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

Wed 2017-12-20? to Fri 2026-05-01	YTD Return	TR Price
SCHG ×	+1.53% 2026-05-01	12.05 TR 2026-05-01
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
SWLGX ×	+1.60% 2026-05-01	3.824 TR 2026-05-01
Schwab U.S. Large-Cap Growth Index Fund Mutual Fund
SCHD ×	+15.88% 2026-05-01	6.054 TR 2026-05-01
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

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Returns

Wed 2017-12-20? to Fri 2026-05-01	Overall Return	Exponential Trendline
SCHG ×	+293.91% +17.82%/yr	+17.54%/yr (R2=0.912)
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
SWLGX ×	+282.41% +17.40%/yr	+17.09%/yr (R2=0.915)
Schwab U.S. Large-Cap Growth Index Fund Mutual Fund
SCHD ×	+147.72% +11.46%/yr	+11.50%/yr (R2=0.903)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

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Growth of $10,000

Wed 2017-12-20? to Fri 2026-05-01	Start Value	End Value
SCHG ×	$10,000.00 2017-12-20	$39,391.42 2026-05-01
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
SWLGX ×	$10,000.00 2017-12-20	$38,241.04 2026-05-01
Schwab U.S. Large-Cap Growth Index Fund Mutual Fund
SCHD ×	$10,000.00 2017-12-20	$24,771.80 2026-05-01
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

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Annual Returns

Year	SCHG	SWLGX	SCHD
2026 (YTD)	+1.53%	+1.60%	+15.88%
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 Fri 2026-05-01	Current Drawdown	Worst Drawdown
SCHG ×	−1.42%	−34.59% 2023-01-05
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
SWLGX ×	−2.02%	−32.69% 2022-10-14
Schwab U.S. Large-Cap Growth Index Fund Mutual Fund
SCHD ×	−0.65%	−33.37% 2020-03-23
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund