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

Total Real Returns

SCHX,DGRO: Total Return Chart (with Dividends Reinvested)

Thu 2014-06-12? to Fri 2025-12-12 YTD
Return
TR
Price
SCHX
×
+17.20%
2025-12-12
8.724 TR
2025-12-12
Schwab U.S. Large-Cap ETF Exchange-Traded Fund
DGRO
×
+16.32%
2025-12-12
3.706 TR
2025-12-12
iShares Core Dividend Growth ETF Exchange-Traded Fund

Returns

Thu 2014-06-12? to Fri 2025-12-12 Overall
Return
Exponential
Trendline
SCHX
×
+325.96%
+13.43%/yr
+13.27%/yr
(R2=0.962)
Schwab U.S. Large-Cap ETF Exchange-Traded Fund
DGRO
×
+270.63%
+12.06%/yr
+12.10%/yr
(R2=0.973)
iShares Core Dividend Growth ETF Exchange-Traded Fund

Growth of $10,000

Thu 2014-06-12? to Fri 2025-12-12 Start
Value
End
Value
SCHX
×
$10,000.00
2014-06-12
$42,596.06
2025-12-12
Schwab U.S. Large-Cap ETF Exchange-Traded Fund
DGRO
×
$10,000.00
2014-06-12
$37,062.83
2025-12-12
iShares Core Dividend Growth ETF Exchange-Traded Fund

Annual Returns

Year SCHX DGRO
2025 (YTD) +17.20% +16.32%
2024 +24.88% +16.62%
2023 +26.84% +10.47%
2022 −19.41% −7.91%
2021 +26.81% +26.65%
2020 +20.81% +9.50%
2019 +31.22% +29.87%
2018 −4.53% −2.38%
2017 +21.95% +23.00%
2016 +12.01% +15.20%
2015 +1.05% −0.69%
2014 +13.33% +8.56%
2013 +32.42%
2012 +16.09%
2011 +1.54%
2010 +15.92%
2009 +7.34%

Drawdowns

Thu 2014-06-12? to Fri 2025-12-12 Current
Drawdown
Worst
Drawdown
SCHX
×
−1.14% −34.33%
2020-03-23
Schwab U.S. Large-Cap ETF Exchange-Traded Fund
DGRO
×
−0.47% −35.10%
2020-03-23
iShares Core Dividend Growth ETF Exchange-Traded Fund