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

Total Real Returns

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

Thu 2011-10-20? to Wed 2025-09-03 YTD
Return
TR
Price
SCHG
×
+9.87%
2025-09-03
11.08 TR
2025-09-03
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
SCHD
×
+2.94%
2025-09-03
5.099 TR
2025-09-03
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VOO
×
+10.54%
2025-09-03
7.706 TR
2025-09-03
Vanguard S&P 500 ETF Exchange-Traded Fund

Returns

Thu 2011-10-20? to Wed 2025-09-03 Overall
Return
Exponential
Trendline
SCHG
×
+852.08%
+17.64%/yr
+16.33%/yr
(R2=0.971)
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
SCHD
×
+409.91%
+12.46%/yr
+12.33%/yr
(R2=0.975)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VOO
×
+584.99%
+14.88%/yr
+13.42%/yr
(R2=0.979)
Vanguard S&P 500 ETF Exchange-Traded Fund

Growth of $10,000

Thu 2011-10-20? to Wed 2025-09-03 Start
Value
End
Value
SCHG
×
$10,000.00
2011-10-20
$95,208.42
2025-09-03
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
SCHD
×
$10,000.00
2011-10-20
$50,991.19
2025-09-03
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VOO
×
$10,000.00
2011-10-20
$68,498.88
2025-09-03
Vanguard S&P 500 ETF Exchange-Traded Fund

Annual Returns

Year SCHG SCHD VOO
2025 (YTD) +9.87% +2.94% +10.54%
2024 +34.96% +11.66% +24.98%
2023 +50.10% +4.54% +26.32%
2022 −31.80% −3.26% −18.17%
2021 +28.11% +29.87% +28.79%
2020 +39.14% +15.03% +18.32%
2019 +36.02% +27.29% +31.37%
2018 −1.36% −5.56% −4.50%
2017 +28.05% +20.85% +21.77%
2016 +6.82% +16.45% +12.17%
2015 +3.24% −0.30% +1.33%
2014 +15.80% +11.69% +13.56%
2013 +34.04% +32.88% +32.39%
2012 +16.88% +11.39% +15.99%
2011 −0.74% +5.31% +1.90%
2010 +16.85% +14.78%
2009 +2.70%

Drawdowns

Thu 2011-10-20? to Wed 2025-09-03 Current
Drawdown
Worst
Drawdown
SCHG
×
−0.97% −34.59%
2023-01-05
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
SCHD
×
−3.88% −33.37%
2020-03-23
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VOO
×
−0.80% −33.99%
2020-03-23
Vanguard S&P 500 ETF Exchange-Traded Fund