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

Total Real Returns

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

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

Returns

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

Growth of $10,000

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

Annual Returns

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%

Drawdowns

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