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SCHM: Schwab U.S. Mid-Cap ETF (ETF)
Basic Info 29.14 0.1(0.34%) January 22
| Asset Class: | MID-CAP BLEND |
| MyPlanIQ Rating: | (26%) |
| Start Date: | 01/13/2011 |
| Last Dividend Date: | 12/11/2024 |
| 12-Mo. Yield | 1.85% |
| Expenses | 0.04% |
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Performance Analytics (As of 01/17/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 01/13/2011 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 3.6 | 5.2 | 20.0 | 7.7 | 10.3 | 10.6 | 11.4 | 13.5 | 17.8 | -15.5 | 20.3 | 16.8 | 27.5 | -8.8 | 19.6 | 14.5 | -0.0 | 10.3 | 36.3 | 17.5 | -2.9 |
| Sharpe Ratio | NA | 9.91 | 1.03 | 0.12 | 0.31 | 0.44 | 0.52 | 0.46 | 0.8 | -0.64 | 1.21 | 0.42 | 1.91 | -0.62 | 2.24 | 0.94 | 0.0 | 0.79 | 2.76 | 1.18 | -0.11 |
| Draw Down(%) | NA | 1.7 | 8.2 | 22.0 | 42.4 | 42.4 | 42.4 | 8.2 | 14.5 | 24.5 | 8.8 | 42.4 | 7.2 | 22.7 | 3.7 | 13.0 | 12.4 | 10.8 | 7.3 | 12.1 | 26.4 |
| Standard Deviation(%) | NA | 12.6 | 15.0 | 20.0 | 24.6 | 20.0 | 19.6 | 15.0 | 17.2 | 26.2 | 16.8 | 39.2 | 13.6 | 16.4 | 8.5 | 15.3 | 14.8 | 13.0 | 13.1 | 14.9 | 28.5 |
| Treynor Ratio | NA | 1.28 | 0.14 | 0.02 | 0.07 | 0.09 | 0.1 | 0.06 | 0.13 | -0.17 | 0.19 | 0.17 | 0.25 | -0.1 | 0.18 | 0.14 | 0.0 | 0.1 | 0.35 | 0.18 | -0.03 |
| Alpha | NA | 0.03 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | 0.02 | -0.02 | 0.0 | -0.02 | 0.0 | 0.0 | 0.01 | 0.01 | -0.01 | 0.0 | 0.01 | 0.01 |
| Beta | NA | 0.98 | 1.14 | 1.05 | 1.02 | 1.02 | 1.02 | 1.14 | 1.1 | 1.01 | 1.08 | 1.0 | 1.05 | 1.0 | 1.04 | 0.99 | 0.96 | 1.02 | 1.03 | 0.99 | 1.03 |
| RSquared | NA | 0.94 | 0.91 | 0.96 | 0.92 | 0.93 | 0.94 | 0.91 | 0.95 | 0.98 | 0.92 | 0.89 | 0.97 | 0.98 | 0.93 | 0.98 | 0.98 | 0.96 | 0.97 | 0.98 | 0.99 |
| Yield(%) | N/A | 0.0 | 2.7 | 2.8 | 3.0 | 3.2 | N/A | 2.7 | 2.8 | 2.9 | 2.2 | 2.7 | 1.9 | 1.4 | 1.5 | 1.7 | 1.5 | 1.6 | 1.7 | 1.9 | 1.1 |
| Dividend Growth(%) | N/A | -100.0 | 9.4 | 52.5 | 156.4 | N/A | N/A | 9.4 | -22.8 | 56.4 | -8.1 | 83.1 | 19.0 | 10.5 | -0.7 | 11.0 | 2.2 | 26.4 | 2.4 | 61.8 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/13/2011
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See MID-CAP BLEND Asset Class Trend Rankings |
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Best ETFs
- MDY (SPDR S&P Midcap 400 ETF Trust) 0.44% (100%)
- CSD (Invesco S&P Spin-Off ETF) 0.12% (97%)
- CZA (Invesco Zacks Mid-Cap ETF) 0.62% (96%)
- EZM (WisdomTree U.S. MidCap Fund) 0.57% (96%)
- FNX (First Trust Mid Cap Core AlphaDEX Fund) 0.52% (95%)
- IJH (iShares Core S&P Mid-Cap ETF) 0.49% (95%)
- IWR (iShares Russell Midcap ETF) 0.41% (94%)
- VXF (Vanguard Extended Market ETF) 0.32% (94%)
- IVOO (Vanguard S&P Mid-Cap 400 ETF) 0.41% (27%)
- SCHM (Schwab U.S. Mid-Cap ETF) 0.34% (26%)
Best Closed End Funds
- CET (Central Securities Corporation) 0.74% (99%)
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