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

Total Real Returns

SCHX,VOO,VTI,SCHD: Total Return Chart (with Dividends Reinvested)

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

Returns

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

Growth of $10,000

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

Annual Returns

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%

Drawdowns

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