SCHK:NYE-Schwab 1000 ETF (USD)

ETF | Large Blend |

Last Closing

USD 48.75

Change

-0.60 (-1.22)%

Market Cap

USD 3.43B

Volume

0.31M

Analyst Target

N/A
Analyst Rating

Verdict

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: 2024-04-15 )

Largest Industry Peers for Large Blend

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

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SPY SPDR S&P 500 ETF Trust

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IVV iShares Core S&P 500 ETF

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VOO Vanguard S&P 500 ETF

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USD 419.07B
VIG Vanguard Dividend Appreciation..

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USD 77.60B
RSP Invesco S&P 500® Equal Weight..

N/A

USD 53.38B
ITOT iShares Core S&P Total U.S. St..

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USD 51.22B
SCHX Schwab U.S. Large-Cap ETF

N/A

USD 40.18B
SPLG SPDR® Portfolio S&P 500 ETF

N/A

USD 33.77B
IWB iShares Russell 1000 ETF

N/A

USD 33.43B

ETFs Containing SCHK

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 5.84% 58% F 76% C+
Dividend Return 0.33% 52% F 19% F
Total Return 6.17% 59% D- 74% C
Trailing 12 Months  
Capital Gain 22.18% 74% C 81% B-
Dividend Return 1.62% 61% D- 23% F
Total Return 23.80% 76% C+ 80% B-
Trailing 5 Years  
Capital Gain 71.11% 61% D- 82% B
Dividend Return 8.77% 76% C+ 32% F
Total Return 79.88% 61% D- 82% B
Average Annual (5 Year Horizon)  
Capital Gain 12.21% 65% D 76% C+
Dividend Return 13.59% 66% D+ 75% C
Total Return 1.38% 72% C 33% F
Risk Return Profile  
Volatility (Standard Deviation) 18.99% 41% F 58% F
Risk Adjusted Return 71.56% 65% D 92% A
Market Capitalization 3.43B 70% C- 71% C-

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:
Overpriced compared to earnings

The stock is trading high compared to its peers on a price to earning basis and is above the sector median.

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.