SCHV:ARCA-Schwab U.S. Large-Cap Value

ETF | Large Value | NYSE Arca

Last Closing

USD 51

Change

0.00 (0.00)%

Market Cap

USD 2.64B

Volume

5.06M

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 Value 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 Value Total Stock Market Index. The index includes the large-cap value 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 Value Total Stock Market Index includes the components ranked 1-750 by full market capitalization and that are classified as "value" based on a number of factors.

Inception Date: 11/12/2009

Primary Benchmark: DJ US TSM Large Cap Value 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 Value

Symbol Name Mer Price(Change) Market Cap
VTV Vanguard Value 0.05 %

+0.34 (+0.34%)

USD 41.75B
IWD iShares Russell 1000 Value 0.20 %

+0.44 (+0.38%)

USD 38.18B
VYM Vanguard High Dividend Yield 0.06 %

-0.06 (-0.07%)

USD 22.12B
DIA SPDR Dow Jones Industrial Aver.. 0.17 %

+1.22 (+0.51%)

USD 20.58B
SDY SPDR S&P Dividend 0.35 %

+0.36 (+0.39%)

USD 16.94B
IVE iShares S&P 500 Value 0.18 %

+0.66 (+0.63%)

USD 14.94B
SCHD Schwab US Dividend Equity 0.07 %

-0.17 (-0.35%)

USD 7.96B
HDV iShares Core High Dividend 0.08 %

-0.46 (-0.54%)

USD 6.62B
DGRO iShares Core Dividend Growth 0.08 %

+0.11 (+0.32%)

USD 5.48B
PRF Invesco FTSE RAFI US 1000 0.39 %

+0.29 (+0.27%)

USD 5.08B

ETFs Containing SCHV

N/A

Market Performance

  Market Performance vs. Industry/Classification (Large Value) Market Performance vs. Exchange (NYSE Arca)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 3.47% 35% F 36% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 3.47% 35% F 36% F
Trailing 12 Months  
Capital Gain -9.49% 52% F 51% F
Dividend Return 1.94% 36% F 37% F
Total Return -7.55% 48% F 48% F
Trailing 5 Years  
Capital Gain 25.80% 51% F 74% C
Dividend Return 14.45% 44% F 50% F
Total Return 40.25% 47% F 70% C-
Average Annual (5 Year Horizon)  
Capital Gain 6.69% 55% F 70% C-
Dividend Return 9.42% 63% D 71% C-
Total Return 2.73% 66% D 53% F
Risk Return Profile  
Volatility (Standard Deviation) 7.96% 64% D 77% C+
Risk Adjusted Return 118.30% 70% C- 91% A-
Market Capitalization 2.64B 85% B 79% 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:
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