(SCHV) Schwab U.S. Large-Cap - Performance 11.5% in 12m
Compare SCHV with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
81.91%
#9 in Group
Rel. Strength
63.93%
#2879 in Universe
Total Return 12m
11.49%
#35 in Group
Total Return 5y
110.50%
#18 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: SCHV (11.5%) vs DIA (9.2%)
5y Drawdown (Underwater) Chart
Top Performers in Large Value
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 |
|---|---|---|---|---|---|---|---|---|
| FNDX NYSE ARCA Schwab Fundamental U.S. |
-3.35% | 10.4% | 146% | - | - | - | - | - |
| FNDB NYSE ARCA Schwab Fundamental U.S. |
-3% | 9.93% | 139% | - | - | - | - | - |
| FDL NYSE ARCA First Trust Morningstar |
-5.29% | 16.4% | 113% | - | - | - | - | - |
| RWL NYSE ARCA Invesco SP500 Revenue |
-2.29% | 9.71% | 121% | - | - | - | - | - |
| FDVV NYSE ARCA Fidelity High Dividend |
-3.27% | 12% | 125% | - | - | - | - | - |
| EQL NYSE ARCA ALPS Equal Sector Weight |
-2.24% | 12.4% | 116% | - | - | - | - | - |
| SIXA NYSE ARCA 6 Meridian Mega Cap Equity |
0.19% | 19% | 101% | - | - | - | - | - |
| IUS NASDAQ Invesco RAFI Strategic US |
-2.9% | 7.46% | 125% | - | - | - | - | - |
Performance Comparison: SCHV vs DIA vs S&P 500
DIA (SPDR Dow Jones Industrial ETF) is the Sector Benchmark for SCHV
| Total Return (including Dividends) | SCHV | DIA | S&P 500 |
|---|---|---|---|
| 1 Month | -2.97% | -3.18% | -0.87% |
| 3 Months | -4.37% | -8.41% | -7.58% |
| 12 Months | 11.49% | 9.20% | 11.88% |
| 5 Years | 110.50% | 87.63% | 110.33% |
| Trend Score (consistency of price movement) | SCHV | DIA | S&P 500 |
| 1 Month | 23.1% | -2.7% | 23% |
| 3 Months | -83.7% | -91.1% | -88.5% |
| 12 Months | 65.3% | 61.2% | 55.1% |
| 5 Years | 91.7% | 86.2% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. DIA | vs. S&P 500 |
| 1 Month | #51 | 0.21% | -2.12% |
| 3 Month | #41 | 4.42% | 3.48% |
| 12 Month | #37 | 2.10% | -0.34% |
| 5 Years | #18 | 12.2% | 0.08% |
FAQs
Does SCHV Schwab U.S. Large-Cap outperforms the market?
Yes,
over the last 12 months SCHV made 11.49%, while its related Sector, the SPDR Dow Jones Industrial (DIA) made 9.20%.
Over the last 3 months SCHV made -4.37%, while DIA made -8.41%.
Over the last 3 months SCHV made -4.37%, while DIA made -8.41%.
Performance Comparison SCHV vs Indeces and Sectors
SCHV vs. Indices SCHV is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -1.55% | -2.10% | 0.25% | -0.39% |
| US NASDAQ 100 | QQQ | -2.58% | -4.37% | -0.18% | -1.18% |
| US Dow Jones Industrial 30 | DIA | -0.61% | 0.21% | 0.34% | 2.29% |
| German DAX 40 | DAX | -0.32% | -4.29% | -19.3% | -13.2% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 2.41% | -0.15% | 3.24% | 5.53% |
| Hongkong Hang Seng | HSI | -0.56% | -3.03% | -1.67% | -2.40% |
| India NIFTY 50 | INDA | 1.29% | -7.03% | -0.04% | 8.42% |
| Brasil Bovespa | EWZ | -0.75% | -7.57% | -3.45% | 17.3% |
SCHV vs. Sectors SCHV is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -1.80% | -1.92% | -5.88% | -12.5% |
| Consumer Discretionary | XLY | -1.63% | -2.87% | -2.26% | -1.83% |
| Consumer Staples | XLP | 1.95% | -3.17% | -5.06% | 0.29% |
| Energy | XLE | 2.93% | 10.9% | 6.04% | 22.6% |
| Financial | XLF | -0.16% | -0.86% | -7.35% | -11.2% |
| Health Care | XLV | -1.47% | 0.82% | 1.94% | 9.77% |
| Industrial | XLI | -1.97% | -3.08% | -0.46% | 1.90% |
| Materials | XLB | -0.94% | -0.54% | 7.66% | 15.0% |
| Real Estate | XLRE | -0.03% | -1.66% | 1.14% | -6.60% |
| Technology | XLK | -4.00% | -4.66% | 3.59% | 3.76% |
| Utilities | XLU | 1.29% | -3.03% | -1.87% | -10.3% |
| Aerospace & Defense | XAR | -2.50% | -9.36% | -13.3% | -15.1% |
| Biotech | XBI | -2.85% | -5.25% | 12.9% | 13.3% |
| Homebuilder | XHB | -0.86% | -0.70% | 15.1% | 18.5% |
| Retail | XRT | 0.02% | -2.41% | 5.82% | 14.2% |