All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
Thu 2014-06-12? 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 | ||||||
DGRO × |
−1.71%
2025-05-01 |
3.132 TR
2025-05-01 |
||||
iShares Core Dividend Growth ETF Exchange-Traded Fund | ||||||
Thu 2014-06-12? to Thu 2025-05-01 |
Overall
Return |
Exponential
Trendline |
||||
---|---|---|---|---|---|---|
SCHX × |
+305.90%
+13.73%/yr |
+14.48%/yr
(R2=0.963) |
||||
Schwab U.S. Large-Cap ETF Exchange-Traded Fund | ||||||
DGRW × |
+239.82%
+11.89%/yr |
+12.96%/yr
(R2=0.975) |
||||
WisdomTree U.S. Quality Dividend Growth Fund NASDAQ Exchange-Traded Fund | ||||||
DGRO × |
+213.19%
+11.06%/yr |
+12.09%/yr
(R2=0.968) |
||||
iShares Core Dividend Growth ETF Exchange-Traded Fund | ||||||
Thu 2014-06-12? to Thu 2025-05-01 |
Start
Value |
End
Value |
||||
---|---|---|---|---|---|---|
SCHX × |
$10,000.00
2014-06-12 |
$40,590.27
2025-05-01 |
||||
Schwab U.S. Large-Cap ETF Exchange-Traded Fund | ||||||
DGRW × |
$10,000.00
2014-06-12 |
$33,982.30
2025-05-01 |
||||
WisdomTree U.S. Quality Dividend Growth Fund NASDAQ Exchange-Traded Fund | ||||||
DGRO × |
$10,000.00
2014-06-12 |
$31,319.17
2025-05-01 |
||||
iShares Core Dividend Growth ETF Exchange-Traded Fund | ||||||
Year | SCHX | DGRW | DGRO |
---|---|---|---|
2025 (YTD) | −4.55% | −3.40% | −1.71% |
2024 | +26.46% | +16.98% | +16.62% |
2023 | +29.81% | +18.66% | +10.47% |
2022 | −19.41% | −6.33% | −7.91% |
2021 | +27.66% | +24.46% | +26.65% |
2020 | +20.81% | +13.83% | +9.50% |
2019 | +34.82% | +29.55% | +29.87% |
2018 | −3.51% | −5.39% | −2.38% |
2017 | +23.11% | +26.93% | +23.00% |
2016 | +15.34% | +12.10% | +15.20% |
2015 | +3.05% | −0.26% | −0.69% |
2014 | +15.46% | +13.74% | +8.56% |
2013 | +34.77% | +13.18% | — |
2012 | +18.88% | — | — |
2011 | +3.41% | — | — |
2010 | +17.15% | — | — |
2009 | +7.34% | — | — |
Thu 2014-06-12? 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 | ||||||
DGRO × | −6.60% |
−35.10%
2020-03-23 |
||||
iShares Core Dividend Growth ETF Exchange-Traded Fund | ||||||