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 2025-03-31 YTD
Return
TR
Price
SCHG
×
−10.06%
2025-03-31
9.068 TR
2025-03-31
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
SCHD
×
+3.27%
2025-03-31
5.115 TR
2025-03-31
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Returns

Thu 2011-10-20? to Mon 2025-03-31 Overall
Return
Exponential
Trendline
SCHG
×
+679.36%
+16.50%/yr
+16.25%/yr
(R2=0.969)
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
SCHD
×
+411.54%
+12.91%/yr
+12.51%/yr
(R2=0.975)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Growth of $10,000

Thu 2011-10-20? to Mon 2025-03-31 Start
Value
End
Value
SCHG
×
$10,000.00
2011-10-20
$77,935.82
2025-03-31
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
SCHD
×
$10,000.00
2011-10-20
$51,153.52
2025-03-31
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Annual Returns

Year SCHG SCHD
2025 (YTD) −10.06% +3.27%
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 +16.85%
2009 +2.70%

Drawdowns

Thu 2011-10-20? to Mon 2025-03-31 Current
Drawdown
Worst
Drawdown
SCHG
×
−13.86% −34.59%
2023-01-05
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
SCHD
×
−3.57% −33.37%
2020-03-23
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund