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

ETF | Large Value | NYSE Arca

Last Closing

USD 55.48

Change

+0.20 (+0.36)%

Market Cap

USD 2.64B

Volume

3.00M

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 Holdings

N/A

Top Sectors

N/A

Top Regions

N/A

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2019-03-18 )

Largest Industry Peers for Large Value

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

+2.29 (+1.43%)

USD 113.76B
SCHD Schwab U.S. Dividend Equity ET.. 0.07 %

+1.36 (+1.72%)

USD 64.32B
IWD iShares Russell 1000 Value ETF 0.19 %

+2.89 (+1.65%)

USD 54.72B
VYM Vanguard High Dividend Yield I.. 0.06 %

+1.90 (+1.60%)

USD 52.63B
IVE iShares S&P 500 Value ETF 0.18 %

+2.86 (+1.56%)

USD 32.82B
DGRO iShares Core Dividend Growth E.. 0.08 %

+0.80 (+1.40%)

USD 26.54B
SDY SPDR® S&P Dividend ETF 0.35 %

+2.66 (+2.07%)

USD 20.50B
SPYV SPDR® Portfolio S&P 500 Value.. 0.06 %

+0.76 (+1.55%)

USD 19.48B
FNDX Schwab Fundamental U.S. Large .. 0.25 %

+0.91 (+1.37%)

USD 14.50B
HDV iShares Core High Dividend ETF 0.08 %

+1.86 (+1.73%)

USD 10.27B

ETFs Containing SCHV

PFV 0.00 % 0.00 %

N/A

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 12.56% 70% C- 56% F
Dividend Return N/A N/A N/A N/A F
Total Return 12.56% 57% F 53% F
Trailing 12 Months  
Capital Gain 1.50% 60% D- 67% D+
Dividend Return 1.40% 12% F 24% F
Total Return 2.90% 49% F 57% F
Trailing 5 Years  
Capital Gain 35.19% 53% F 75% C
Dividend Return 14.27% 44% F 49% F
Total Return 49.46% 53% F 75% C
Average Annual (5 Year Horizon)  
Capital Gain 6.15% 56% F 71% C-
Dividend Return 8.85% 63% D 71% C-
Total Return 2.70% 66% D+ 53% F
Risk Return Profile  
Volatility (Standard Deviation) 8.27% 60% D- 75% C
Risk Adjusted Return 106.98% 71% C- 89% A-
Market Capitalization 2.64B 87% B+ 80% 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