(SCHX) Schwab U.S. Large-Cap - Performance 10% in 12m
Compare SCHX with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
86.97%
#17 in Group
Rel. Strength
65.96%
#2614 in Universe
Total Return 12m
10.03%
#28 in Group
Total Return 5y
154.05%
#8 in Group
12m Total Return: SCHX (10%) 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: SCHX vs SPY vs S&P 500
SPY (SPDR SP500 Trust ETF) is the Sector Benchmark for SCHX
| Total Return (including Dividends) | SCHX | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | -3.70% | -3.62% | -3.62% |
| 3 Months | -3.95% | -3.76% | -3.76% |
| 12 Months | 10.03% | 8.80% | 8.80% |
| 5 Years | 154.05% | 143.09% | 143.09% |
| Trend Score (consistency of price movement) | SCHX | SPY | S&P 500 |
| 1 Month | -14.7% | -17.5% | -17.5% |
| 3 Months | -55.9% | -55.3% | -55.3% |
| 12 Months | 85.7% | 84.8% | 84.8% |
| 5 Years | 82.4% | 84.4% | 84.4% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
| 1 Month | #122 | -0.09% | -0.09% |
| 3 Month | #120 | -0.20% | -0.20% |
| 12 Month | #36 | 1.13% | 1.13% |
| 5 Years | #19 | 4.51% | 4.51% |
FAQs
Does SCHX Schwab U.S. Large-Cap outperforms the market?
Yes,
over the last 12 months SCHX made 10.03%, while its related Sector, the SPDR SP500 Trust (SPY) made 8.80%.
Over the last 3 months SCHX made -3.95%, while SPY made -3.76%.
Over the last 3 months SCHX made -3.95%, while SPY made -3.76%.
Performance Comparison SCHX vs Indeces and Sectors
SCHX vs. Indices SCHX is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -0.09% | -0.08% | 0.27% | 1.23% |
| US NASDAQ 100 | QQQ | 1.60% | 1.06% | 1.03% | 3.14% |
| US Dow Jones Industrial 30 | DIA | -1.15% | -0.99% | -0.76% | 2.17% |
| German DAX 40 | DAX | -0.01% | -0.89% | -17.5% | -12.4% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -1.08% | -3.97% | 8.48% | 0.95% |
| Hongkong Hang Seng | HSI | -2.89% | -6.18% | 4.66% | -8.16% |
| India NIFTY 50 | INDA | -0.71% | -10.5% | 11.2% | 10.2% |
| Brasil Bovespa | EWZ | -1.55% | -12.0% | 6.87% | 21.3% |
SCHX vs. Sectors SCHX is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 0.82% | 0.44% | -7.72% | -8.57% |
| Consumer Discretionary | XLY | 0.50% | 1.92% | -0.90% | -0.26% |
| Consumer Staples | XLP | -6.56% | -2.15% | -0.60% | -0.75% |
| Energy | XLE | -3.44% | -11.6% | -6.83% | 7.95% |
| Financial | XLF | -1.26% | -0.20% | -11.7% | -10.6% |
| Health Care | XLV | -1.28% | 0.10% | 5.20% | 10.6% |
| Industrial | XLI | -0.62% | -2.08% | 1.49% | 3.01% |
| Materials | XLB | -2.36% | -3.39% | 8.89% | 15.1% |
| Real Estate | XLRE | -3.97% | -0.55% | 3.60% | -1.54% |
| Technology | XLK | 2.13% | 1.02% | 4.80% | 9.75% |
| Utilities | XLU | -5.38% | -4.05% | 0.97% | -14.8% |
| Aerospace & Defense | XAR | 2.25% | -3.39% | -2.83% | -7.23% |
| Biotech | XBI | 7.63% | 4.99% | 19.8% | 26.6% |
| Homebuilder | XHB | -0.19% | -2.21% | 21.0% | 21.1% |
| Retail | XRT | -1.67% | -1.05% | 7.04% | 19.5% |