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 Mon 2025-02-10 YTD
Return
TRR
Price
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

Returns

Thu 2011-10-20? to Mon 2025-02-10 Overall
Return
Exponential
Trendline
SCHD
×
+259.15%
+10.08%/yr
+9.71%/yr
(R2=0.950)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
SCHG
×
+538.18%
+14.94%/yr
+13.31%/yr
(R2=0.949)
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund

Growth of $10,000

Thu 2011-10-20? to Mon 2025-02-10 Start
Value
End
Value
SCHD
×
$10,000.00
2011-10-20
$35,915.40
2025-02-10
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
SCHG
×
$10,000.00
2011-10-20
$63,818.42
2025-02-10
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund

Annual Returns

Year SCHD SCHG
2025 (YTD) +0.99% +2.58%
2024 +8.55% +31.21%
2023 +1.16% +45.16%
2022 −9.14% −35.92%
2021 +21.33% +19.70%
2020 +13.48% +37.30%
2019 +24.45% +32.89%
2018 −7.34% −3.14%
2017 +18.33% +25.36%
2016 +14.13% +4.65%
2015 −1.08% +2.50%
2014 +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%

Drawdowns

Thu 2011-10-20? to Mon 2025-02-10 Current
Drawdown
Worst
Drawdown
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