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

Total Real Returns

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

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

Returns

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

Growth of $10,000

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

Annual Returns

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%

Drawdowns

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