All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
Thu 2014-06-12? to Fri 2025-06-06 |
YTD
Return |
TRR
Price |
||||
---|---|---|---|---|---|---|
DGRO × |
+1.05%
2025-06-06 |
2.415 TRR
2025-06-06 |
||||
iShares Core Dividend Growth ETF Exchange-Traded Fund | ||||||
SCHD × |
−3.77%
2025-06-06 |
3.422 TRR
2025-06-06 |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
SCHG × |
−0.95%
2025-06-06 |
6.84 TRR
2025-06-06 |
||||
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund | ||||||
Thu 2014-06-12? to Fri 2025-06-06 |
Overall
Return |
Exponential
Trendline |
||||
---|---|---|---|---|---|---|
DGRO × |
+141.47%
+8.36%/yr |
+8.61%/yr
(R2=0.926) |
||||
iShares Core Dividend Growth ETF Exchange-Traded Fund | ||||||
SCHD × |
+121.17%
+7.49%/yr |
+8.73%/yr
(R2=0.913) |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
SCHG × |
+280.93%
+12.95%/yr |
+12.91%/yr
(R2=0.912) |
||||
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund | ||||||
Thu 2014-06-12? to Fri 2025-06-06 |
Start
Value |
End
Value |
||||
---|---|---|---|---|---|---|
DGRO × |
$10,000.00
2014-06-12 |
$24,146.81
2025-06-06 |
||||
iShares Core Dividend Growth ETF Exchange-Traded Fund | ||||||
SCHD × |
$10,000.00
2014-06-12 |
$22,116.67
2025-06-06 |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
SCHG × |
$10,000.00
2014-06-12 |
$38,093.30
2025-06-06 |
||||
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund | ||||||
Year | DGRO | SCHD | SCHG |
---|---|---|---|
2025 (YTD) | +1.05% | −3.77% | −0.95% |
2024 | +13.36% | +8.50% | +31.17% |
2023 | +6.88% | +1.15% | +45.20% |
2022 | −13.50% | −9.11% | −35.93% |
2021 | +18.33% | +21.33% | +19.67% |
2020 | +8.01% | +13.50% | +37.24% |
2019 | +26.97% | +24.41% | +32.99% |
2018 | −4.19% | −7.29% | −3.18% |
2017 | +20.45% | +18.35% | +25.40% |
2016 | +12.18% | +14.03% | +4.64% |
2015 | −1.40% | −1.00% | +2.50% |
2014 | +10.07% | +10.89% | +14.94% |
2013 | — | +30.86% | +32.04% |
2012 | — | +9.50% | +14.90% |
2011 | — | +5.72% | −3.60% |
2010 | — | — | +15.14% |
2009 | — | — | +2.80% |
Thu 2014-06-12? to Fri 2025-06-06 |
Current
Drawdown |
Worst
Drawdown |
||||
---|---|---|---|---|---|---|
DGRO × | −4.02% |
−35.10%
2020-03-23 |
||||
iShares Core Dividend Growth ETF Exchange-Traded Fund | ||||||
SCHD × | −10.19% |
−33.48%
2020-03-23 |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
SCHG × | −5.17% |
−38.95%
2023-01-05 |
||||
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund | ||||||