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

Total Real Returns

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

Thu 2011-10-20? to Tue 2025-05-27 YTD
Return
TR
Price
SCHG
×
−0.87%
2025-05-27
9.995 TR
2025-05-27
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
VOO
×
+1.19%
2025-05-27
7.054 TR
2025-05-27
Vanguard S&P 500 ETF Exchange-Traded Fund
SCHD
×
−2.98%
2025-05-27
4.806 TR
2025-05-27
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Returns

Thu 2011-10-20? to Tue 2025-05-27 Overall
Return
Exponential
Trendline
SCHG
×
+759.04%
+17.13%/yr
+16.24%/yr
(R2=0.970)
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
VOO
×
+527.05%
+14.45%/yr
+13.36%/yr
(R2=0.978)
Vanguard S&P 500 ETF Exchange-Traded Fund
SCHD
×
+380.62%
+12.23%/yr
+12.43%/yr
(R2=0.975)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Growth of $10,000

Thu 2011-10-20? to Tue 2025-05-27 Start
Value
End
Value
SCHG
×
$10,000.00
2011-10-20
$85,903.70
2025-05-27
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
VOO
×
$10,000.00
2011-10-20
$62,704.70
2025-05-27
Vanguard S&P 500 ETF Exchange-Traded Fund
SCHD
×
$10,000.00
2011-10-20
$48,061.62
2025-05-27
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Annual Returns

Year SCHG VOO SCHD
2025 (YTD) −0.87% +1.19% −2.98%
2024 +34.96% +24.98% +11.66%
2023 +50.10% +26.32% +4.54%
2022 −31.80% −18.17% −3.26%
2021 +28.11% +28.79% +29.87%
2020 +39.14% +18.32% +15.03%
2019 +36.02% +31.37% +27.29%
2018 −1.36% −4.50% −5.56%
2017 +28.05% +21.77% +20.85%
2016 +6.82% +12.17% +16.45%
2015 +3.24% +1.33% −0.30%
2014 +15.80% +13.56% +11.69%
2013 +34.04% +32.39% +32.88%
2012 +16.88% +15.99% +11.39%
2011 −0.74% +1.90% +5.31%
2010 +16.85% +14.78%
2009 +2.70%

Drawdowns

Thu 2011-10-20? to Tue 2025-05-27 Current
Drawdown
Worst
Drawdown
SCHG
×
−5.06% −34.59%
2023-01-05
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
VOO
×
−3.27% −33.99%
2020-03-23
Vanguard S&P 500 ETF Exchange-Traded Fund
SCHD
×
−9.40% −33.37%
2020-03-23
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund