SCHM
Price
$35.97
Change
-$0.39 (-1.07%)
Updated
Jul 2 closing price
Net Assets
14.95B
Intraday BUY SELL Signals
UPGD
Price
$83.00
Change
+$1.07 (+1.31%)
Updated
Jul 2 closing price
Net Assets
119.93M
Intraday BUY SELL Signals
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SCHM vs UPGD

SCHM vs UPGD Comparison Chart in %
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SCHM vs. UPGD commentary
Jul 05, 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 Hold and UPGD is a Hold.

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SUMMARIES
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FUNDAMENTALS
Fundamentals
SCHM has more net assets: 15B vs. UPGD (120M). SCHM has a higher annual dividend yield than UPGD: SCHM (20.271) vs UPGD (12.186). 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 YTD20.27112.186166%
Net Assets15B120M12,500%
Total Expense Ratio0.040.4010%
Turnover17.00191.009%
Yield1.201.5876%
Fund Existence15 years20 years-
TECHNICAL ANALYSIS
Technical Analysis
SCHMUPGD
RSI
ODDS (%)
Bearish Trend 4 days ago
80%
Bearish Trend 4 days ago
72%
Stochastic
ODDS (%)
Bearish Trend 4 days ago
88%
Bearish Trend 4 days ago
76%
Momentum
ODDS (%)
Bullish Trend 4 days ago
88%
Bullish Trend 4 days ago
83%
MACD
ODDS (%)
Bearish Trend 4 days ago
85%
Bullish Trend 4 days ago
84%
TrendWeek
ODDS (%)
Bearish Trend 4 days ago
80%
Bullish Trend 4 days ago
82%
TrendMonth
ODDS (%)
Bullish Trend 4 days ago
81%
Bullish Trend 4 days ago
79%
Advances
ODDS (%)
Bullish Trend 6 days ago
82%
Bullish Trend 7 days ago
78%
Declines
ODDS (%)
Bearish Trend 4 days ago
78%
Bearish Trend 13 days ago
71%
BollingerBands
ODDS (%)
N/A
Bearish Trend 4 days ago
77%
Aroon
ODDS (%)
Bullish Trend 4 days ago
79%
Bullish Trend 4 days ago
78%
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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%
-1.07%
STLD - SCHM
55%
Loosely correlated
N/A
PTC - SCHM
54%
Loosely correlated
N/A
DKNG - SCHM
52%
Loosely correlated
N/A
NTAP - SCHM
42%
Loosely correlated
N/A
WDC - SCHM
41%
Loosely correlated
N/A
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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%
+1.31%
ORCL - UPGD
18%
Poorly correlated
-1.56%
NTAP - UPGD
11%
Poorly correlated
N/A
NOC - UPGD
10%
Poorly correlated
+5.59%
EXPD - UPGD
10%
Poorly correlated
+0.46%
SOLV - UPGD
9%
Poorly correlated
-0.10%
More