(SCHB) Schwab U.S. Broad Market - Ratings and Ratios

The Schwab U.S. Broad Market ETF (SCHB) is designed to track the performance of the largest 2,500 publicly traded U.S. companies with readily available pricing information. To achieve this, the fund invests at least 90% of its net assets in the constituent stocks of the index, allowing for up to 10% in securities outside the index.

As a Large Blend ETF, SCHB provides diversified exposure to the U.S. stock market, encompassing a broad range of sectors and industries. With Assets Under Management (AUM) of approximately $34.8 billion, it is a sizable and liquid investment vehicle. Key Performance Indicators (KPIs) to monitor for SCHB include its tracking error relative to its underlying index, expense ratio, and dividend yield. The funds expense ratio is a critical metric, as it directly impacts investor returns. Additionally, its dividend yield can indicate the funds income-generating potential.

To further evaluate SCHBs performance, its essential to consider its returns over various time horizons, such as 1-year, 3-year, and 5-year returns, relative to its benchmark and peers. Other relevant KPIs include the funds Sharpe ratio, which assesses risk-adjusted returns, and its beta, which measures the funds volatility relative to the broader market. By analyzing these metrics, investors can gain a more comprehensive understanding of SCHBs strengths and weaknesses.