SCHB:NYE-Schwab U.S. Broad Market ETF (USD)

ETF | Large Blend | NYE

Last Closing Price

USD 75.51

Change

0.00 (0.00)%

Market Cap

USD 14.75B

Volume

0.82M

Average Target Price

N/A
Average Analyst Rating

N/A

Fundamental Analysis

Verdict

About

The investment seeks to track as closely as possible, before fees and expenses, the total return of the Dow Jones U.S. Broad Stock Market Index. To pursue its goal, the fund generally invests in stocks that are included in the index. The fund will invest at least 90% of its net assets in these stocks. The index includes the largest 2,500 publicly traded U.S. companies for which pricing information is readily available. The index is a float-adjusted market capitalization weighted index that reflects the shares of securities actually available to investors in the marketplace.

Technical Indicators

Unadjusted Closing Price

Adjusted Closing Price

Assets

N/A

Top Sectors

N/A

Top Regions

N/A

Valuation Growth & Performance

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2020-07-11 )

Largest Industry Peers for Large Blend

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

N/A

USD872.08B
VOO Vanguard S&P 500 ETF 0.03 %

N/A

USD533.81B
SPY SPDR S&P 500 ETF Trust 0.10 %

N/A

USD274.45B
IVV iShares Core S&P 500 ETF 0.04 %

N/A

USD194.76B
VIG Vanguard Dividend Appreciation.. 0.06 %

N/A

USD51.64B
VV Vanguard Large-Cap Index Fund .. 0.04 %

N/A

USD26.69B
ITOT iShares Core S&P Total U.S. St.. 0.03 %

N/A

USD24.99B
IWB iShares Russell 1000 ETF 0.15 %

N/A

USD21.74B
SCHX Schwab U.S. Large-Cap ETF 0.03 %

N/A

USD20.49B
RSP Invesco S&P 500 Equal Weight E.. 0.20 %

N/A

USD12.15B

ETFs Containing SCHB

Symbol Name Weight Mer Price(Change) Market Cap

N/A

Market Performance

  Market Performance vs.
Industry/Classification (Large Blend)
Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain -1.78% 49% F 73% C
Dividend Return 0.39% 51% F 15% F
Total Return -1.40% 51% F 70% C-
Trailing 12 Months  
Capital Gain 4.58% 49% F 79% C+
Dividend Return 0.88% 54% F 20% F
Total Return 5.47% 51% F 78% C+
Trailing 5 Years  
Capital Gain 49.44% 51% F 83% B
Dividend Return 9.19% 28% F 34% F
Total Return 58.63% 49% F 82% B-
Average Annual (5 Year Horizon)  
Capital Gain 10.40% 50% F 76% C
Dividend Return 1.70% 52% F 41% F
Total Return 12.09% 50% F 74% C
Risk Return Profile  
Volatility (Standard Deviation) 9.17% 24% F 76% C
Risk Adjusted Return 131.85% 39% F 92% A-
Market Capitalization 14.75B 90% A- 88% B+
Letter Grade Percentage Letter Grade Percentage Letter Grade Percentage
A+ 97%-100% A 93%-96% A- 90%-92%
B+ 97%-89% B 83%-86% B- 80%-82%
C+ 77%-79% C 73%-76% C- 70%-72%
D+ 67%-69% D 63%-66% D- 60%-62%
F 0%-59%

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

Fundamental Analysis Breakdown

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:
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.

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.

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.

Overpriced compared to earnings

The stock is trading high compared to its peers on a price to earning basis and is above the sector median.