All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
| 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 | ||||||
| SPLG × |
−4.30%
2025-03-31 |
6.637 TR
2025-03-31 |
||||
| SPDR Portfolio S&P 500 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 | ||||||
| Thu 2011-10-20? to Mon 2025-03-31 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| SCHG × |
+679.36%
+16.50%/yr |
+16.29%/yr
(R2=0.968) |
||||
| Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund | ||||||
| SPLG × |
+492.60%
+14.15%/yr |
+13.35%/yr
(R2=0.976) |
||||
| SPDR Portfolio S&P 500 ETF Exchange-Traded Fund | ||||||
| SCHD × |
+411.54%
+12.91%/yr |
+12.52%/yr
(R2=0.974) |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| 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 | ||||||
| SPLG × |
$10,000.00
2011-10-20 |
$59,260.33
2025-03-31 |
||||
| SPDR Portfolio S&P 500 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 | ||||||
| Year | SCHG | SPLG | SCHD |
|---|---|---|---|
| 2025 (YTD) | −10.06% | −4.30% | +3.27% |
| 2024 | +34.96% | +25.00% | +11.66% |
| 2023 | +50.10% | +26.25% | +4.54% |
| 2022 | −31.80% | −18.10% | −3.26% |
| 2021 | +28.11% | +28.78% | +29.87% |
| 2020 | +39.14% | +18.49% | +15.03% |
| 2019 | +36.02% | +31.99% | +27.29% |
| 2018 | −1.36% | −4.78% | −5.56% |
| 2017 | +28.05% | +21.30% | +20.85% |
| 2016 | +6.82% | +11.82% | +16.45% |
| 2015 | +3.24% | +1.15% | −0.30% |
| 2014 | +15.80% | +13.69% | +11.69% |
| 2013 | +34.04% | +33.17% | +32.88% |
| 2012 | +16.88% | +15.16% | +11.39% |
| 2011 | −0.74% | +1.71% | +5.31% |
| 2010 | +16.85% | +15.89% | — |
| 2009 | +2.70% | +27.23% | — |
| 2008 | — | −36.90% | — |
| 2007 | — | +5.74% | — |
| 2006 | — | +14.53% | — |
| 2005 | — | +2.08% | — |
| 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 | ||||||
| SPLG × | −8.50% |
−33.87%
2020-03-23 |
||||
| SPDR Portfolio S&P 500 ETF Exchange-Traded Fund | ||||||
| SCHD × | −3.57% |
−33.37%
2020-03-23 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||