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

ETF | Large Value | NYSE Arca

Last Closing Price

USD 56.35

Change

0.00 (0.00)%

Market Cap

USD 4.27B

Volume

0.24M

Yahoo Analyst Target

N/A

STA Analyst Target

N/A
Yahoo Analyst Rating

N/A

STA Analyst Rating

N/A

STA 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: 0.05 %

Unadjusted Closing Price

Adjusted Closing Price

Assets

N/A

Top Sectors

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Top Regions

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Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2018-01-15 )

Largest Industry Peers for Large Value

Symbol Name Mer Price(Change) Market Cap
IWD iShares Russell 1000 Value 0.20 %

N/A

USD 41.34B
VTV Vanguard Value 0.06 %

N/A

USD 37.94B
DIA SPDR Dow Jones Industrial Aver.. 0.15 %

N/A

USD 23.89B
VYM Vanguard High Dividend Yield 0.08 %

N/A

USD 21.83B
SDY SPDR S&P Dividend 0.35 %

N/A

USD 16.61B
IVE iShares S&P 500 Value 0.18 %

N/A

USD 15.96B
SPLV PowerShares S&P 500 Low Volati.. 0.25 %

N/A

USD 7.51B
SCHD Schwab US Dividend Equity 0.07 %

N/A

USD 7.46B
HDV iShares Core High Dividend 0.10 %

N/A

USD 6.77B
PRF Powershares FTSE RAFI US 1000 .. 0.39 %

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USD 5.56B

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 3.07% 44% F 56% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 3.07% 44% F 56% F
Trailing 12 Months  
Capital Gain 16.55% 47% F 64% D
Dividend Return 2.68% 54% F 42% F
Total Return 19.23% 44% F 63% D
Trailing 5 Years  
Capital Gain 70.91% 45% F 72% C-
Dividend Return 17.13% 50% F 52% F
Total Return 88.05% 53% F 73% C
Average Annual (5 Year Horizon)  
Capital Gain 8.62% 60% D- 70% C-
Dividend Return 11.34% 58% F 71% C-
Total Return 2.73% 65% D 52% F
Risk Return Profile  
Volatility (Standard Deviation) 8.01% 74% C 81% B-
Risk Adjusted Return 141.64% 70% C- 92% A-
Market Capitalization 2.64B 82% B- 75% 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