(SCHB) Schwab U.S. Broad - Performance 11.1% in 12m
Compare SCHB with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
71.68%
#66 in Group
Rel. Strength
63.20%
#2938 in Universe
Total Return 12m
11.09%
#88 in Group
Total Return 5y
106.52%
#48 in Group
P/E -
(?) Percentile in Group
P/E Forward -
(?) Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield -
(?) Percentile in Group
12m Total Return: SCHB (11.1%) vs SPY (11.9%)
5y Drawdown (Underwater) Chart
Top Performers in Large Blend
Overall best picks of Peer Group Selected by proven GARP Predictive Metrics, sorted by Growth Rating
| Symbol | 1m | 12m | 5y | P/E | P/E Forward | PEG | EPS Stability |
EPS CAGR |
|---|---|---|---|---|---|---|---|---|
| SPMO NYSE ARCA Invesco SP500 Momentum |
2.2% | 25.4% | 154% | - | - | - | - | - |
| FCPI BATS Fidelity Stocks Inflation |
-1.59% | 14.5% | 119% | - | - | - | - | - |
| LGLV NYSE ARCA SPDR SSGA US Large Cap Low |
-1.88% | 16.8% | 96.5% | - | - | - | - | - |
| JQUA NYSE ARCA JPMorgan U.S. Quality |
-0.67% | 13.6% | 115% | - | - | - | - | - |
| FFLC BATS Fidelity Fundamental Large |
-0.97% | 7.91% | 123% | - | - | - | - | - |
| FMIL BATS Fidelity New Millennium |
-0.78% | 8.11% | 121% | - | - | - | - | - |
| USMC NASDAQ Principal U.S. Mega-Cap |
0.11% | 16.3% | 115% | - | - | - | - | - |
| LRGF NYSE ARCA iShares U.S. Equity Factor |
-0.35% | 13.5% | 116% | - | - | - | - | - |
Performance Comparison: SCHB vs SPY vs S&P 500
SPY (SPDR SP500 Trust ETF) is the Sector Benchmark for SCHB
| Total Return (including Dividends) | SCHB | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | -0.84% | -0.87% | -0.87% |
| 3 Months | -8.34% | -7.58% | -7.58% |
| 12 Months | 11.09% | 11.88% | 11.88% |
| 5 Years | 106.52% | 110.33% | 110.33% |
| Trend Score (consistency of price movement) | SCHB | SPY | S&P 500 |
| 1 Month | 22.3% | 23% | 23% |
| 3 Months | -88.7% | -88.5% | -88.5% |
| 12 Months | 53.5% | 55.1% | 55.1% |
| 5 Years | 79.2% | 84.1% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
| 1 Month | #96 | 0.03% | 0.03% |
| 3 Month | #146 | -0.82% | -0.82% |
| 12 Month | #91 | -0.70% | -0.70% |
| 5 Years | #83 | -1.81% | -1.81% |
FAQs
Does SCHB Schwab U.S. Broad outperforms the market?
No,
over the last 12 months SCHB made 11.09%, while its related Sector, the SPDR SP500 Trust (SPY) made 11.88%.
Over the last 3 months SCHB made -8.34%, while SPY made -7.58%.
Over the last 3 months SCHB made -8.34%, while SPY made -7.58%.
Performance Comparison SCHB vs Indeces and Sectors
SCHB vs. Indices SCHB is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 0.02% | 0.03% | -0.51% | -0.79% |
| US NASDAQ 100 | QQQ | -1.01% | -2.24% | -0.94% | -1.58% |
| US Dow Jones Industrial 30 | DIA | 0.96% | 2.34% | -0.42% | 1.89% |
| German DAX 40 | DAX | 1.25% | -2.16% | -20.0% | -13.6% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 3.98% | 1.98% | 2.48% | 5.13% |
| Hongkong Hang Seng | HSI | 1.01% | -0.90% | -2.43% | -2.80% |
| India NIFTY 50 | INDA | 2.86% | -4.90% | -0.80% | 8.02% |
| Brasil Bovespa | EWZ | 0.82% | -5.44% | -4.21% | 16.9% |
SCHB vs. Sectors SCHB is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -0.23% | 0.21% | -6.64% | -12.9% |
| Consumer Discretionary | XLY | -0.06% | -0.74% | -3.02% | -2.23% |
| Consumer Staples | XLP | 3.52% | -1.04% | -5.82% | -0.11% |
| Energy | XLE | 4.50% | 13.0% | 5.28% | 22.2% |
| Financial | XLF | 1.41% | 1.27% | -8.11% | -11.6% |
| Health Care | XLV | 0.10% | 2.95% | 1.18% | 9.37% |
| Industrial | XLI | -0.40% | -0.95% | -1.22% | 1.50% |
| Materials | XLB | 0.63% | 1.59% | 6.90% | 14.6% |
| Real Estate | XLRE | 1.54% | 0.47% | 0.38% | -7.0% |
| Technology | XLK | -2.43% | -2.53% | 2.83% | 3.36% |
| Utilities | XLU | 2.86% | -0.90% | -2.63% | -10.7% |
| Aerospace & Defense | XAR | -0.93% | -7.23% | -14.0% | -15.5% |
| Biotech | XBI | -1.28% | -3.12% | 12.1% | 12.9% |
| Homebuilder | XHB | 0.71% | 1.43% | 14.3% | 18.1% |
| Retail | XRT | 1.59% | -0.28% | 5.06% | 13.8% |