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