All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
Thu 2011-10-20? to Tue 2025-06-03 |
YTD
Return |
TR
Price |
||||
---|---|---|---|---|---|---|
SCHX × |
+2.11%
2025-06-03 |
9.54 TR
2025-06-03 |
||||
Schwab U.S. Large-Cap ETF Exchange-Traded Fund | ||||||
VOO × |
+2.06%
2025-06-03 |
7.115 TR
2025-06-03 |
||||
Vanguard S&P 500 ETF Exchange-Traded Fund | ||||||
VTI × |
+1.58%
2025-06-03 |
7.829 TR
2025-06-03 |
||||
Vanguard Total Stock Market Index Fund ETF Shares Exchange-Traded Fund | ||||||
SCHD × |
−2.35%
2025-06-03 |
4.837 TR
2025-06-03 |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
Thu 2011-10-20? to Tue 2025-06-03 |
Overall
Return |
Exponential
Trendline |
||||
---|---|---|---|---|---|---|
SCHX × |
+662.91%
+16.09%/yr |
+14.95%/yr
(R2=0.979) |
||||
Schwab U.S. Large-Cap ETF Exchange-Traded Fund | ||||||
VOO × |
+532.42%
+14.50%/yr |
+13.37%/yr
(R2=0.978) |
||||
Vanguard S&P 500 ETF Exchange-Traded Fund | ||||||
VTI × |
+500.98%
+14.07%/yr |
+12.90%/yr
(R2=0.972) |
||||
Vanguard Total Stock Market Index Fund ETF Shares Exchange-Traded Fund | ||||||
SCHD × |
+383.73%
+12.27%/yr |
+12.42%/yr
(R2=0.975) |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
Thu 2011-10-20? to Tue 2025-06-03 |
Start
Value |
End
Value |
||||
---|---|---|---|---|---|---|
SCHX × |
$10,000.00
2011-10-20 |
$76,291.46
2025-06-03 |
||||
Schwab U.S. Large-Cap ETF Exchange-Traded Fund | ||||||
VOO × |
$10,000.00
2011-10-20 |
$63,242.49
2025-06-03 |
||||
Vanguard S&P 500 ETF Exchange-Traded Fund | ||||||
VTI × |
$10,000.00
2011-10-20 |
$60,098.21
2025-06-03 |
||||
Vanguard Total Stock Market Index Fund ETF Shares Exchange-Traded Fund | ||||||
SCHD × |
$10,000.00
2011-10-20 |
$48,372.64
2025-06-03 |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
Year | SCHX | VOO | VTI | SCHD |
---|---|---|---|---|
2025 (YTD) | +2.11% | +2.06% | +1.58% | −2.35% |
2024 | +26.46% | +24.98% | +23.81% | +11.66% |
2023 | +29.81% | +26.32% | +26.05% | +4.54% |
2022 | −19.41% | −18.17% | −19.52% | −3.26% |
2021 | +27.66% | +28.79% | +25.68% | +29.87% |
2020 | +20.81% | +18.32% | +21.08% | +15.03% |
2019 | +34.82% | +31.37% | +30.67% | +27.29% |
2018 | −3.51% | −4.50% | −5.23% | −5.56% |
2017 | +23.11% | +21.77% | +21.21% | +20.85% |
2016 | +15.34% | +12.17% | +12.82% | +16.45% |
2015 | +3.05% | +1.33% | +0.36% | −0.30% |
2014 | +15.46% | +13.56% | +12.55% | +11.69% |
2013 | +34.77% | +32.39% | +33.45% | +32.88% |
2012 | +18.88% | +15.99% | +16.45% | +11.39% |
2011 | +3.41% | +1.90% | +0.97% | +5.31% |
2010 | +17.15% | +14.78% | +17.43% | — |
2009 | +7.34% | — | +28.90% | — |
2008 | — | — | −36.99% | — |
2007 | — | — | +5.37% | — |
2006 | — | — | +15.70% | — |
2005 | — | — | +6.30% | — |
2004 | — | — | +12.78% | — |
2003 | — | — | +30.74% | — |
2002 | — | — | −20.48% | — |
2001 | — | — | −7.29% | — |
Thu 2011-10-20? to Tue 2025-06-03 |
Current
Drawdown |
Worst
Drawdown |
||||
---|---|---|---|---|---|---|
SCHX × | −2.51% |
−34.33%
2020-03-23 |
||||
Schwab U.S. Large-Cap ETF Exchange-Traded Fund | ||||||
VOO × | −2.44% |
−33.99%
2020-03-23 |
||||
Vanguard S&P 500 ETF Exchange-Traded Fund | ||||||
VTI × | −2.88% |
−35.00%
2020-03-23 |
||||
Vanguard Total Stock Market Index Fund ETF Shares Exchange-Traded Fund | ||||||
SCHD × | −8.81% |
−33.37%
2020-03-23 |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||