SCHK:NYE-Schwab 1000 ETF (USD)

ETF | Large Blend |

Last Closing

USD 49.41

Change

+0.55 (+1.13)%

Market Cap

USD 3.34B

Volume

0.27M

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: 2024-05-03 )

Largest Industry Peers for Large Blend

Symbol Name Price(Change) Market Cap
SPY SPDR S&P 500 ETF Trust

+0.76 (+0.14%)

USD 510.94B
IVV iShares Core S&P 500 ETF

+0.90 (+0.17%)

USD 455.09B
VOO Vanguard S&P 500 ETF

+0.72 (+0.15%)

USD 444.68B
VTI Vanguard Total Stock Market In..

+0.37 (+0.14%)

USD 390.30B
VIG Vanguard Dividend Appreciation..

+0.43 (+0.23%)

USD 77.23B
RSP Invesco S&P 500® Equal Weight..

+0.25 (+0.15%)

USD 55.86B
ITOT iShares Core S&P Total U.S. St..

+0.17 (+0.15%)

USD 54.16B
SCHX Schwab U.S. Large-Cap ETF

+0.09 (+0.14%)

USD 39.95B
SPLG SPDR® Portfolio S&P 500 ETF

+0.08 (+0.13%)

USD 36.33B
IWB iShares Russell 1000 ETF

+0.51 (+0.18%)

USD 35.14B

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 7.27% 59% D- 74% C
Dividend Return 0.33% 52% F 18% F
Total Return 7.61% 59% D- 72% C
Trailing 12 Months  
Capital Gain 24.36% 73% C 77% C+
Dividend Return 1.63% 61% D- 23% F
Total Return 25.99% 77% C+ 76% C+
Trailing 5 Years  
Capital Gain 70.50% 61% D- 82% B
Dividend Return 8.62% 76% C+ 32% F
Total Return 79.11% 61% D- 81% B-
Average Annual (5 Year Horizon)  
Capital Gain 12.59% 65% D 76% C+
Dividend Return 13.99% 66% D+ 75% C
Total Return 1.39% 73% C 33% F
Risk Return Profile  
Volatility (Standard Deviation) 18.92% 42% F 59% D-
Risk Adjusted Return 73.95% 66% D+ 92% A
Market Capitalization 3.34B 69% 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.