All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
Thu 2015-10-22? to Fri 2025-06-06 |
YTD
Return |
TR
Price |
||||
---|---|---|---|---|---|---|
SCHG × |
+0.89%
2025-06-06 |
10.17 TR
2025-06-06 |
||||
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund | ||||||
SCHD × |
−1.98%
2025-06-06 |
4.856 TR
2025-06-06 |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
SPYD × |
−0.81%
2025-06-06 |
2.172 TR
2025-06-06 |
||||
SPDR Portfolio S&P 500 High Dividend ETF Exchange-Traded Fund | ||||||
Thu 2015-10-22? to Fri 2025-06-06 |
Overall
Return |
Exponential
Trendline |
||||
---|---|---|---|---|---|---|
SCHG × |
+355.14%
+17.05%/yr |
+17.47%/yr
(R2=0.940) |
||||
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund | ||||||
SCHD × |
+179.30%
+11.26%/yr |
+12.47%/yr
(R2=0.945) |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
SPYD × |
+117.17%
+8.39%/yr |
+7.61%/yr
(R2=0.797) |
||||
SPDR Portfolio S&P 500 High Dividend ETF Exchange-Traded Fund | ||||||
Thu 2015-10-22? to Fri 2025-06-06 |
Start
Value |
End
Value |
||||
---|---|---|---|---|---|---|
SCHG × |
$10,000.00
2015-10-22 |
$45,514.20
2025-06-06 |
||||
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund | ||||||
SCHD × |
$10,000.00
2015-10-22 |
$27,929.79
2025-06-06 |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
SPYD × |
$10,000.00
2015-10-22 |
$21,716.57
2025-06-06 |
||||
SPDR Portfolio S&P 500 High Dividend ETF Exchange-Traded Fund | ||||||
Year | SCHG | SCHD | SPYD |
---|---|---|---|
2025 (YTD) | +0.89% | −1.98% | −0.81% |
2024 | +34.96% | +11.66% | +15.34% |
2023 | +50.10% | +4.54% | +3.91% |
2022 | −31.80% | −3.26% | −1.17% |
2021 | +28.11% | +29.87% | +32.74% |
2020 | +39.14% | +15.03% | −11.64% |
2019 | +36.02% | +27.29% | +21.20% |
2018 | −1.36% | −5.56% | −4.89% |
2017 | +28.05% | +20.85% | +12.67% |
2016 | +6.82% | +16.45% | +24.59% |
2015 | +3.24% | −0.30% | −2.60% |
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% | — | — |
Thu 2015-10-22? to Fri 2025-06-06 |
Current
Drawdown |
Worst
Drawdown |
||||
---|---|---|---|---|---|---|
SCHG × | −3.37% |
−34.59%
2023-01-05 |
||||
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund | ||||||
SCHD × | −8.47% |
−33.37%
2020-03-23 |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
SPYD × | −8.20% |
−46.42%
2020-03-23 |
||||
SPDR Portfolio S&P 500 High Dividend ETF Exchange-Traded Fund | ||||||