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