(SCHB) Schwab U.S. Broad - Performance 7.8% in 12m
Compare SCHB with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
84.19%
#57 in Group
Rel. Strength
61.14%
#2984 in Universe
Total Return 12m
7.84%
#91 in Group
Total Return 5y
141.04%
#37 in Group
12m Total Return: SCHB (7.8%) vs SPY (8.8%)
5y Drawdown (Underwater) Chart
Top Performers in Large 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 |
|---|---|---|---|---|---|---|---|---|
| FCPI BATS Fidelity Stocks Inflation |
-1.48% | 11.5% | 157% | - | - | - | - | - |
| FFLC BATS Fidelity Fundamental Large |
-3.34% | 5.77% | 126% | - | - | - | - | - |
| FMIL BATS Fidelity New Millennium |
-3.74% | 5.33% | 123% | - | - | - | - | - |
| JQUA NYSE ARCA JPMorgan U.S. Quality |
-3.37% | 8.99% | 147% | - | - | - | - | - |
| SPMO NYSE ARCA Invesco SP500 Momentum |
-4.41% | 17% | 182% | - | - | - | - | - |
| RECS NYSE ARCA Columbia Trust I |
-3.42% | 8.84% | 152% | - | - | - | - | - |
| DGRW NASDAQ WisdomTree U.S. Quality |
-2.33% | 7.27% | 133% | - | - | - | - | - |
| LRGF NYSE ARCA iShares U.S. Equity Factor |
-3.95% | 9.45% | 148% | - | - | - | - | - |
Performance Comparison: SCHB vs SPY vs S&P 500
SPY (SPDR SP500 Trust ETF) is the Sector Benchmark for SCHB
| Total Return (including Dividends) | SCHB | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | -3.80% | -3.62% | -3.62% |
| 3 Months | -4.36% | -3.76% | -3.76% |
| 12 Months | 7.84% | 8.80% | 8.80% |
| 5 Years | 141.04% | 143.09% | 143.09% |
| Trend Score (consistency of price movement) | SCHB | SPY | S&P 500 |
| 1 Month | -17.0% | -17.5% | -17.5% |
| 3 Months | -58.0% | -55.3% | -55.3% |
| 12 Months | 84.1% | 84.8% | 84.8% |
| 5 Years | 79.4% | 84.4% | 84.4% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
| 1 Month | #131 | -0.19% | -0.19% |
| 3 Month | #154 | -0.62% | -0.62% |
| 12 Month | #98 | -0.88% | -0.88% |
| 5 Years | #70 | -0.85% | -0.85% |
FAQs
Does SCHB Schwab U.S. Broad outperforms the market?
No,
over the last 12 months SCHB made 7.84%, while its related Sector, the SPDR SP500 Trust (SPY) made 8.80%.
Over the last 3 months SCHB made -4.36%, while SPY made -3.76%.
Over the last 3 months SCHB made -4.36%, while SPY made -3.76%.
Performance Comparison SCHB vs Indeces and Sectors
SCHB vs. Indices SCHB is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -0.16% | -0.18% | -0.24% | -0.96% |
| US NASDAQ 100 | QQQ | 1.53% | 0.96% | 0.52% | 0.95% |
| US Dow Jones Industrial 30 | DIA | -1.22% | -1.09% | -1.27% | -0.02% |
| German DAX 40 | DAX | -0.08% | -0.99% | -18.0% | -14.6% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -1.15% | -4.07% | 7.97% | -1.24% |
| Hongkong Hang Seng | HSI | -2.96% | -6.28% | 4.15% | -10.4% |
| India NIFTY 50 | INDA | -0.78% | -10.6% | 10.7% | 7.98% |
| Brasil Bovespa | EWZ | -1.62% | -12.1% | 6.36% | 19.1% |
SCHB vs. Sectors SCHB is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 0.75% | 0.34% | -8.23% | -10.8% |
| Consumer Discretionary | XLY | 0.43% | 1.82% | -1.41% | -2.45% |
| Consumer Staples | XLP | -6.63% | -2.25% | -1.11% | -2.94% |
| Energy | XLE | -3.51% | -11.7% | -7.34% | 5.76% |
| Financial | XLF | -1.33% | -0.30% | -12.2% | -12.8% |
| Health Care | XLV | -1.35% | - | 4.69% | 8.40% |
| Industrial | XLI | -0.69% | -2.18% | 0.98% | 0.82% |
| Materials | XLB | -2.43% | -3.49% | 8.38% | 12.9% |
| Real Estate | XLRE | -4.04% | -0.65% | 3.09% | -3.73% |
| Technology | XLK | 2.06% | 0.92% | 4.29% | 7.56% |
| Utilities | XLU | -5.45% | -4.15% | 0.46% | -17.0% |
| Aerospace & Defense | XAR | 2.18% | -3.49% | -3.34% | -9.42% |
| Biotech | XBI | 7.56% | 4.89% | 19.3% | 24.4% |
| Homebuilder | XHB | -0.26% | -2.31% | 20.5% | 18.9% |
| Retail | XRT | -1.74% | -1.15% | 6.53% | 17.3% |