SCHM
Price
$34.83
Change
-$0.94 (-2.63%)
Updated
Jun 5 closing price
Net Assets
14.77B
Intraday BUY SELL Signals
UPGD
Price
$80.94
Change
-$1.39 (-1.69%)
Updated
Jun 5 closing price
Net Assets
119.67M
Intraday BUY SELL Signals
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SCHM vs UPGD

Header iconSCHM vs UPGD Comparison
Open Charts SCHM vs UPGDBanner chart's image
SCHM vs UPGD Comparison Chart in %
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SCHM vs. UPGD commentary
Jun 07, 2026

To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is SCHM is a Buy and UPGD is a StrongBuy.

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SUMMARIES
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FUNDAMENTALS
Fundamentals
SCHM has more net assets: 14.8B vs. UPGD (120M). SCHM has a higher annual dividend yield than UPGD: SCHM (16.112) vs UPGD (9.395). SCHM was incepted earlier than UPGD: SCHM (15 years) vs UPGD (20 years). SCHM (0.04) has a lower expense ratio than UPGD (0.40). UPGD has a higher turnover SCHM (17.00) vs SCHM (17.00).
SCHMUPGDSCHM / UPGD
Gain YTD16.1129.395171%
Net Assets14.8B120M12,333%
Total Expense Ratio0.040.4010%
Turnover17.00191.009%
Yield1.231.5878%
Fund Existence15 years20 years-
TECHNICAL ANALYSIS
Technical Analysis
SCHMUPGD
RSI
ODDS (%)
Bearish Trend 2 days ago
80%
Bearish Trend 2 days ago
81%
Stochastic
ODDS (%)
Bearish Trend 2 days ago
78%
Bearish Trend 2 days ago
74%
Momentum
ODDS (%)
Bullish Trend 2 days ago
89%
Bullish Trend 2 days ago
88%
MACD
ODDS (%)
Bearish Trend 2 days ago
85%
Bullish Trend 2 days ago
90%
TrendWeek
ODDS (%)
Bearish Trend 2 days ago
81%
Bearish Trend 2 days ago
75%
TrendMonth
ODDS (%)
Bullish Trend 2 days ago
80%
Bullish Trend 2 days ago
79%
Advances
ODDS (%)
Bullish Trend 5 days ago
81%
Bullish Trend 5 days ago
77%
Declines
ODDS (%)
Bearish Trend 19 days ago
79%
Bearish Trend 23 days ago
72%
BollingerBands
ODDS (%)
Bearish Trend 2 days ago
74%
Bearish Trend 2 days ago
78%
Aroon
ODDS (%)
Bullish Trend 2 days ago
78%
Bullish Trend 2 days ago
75%
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SCHM
Daily Signal:
Gain/Loss:
UPGD
Daily Signal:
Gain/Loss:
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SCHM and

Correlation & Price change

A.I.dvisor indicates that over the last year, SCHM has been loosely correlated with STLD. These tickers have moved in lockstep 55% of the time. This A.I.-generated data suggests there is some statistical probability that if SCHM jumps, then STLD could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To SCHM
1D Price
Change %
SCHM100%
-2.63%
STLD - SCHM
55%
Loosely correlated
-2.98%
PTC - SCHM
54%
Loosely correlated
-1.30%
DKNG - SCHM
52%
Loosely correlated
-1.73%
NTAP - SCHM
42%
Loosely correlated
-6.61%
WDC - SCHM
41%
Loosely correlated
-11.06%
More

UPGD and

Correlation & Price change

A.I.dvisor tells us that UPGD and ORCL have been poorly correlated (+18% of the time) for the last year. This A.I.-generated data suggests there is low statistical probability that UPGD and ORCL's prices will move in lockstep.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To UPGD
1D Price
Change %
UPGD100%
-1.69%
ORCL - UPGD
18%
Poorly correlated
-9.59%
ADP - UPGD
9%
Poorly correlated
+0.28%
PYPL - UPGD
9%
Poorly correlated
-3.42%
OKTA - UPGD
7%
Poorly correlated
-3.85%
RBLX - UPGD
7%
Poorly correlated
-3.53%
More