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

Total Real Returns

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

Thu 2011-10-20? to Thu 2025-07-03 YTD
Return
TR
Price
SCHG
×
+5.77%
2025-07-03
10.66 TR
2025-07-03
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
VTI
×
+6.98%
2025-07-03
8.245 TR
2025-07-03
Vanguard Total Stock Market Index Fund ETF Shares Exchange-Traded Fund
SCHD
×
+2.00%
2025-07-03
5.053 TR
2025-07-03
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Returns

Thu 2011-10-20? to Thu 2025-07-03 Overall
Return
Exponential
Trendline
SCHG
×
+816.57%
+17.55%/yr
+16.27%/yr
(R2=0.971)
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
VTI
×
+532.92%
+14.41%/yr
+12.91%/yr
(R2=0.973)
Vanguard Total Stock Market Index Fund ETF Shares Exchange-Traded Fund
SCHD
×
+405.29%
+12.55%/yr
+12.39%/yr
(R2=0.975)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Growth of $10,000

Thu 2011-10-20? to Thu 2025-07-03 Start
Value
End
Value
SCHG
×
$10,000.00
2011-10-20
$91,656.80
2025-07-03
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
VTI
×
$10,000.00
2011-10-20
$63,291.84
2025-07-03
Vanguard Total Stock Market Index Fund ETF Shares Exchange-Traded Fund
SCHD
×
$10,000.00
2011-10-20
$50,529.31
2025-07-03
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Annual Returns

Year SCHG VTI SCHD
2025 (YTD) +5.77% +6.98% +2.00%
2024 +34.96% +23.81% +11.66%
2023 +50.10% +26.05% +4.54%
2022 −31.80% −19.52% −3.26%
2021 +28.11% +25.68% +29.87%
2020 +39.14% +21.08% +15.03%
2019 +36.02% +30.67% +27.29%
2018 −1.36% −5.23% −5.56%
2017 +28.05% +21.21% +20.85%
2016 +6.82% +12.82% +16.45%
2015 +3.24% +0.36% −0.30%
2014 +15.80% +12.55% +11.69%
2013 +34.04% +33.45% +32.88%
2012 +16.88% +16.45% +11.39%
2011 −0.74% +0.97% +5.31%
2010 +16.85% +17.43%
2009 +2.70% +28.90%
2008 −36.99%
2007 +5.37%
2006 +15.70%
2005 +6.30%
2004 +12.78%
2003 +30.74%
2002 −20.48%
2001 −7.29%

Drawdowns

Thu 2011-10-20? to Thu 2025-07-03 Current
Drawdown
Worst
Drawdown
SCHG
×
0.00% −34.59%
2023-01-05
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
VTI
×
0.00% −35.00%
2020-03-23
Vanguard Total Stock Market Index Fund ETF Shares Exchange-Traded Fund
SCHD
×
−4.75% −33.37%
2020-03-23
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund