(SCHM) Schwab U.S. Mid-Cap - Performance 2.2% in 12m
Compare SCHM with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
58.92%
#36 in Group
Rel. Strength
48.27%
#4117 in Universe
Total Return 12m
2.20%
#45 in Group
Total Return 5y
86.17%
#33 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: SCHM (2.2%) vs SPY (9.9%)
5y Drawdown (Underwater) Chart
Top Performers in Mid-Cap 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 |
|---|---|---|---|---|---|---|---|---|
| VFMV BATS Vanguard U.S. Minimum |
3.15% | 12.6% | 75.4% | - | - | - | - | - |
| USMF BATS WisdomTree U.S. Multifactor |
4.61% | 10.8% | 90.2% | - | - | - | - | - |
| DEUS NYSE ARCA Xtrackers Russell US |
4.76% | 7.91% | 94.9% | - | - | - | - | - |
| TPLC NYSE ARCA Timothy Plan US Large/Mid |
5.37% | 4.91% | 91% | - | - | - | - | - |
| FLQM BATS Franklin LibertyQ U.S. Mid |
4.25% | 3.21% | 98.4% | - | - | - | - | - |
| BRNY NASDAQ Burney U.S. Factor Rotation |
5.8% | 14.1% | 70.4% | - | - | - | - | - |
| SPHB NYSE ARCA Invesco SP500 High Beta |
8.35% | 0.56% | 151% | - | - | - | - | - |
| EUSA NYSE ARCA iShares MSCI USA Equal |
4.48% | 6.72% | 89.4% | - | - | - | - | - |
Performance Comparison: SCHM vs SPY vs S&P 500
SPY (SPDR SP500 Trust ETF) is the Sector Benchmark for SCHM
| Total Return (including Dividends) | SCHM | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | 5.34% | 2.87% | 2.87% |
| 3 Months | -8.00% | -6.42% | -6.42% |
| 12 Months | 2.20% | 9.87% | 9.87% |
| 5 Years | 86.17% | 107.51% | 107.51% |
| Trend Score (consistency of price movement) | SCHM | SPY | S&P 500 |
| 1 Month | 92.9% | 89.4% | 89.4% |
| 3 Months | -76.0% | -72% | -72% |
| 12 Months | 29.7% | 49.3% | 49.3% |
| 5 Years | 68.8% | 84.1% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
| 1 Month | #46 | 2.41% | 2.41% |
| 3 Month | #48 | -1.69% | -1.69% |
| 12 Month | #44 | -6.98% | -6.98% |
| 5 Years | #43 | -10.3% | -10.3% |
FAQs
Does SCHM Schwab U.S. Mid-Cap outperforms the market?
No,
over the last 12 months SCHM made 2.20%, while its related Sector, the SPDR SP500 Trust (SPY) made 9.87%.
Over the last 3 months SCHM made -8.00%, while SPY made -6.42%.
Over the last 3 months SCHM made -8.00%, while SPY made -6.42%.
Performance Comparison SCHM vs Indeces and Sectors
SCHM vs. Indices SCHM is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 1.27% | 2.47% | -4.57% | -7.67% |
| US NASDAQ 100 | QQQ | 1.02% | 0.63% | -4.98% | -9.12% |
| US Dow Jones Industrial 30 | DIA | 0.99% | 3.73% | -3.54% | -4.17% |
| German DAX 40 | DAX | -0.85% | -13.9% | -30.2% | -22.9% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 0.61% | -0.93% | -3.80% | -3.43% |
| Hongkong Hang Seng | HSI | -2.25% | -10.9% | -14.1% | -9.89% |
| India NIFTY 50 | INDA | 3.66% | 3.06% | -6.47% | -0.13% |
| Brasil Bovespa | EWZ | -0.78% | -6.19% | -13.8% | 8.68% |
SCHM vs. Sectors SCHM is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 1.09% | 1.67% | -10.8% | -18.1% |
| Consumer Discretionary | XLY | 0.35% | 1.83% | -2.38% | -11.9% |
| Consumer Staples | XLP | 1.64% | 3.32% | -11.5% | -5.36% |
| Energy | XLE | 0.29% | 5.26% | 1.43% | 12.0% |
| Financial | XLF | 0.64% | -0.23% | -10.5% | -19.3% |
| Health Care | XLV | 5.06% | 9.72% | 0.66% | 8.12% |
| Industrial | XLI | -0.30% | -2.04% | -5.55% | -7.79% |
| Materials | XLB | 1.28% | 0.63% | -0.52% | 8.23% |
| Real Estate | XLRE | 1.60% | -0.78% | -6.95% | -11.3% |
| Technology | XLK | 0.38% | -1.40% | -2.30% | -4.80% |
| Utilities | XLU | 0.23% | -0.28% | -12.3% | -13.7% |
| Aerospace & Defense | XAR | 0.76% | -4.0% | -13.9% | -23.0% |
| Biotech | XBI | 9.35% | 3.32% | 16.5% | 16.2% |
| Homebuilder | XHB | 1.71% | 2.27% | 9.06% | 12.0% |
| Retail | XRT | 1.12% | 1.75% | 1.72% | 6.52% |