Schwab 1000 Index ETF (SCHK)
SCHK is a passive ETF by Charles Schwab tracking the investment results of the Schwab 1000 Index. SCHK launched on Oct 11, 2017 and has a 0.05% expense ratio.
ETF Info
| ISIN | US8085247224 |
|---|---|
| CUSIP | 808524722 |
| Issuer | Charles Schwab |
| Inception Date | Oct 11, 2017 |
| Region | North America (U.S.) |
| Category | Large Cap Growth Equities |
| Leveraged | 1x |
| Index Tracked | Schwab 1000 Index |
| Asset Class | Equity |
Asset Class Size | Large-Cap |
Asset Class Style | Blend |
Expense Ratio
SCHK has an expense ratio of 0.05%, which is considered low compared to other funds.
Share Price Chart
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Compare to other instruments
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Popular comparisons: SCHK vs. SCHB, SCHK vs. VOO, SCHK vs. SCHG, SCHK vs. VTI, SCHK vs. SCHX, SCHK vs. FNDX, SCHK vs. VONG, SCHK vs. SCHD, SCHK vs. BBUS, SCHK vs. OEF
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Schwab 1000 Index ETF, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
Schwab 1000 Index ETF had a return of 27.45% year-to-date (YTD) and 39.14% in the last 12 months.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 27.45% | 25.45% |
| 1 month | 3.47% | 2.91% |
| 6 months | 15.75% | 14.05% |
| 1 year | 39.14% | 35.64% |
| 5 years (annualized) | 16.55% | 14.13% |
| 10 years (annualized) | N/A | 11.39% |
Monthly Returns
The table below presents the monthly returns of SCHK, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 1.32% | 5.44% | 3.28% | -4.26% | 4.72% | 3.67% | 1.47% | 2.26% | 2.45% | -0.71% | 27.45% | ||
| 2023 | 6.66% | -2.31% | 3.16% | 1.14% | 0.60% | 6.72% | 3.46% | -1.76% | -4.69% | -2.57% | 9.42% | 5.05% | 26.63% |
| 2022 | -5.90% | -2.65% | 3.75% | -9.08% | -0.20% | -8.00% | 9.27% | -3.82% | -9.33% | 8.12% | 5.37% | -5.92% | -18.96% |
| 2021 | -0.86% | 2.91% | 3.94% | 5.33% | 0.39% | 2.96% | 2.09% | 2.87% | -4.31% | 6.90% | -1.16% | 3.87% | 27.32% |
| 2020 | 0.16% | -8.16% | -12.71% | 12.96% | 5.37% | 2.54% | 5.90% | 7.25% | -3.22% | -2.29% | 11.90% | 4.11% | 22.61% |
| 2019 | 8.36% | 3.39% | 1.76% | 4.02% | -6.32% | 6.93% | 1.55% | -1.81% | 2.25% | 2.19% | 3.76% | 3.35% | 32.74% |
| 2018 | 5.44% | -3.71% | -1.86% | 0.19% | 2.57% | 1.13% | 3.47% | 3.34% | 0.79% | -7.16% | 2.03% | -8.72% | -3.51% |
| 2017 | 0.80% | 3.09% | 1.12% | 5.07% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current risk-adjusted rank of SCHK is 88, placing it in the top 12% of ETFs on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Schwab 1000 Index ETF (SCHK) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Schwab 1000 Index ETF provided a 1.44% dividend yield over the last twelve months, with an annual payout of $0.42 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|
| Dividend | $0.42 | $0.47 | $0.43 | $0.48 | $0.50 | $0.45 | $0.28 | $0.08 |
Dividend yield | 1.44% | 2.04% | 2.35% | 2.05% | 2.65% | 2.85% | 2.30% | 0.62% |
Monthly Dividends
The table displays the monthly dividend distributions for Schwab 1000 Index ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.00 | $0.15 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.32 | |
| 2023 | $0.00 | $0.00 | $0.14 | $0.00 | $0.00 | $0.15 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.10 | $0.47 |
| 2022 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.15 | $0.00 | $0.00 | $0.14 | $0.00 | $0.00 | $0.09 | $0.43 |
| 2021 | $0.00 | $0.00 | $0.11 | $0.00 | $0.00 | $0.13 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.17 | $0.48 |
| 2020 | $0.00 | $0.00 | $0.13 | $0.00 | $0.00 | $0.12 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.15 | $0.50 |
| 2019 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.14 | $0.00 | $0.00 | $0.19 | $0.45 |
| 2018 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.12 | $0.28 |
| 2017 | $0.08 | $0.08 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
Worst Drawdowns
The table below displays the maximum drawdowns of the Schwab 1000 Index ETF. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Schwab 1000 Index ETF was 34.80%, occurring on Mar 23, 2020. Recovery took 94 trading sessions.
The current Schwab 1000 Index ETF drawdown is 0.34%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -34.8% | Feb 20, 2020 | 23 | Mar 23, 2020 | 94 | Aug 5, 2020 | 117 |
| -24.93% | Dec 28, 2021 | 200 | Oct 12, 2022 | 294 | Dec 13, 2023 | 494 |
| -19.06% | Oct 2, 2018 | 58 | Dec 24, 2018 | 70 | Apr 5, 2019 | 128 |
| -9.84% | Jan 29, 2018 | 9 | Feb 8, 2018 | 110 | Jul 18, 2018 | 119 |
| -8.8% | Sep 3, 2020 | 14 | Sep 23, 2020 | 33 | Nov 9, 2020 | 47 |
Volatility
Volatility Chart
The current Schwab 1000 Index ETF volatility is 3.96%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.