All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)

Total Real Returns

AVUV,SCHG,SCHD: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

Thu 2019-09-26? to Fri 2025-08-01 YTD
Return
TRR
Price
AVUV
×
−7.82%
2025-08-01
1.571 TRR
2025-08-01
Avantis U.S. Small Cap Value ETF Exchange-Traded Fund
SCHG
×
+3.69%
2025-08-01
7.161 TRR
2025-08-01
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
SCHD
×
−3.97%
2025-08-01
3.416 TRR
2025-08-01
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Returns

Thu 2019-09-26? to Fri 2025-08-01 Overall
Return
Exponential
Trendline
AVUV
×
+57.14%
+8.03%/yr
+10.98%/yr
(R2=0.572)
Avantis U.S. Small Cap Value ETF Exchange-Traded Fund
SCHG
×
+129.17%
+15.24%/yr
+10.58%/yr
(R2=0.571)
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
SCHD
×
+41.37%
+6.10%/yr
+5.93%/yr
(R2=0.507)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Growth of $10,000

Thu 2019-09-26? to Fri 2025-08-01 Start
Value
End
Value
AVUV
×
$10,000.00
2019-09-26
$15,713.79
2025-08-01
Avantis U.S. Small Cap Value ETF Exchange-Traded Fund
SCHG
×
$10,000.00
2019-09-26
$22,916.99
2025-08-01
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
SCHD
×
$10,000.00
2019-09-26
$14,137.19
2025-08-01
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Annual Returns

Year AVUV SCHG SCHD
2025 (YTD) −7.82% +3.69% −3.97%
2024 +6.23% +31.17% +8.53%
2023 +18.84% +45.19% +1.16%
2022 −10.68% −35.93% −9.12%
2021 +32.85% +19.68% +21.33%
2020 +4.99% +37.30% +13.45%
2019 +8.40% +32.93% +24.46%
2018 −3.17% −7.32%
2017 +25.40% +18.36%
2016 +4.66% +14.10%
2015 +2.49% −1.00%
2014 +14.94% +10.85%
2013 +32.05% +30.86%
2012 +14.89% +9.50%
2011 −3.60% +5.72%
2010 +15.14%
2009 +2.81%

Drawdowns

Thu 2019-09-26? to Fri 2025-08-01 Current
Drawdown
Worst
Drawdown
AVUV
×
−16.04% −49.66%
2020-03-23
Avantis U.S. Small Cap Value ETF Exchange-Traded Fund
SCHG
×
−2.54% −38.94%
2023-01-05
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
SCHD
×
−10.33% −33.51%
2020-03-23
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund