SCHX:ARCA-Schwab U.S. Large-Cap

ETF | Large Blend | NYSE Arca

Last Closing

USD 61.88

Change

0.00 (0.00)%

Market Cap

USD 6.67B

Volume

2.39M

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 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 Total Stock Market Index. The index includes the large-cap 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 Total Stock Market Index includes the components ranked 1-750 by full market capitalization. The index is a float-adjusted market capitalization weighted index.

Inception Date: 03/11/2009

Primary Benchmark: DJ US TSM Large Cap TR USD

Primary Index: S&P 500 TR USD

Gross Expense Ratio: 0.03%

Management Expense Ratio: 0.03 %

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 Blend

Symbol Name Mer Price(Change) Market Cap
SPY SPDR S&P 500 0.09 %

+0.63 (+0.24%)

USD 247.52B
IVV iShares Core S&P 500 0.04 %

+0.69 (+0.26%)

USD 156.43B
VTI Vanguard Total Stock Market 0.04 %

+0.38 (+0.28%)

USD 92.77B
VOO Vanguard S&P 500 0.04 %

+0.53 (+0.22%)

USD 87.25B
VIG Vanguard Div Appreciation 0.08 %

+0.05 (+0.05%)

USD 28.96B
IWB iShares Russell 1000 0.15 %

+0.41 (+0.28%)

USD 18.67B
ITOT iShares Core S&P Total U.S. St.. 0.03 %

+0.20 (+0.34%)

USD 15.65B
RSP Invesco S&P 500 Equal Weight 0.20 %

+0.24 (+0.25%)

USD 13.88B
USMV iShares Edge MSCI Min Vol USA 0.15 %

N/A

USD 13.46B
SCHB Schwab U.S. Broad Market 0.03 %

+0.18 (+0.29%)

USD 12.80B

ETFs Containing SCHX

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 3.65% 37% F 38% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 3.65% 36% F 37% F
Trailing 12 Months  
Capital Gain -6.82% 63% D 60% D-
Dividend Return 1.32% 31% F 23% F
Total Return -5.50% 48% F 54% F
Trailing 5 Years  
Capital Gain 40.60% 68% D+ 82% B-
Dividend Return 11.00% 30% F 37% F
Total Return 51.60% 66% D 79% C+
Average Annual (5 Year Horizon)  
Capital Gain 9.36% 83% B 78% C+
Dividend Return 11.36% 82% B- 78% C+
Total Return 2.00% 71% C- 40% F
Risk Return Profile  
Volatility (Standard Deviation) 8.54% 47% F 74% C
Risk Adjusted Return 132.97% 84% B 94% A
Market Capitalization 6.67B 93% A 89% 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.

Superior risk adjusted returns

This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.

High dividend returns

The stock has outperformed its sector peers on average annual dividend returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile. This can be a good buy, especially if it is outperforming on total return basis , for investors seeking high income yields.

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.