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

Total Real Returns

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

Thu 2011-10-20💬 to Mon 2026-06-15 YTD
Return 		1 Year
Return
SCHG × 		+5.03%
2026-06-15 		+23.20%
2026-06-15
Schwab U.S. Large-Cap Growth ETF NYSE Exchange-Traded Fund
SCHD × 		+20.03%
2026-06-15 		+26.06%
2026-06-15
Schwab U.S. Dividend Equity ETF NYSE Exchange-Traded Fund

Returns

Thu 2011-10-20💬 to Mon 2026-06-15 Overall
Return 		Exponential
Trendline
SCHG × 		+969.48%
+17.55%/yr 		+16.58%/yr
(R2=0.975)
Schwab U.S. Large-Cap Growth ETF NYSE Exchange-Traded Fund
SCHD × 		+520.39%
+13.27%/yr 		+12.20%/yr
(R2=0.977)
Schwab U.S. Dividend Equity ETF NYSE Exchange-Traded Fund

Growth of $10,000

Thu 2011-10-20💬 to Mon 2026-06-15 Start
Value 		End
Value
SCHG × 		$10,000.00
2011-10-20 		$106,947.53
2026-06-15
Schwab U.S. Large-Cap Growth ETF NYSE Exchange-Traded Fund
SCHD × 		$10,000.00
2011-10-20 		$62,039.11
2026-06-15
Schwab U.S. Dividend Equity ETF NYSE Exchange-Traded Fund

Annual Returns

Year SCHG SCHD
2026 (YTD) +5.03% +20.03%
2025 +17.50% +4.34%
2024 +34.96% +11.66%
2023 +50.10% +4.54%
2022 −31.80% −3.26%
2021 +28.11% +29.87%
2020 +39.14% +15.03%
2019 +36.02% +27.29%
2018 −1.36% −5.56%
2017 +28.05% +20.85%
2016 +6.82% +16.45%
2015 +3.24% −0.30%
2014 +15.80% +11.69%
2013 +34.04% +32.88%
2012 +16.88% +11.39%
2011 −0.74% +5.31%
2010 +16.84% —
2009 +2.70% —

Drawdowns

Thu 2011-10-20💬 to Mon 2026-06-15 Current
Drawdown 		Worst
Drawdown
SCHG × 		−3.06%
from 2026-06-01 peak 		−34.59%
2023-01-05
from 2021-11-19 peak
Schwab U.S. Large-Cap Growth ETF NYSE Exchange-Traded Fund
SCHD × 		−0.55%
from 2026-05-22 peak 		−33.37%
2020-03-23
from 2020-01-23 peak
Schwab U.S. Dividend Equity ETF NYSE Exchange-Traded Fund

Rolling Returns

Period ending Mon 2026-06-15 1
Year 		2
Years 		3
Years 		5
Years 		10
Years
SCHG × 		+23.20% +37.40%
+17.22%/yr 		+85.90%
+22.96%/yr 		+99.15%
+14.77%/yr 		+459.67%
+18.79%/yr
Schwab U.S. Large-Cap Growth ETF NYSE Exchange-Traded Fund
SCHD × 		+26.06% +37.57%
+17.29%/yr 		+49.30%
+14.29%/yr 		+52.11%
+8.75%/yr 		+235.72%
+12.88%/yr
Schwab U.S. Dividend Equity ETF NYSE Exchange-Traded Fund