Schwab U.S. Large-Cap ETF (SCHX)

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

The chart shows the growth of an initial investment of $10,000 in Schwab U.S. Large-Cap ETF, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.

Schwab U.S. Large-Cap ETF (SCHX) has returned -4.45% so far this year and 17.48% over the past 12 months. Looking at the last ten years, SCHX has achieved an annualized return of 13.93%, outperforming the S&P 500 Index benchmark, which averaged 12.16% per year.

Based on dividend-adjusted daily data since Nov 3, 2009, SCHX's average daily return is +0.06%, while the average monthly return is +1.17%. At this rate, your investment would double in approximately 5.0 years.

Historically, 69% of months were positive and 31% were negative. The best month was Apr 2020 with a return of +13.0%, while the worst month was Mar 2020 at -13.0%. The longest winning streak lasted 15 consecutive months, and the longest losing streak was 5 months.

On a daily basis, SCHX closed higher 55% of trading days. The best single day was Mar 24, 2020 with a return of +9.3%, while the worst single day was Mar 16, 2020 at -11.9%.

Schwab U.S. Large-Cap ETF has an annualized alpha of 1.60%, beta of 1.00, and R² of 0.99 versus S&P 500 Index. Calculated based on daily prices since November 04, 2009.

• This ETF captured 105.84% of S&P 500 Index gains but only 98.14% of its losses — a favorable profile for investors.
• With beta of 1.00 and R² of 0.99, this ETF moves broadly in line with S&P 500 Index — much of its variation is explained by market exposure rather than independent behavior.

SCHX has an expense ratio of 0.03%, which is considered low.

SCHX ranks 57 for risk / return — on par with similar ETFs. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.

The table below present risk-adjusted performance metrics for Schwab U.S. Large-Cap ETF (SCHX) and compare them to a chosen benchmark (S&P 500 Index).

Schwab U.S. Large-Cap ETF provided a 1.17% dividend yield over the last twelve months, with an annual payout of $0.30 per share. The fund has been increasing its distributions for 4 consecutive years.

The table displays the monthly dividend distributions for Schwab U.S. Large-Cap ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

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.

The table below displays the maximum drawdowns of the Schwab U.S. Large-Cap 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 U.S. Large-Cap ETF was 34.33%, occurring on Mar 23, 2020. Recovery took 95 trading sessions.

The current Schwab U.S. Large-Cap ETF drawdown is 6.40%.

The chart below shows the rolling one-month volatility.