All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
Mon 2015-10-12? to Thu 2025-08-28 |
YTD
Return |
TR
Price |
||||
---|---|---|---|---|---|---|
SCHD × |
+3.76%
2025-08-28 |
5.14 TR
2025-08-28 |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
SCHG × |
+10.95%
2025-08-28 |
11.19 TR
2025-08-28 |
||||
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund | ||||||
SPMO × |
+24.47%
2025-08-28 |
5.287 TR
2025-08-28 |
||||
Invesco S&P 500 Momentum ETF Exchange-Traded Fund | ||||||
Mon 2015-10-12? to Thu 2025-08-28 |
Overall
Return |
Exponential
Trendline |
||||
---|---|---|---|---|---|---|
SCHD × |
+203.04%
+11.88%/yr |
+12.01%/yr
(R2=0.917) |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
SCHG × |
+405.86%
+17.83%/yr |
+17.31%/yr
(R2=0.917) |
||||
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund | ||||||
SPMO × |
+428.68%
+18.36%/yr |
+16.04%/yr
(R2=0.919) |
||||
Invesco S&P 500 Momentum ETF Exchange-Traded Fund | ||||||
Mon 2015-10-12? to Thu 2025-08-28 |
Start
Value |
End
Value |
||||
---|---|---|---|---|---|---|
SCHD × |
$10,000.00
2015-10-12 |
$30,304.35
2025-08-28 |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
SCHG × |
$10,000.00
2015-10-12 |
$50,586.02
2025-08-28 |
||||
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund | ||||||
SPMO × |
$10,000.00
2015-10-12 |
$52,868.02
2025-08-28 |
||||
Invesco S&P 500 Momentum ETF Exchange-Traded Fund | ||||||
Year | SCHD | SCHG | SPMO |
---|---|---|---|
2025 (YTD) | +3.76% | +10.95% | +24.47% |
2024 | +11.66% | +34.96% | +45.82% |
2023 | +4.54% | +50.10% | +17.56% |
2022 | −3.26% | −31.80% | −10.46% |
2021 | +29.87% | +28.11% | +22.64% |
2020 | +15.03% | +39.14% | +28.26% |
2019 | +27.29% | +36.02% | +25.93% |
2018 | −5.56% | −1.36% | −0.92% |
2017 | +20.85% | +28.05% | +27.76% |
2016 | +16.45% | +6.82% | +7.36% |
2015 | −0.30% | +3.24% | +2.79% |
2014 | +11.69% | +15.80% | — |
2013 | +32.88% | +34.04% | — |
2012 | +11.39% | +16.88% | — |
2011 | +5.31% | −0.74% | — |
2010 | — | +16.85% | — |
2009 | — | +2.70% | — |
Mon 2015-10-12? to Thu 2025-08-28 |
Current
Drawdown |
Worst
Drawdown |
||||
---|---|---|---|---|---|---|
SCHD × | −3.11% |
−33.37%
2020-03-23 |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
SCHG × | 0.00% |
−34.59%
2023-01-05 |
||||
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund | ||||||
SPMO × | −0.61% |
−30.95%
2020-03-23 |
||||
Invesco S&P 500 Momentum ETF Exchange-Traded Fund | ||||||