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

ETF | Large Growth | NYSE Arca

Last Closing

USD 82.7

Change

+0.95 (+1.16)%

Market Cap

USD 3.09B

Volume

0.35M

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 Holdings

N/A

Top Sectors

N/A

Top Regions

N/A

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2019-04-23 )

Largest Industry Peers for Large Growth

Symbol Name Mer Price(Change) Market Cap
VUG Vanguard Growth Index Fund ETF.. 0.04 %

+0.75 (+0.22%)

USD 117.39B
IWF iShares Russell 1000 Growth ET.. 0.19 %

+1.39 (+0.41%)

USD 87.69B
IVW iShares S&P 500 Growth ETF 0.18 %

+0.28 (+0.33%)

USD 42.26B
SPYG SPDR® Portfolio S&P 500 Growt.. 0.06 %

+0.23 (+0.31%)

USD 22.11B
MGK Vanguard Mega Cap Growth Index.. 0.07 %

+0.60 (+0.21%)

USD 17.22B
IWY iShares Russell Top 200 Growth.. 0.20 %

+0.46 (+0.24%)

USD 9.49B
VOOG Vanguard S&P 500 Growth Index .. 0.15 %

+0.73 (+0.24%)

USD 8.39B
SPGP Invesco S&P 500 GARP ETF 0.36 %

+1.56 (+1.50%)

USD 4.59B
JKE iShares Morningstar Growth ETF 0.25 %

N/A

USD 2.06B
RPG Invesco S&P 500® Pure Growth .. 0.35 %

+0.12 (+0.33%)

USD 1.92B

ETFs Containing SCHG

QVOY 13.21 % 0.00 %

N/A

N/A
XCOR FundX ETF 9.90 % 0.00 %

+0.18 (+0%)

USD 0.14B
XNAV FundX Aggressive ETF 9.27 % 0.00 %

+0.17 (+0%)

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 19.98% 60% D- 73% C
Dividend Return 0.23% 35% F 9% A-
Total Return 20.20% 57% F 71% C-
Trailing 12 Months  
Capital Gain 13.69% 69% C- 85% B
Dividend Return 0.67% 19% F 8% B-
Total Return 14.36% 59% D- 82% B
Trailing 5 Years  
Capital Gain 80.10% 68% D+ 88% B+
Dividend Return 6.94% 47% F 23% F
Total Return 87.04% 53% F 87% B+
Average Annual (5 Year Horizon)  
Capital Gain 11.55% 72% C 84% B
Dividend Return 12.75% 69% C- 82% B
Total Return 1.19% 63% D 24% F
Risk Return Profile  
Volatility (Standard Deviation) 10.58% 48% F 64% D
Risk Adjusted Return 120.50% 72% C 92% A
Market Capitalization 3.09B 91% A- 84% 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:
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.