From The Nasdaq Stock Market, Inc.: 2024-05-21 06:20:08

The Schwab U.S. Large-Cap ETF (SCHX) provides exposure to the US equity market’s Large Cap Blend segment. With assets over $40.99 billion, it’s one of the largest ETFs in this space, sponsored by Charles Schwab. Offering a 0.03% expense ratio, it is a cost-effective investment option with a 1.27% dividend yield.

Large Cap companies, with market capitalization above $10 billion, are known for stability and predictability. Blend ETFs like SCHX hold a mix of growth and value stocks, reducing volatility. SCHX heavily allocates to Information Technology (29.70%), with top holdings including Microsoft Corp, Apple Inc, and Nvidia Corp.

SCHX aims to match the Dow Jones U.S. Large-Cap Total Stock Market Index’s performance. It has returned about 11.80% this year and 28.95% in the past year. With a beta of 1.01 and standard deviation of 17.49%, it presents moderate risk. The ETF has over 700 holdings, effectively diversifying risks.



Read more at The Nasdaq Stock Market, Inc.: Should Schwab U.S. Large-Cap ETF (SCHX) Be on Your Investing Radar?