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

Total Real Returns

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

Thu 2014-06-12? to Fri 2025-05-23 YTD
Return
TR
Price
SCHG
×
−3.17%
2025-05-23
9.764 TR
2025-05-23
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
DGRO
×
+0.27%
2025-05-23
3.176 TR
2025-05-23
iShares Core Dividend Growth ETF Exchange-Traded Fund
SCHD
×
−4.38%
2025-05-23
4.737 TR
2025-05-23
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Returns

Thu 2014-06-12? to Fri 2025-05-23 Overall
Return
Exponential
Trendline
SCHG
×
+393.75%
+15.71%/yr
+16.44%/yr
(R2=0.948)
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
DGRO
×
+217.60%
+11.14%/yr
+12.03%/yr
(R2=0.968)
iShares Core Dividend Growth ETF Exchange-Traded Fund
SCHD
×
+191.41%
+10.26%/yr
+12.16%/yr
(R2=0.957)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Growth of $10,000

Thu 2014-06-12? to Fri 2025-05-23 Start
Value
End
Value
SCHG
×
$10,000.00
2014-06-12
$49,375.48
2025-05-23
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
DGRO
×
$10,000.00
2014-06-12
$31,760.20
2025-05-23
iShares Core Dividend Growth ETF Exchange-Traded Fund
SCHD
×
$10,000.00
2014-06-12
$29,141.29
2025-05-23
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Annual Returns

Year SCHG DGRO SCHD
2025 (YTD) −3.17% +0.27% −4.38%
2024 +34.96% +16.62% +11.66%
2023 +50.10% +10.47% +4.54%
2022 −31.80% −7.91% −3.26%
2021 +28.11% +26.65% +29.87%
2020 +39.14% +9.50% +15.03%
2019 +36.02% +29.87% +27.29%
2018 −1.36% −2.38% −5.56%
2017 +28.05% +23.00% +20.85%
2016 +6.82% +14.52% +16.45%
2015 +3.24% −0.69% −0.30%
2014 +15.80% +8.56% +11.69%
2013 +34.04% +32.88%
2012 +16.88% +11.39%
2011 −0.74% +5.31%
2010 +16.85%
2009 +2.70%

Drawdowns

Thu 2014-06-12? to Fri 2025-05-23 Current
Drawdown
Worst
Drawdown
SCHG
×
−7.26% −34.59%
2023-01-05
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
DGRO
×
−4.72% −35.10%
2020-03-23
iShares Core Dividend Growth ETF Exchange-Traded Fund
SCHD
×
−10.71% −33.37%
2020-03-23
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund