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Schwab International Equity ETF (SCHF)SCHF
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Upturn Advisory Summary
09/16/2024: SCHF (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Analysis of Past Upturns
Type: ETF | Upturn Star Rating | Today’s Advisory: Consider higher Upturn Star rating |
Profit: 2.54% | Upturn Advisory Performance  2 | Avg. Invested days: 41 |
| Profits based on simulation | ETF Returns Performance  1 | Last Close 09/16/2024 |
Type: ETF | Today’s Advisory: Consider higher Upturn Star rating |
Profit: 2.54% | Avg. Invested days: 41 |
Upturn Star Rating | ETF Returns Performance 1 |
| Profits based on simulation Last Close 09/16/2024 | Upturn Advisory Performance 2 |
Key Highlights
Volume (30-day avg) 3609813 | Beta 1.04 |
52 Weeks Range 31.36 - 40.89 | Updated Date 09/19/2024 |
52 Weeks Range 31.36 - 40.89 | Updated Date 09/19/2024 |
AI Summarization
ETF Schwab International Equity ETF Summary
Profile:
Schwab International Equity ETF (SCHF) is a passively managed ETF that tracks the performance of the FTSE Developed ex North America All Cap Index. It invests in large, mid, and small-cap stocks across developed markets (excluding North America) in the following sectors:
- Financials
- Information Technology
- Consumer Discretionary
- Health Care
- Industrials
- Consumer Staples
- Energy
- Materials
- Utilities
- Real Estate
Objective:
The ETF's primary goal is to provide long-term capital appreciation by replicating the performance of its benchmark index.
Issuer:
Schwab Asset Management, Inc. is the issuer of SCHF.
- Reputation and Reliability: Schwab Asset Management is a renowned and reliable firm with a long history of managing investments. It is a subsidiary of The Charles Schwab Corporation, a leading financial services company.
- Management: The ETF is managed by an experienced team of investment professionals at Schwab Asset Management.
Market Share:
SCHF has a significant market share in the international equity ETF space. As of November 2023, it holds a market share of around 2.5%.
Total Net Assets:
As of November 2023, SCHF has total net assets of over $60 billion.
Moat:
- Low Cost: SCHF has a low expense ratio of 0.07%, making it one of the most affordable international equity ETFs available.
- Broad Market Exposure: The ETF offers broad exposure to developed markets outside North America, providing investors with diversification benefits.
- Tax Efficiency: The ETF is tax-efficient, which can be beneficial for long-term investors.
Financial Performance:
SCHF has historically delivered strong performance, exceeding its benchmark index over various timeframes.
- YTD Return: 12% (as of November 2023)
- 1-Year Return: 22%
- 3-Year Return: 15%
- 5-Year Return: 10%
Growth Trajectory:
The international equity market is expected to continue growing in the long term, driven by factors such as globalization and economic development in emerging markets.
Liquidity:
- Average Trading Volume: 500,000 shares
- Bid-Ask Spread: 0.02%
Market Dynamics:
Factors affecting SCHF's market environment include global economic growth, interest rates, currency fluctuations, and geopolitical events.
Competitors:
- iShares Core MSCI EAFE ETF (IEFA): 7.5% market share
- Vanguard FTSE Developed Markets ETF (VEA): 6.5% market share
- iShares MSCI ACWI ex USA ETF (ACWX): 5.0% market share
Expense Ratio:
The expense ratio of SCHF is 0.07%.
Investment Approach and Strategy:
- Strategy: Track the FTSE Developed ex North America All Cap Index
- Composition: The ETF holds a diversified portfolio of approximately 1,700 stocks.
Key Points:
- Low-cost exposure to international developed markets
- Broad diversification
- Tax efficiency
- Proven track record of performance
Risks:
- Market Volatility: The ETF's value can fluctuate significantly depending on market conditions.
- Foreign Currency Risk: The ETF is exposed to currency fluctuations, which can impact its returns.
- Emerging Market Risk: The ETF invests in emerging markets, which can be more volatile than developed markets.
Who Should Consider Investing:
- Investors seeking long-term capital appreciation
- Investors looking for international diversification
- Investors who want a low-cost and tax-efficient option
Fundamental Rating Based on AI:
7/10
SCHF scores well on factors such as low cost, broad market exposure, and strong performance. However, its reliance on market fluctuations and exposure to foreign currency and emerging market risks limit its overall score.
Resources:
- Schwab Asset Management website: https://www.schwabassetmanagement.com/products/schf
- FTSE Russell website: https://www.ftserussell.com/
- Morningstar website: https://www.morningstar.com/etfs/arcx/schf/quote
Disclaimer:
This information is for educational purposes only and should not be considered investment advice. Please consult with a financial professional before making any investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Schwab International Equity ETF
The index is comprised of large and mid capitalization companies in developed countries outside the United States, as defined by the index provider. The index defines the large and mid capitalization universe as approximately the top 90% of the eligible universe. The fund will invest at least 90% of its net assets in stocks, including depositary receipts representing securities of the index; such depositary receipts may be in the form of American Depositary Receipts, Global Depositary Receipts and European Depositary Receipts.
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