All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
| Thu 2011-10-20? to Fri 2026-05-22 |
YTD
Return |
1 Year
Return |
||||
|---|---|---|---|---|---|---|
| SCHG × |
+5.49%
2026-05-22 |
+26.70%
2026-05-22 |
||||
| Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund | ||||||
| SCHD × |
+20.70%
2026-05-22 |
+31.35%
2026-05-22 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| Thu 2011-10-20? to Fri 2026-05-22 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| SCHG × |
+974.16%
+17.67%/yr |
+16.56%/yr
(R2=0.975) |
||||
| Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund | ||||||
| SCHD × |
+523.84%
+13.37%/yr |
+12.20%/yr
(R2=0.977) |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| Thu 2011-10-20? to Fri 2026-05-22 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| SCHG × |
$10,000.00
2011-10-20 |
$107,416.32
2026-05-22 |
||||
| Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund | ||||||
| SCHD × |
$10,000.00
2011-10-20 |
$62,383.61
2026-05-22 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| Year | SCHG | SCHD |
|---|---|---|
| 2026 (YTD) | +5.49% | +20.70% |
| 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% | — |
| Thu 2011-10-20? to Fri 2026-05-22 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| SCHG × |
−0.92%
from 2026-05-14 peak |
−34.59%
2023-01-05 from 2021-11-19 peak |
||||
| Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund | ||||||
| SCHD × | — |
−33.37%
2020-03-23 from 2020-01-23 peak |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| Period ending Fri 2026-05-22 |
1
Year |
2
Years |
3
Years |
5
Years |
10
Years |
|
|---|---|---|---|---|---|---|
| SCHG × | +26.70% |
+45.52% +20.65%/yr |
+102.22% +26.45%/yr |
+109.06% +15.89%/yr |
+467.74% +18.96%/yr |
|
| Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund | ||||||
| SCHD × | +31.35% |
+34.12% +15.82%/yr |
+56.00% +15.97%/yr |
+53.15% +8.90%/yr |
+245.47% +13.19%/yr |
|
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||