SCHM
Price
$35.91
Change
-$0.34 (-0.94%)
Updated
Aug 20, 04:59 PM (EDT)
Net Assets
15.06B
Intraday BUY SELL Signals
UPGD
Price
$83.97
Change
-$0.41 (-0.49%)
Updated
Aug 20, 02:43 PM (EDT)
Net Assets
120.25M
Intraday BUY SELL Signals
Interact to see
Advertisement

SCHM vs UPGD

SCHM vs UPGD Comparison Chart in %
loading
loading
View a ticker or compare two or three
VS
SCHM vs. UPGD commentary
Aug 21, 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.

Interact to see
Advertisement
SUMMARIES
Loading...
FUNDAMENTALS
Fundamentals
SCHM has more net assets: 15.1B vs. UPGD (120M). SCHM has a higher annual dividend yield than UPGD: SCHM (21.174) vs UPGD (14.045). 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 YTD21.17414.045151%
Net Assets15.1B120M12,583%
Total Expense Ratio0.030.408%
Turnover17.00170.0010%
Yield1.271.5881%
Fund Existence16 years20 years-
TECHNICAL ANALYSIS
Technical Analysis
SCHMUPGD
RSI
ODDS (%)
Bullish Trend 2 days ago
90%
N/A
Stochastic
ODDS (%)
Bearish Trend 2 days ago
88%
Bearish Trend 2 days ago
74%
Momentum
ODDS (%)
Bullish Trend 2 days ago
88%
Bullish Trend 2 days ago
84%
MACD
ODDS (%)
Bullish Trend 2 days ago
83%
Bearish Trend 2 days ago
76%
TrendWeek
ODDS (%)
Bearish Trend 2 days ago
81%
Bullish Trend 2 days ago
83%
TrendMonth
ODDS (%)
Bullish Trend 2 days ago
81%
Bullish Trend 2 days ago
80%
Advances
ODDS (%)
Bullish Trend 7 days ago
82%
Bullish Trend 17 days ago
79%
Declines
ODDS (%)
Bearish Trend 15 days ago
78%
Bearish Trend 3 days ago
70%
BollingerBands
ODDS (%)
Bearish Trend 2 days ago
83%
Bearish Trend 2 days ago
74%
Aroon
ODDS (%)
Bearish Trend 2 days ago
80%
Bullish Trend 7 days ago
78%
View a ticker or compare two or three
Interact to see
Advertisement
SCHM
Daily Signal:
Gain/Loss:
UPGD
Daily Signal:
Gain/Loss:
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
NFLY7.900.16
+2.13%
YieldMax NFLX Option Income Strategy ETF
FLTW100.450.57
+0.57%
Franklin FTSE Taiwan ETF
ZSC30.71N/A
N/A
USCF Sustainable Commodity Strategy
PJFV101.23-0.16
-0.15%
PGIM Jennison Focused Value ETF
IGD6.61-0.03
-0.45%
Voya Global Equity Dividend AND Premium Opportunity Fund

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%
+0.53%
STLD - SCHM
55%
Loosely correlated
-7.53%
PTC - SCHM
54%
Loosely correlated
+4.07%
DKNG - SCHM
52%
Loosely correlated
+5.28%
NTAP - SCHM
42%
Loosely correlated
-5.00%
WDC - SCHM
41%
Loosely correlated
-6.87%
More

UPGD and

Correlation & Price change

A.I.dvisor tells us that UPGD and NTAP have been poorly correlated (+11% of the time) for the last year. This A.I.-generated data suggests there is low statistical probability that UPGD and NTAP's prices will move in lockstep.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To UPGD
1D Price
Change %
UPGD100%
+1.24%
NTAP - UPGD
11%
Poorly correlated
-5.00%
HPQ - UPGD
11%
Poorly correlated
-0.07%
MKC - UPGD
10%
Poorly correlated
+2.17%
SNAP - UPGD
10%
Poorly correlated
+2.54%
ORCL - UPGD
10%
Poorly correlated
+0.71%
More