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

ETF | Mid-Cap Blend |

Last Closing

USD 26.09

Change

+0.14 (+0.54)%

Market Cap

N/A

Volume

1.15M

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: 2025-05-07 )

Largest Industry Peers for Mid-Cap Blend

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

+0.16 (+0.28%)

USD 83.09B
IWR iShares Russell Mid-Cap ETF

+0.61 (+0.72%)

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

+1.57 (+0.30%)

USD 20.27B
VXF Vanguard Extended Market Index..

+0.43 (+0.25%)

USD 18.55B
SPMD SPDR Russell Small Cap Complet..

+0.16 (+0.31%)

USD 11.19B
XMHQ Invesco S&P MidCap Quality ETF

+0.25 (+0.27%)

USD 4.90B
JHMM John Hancock Multifactor Mid C..

+0.33 (+0.58%)

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

+0.37 (+0.38%)

USD 2.34B
FSMD Fidelity Small-Mid Factor

+0.22 (+0.56%)

USD 1.24B
EQAL Invesco Russell 1000 Equal Wei..

+0.15 (+0.32%)

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 -5.85% 39% F 34% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -5.85% 39% F 32% F
Trailing 12 Months  
Capital Gain -0.92% 39% F 43% F
Dividend Return 2.19% 94% A 42% F
Total Return 1.26% 39% F 39% F
Trailing 5 Years  
Capital Gain 59.05% 5% F 62% D
Dividend Return 23.27% 100% F 61% D-
Total Return 82.32% 32% F 63% D
Average Annual (5 Year Horizon)  
Capital Gain 7.77% 26% F 63% D
Dividend Return 9.42% 37% F 61% D-
Total Return 1.65% 100% F 39% F
Risk Return Profile  
Volatility (Standard Deviation) 19.57% 47% F 52% F
Risk Adjusted Return 48.15% 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.