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

Total Real Returns

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

Thu 2011-10-20? to Fri 2025-06-20 YTD
Return
TRR
Price
SCHD
×
−3.30%
2025-06-20
3.439 TRR
2025-06-20
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
SCHG
×
−2.04%
2025-06-20
6.765 TRR
2025-06-20
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund

Returns

Thu 2011-10-20? to Fri 2025-06-20 Overall
Return
Exponential
Trendline
SCHD
×
+243.89%
+9.46%/yr
+9.53%/yr
(R2=0.948)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
SCHG
×
+509.33%
+14.14%/yr
+13.29%/yr
(R2=0.952)
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund

Growth of $10,000

Thu 2011-10-20? to Fri 2025-06-20 Start
Value
End
Value
SCHD
×
$10,000.00
2011-10-20
$34,389.49
2025-06-20
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
SCHG
×
$10,000.00
2011-10-20
$60,933.39
2025-06-20
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund

Annual Returns

Year SCHD SCHG
2025 (YTD) −3.30% −2.04%
2024 +8.53% +31.13%
2023 +1.15% +45.30%
2022 −9.14% −35.97%
2021 +21.35% +19.70%
2020 +13.48% +37.29%
2019 +24.46% +32.96%
2018 −7.34% −3.18%
2017 +18.33% +25.38%
2016 +14.10% +4.65%
2015 −1.00% +2.49%
2014 +10.79% +14.92%
2013 +30.95% +32.07%
2012 +9.49% +14.88%
2011 +5.73% −3.60%
2010 +15.12%
2009 +2.82%

Drawdowns

Thu 2011-10-20? to Fri 2025-06-20 Current
Drawdown
Worst
Drawdown
SCHD
×
−9.74% −33.53%
2020-03-23
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
SCHG
×
−6.21% −38.94%
2023-01-05
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund