All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)

Total Real Returns

SCHD,O,SCHG: Total Return Chart (with Dividends Reinvested)

Thu 2011-10-20? to Fri 2025-12-12 YTD
Return
TR
Price
SCHD
×
+5.29%
2025-12-12
5.216 TR
2025-12-12
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
O
×
+14.36%
2025-12-12
49.87 TR
2025-12-12
Realty Income Corporation NYSE Common Stock
SCHG
×
+17.07%
2025-12-12
11.8 TR
2025-12-12
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund

Returns

Thu 2011-10-20? to Fri 2025-12-12 Overall
Return
Exponential
Trendline
SCHD
×
+421.57%
+12.38%/yr
+12.23%/yr
(R2=0.975)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
O
×
+257.54%
+9.42%/yr
+8.34%/yr
(R2=0.843)
Realty Income Corporation NYSE Common Stock
SCHG
×
+914.48%
+17.80%/yr
+16.47%/yr
(R2=0.973)
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund

Growth of $10,000

Thu 2011-10-20? to Fri 2025-12-12 Start
Value
End
Value
SCHD
×
$10,000.00
2011-10-20
$52,156.55
2025-12-12
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
O
×
$10,000.00
2011-10-20
$35,754.33
2025-12-12
Realty Income Corporation NYSE Common Stock
SCHG
×
$10,000.00
2011-10-20
$101,448.37
2025-12-12
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund

Annual Returns

Year SCHD O SCHG
2025 (YTD) +5.29% +14.36% +17.07%
2024 +11.66% −2.11% +34.96%
2023 +4.54% −4.55% +50.10%
2022 −3.26% −7.37% −31.80%
2021 +29.87% +24.09% +28.11%
2020 +15.03% −11.47% +39.14%
2019 +27.29% +21.27% +36.02%
2018 −5.56% +15.95% −1.36%
2017 +20.85% +3.68% +28.05%
2016 +16.45% +15.78% +6.82%
2015 −0.30% +13.38% +3.24%
2014 +11.69% +34.35% +15.80%
2013 +32.88% −2.29% +34.04%
2012 +11.39% +20.32% +16.88%
2011 +5.31% +7.53% −0.74%
2010 +39.32% +16.85%
2009 +20.82% +2.70%
2008 −8.22%
2007 +3.27%
2006 +36.05%
2005 −9.40%
2004 +33.87%
2003 +21.61%
2002 +27.48%
2001 +28.13%
2000 +32.73%
1999 −9.12%
1998 +5.59%
1997 +14.77%
1996 +14.70%
1995 +46.26%
1994 +10.03%

Drawdowns

Thu 2011-10-20? to Fri 2025-12-12 Current
Drawdown
Worst
Drawdown
SCHD
×
−1.68% −33.37%
2020-03-23
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
O
×
−7.52% −48.28%
2020-03-18
Realty Income Corporation NYSE Common Stock
SCHG
×
−3.44% −34.59%
2023-01-05
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund