All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
Thu 2014-06-12? to Tue 2024-11-05 |
YTD
Return |
TRR
Price |
||||
---|---|---|---|---|---|---|
DGRO × |
+14.47%
2024-11-05 |
2.427 TRR
2024-11-05 |
||||
iShares Core Dividend Growth ETF Exchange-Traded Fund | ||||||
SCHG × |
+24.13%
2024-11-05 |
6.536 TRR
2024-11-05 |
||||
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund | ||||||
Thu 2014-06-12? to Tue 2024-11-05 |
Overall
Return |
Exponential
Trendline |
||||
---|---|---|---|---|---|---|
DGRO × |
+142.75%
+8.90%/yr |
+8.77%/yr
(R2=0.918) |
||||
iShares Core Dividend Growth ETF Exchange-Traded Fund | ||||||
SCHG × |
+263.99%
+13.23%/yr |
+12.74%/yr
(R2=0.899) |
||||
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund | ||||||
Thu 2014-06-12? to Tue 2024-11-05 |
Start
Value |
End
Value |
||||
---|---|---|---|---|---|---|
DGRO × |
$10,000.00
2014-06-12 |
$24,274.60
2024-11-05 |
||||
iShares Core Dividend Growth ETF Exchange-Traded Fund | ||||||
SCHG × |
$10,000.00
2014-06-12 |
$36,398.68
2024-11-05 |
||||
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund | ||||||
Year | DGRO | SCHG |
---|---|---|
2024 (YTD) | +14.47% | +24.13% |
2023 | +6.90% | +45.19% |
2022 | −13.50% | −35.91% |
2021 | +18.32% | +19.65% |
2020 | +8.02% | +37.33% |
2019 | +26.97% | +32.92% |
2018 | −4.22% | −3.23% |
2017 | +20.45% | +25.45% |
2016 | +12.87% | +4.66% |
2015 | −1.41% | +2.48% |
2014 | +10.07% | +14.94% |
2013 | — | +32.06% |
2012 | — | +14.88% |
2011 | — | −3.59% |
2010 | — | +15.12% |
2009 | — | +2.82% |
Thu 2014-06-12? to Tue 2024-11-05 |
Current
Drawdown |
Worst
Drawdown |
||||
---|---|---|---|---|---|---|
DGRO × | −2.44% |
−35.10%
2020-03-23 |
||||
iShares Core Dividend Growth ETF Exchange-Traded Fund | ||||||
SCHG × | −1.45% |
−38.93%
2023-01-05 |
||||
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund | ||||||