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

ETF | Large Blend |

Last Closing

USD 22.49

Change

+0.71 (+3.26)%

Market Cap

N/A

Volume

4.70M

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: 2025-05-12 )

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..

+2.25 (+3.28%)

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

+0.12 (+0.17%)

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

+1.60 (+2.81%)

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DIVO Amplify CWP Enhanced Dividend ..

+0.63 (+1.56%)

USD 3.97B
SCHK Schwab 1000 ETF

+0.90 (+3.31%)

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 -0.93% 31% F 47% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -0.93% 31% F 44% F
Trailing 12 Months  
Capital Gain 11.28% 62% D 75% C
Dividend Return 1.09% 80% B- 23% F
Total Return 12.37% 63% D 73% C
Trailing 5 Years  
Capital Gain 103.53% 65% D 72% C
Dividend Return 10.87% 71% C- 24% F
Total Return 114.40% 66% D+ 70% C-
Average Annual (5 Year Horizon)  
Capital Gain 0.90% 3% F 40% F
Dividend Return 2.21% 1% F 35% F
Total Return 1.30% 63% D 31% F
Risk Return Profile  
Volatility (Standard Deviation) 35.01% 3% F 26% F
Risk Adjusted Return 6.31% 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.