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

Total Real Returns

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

Thu 2011-10-20? to Tue 2025-05-13 YTD
Return
TR
Price
SCHG
×
−1.59%
2025-05-13
9.923 TR
2025-05-13
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
MAIN
×
−5.29%
2025-05-13
15.9 TR
2025-05-13
Main Street Capital Corporation NYSE Common Stock
SCHD
×
−2.83%
2025-05-13
4.813 TR
2025-05-13
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Returns

Thu 2011-10-20? to Tue 2025-05-13 Overall
Return
Exponential
Trendline
SCHG
×
+752.81%
+17.12%/yr
+16.23%/yr
(R2=0.970)
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
MAIN
×
+780.07%
+17.39%/yr
+12.78%/yr
(R2=0.925)
Main Street Capital Corporation NYSE Common Stock
SCHD
×
+381.35%
+12.28%/yr
+12.45%/yr
(R2=0.975)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Growth of $10,000

Thu 2011-10-20? to Tue 2025-05-13 Start
Value
End
Value
SCHG
×
$10,000.00
2011-10-20
$85,281.21
2025-05-13
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
MAIN
×
$10,000.00
2011-10-20
$88,006.52
2025-05-13
Main Street Capital Corporation NYSE Common Stock
SCHD
×
$10,000.00
2011-10-20
$48,134.80
2025-05-13
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Annual Returns

Year SCHG MAIN SCHD
2025 (YTD) −1.59% −5.29% −2.83%
2024 +34.96% +47.30% +11.66%
2023 +50.10% +28.23% +4.54%
2022 −31.80% −11.37% −3.26%
2021 +28.11% +48.31% +29.87%
2020 +39.14% −19.54% +15.03%
2019 +36.02% +36.88% +27.29%
2018 −1.36% −8.27% −5.56%
2017 +28.05% +16.05% +20.85%
2016 +6.82% +37.45% +16.45%
2015 +3.24% +8.54% −0.30%
2014 +15.80% −2.99% +11.69%
2013 +34.04% +16.83% +32.88%
2012 +16.88% +53.48% +11.39%
2011 −0.74% +27.79% +5.31%
2010 +16.85% +24.22%
2009 +2.70% +84.84%
2008 −20.77%
2007 −4.42%

Drawdowns

Thu 2011-10-20? to Tue 2025-05-13 Current
Drawdown
Worst
Drawdown
SCHG
×
−5.75% −34.59%
2023-01-05
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
MAIN
×
−12.81% −64.53%
2020-03-23
Main Street Capital Corporation NYSE Common Stock
SCHD
×
−9.26% −33.37%
2020-03-23
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund