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

Wed 2017-12-20💬 to Tue 2026-06-02	YTD Return	1 Year Return
SCHG ×	+7.73% 2026-06-02	+27.05% 2026-06-02
Schwab U.S. Large-Cap Growth ETF NYSE Exchange-Traded Fund
SWLGX ×	+8.61% 2026-06-02	+28.31% 2026-06-02
Schwab U.S. Large-Cap Growth Index Fund Mutual Fund
SCHD ×	+19.01% 2026-06-02	+28.08% 2026-06-02
Schwab U.S. Dividend Equity ETF NYSE Exchange-Traded Fund

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Returns

Wed 2017-12-20💬 to Tue 2026-06-02	Overall Return	Exponential Trendline
SCHG ×	+317.21% +18.42%/yr	+17.60%/yr (R2=0.914)
Schwab U.S. Large-Cap Growth ETF NYSE Exchange-Traded Fund
SWLGX ×	+308.82% +18.14%/yr	+17.15%/yr (R2=0.918)
Schwab U.S. Large-Cap Growth Index Fund Mutual Fund
SCHD ×	+151.68% +11.54%/yr	+11.53%/yr (R2=0.906)
Schwab U.S. Dividend Equity ETF NYSE Exchange-Traded Fund

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Growth of $10,000

Wed 2017-12-20💬 to Tue 2026-06-02	Start Value	End Value
SCHG ×	$10,000.00 2017-12-20	$41,721.15 2026-06-02
Schwab U.S. Large-Cap Growth ETF NYSE Exchange-Traded Fund
SWLGX ×	$10,000.00 2017-12-20	$40,882.06 2026-06-02
Schwab U.S. Large-Cap Growth Index Fund Mutual Fund
SCHD ×	$10,000.00 2017-12-20	$25,168.33 2026-06-02
Schwab U.S. Dividend Equity ETF NYSE Exchange-Traded Fund

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Annual Returns

Year	SCHG	SWLGX	SCHD
2026 (YTD)	+7.73%	+8.61%	+19.01%
2025	+17.50%	+18.55%	+4.34%
2024	+34.96%	+33.30%	+11.66%
2023	+50.10%	+42.67%	+4.54%
2022	−31.80%	−29.17%	−3.26%
2021	+28.11%	+27.55%	+29.87%
2020	+39.14%	+38.43%	+15.03%
2019	+36.02%	+36.30%	+27.29%
2018	−1.36%	−1.59%	−5.56%
2017	+28.05%	−0.48%	+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%	—	—

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Drawdowns

Wed 2017-12-20💬 to Tue 2026-06-02	Current Drawdown	Worst Drawdown
SCHG ×	−0.57% from 2026-06-01 peak	−34.59% 2023-01-05 from 2021-11-19 peak
Schwab U.S. Large-Cap Growth ETF NYSE Exchange-Traded Fund
SWLGX ×	−0.37% from 2026-06-01 peak	−32.69% 2022-10-14 from 2021-12-27 peak
Schwab U.S. Large-Cap Growth Index Fund Mutual Fund
SCHD ×	−1.40% from 2026-05-22 peak	−33.37% 2020-03-23 from 2020-01-23 peak
Schwab U.S. Dividend Equity ETF NYSE Exchange-Traded Fund

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Rolling Returns

Period ending Tue 2026-06-02	1 Year	2 Years	3 Years	5 Years	10 Years
SCHG ×	+27.05%	+49.90% +22.38%/yr	+97.81% +25.52%/yr	+109.62% +15.96%/yr	+463.55% +18.88%/yr
Schwab U.S. Large-Cap Growth ETF NYSE Exchange-Traded Fund
SWLGX ×	+28.31%	+51.81% +23.16%/yr	+97.87% +25.54%/yr	+108.61% +15.84%/yr	—
Schwab U.S. Large-Cap Growth Index Fund Mutual Fund
SCHD ×	+28.08%	+33.31% +15.42%/yr	+52.43% +15.08%/yr	+50.23% +8.48%/yr	+233.18% +12.79%/yr
Schwab U.S. Dividend Equity ETF NYSE Exchange-Traded Fund