return 1.10% 80% B- 23% F
Total Return 9.32% 52% F 68% D+
Trailing 5 Years  
Capital Gain 94.39% 62% D 73% C
Dividend Return 10.76% 71% C- 24% F
Total Return 105.14% 63% D 70% C-
Average Annual (5 Year Horizon)  
Capital Gain 1.10% 3% F 41% F
Dividend Return 2.40% 1% F 36% F
Total Return 1.31% 63% D 31% F
Risk Return Profile  
Volatility (Standard Deviation) 35.16% 3% F 26% F
Risk Adjusted Return 6.83% 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.