All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
| Tue 2009-11-03? to Mon 2026-05-18 |
YTD
Return |
1 Year
Return |
||||
|---|---|---|---|---|---|---|
| SCHX × |
+8.18%
2026-05-18 |
+24.76%
2026-05-18 |
||||
| Schwab U.S. Large-Cap ETF Exchange-Traded Fund | ||||||
| SPY × |
+8.61%
2026-05-18 |
+25.74%
2026-05-18 |
||||
| SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
| SCHB × |
+8.49%
2026-05-18 |
+25.18%
2026-05-18 |
||||
| Schwab U.S. Broad Market ETF Exchange-Traded Fund | ||||||
| Tue 2009-11-03? to Mon 2026-05-18 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| SCHX × |
+845.91%
+14.55%/yr |
+13.57%/yr
(R2=0.984) |
||||
| Schwab U.S. Large-Cap ETF Exchange-Traded Fund | ||||||
| SPY × |
+848.44%
+14.57%/yr |
+13.58%/yr
(R2=0.986) |
||||
| SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
| SCHB × |
+818.80%
+14.35%/yr |
+13.25%/yr
(R2=0.983) |
||||
| Schwab U.S. Broad Market ETF Exchange-Traded Fund | ||||||
| Tue 2009-11-03? to Mon 2026-05-18 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| SCHX × |
$10,000.00
2009-11-03 |
$94,591.07
2026-05-18 |
||||
| Schwab U.S. Large-Cap ETF Exchange-Traded Fund | ||||||
| SPY × |
$10,000.00
2009-11-03 |
$94,844.27
2026-05-18 |
||||
| SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
| SCHB × |
$10,000.00
2009-11-03 |
$91,880.34
2026-05-18 |
||||
| Schwab U.S. Broad Market ETF Exchange-Traded Fund | ||||||
| Year | SCHX | SPY | SCHB |
|---|---|---|---|
| 2026 (YTD) | +8.18% | +8.61% | +8.49% |
| 2025 | +17.46% | +17.72% | +16.94% |
| 2024 | +24.88% | +24.89% | +23.93% |
| 2023 | +26.84% | +26.18% | +26.16% |
| 2022 | −19.41% | −18.18% | −19.46% |
| 2021 | +26.81% | +28.73% | +25.84% |
| 2020 | +20.81% | +18.33% | +20.76% |
| 2019 | +31.22% | +31.22% | +30.79% |
| 2018 | −4.52% | −4.57% | −5.30% |
| 2017 | +21.95% | +21.71% | +21.20% |
| 2016 | +12.01% | +12.00% | +12.67% |
| 2015 | +1.05% | +1.23% | +0.40% |
| 2014 | +13.33% | +13.46% | +12.68% |
| 2013 | +32.42% | +32.31% | +33.19% |
| 2012 | +16.09% | +15.99% | +16.34% |
| 2011 | +1.55% | +1.89% | +1.37% |
| 2010 | +15.92% | +15.06% | +17.10% |
| 2009 | +7.34% | +26.35% | +7.53% |
| 2008 | — | −36.79% | — |
| 2007 | — | +5.15% | — |
| 2006 | — | +15.85% | — |
| 2005 | — | +4.83% | — |
| 2004 | — | +10.70% | — |
| 2003 | — | +28.18% | — |
| 2002 | — | −21.58% | — |
| 2001 | — | −11.76% | — |
| 2000 | — | −9.74% | — |
| 1999 | — | +20.39% | — |
| 1998 | — | +28.69% | — |
| 1997 | — | +33.48% | — |
| 1996 | — | +22.56% | — |
| 1995 | — | +38.04% | — |
| 1994 | — | +0.40% | — |
| 1993 | — | +8.64% | — |
| Tue 2009-11-03? to Mon 2026-05-18 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| SCHX × |
−1.29%
from 2026-05-14 peak |
−34.33%
2020-03-23 from 2020-02-19 peak |
||||
| Schwab U.S. Large-Cap ETF Exchange-Traded Fund | ||||||
| SPY × |
−1.27%
from 2026-05-14 peak |
−33.72%
2020-03-23 from 2020-02-19 peak |
||||
| SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
| SCHB × |
−1.42%
from 2026-05-14 peak |
−35.27%
2020-03-23 from 2020-02-19 peak |
||||
| Schwab U.S. Broad Market ETF Exchange-Traded Fund | ||||||
| Period ending Mon 2026-05-18 |
1
Year |
2
Years |
3
Years |
5
Years |
10
Years |
|
|---|---|---|---|---|---|---|
| SCHX × | +24.76% |
+42.11% +19.19%/yr |
+83.04% +22.32%/yr |
+87.19% +13.36%/yr |
+321.64% +15.48%/yr |
|
| Schwab U.S. Large-Cap ETF Exchange-Traded Fund | ||||||
| SPY × | +25.74% |
+42.91% +19.53%/yr |
+83.10% +22.33%/yr |
+91.99% +13.94%/yr |
+324.30% +15.55%/yr |
|
| SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
| SCHB × | +25.18% |
+41.65% +19.00%/yr |
+81.41% +21.95%/yr |
+82.69% +12.81%/yr |
+308.09% +15.10%/yr |
|
| Schwab U.S. Broad Market ETF Exchange-Traded Fund | ||||||