SCHK:ARCA-Schwab 1000 Index

ETF | Large Blend | NYSE Arca

Last Closing

USD 28.83

Change

+0.27 (+0.95)%

Market Cap

USD 0.81B

Volume

0.13M

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

Inception Date: 11/10/2017

Primary Benchmark: Schwab 1000 TR USD

Primary Index:

Gross Expense Ratio: %

Management Expense Ratio: 0.05 %

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 Blend

Symbol Name Mer Price(Change) Market Cap
VTI Vanguard Total Stock Market In.. 0.03 %

+2.41 (+0.98%)

USD 1,599.41B
SPY SPDR S&P 500 ETF Trust 0.09 %

+4.56 (+0.92%)

USD 528.58B
IVV iShares Core S&P 500 ETF 0.04 %

+4.59 (+0.92%)

USD 428.78B
VOO Vanguard S&P 500 ETF 0.03 %

+3.95 (+0.87%)

USD 419.07B
VIG Vanguard Dividend Appreciation.. 0.06 %

+1.36 (+0.78%)

USD 77.60B
RSP Invesco S&P 500® Equal Weight.. 0.20 %

+1.22 (+0.76%)

USD 53.38B
ITOT iShares Core S&P Total U.S. St.. 0.03 %

+1.04 (+0.96%)

USD 51.22B
SCHX Schwab U.S. Large-Cap ETF 0.03 %

+0.46 (+0.78%)

USD 40.18B
IWB iShares Russell 1000 ETF 0.15 %

+2.53 (+0.93%)

USD 33.43B
VV Vanguard Large-Cap Index Fund .. 0.04 %

+2.06 (+0.91%)

USD 32.71B

ETFs Containing SCHK

N/A

Market Performance

  Market Performance vs. Industry/Classification (Large Blend) Market Performance vs. Exchange (NYSE Arca)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 17.58% 60% D- 67% D+
Dividend Return 0.51% 68% D+ 27% F
Total Return 18.09% 64% D 66% D+
Trailing 12 Months  
Capital Gain 9.68% 63% D 80% B-
Dividend Return 1.39% 28% F 23% F
Total Return 11.07% 56% F 76% C+
Trailing 5 Years  
Capital Gain N/A N/A N/A N/A F
Dividend Return N/A N/A N/A N/A F
Total Return N/A N/A N/A N/A F
Average Annual (5 Year Horizon)  
Capital Gain 0.56% 15% F 50% F
Dividend Return 1.03% 10% F 30% F
Total Return 0.47% 15% F 11% F
Risk Return Profile  
Volatility (Standard Deviation) 3.74% 91% A- 91% A-
Risk Adjusted Return 27.64% 13% F 42% F
Market Capitalization 0.81B 72% C 55% F

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:
Low volatility

The stock’s annual returns have been stable and consistent compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile. Although stability is good, also keep in mind it can limit returns.

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.

Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.