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 Tue 2024-11-05 YTD
Return
TRR
Price
SCHD
×
+11.56%
2024-11-05
3.655 TRR
2024-11-05
Schwab U.S. Dividend Equity 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

Returns

Thu 2011-10-20? to Tue 2024-11-05 Overall
Return
Exponential
Trendline
SCHD
×
+265.53%
+10.45%/yr
+9.78%/yr
(R2=0.948)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
SCHG
×
+488.73%
+14.56%/yr
+13.21%/yr
(R2=0.946)
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund

Growth of $10,000

Thu 2011-10-20? to Tue 2024-11-05 Start
Value
End
Value
SCHD
×
$10,000.00
2011-10-20
$36,553.32
2024-11-05
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
SCHG
×
$10,000.00
2011-10-20
$58,873.30
2024-11-05
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund

Annual Returns

Year SCHD SCHG
2024 (YTD) +11.56% +24.13%
2023 +1.15% +45.19%
2022 −9.14% −35.91%
2021 +21.35% +19.65%
2020 +13.48% +37.33%
2019 +24.46% +32.92%
2018 −7.34% −3.23%
2017 +18.33% +25.45%
2016 +14.10% +4.66%
2015 −1.00% +2.48%
2014 +10.79% +14.94%
2013 +30.95% +32.06%
2012 +9.49% +14.88%
2011 +5.73% −3.59%
2010 +15.12%
2009 +2.82%

Drawdowns

Thu 2011-10-20? to Tue 2024-11-05 Current
Drawdown
Worst
Drawdown
SCHD
×
−1.63% −33.53%
2020-03-23
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
SCHG
×
−1.45% −38.93%
2023-01-05
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund