SCHV:NYE-Schwab U.S. Large-Cap Value ETF (USD)

ETF | Large Value | NYE

Last Closing Price

USD 60.77

Change

0.00 (0.00)%

Market Cap

USD 6.96B

Volume

0.21M

Average Target Price

N/A
Average 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.

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: 2020-02-17 )

Largest Industry Peers for Large Value

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

N/A

USD88.95B
IWD iShares Russell 1000 Value ETF 0.19 %

N/A

USD40.43B
VYM Vanguard High Dividend Yield I.. 0.06 %

N/A

USD38.29B
DIA SPDR Dow Jones Industrial Aver.. 0.17 %

N/A

USD22.30B
SDY SPDR S&P Dividend ETF 0.35 %

N/A

USD20.24B
IVE iShares S&P 500 Value ETF 0.18 %

N/A

USD17.27B
SCHD Schwab U.S. Dividend Equity ET.. 0.06 %

N/A

USD11.64B
DGRO iShares Core Dividend Growth E.. 0.08 %

N/A

USD10.48B
FVD First Trust Value Line Dividen.. 0.70 %

N/A

USD10.08B
HDV iShares Core High Dividend ETF 0.08 %

N/A

USD7.49B

ETFs Containing SCHV

Symbol Name Weight Mer Price(Change) Market Cap

N/A

Market Performance

  Market Performance vs.
Industry/Classification (Large Value)
Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 1.08% 51% F 50% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 1.08% 51% F 49% F
Trailing 12 Months  
Capital Gain 11.83% 45% F 63% D
Dividend Return 2.20% 51% F 49% F
Total Return 14.03% 43% F 62% D-
Trailing 5 Years  
Capital Gain 36.81% 54% F 72% C-
Dividend Return 13.51% 54% F 52% F
Total Return 50.32% 54% F 71% C-
Average Annual (5 Year Horizon)  
Capital Gain 7.68% 63% D 70% C-
Dividend Return 2.60% 59% F 56% F
Total Return 10.28% 63% D 70% C-
Risk Return Profile  
Volatility (Standard Deviation) 7.80% 63% D 82% B-
Risk Adjusted Return 131.79% 65% D 93% A
Market Capitalization 6.96B 80% B- 80% 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

STA Verdict 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:
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.