All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
| Wed 2013-05-22? to Thu 2025-05-01 |
YTD
Return |
TR
Price |
||||
|---|---|---|---|---|---|---|
| SCHX × |
−4.55%
2025-05-01 |
8.917 TR
2025-05-01 |
||||
| Schwab U.S. Large-Cap ETF Exchange-Traded Fund | ||||||
| DGRW × |
−3.40%
2025-05-01 |
3.984 TR
2025-05-01 |
||||
| WisdomTree U.S. Quality Dividend Growth Fund NASDAQ Exchange-Traded Fund | ||||||
| Wed 2013-05-22? to Thu 2025-05-01 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| SCHX × |
+389.23%
+14.22%/yr |
+14.42%/yr
(R2=0.971) |
||||
| Schwab U.S. Large-Cap ETF Exchange-Traded Fund | ||||||
| DGRW × |
+298.44%
+12.27%/yr |
+12.82%/yr
(R2=0.980) |
||||
| WisdomTree U.S. Quality Dividend Growth Fund NASDAQ Exchange-Traded Fund | ||||||
| Wed 2013-05-22? to Thu 2025-05-01 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| SCHX × |
$10,000.00
2013-05-22 |
$48,923.29
2025-05-01 |
||||
| Schwab U.S. Large-Cap ETF Exchange-Traded Fund | ||||||
| DGRW × |
$10,000.00
2013-05-22 |
$39,844.17
2025-05-01 |
||||
| WisdomTree U.S. Quality Dividend Growth Fund NASDAQ Exchange-Traded Fund | ||||||
| Year | SCHX | DGRW |
|---|---|---|
| 2025 (YTD) | −4.55% | −3.40% |
| 2024 | +26.46% | +16.98% |
| 2023 | +29.81% | +18.66% |
| 2022 | −19.41% | −6.33% |
| 2021 | +27.66% | +24.46% |
| 2020 | +20.81% | +13.83% |
| 2019 | +34.82% | +29.55% |
| 2018 | −3.51% | −5.39% |
| 2017 | +23.11% | +26.93% |
| 2016 | +15.34% | +12.10% |
| 2015 | +3.05% | −0.26% |
| 2014 | +15.46% | +13.74% |
| 2013 | +34.77% | +13.18% |
| 2012 | +18.88% | — |
| 2011 | +3.41% | — |
| 2010 | +17.15% | — |
| 2009 | +7.34% | — |
| Wed 2013-05-22? to Thu 2025-05-01 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| SCHX × | −8.88% |
−34.33%
2020-03-23 |
||||
| Schwab U.S. Large-Cap ETF Exchange-Traded Fund | ||||||
| DGRW × | −8.41% |
−32.04%
2020-03-23 |
||||
| WisdomTree U.S. Quality Dividend Growth Fund NASDAQ Exchange-Traded Fund | ||||||