All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
Thu 2014-06-12? to Mon 2025-02-10 |
YTD
Return |
TRR
Price |
||||
---|---|---|---|---|---|---|
DGRO × |
+3.27%
2025-02-10 |
2.482 TRR
2025-02-10 |
||||
iShares Core Dividend Growth ETF Exchange-Traded Fund | ||||||
SCHD × |
+0.99%
2025-02-10 |
3.592 TRR
2025-02-10 |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
SCHG × |
+2.58%
2025-02-10 |
7.085 TRR
2025-02-10 |
||||
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund | ||||||
Thu 2014-06-12? to Mon 2025-02-10 |
Overall
Return |
Exponential
Trendline |
||||
---|---|---|---|---|---|---|
DGRO × |
+148.24%
+8.90%/yr |
+8.77%/yr
(R2=0.923) |
||||
iShares Core Dividend Growth ETF Exchange-Traded Fund | ||||||
SCHD × |
+132.21%
+8.22%/yr |
+8.92%/yr
(R2=0.915) |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
SCHG × |
+294.55%
+13.73%/yr |
+12.93%/yr
(R2=0.906) |
||||
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund | ||||||
Thu 2014-06-12? to Mon 2025-02-10 |
Start
Value |
End
Value |
||||
---|---|---|---|---|---|---|
DGRO × |
$10,000.00
2014-06-12 |
$24,824.22
2025-02-10 |
||||
iShares Core Dividend Growth ETF Exchange-Traded Fund | ||||||
SCHD × |
$10,000.00
2014-06-12 |
$23,221.48
2025-02-10 |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
SCHG × |
$10,000.00
2014-06-12 |
$39,455.22
2025-02-10 |
||||
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund | ||||||
Year | DGRO | SCHD | SCHG |
---|---|---|---|
2025 (YTD) | +3.27% | +0.99% | +2.58% |
2024 | +13.35% | +8.55% | +31.21% |
2023 | +6.89% | +1.16% | +45.16% |
2022 | −13.50% | −9.14% | −35.92% |
2021 | +18.32% | +21.33% | +19.70% |
2020 | +8.03% | +13.48% | +37.30% |
2019 | +26.98% | +24.45% | +32.89% |
2018 | −4.21% | −7.34% | −3.14% |
2017 | +20.48% | +18.33% | +25.36% |
2016 | +12.85% | +14.13% | +4.65% |
2015 | −1.42% | −1.08% | +2.50% |
2014 | +10.08% | +10.87% | +14.93% |
2013 | — | +30.93% | +32.05% |
2012 | — | +9.49% | +14.89% |
2011 | — | +5.72% | −3.59% |
2010 | — | — | +15.11% |
2009 | — | — | +2.82% |
Thu 2014-06-12? to Mon 2025-02-10 |
Current
Drawdown |
Worst
Drawdown |
||||
---|---|---|---|---|---|---|
DGRO × | −1.90% |
−35.10%
2020-03-23 |
||||
iShares Core Dividend Growth ETF Exchange-Traded Fund | ||||||
SCHD × | −5.72% |
−33.50%
2020-03-23 |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
SCHG × | −1.78% |
−38.91%
2023-01-05 |
||||
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund | ||||||