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

ETF | Mid-Cap Blend |

Last Closing

USD 27.7

Change

-0.08 (-0.29)%

Market Cap

N/A

Volume

0.77M

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: 2025-05-19 )

Largest Industry Peers for Mid-Cap Blend

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

-0.24 (-0.39%)

USD 93.21B
IWR iShares Russell Mid-Cap ETF

-0.15 (-0.17%)

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

-2.17 (-0.38%)

USD 22.68B
VXF Vanguard Extended Market Index..

-0.61 (-0.33%)

USD 22.34B
SPMD SPDR Russell Small Cap Complet..

-0.20 (-0.37%)

USD 12.83B
XMHQ Invesco S&P MidCap Quality ETF

-0.24 (-0.24%)

USD 5.10B
JHMM John Hancock Multifactor Mid C..

-0.16 (-0.26%)

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

-0.50 (-0.48%)

USD 2.34B
FSMD Fidelity Small-Mid Factor

-0.17 (-0.41%)

USD 1.55B
EQAL Invesco Russell 1000 Equal Wei..

-0.11 (-0.23%)

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 -0.04% 39% F 49% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -0.04% 39% F 45% F
Trailing 12 Months  
Capital Gain 3.18% 39% F 57% F
Dividend Return 2.15% 94% A 42% F
Total Return 5.32% 39% F 52% F
Trailing 5 Years  
Capital Gain 67.88% 11% F 63% D
Dividend Return 23.13% 100% F 60% D-
Total Return 91.01% 37% F 65% D
Average Annual (5 Year Horizon)  
Capital Gain 7.19% 21% F 63% D
Dividend Return 8.84% 37% F 61% D-
Total Return 1.66% 100% F 39% F
Risk Return Profile  
Volatility (Standard Deviation) 18.84% 47% F 53% F
Risk Adjusted Return 46.92% 37% F 63% 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.