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

Mon 2015-10-12? to Thu 2025-06-05	YTD Return	TRR Price
SCHD ×	−4.89% 2025-06-05	3.382 TRR 2025-06-05
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
SCHG ×	−1.94% 2025-06-05	6.771 TRR 2025-06-05
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
SPMO ×	+9.47% 2025-06-05	3.505 TRR 2025-06-05
Invesco S&P 500 Momentum ETF Exchange-Traded Fund

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Returns

Mon 2015-10-12? to Thu 2025-06-05	Overall Return	Exponential Trendline
SCHD ×	+109.34% +7.96%/yr	+8.11%/yr (R2=0.816)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
SCHG ×	+236.97% +13.42%/yr	+12.87%/yr (R2=0.831)
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
SPMO ×	+250.55% +13.88%/yr	+11.33%/yr (R2=0.839)
Invesco S&P 500 Momentum ETF Exchange-Traded Fund

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Growth of $10,000

Mon 2015-10-12? to Thu 2025-06-05	Start Value	End Value
SCHD ×	$10,000.00 2015-10-12	$20,933.76 2025-06-05
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
SCHG ×	$10,000.00 2015-10-12	$33,696.84 2025-06-05
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
SPMO ×	$10,000.00 2015-10-12	$35,054.69 2025-06-05
Invesco S&P 500 Momentum ETF Exchange-Traded Fund

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Annual Returns

Year	SCHD	SCHG	SPMO
2025 (YTD)	−4.89%	−1.94%	+9.47%
2024	+8.54%	+31.17%	+41.74%
2023	+1.15%	+45.20%	+13.75%
2022	−9.15%	−35.93%	−15.90%
2021	+21.33%	+19.67%	+14.59%
2020	+13.50%	+37.24%	+26.54%
2019	+24.41%	+32.99%	+23.10%
2018	−7.29%	−3.18%	−2.75%
2017	+18.35%	+25.40%	+25.11%
2016	+14.03%	+4.66%	+5.33%
2015	−1.00%	+2.50%	+3.25%
2014	+10.89%	+14.92%	—
2013	+30.88%	+32.06%	—
2012	+9.49%	+14.87%	—
2011	+5.72%	−3.60%	—
2010	—	+15.14%	—
2009	—	+2.80%	—

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Drawdowns

Mon 2015-10-12? to Thu 2025-06-05	Current Drawdown	Worst Drawdown
SCHD ×	−11.24%	−33.48% 2020-03-23
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
SCHG ×	−6.11%	−38.95% 2023-01-05
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
SPMO ×	−1.32%	−30.90% 2020-03-23
Invesco S&P 500 Momentum ETF Exchange-Traded Fund