SCHM
Price
$34.96
Change
-$0.03 (-0.09%)
Updated
Jul 27, 04:59 PM (EDT)
Net Assets
14.58B
Intraday BUY SELL Signals
UPGD
Price
$82.71
Change
+$0.96 (+1.17%)
Updated
Jul 27, 02:30 PM (EDT)
Net Assets
118.03M
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 28, 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 StrongBuy and UPGD is a Hold.

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SUMMARIES
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FUNDAMENTALS
Fundamentals
SCHM has more net assets: 14.6B vs. UPGD (118M). SCHM has a higher annual dividend yield than UPGD: SCHM (16.995) vs UPGD (10.494). SCHM was incepted earlier than UPGD: SCHM (16 years) vs UPGD (20 years). SCHM (0.03) has a lower expense ratio than UPGD (0.40). UPGD has a higher turnover SCHM (17.00) vs SCHM (17.00).
SCHMUPGDSCHM / UPGD
Gain YTD16.99510.494162%
Net Assets14.6B118M12,373%
Total Expense Ratio0.030.408%
Turnover17.00170.0010%
Yield1.201.5876%
Fund Existence16 years20 years-
TECHNICAL ANALYSIS
Technical Analysis
SCHMUPGD
RSI
ODDS (%)
N/A
N/A
Stochastic
ODDS (%)
Bullish Trend 4 days ago
90%
Bullish Trend 4 days ago
81%
Momentum
ODDS (%)
Bearish Trend 4 days ago
82%
Bearish Trend 4 days ago
77%
MACD
ODDS (%)
Bearish Trend 4 days ago
80%
Bearish Trend 4 days ago
75%
TrendWeek
ODDS (%)
Bullish Trend 4 days ago
84%
Bearish Trend 4 days ago
73%
TrendMonth
ODDS (%)
Bearish Trend 4 days ago
79%
Bullish Trend 4 days ago
80%
Advances
ODDS (%)
Bullish Trend 28 days ago
82%
Bullish Trend 18 days ago
79%
Declines
ODDS (%)
Bearish Trend 4 days ago
78%
Bearish Trend 8 days ago
71%
BollingerBands
ODDS (%)
N/A
Bearish Trend 4 days ago
67%
Aroon
ODDS (%)
Bullish Trend 4 days ago
81%
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%
-0.54%
STLD - SCHM
55%
Loosely correlated
+2.72%
PTC - SCHM
54%
Loosely correlated
+4.84%
DKNG - SCHM
52%
Loosely correlated
+0.88%
NTAP - SCHM
42%
Loosely correlated
+1.88%
WDC - SCHM
41%
Loosely correlated
-6.90%
More

UPGD and

Correlation & Price change

A.I.dvisor tells us that UPGD and LMT have been poorly correlated (+16% of the time) for the last year. This A.I.-generated data suggests there is low statistical probability that UPGD and LMT's prices will move in lockstep.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To UPGD
1D Price
Change %
UPGD100%
+0.86%
LMT - UPGD
16%
Poorly correlated
+2.46%
SOLV - UPGD
11%
Poorly correlated
+1.00%
WEC - UPGD
10%
Poorly correlated
+0.92%
ORCL - UPGD
8%
Poorly correlated
-4.21%
ED - UPGD
7%
Poorly correlated
+0.20%
More