Schwab U.S. Mid-Cap ETF Has An Unappealing Factor Mix (NYSEARCA:SCHM)

4 mins read
82 views

Continuing the series of articles on funds that offer exposure to certain equity echelons, today I would like to review the Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHM), an index-based investment vehicle targeting mid-size U.S. stocks.

To begin with, what I foundinflation

Metric 11-Oct
Market Cap $9.65 billion
EY 4.42%
P/S 5.38
EPS Fwd 9.97%
Revenue Fwd 10.18%
ROA 4.80%
ROE 11.79%
Quant Valuation grade B- or higher 22.4%
Quant Profitability grade B- or higher 74.3%
24-month beta 1.08

Portfolio SCHM IVV MDY
Initial Balance $10,000 $10,000 $10,000
Final Balance $32,370 $42,499 $31,747
CAGR 9.72% 12.10% 9.55%
Stdev 17.40% 14.44% 17.37%
Best Year 36.28% 32.30% 33.06%
Worst Year -17.06% -18.16% -13.28%
Max. Drawdown -29.57% -23.93% -29.63%
Sharpe Ratio 0.57 0.8 0.56
Sortino Ratio 0.85 1.26 0.84
Market Correlation 0.96 1 0.95

Read the full article here

Leave a Reply

Your email address will not be published.

Previous Story

Iran’s $6 billion won’t be released under U.S.-Qatar deal

Next Story

Israeli billionaire blasts Harvard leadership and quits board in protest

Latest from News

Aristotle Value Equity Q2 2025 Commentary

This article was written by Follow Aristotle Capital Management is an independent/employee-owned investment management organization that specializes in equity and fixed income portfolio management