SCHD
Schwab US Dividend Equity ETF
$77.11
0.02 (0.03%)
Currency in USD / Last Updated: 7/9/2024
| Category | Large Cap Value |
|---|---|
| Market Cap | 54397.25M |
| 52 Week High | 79.781 |
| 52 Week Low | 65.02 |
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Key Data
| Symbol | SCHD |
|---|---|
| Type | ETF |
| Category | Large Cap Value |
| Price | 77.11 |
| Price Yesterday | 77.09 |
| Market Cap | 54,397.25 |
| YTD Return | 3.15% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 0 |
| Redeption Fee | 0 |
| Prospectus | 0.0006 |
Overview
| 52 Week High | 79.78 |
|---|---|
| 52 Week Low | 65.02 |
| Market Cap | 54,397.25M |
| Shares Outstanding | 705.45M |
| Income Dividend Yield | 3.67% |
| Long Term Dividend Yield | 0.00% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 3.67% |
Returns Annualized
| One Day | 6.76% |
|---|---|
| Five Days | -17.79% |
| One Months | 0.66% |
| Three Months | -8.03% |
| Six Months | 5.73% |
| Nine Months | 17.50% |
| One Year | 11.50% |
| Three Years | 4.10% |
| Five Years | 11.54% |
| Ten Years | 10.68% |
| YTD | 6.21% |
| Since Inception | 12.76% |
Returns Total
| One Day | 0.03% |
|---|---|
| Five Days | -0.39% |
| One Month | 0.05% |
| Three Months | -2.04% |
| Six Months | 2.78% |
| Nine Months | 12.70% |
| One Year | 11.48% |
| Three Years | 12.74% |
| Five Years | 72.39% |
| Ten Years | 175.10% |
| YTD | 3.15% |
| Since Inception | 357.95% |
Yearly Returns
| 2024 | 3.15% |
|---|---|
| 2023 | 4.57% |
| 2022 | -3.23% |
| 2021 | 29.87% |
| 2020 | 15.07% |
| 2019 | 27.28% |
| 2018 | -5.55% |
| 2017 | 20.83% |
| 2016 | 16.44% |
| 2015 | -0.31% |
Risk against SP-DA
| Alpha | -10.37% |
|---|---|
| Beta | 0.71 |
| Correlation | 71.70% |
| Downside Deviation | 2.63% |
| Coefficient of determination | 51.41% |
| Standard Deviation | 3.17% |
| Sharpe Ratio | -1.57 |
| Sortino | -6.54 |
| Treynor | 8.66 |
| Ulcer Index | 3.58 |
| Ulcer Performance Index | -4.81 |