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

Total Real Returns

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

Thu 2011-10-20? to Tue 2025-07-15 YTD
Return
TR
Price
SCHG
×
+5.95%
2025-07-15
10.68 TR
2025-07-15
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
SCHB
×
+6.35%
2025-07-15
7.702 TR
2025-07-15
Schwab U.S. Broad Market ETF Exchange-Traded Fund
SCHD
×
+0.21%
2025-07-15
4.964 TR
2025-07-15
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Returns

Thu 2011-10-20? to Tue 2025-07-15 Overall
Return
Exponential
Trendline
SCHG
×
+818.13%
+17.52%/yr
+16.28%/yr
(R2=0.971)
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
SCHB
×
+528.50%
+14.32%/yr
+12.91%/yr
(R2=0.973)
Schwab U.S. Broad Market ETF Exchange-Traded Fund
SCHD
×
+396.43%
+12.37%/yr
+12.38%/yr
(R2=0.975)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Growth of $10,000

Thu 2011-10-20? to Tue 2025-07-15 Start
Value
End
Value
SCHG
×
$10,000.00
2011-10-20
$91,812.57
2025-07-15
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
SCHB
×
$10,000.00
2011-10-20
$62,850.26
2025-07-15
Schwab U.S. Broad Market ETF Exchange-Traded Fund
SCHD
×
$10,000.00
2011-10-20
$49,642.51
2025-07-15
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Annual Returns

Year SCHG SCHB SCHD
2025 (YTD) +5.95% +6.35% +0.21%
2024 +34.96% +23.93% +11.66%
2023 +50.10% +26.16% +4.54%
2022 −31.80% −19.46% −3.26%
2021 +28.11% +25.84% +29.87%
2020 +39.14% +20.76% +15.03%
2019 +36.02% +30.79% +27.29%
2018 −1.36% −5.30% −5.56%
2017 +28.05% +21.20% +20.85%
2016 +6.82% +12.67% +16.45%
2015 +3.24% +0.40% −0.30%
2014 +15.80% +12.68% +11.69%
2013 +34.04% +33.19% +32.88%
2012 +16.88% +16.34% +11.39%
2011 −0.74% +1.37% +5.31%
2010 +16.85% +17.10%
2009 +2.70% +7.53%

Drawdowns

Thu 2011-10-20? to Tue 2025-07-15 Current
Drawdown
Worst
Drawdown
SCHG
×
0.00% −34.59%
2023-01-05
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
SCHB
×
−0.66% −35.27%
2020-03-23
Schwab U.S. Broad Market ETF Exchange-Traded Fund
SCHD
×
−6.42% −33.37%
2020-03-23
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund