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

Total Real Returns

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

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

Returns

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

Growth of $10,000

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

Annual Returns

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%

Drawdowns

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