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

Total Real Returns

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

Thu 2011-10-20? to Thu 2026-04-02 YTD
Return
TRR
Price
SCHB
×
−4.20%
2026-04-02
5.412 TRR
2026-04-02
Schwab U.S. Broad Market ETF Exchange-Traded Fund
SCHD
×
+11.13%
2026-04-02
4.017 TRR
2026-04-02
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
SCHG
×
−10.66%
2026-04-02
7.062 TRR
2026-04-02
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund

Returns

Thu 2011-10-20? to Thu 2026-04-02 Overall
Return
Exponential
Trendline
SCHB
×
+362.90%
+11.19%/yr
+10.11%/yr
(R2=0.953)
Schwab U.S. Broad Market ETF Exchange-Traded Fund
SCHD
×
+301.68%
+10.10%/yr
+9.24%/yr
(R2=0.948)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
SCHG
×
+535.97%
+13.66%/yr
+13.46%/yr
(R2=0.959)
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund

Growth of $10,000

Thu 2011-10-20? to Thu 2026-04-02 Start
Value
End
Value
SCHB
×
$10,000.00
2011-10-20
$46,290.20
2026-04-02
Schwab U.S. Broad Market ETF Exchange-Traded Fund
SCHD
×
$10,000.00
2011-10-20
$40,168.24
2026-04-02
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
SCHG
×
$10,000.00
2011-10-20
$63,597.06
2026-04-02
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund

Annual Returns

Year SCHB SCHD SCHG
2026 (YTD) −4.20% +11.13% −10.66%
2025 +13.87% +1.63% +14.42%
2024 +20.50% +8.54% +31.18%
2023 +22.04% +1.18% +45.30%
2022 −24.34% −9.14% −35.96%
2021 +17.58% +21.34% +19.70%
2020 +19.13% +13.45% +37.28%
2019 +27.90% +24.45% +32.99%
2018 −7.10% −7.32% −3.23%
2017 +18.64% +18.36% +25.39%
2016 +10.44% +14.07% +4.65%
2015 −0.33% −1.02% +2.50%
2014 +11.83% +10.84% +14.93%
2013 +31.22% +30.92% +32.06%
2012 +14.37% +9.50% +14.89%
2011 −1.55% +5.72% −3.61%
2010 +15.36% +15.13%
2009 +7.65% +2.83%

Drawdowns

Thu 2011-10-20? to Thu 2026-04-02 Current
Drawdown
Worst
Drawdown
SCHB
×
−6.25% −35.21%
2020-03-23
Schwab U.S. Broad Market ETF Exchange-Traded Fund
SCHD
×
−3.47% −33.48%
2020-03-23
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
SCHG
×
−13.32% −38.96%
2023-01-05
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund