Find A Portfolio/Ticker
Comparison Box
SCHX: Schwab U.S. Large-Cap ETF (ETF)
Basic Info 22.4 0.34(1.54%) May 02
| Asset Class: | LARGE BLEND |
| MyPlanIQ Rating: | (23%) |
| Start Date: | 11/03/2009 |
| Last Dividend Date: | 12/11/2024 |
| 12-Mo. Yield | 1.51% |
| Expenses | 0.03% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 05/02/2025)
| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 11/03/2009 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 2.9 | -3.4 | 14.0 | 14.7 | 19.1 | 14.7 | 15.1 | 15.7 | 26.5 | 29.8 | -16.8 | 28.5 | 25.8 | 34.1 | -0.6 | 23.1 | 14.2 | 3.0 | 14.3 | 33.5 | 17.1 | 2.7 | 18.0 | 7.3 |
| Sharpe Ratio | NA | -0.45 | 0.39 | 0.56 | 0.91 | 0.7 | NA | 0.83 | 1.54 | 1.94 | -0.74 | 2.14 | 0.74 | 2.6 | -0.11 | 3.31 | 1.06 | 0.2 | 1.27 | 3.03 | 1.35 | 0.11 | 1.0 | 4.34 |
| Draw Down(%) | NA | 19.3 | 19.3 | 19.3 | 23.7 | 34.3 | NA | 34.3 | 8.5 | 9.6 | 23.7 | 5.2 | 34.3 | 6.7 | 18.4 | 2.5 | 10.9 | 11.9 | 6.8 | 5.8 | 9.8 | 19.3 | 15.6 | 1.6 |
| Standard Deviation(%) | NA | 27.9 | 19.4 | 18.6 | 18.0 | 18.5 | NA | 17.6 | 12.9 | 13.3 | 24.7 | 13.3 | 34.6 | 12.6 | 17.1 | 6.8 | 13.2 | 15.3 | 11.3 | 11.0 | 12.8 | 23.3 | 17.8 | 13.0 |
| Treynor Ratio | NA | -0.13 | 0.08 | 0.1 | 0.17 | 0.13 | NA | 0.15 | 0.2 | 0.26 | -0.18 | 0.29 | 0.27 | 0.33 | -0.02 | 0.22 | 0.14 | 0.03 | 0.15 | 0.34 | 0.17 | 0.03 | 0.18 | 0.58 |
| Alpha | NA | 0.0 | 0.0 | 0.01 | 0.01 | 0.01 | NA | 0.01 | 0.01 | 0.01 | 0.01 | 0.01 | 0.02 | 0.01 | 0.02 | 0.0 | 0.01 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.01 |
| Beta | NA | 0.99 | 0.99 | 0.99 | 0.99 | 0.98 | NA | 0.98 | 1.0 | 0.99 | 0.99 | 0.99 | 0.96 | 1.0 | 0.99 | 1.0 | 0.99 | 0.98 | 0.98 | 0.99 | 0.99 | 0.98 | 0.98 | 0.96 |
| RSquared | NA | 1.0 | 1.0 | 0.99 | 0.99 | 0.97 | NA | 0.97 | 0.99 | 0.99 | 0.99 | 0.99 | 0.92 | 0.98 | 0.99 | 0.97 | 0.99 | 0.99 | 0.99 | 0.99 | 0.99 | 1.0 | 0.99 | 0.99 |
| Yield(%) | N/A | 0.0 | 1.5 | 3.6 | 3.5 | 4.9 | 7.1 | N/A | 2.7 | 4.4 | 1.9 | 3.1 | 5.8 | 5.0 | 6.0 | 3.0 | 4.4 | 4.0 | 2.9 | 3.0 | 3.4 | 2.9 | 3.5 | 0.2 |
| Dividend Growth(%) | N/A | -100.0 | -62.4 | -49.4 | -7.3 | N/A | N/A | N/A | -25.3 | -9.9 | -20.3 | -37.9 | 51.0 | -23.6 | 140.2 | -23.2 | 6.5 | 53.3 | 25.2 | -0.5 | 18.2 | -6.9 | 1780.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/03/2009
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See LARGE BLEND Asset Class Trend Rankings |
Top Rated Funds in LARGE BLEND
Best Mutual Funds
- LLPFX (LONGLEAF PARTNERS FUND LONGLEAF PARTNERS FUND) 1.56% (100%)
- LMVTX (CLEARBRIDGE VALUE TRUST CLASS C) 1.72% (100%)
- MPGFX (MAIRS & POWER GROWTH FUND INVESTOR CLASS) 1.32% (100%)
- YACKX (AMG YACKTMAN FUND CLASS I) 0.0% (99%)
- FMIHX (LARGE CAP FUND LARGE CAP FUND INVESTOR CLASS) 1.60% (99%)
- FDGFX (FIDELITY DIVIDEND GROWTH FUND FIDELITY DIVIDEND GROWTH FUND) 1.89% (99%)
- THPGX (THOMPSON LARGECAP FUND THOMPSON LARGECAP FUND) 1.74% (99%)
- WVALX (VALUE FUND VALUE FUND - INVESTOR CLASS) 1.80% (99%)
- OAKMX (OAKMARK FUND INVESTOR CLASS) 1.73% (99%)
- SWANX (SCHWAB CORE EQUITY FUND INVESTOR SHARES) 1.49% (99%)
Best ETFs
- SPY (SPDR S&P 500 ETF Trust) 1.48% (100%)
- XLG (Invesco S&P 500 Top 50 ETF) 1.29% (100%)
- IWB (iShares Russell 1000 ETF) 1.49% (97%)
- IYY (iShares Dow Jones U.S. ETF) 1.61% (96%)
- VTI (Vanguard Total Stock Market ETF) 1.56% (96%)
- IWV (iShares Russell 3000 ETF) 1.54% (96%)
- RSP (Invesco S&P 500 Equal Weight ETF) 1.76% (96%)
- XLP (Consumer Staples Select Sector SPDR Fund) 0.54% (94%)
- DSI (iShares MSCI KLD 400 Social ETF) 1.79% (93%)
- EPS (WisdomTree U.S. LargeCap Fund) 1.47% (93%)
Best Closed End Funds
- ADX (Adams Diversified Equity Closed Fund) 1.10% (95%)
- CLM (Cornerstone Strategic Value Fund Inc) 1.28% (95%)
- CRF (Cornerstone Strategic Return Fund) 2.23% (95%)
- ETB (Eaton Vance Tax Managed Buy Write Income Closed Fund) 0.37% (95%)
- ETY (Eaton Vance Tax Managed Diversified Equity Income Closed Fund) 1.72% (94%)
- FFA (First Trust Enhanced Equity Income Closed Fund) 1.10% (94%)
- GAB (Gabelli Equity Trust Closed Fund) 1.81% (94%)
- GGT (Gabelli MultiMedia Mutual Fund) 0.22% (94%)
- USA (Liberty All Star Equity Closed Fund) 0.62% (94%)
- GRF (Eagle Capital Growth Fund Inc) 2.75% (94%)
Latest Articles Related to SCHX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
