SCHG:ARCA-Schwab U.S. Large-Cap Growth

ETF | Large Growth | NYSE Arca

Last Closing

USD 71.67

Change

0.00 (0.00)%

Market Cap

USD 3.09B

Volume

0.69M

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

The investment seeks to track as closely as possible, before fees and expenses, the total return of the Dow Jones U.S. Large-Cap Growth Total Stock Market Index. To pursue its goal, the fund generally invests in stocks that are included in the Dow Jones U.S. Large-Cap Growth Total Stock Market Index. The index includes the large-cap growth portion of the Dow Jones U.S. Total Stock Market Index actually available to investors in the marketplace. The Dow Jones U.S. Large-Cap Growth Total Stock Market Index includes the components ranked 1-750 by full market capitalization and that are classified as "growth" based on a number of factors.

Inception Date: 11/12/2009

Primary Benchmark: DJ US TSM Large Cap Growth TR USD

Primary Index: S&P 500 TR USD

Gross Expense Ratio: 0.07%

Management Expense Ratio: 0.04 %

Unadjusted Closing Price

Adjusted Closing Price

Assets

N/A

Top Sectors

N/A

Top Regions

N/A

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2019-01-12 )

Largest Industry Peers for Large Growth

Symbol Name Mer Price(Change) Market Cap
IWF iShares Russell 1000 Growth 0.19 %

+1.72 (+1.11%)

USD 44.48B
VUG Vanguard Growth 0.04 %

+1.74 (+1.08%)

USD 40.60B
IVW iShares S&P 500 Growth 0.18 %

+1.61 (+0.91%)

USD 23.31B
SPYG SPDR Series Trust Portfolio S&.. 0.06 %

+0.35 (+0.91%)

USD 5.30B
MGK Vanguard Mega Cap Growth 0.07 %

+1.39 (+1.09%)

USD 4.35B
MTUM iShares Edge MSCI USA Momentum.. 0.15 %

N/A

USD 3.60B
RPG Invesco S&P 500 Pure Growth 0.35 %

+1.02 (+0.87%)

USD 2.77B
VOOG Vanguard S&P 500 Growth 0.15 %

+1.41 (+0.88%)

USD 2.71B
FLGE Credit Suisse FI Large Cap Gro.. 0.00 %

+5.42 (+2.05%)

USD 2.06B
FBGX UBS AG FI Enhanced Large Cap G.. 0.00 %

+6.02 (+2.29%)

USD 1.53B

ETFs Containing SCHG

LDRS Innovator IBD ETF Leaders 2.83 % 0.60 %

+0.08 (+0.38%)

USD 0.02B

Market Performance

  Market Performance vs. Industry/Classification (Large Growth) Market Performance vs. Exchange (NYSE Arca)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 3.98% 31% F 42% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 3.98% 31% F 42% F
Trailing 12 Months  
Capital Gain -3.73% 71% C- 70% C-
Dividend Return 0.64% 32% F 9% F
Total Return -3.09% 65% D 61% D-
Trailing 5 Years  
Capital Gain 58.42% 63% D 87% B+
Dividend Return 6.99% 47% F 23% F
Total Return 65.42% 58% F 85% B
Average Annual (5 Year Horizon)  
Capital Gain 12.36% 74% C 84% B
Dividend Return 13.59% 71% C- 82% B-
Total Return 1.23% 66% D 25% F
Risk Return Profile  
Volatility (Standard Deviation) 10.43% 52% F 65% D
Risk Adjusted Return 130.29% 74% C 93% A
Market Capitalization 3.09B 90% A- 82% B-

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:
High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

What to not like:

There is nothing we particularly dislike