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

Total Real Returns

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

Thu 2011-10-20💬 to Fri 2026-06-05 YTD
Return
1 Year
Return
SCHG
×
+0.43%
2026-06-05
+17.26%
2026-06-05
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
SCHB
×
+5.44%
2026-06-05
+21.07%
2026-06-05
Schwab U.S. Broad Market ETF Exchange-Traded Fund
SCHD
×
+15.13%
2026-06-05
+23.07%
2026-06-05
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Returns

Thu 2011-10-20💬 to Fri 2026-06-05 Overall
Return
Exponential
Trendline
SCHG
×
+615.03%
+14.40%/yr
+13.48%/yr
(R2=0.960)
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
SCHB
×
+409.50%
+11.78%/yr
+10.14%/yr
(R2=0.955)
Schwab U.S. Broad Market ETF Exchange-Traded Fund
SCHD
×
+316.07%
+10.24%/yr
+9.22%/yr
(R2=0.949)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Growth of $10,000

Thu 2011-10-20💬 to Fri 2026-06-05 Start
Value
End
Value
SCHG
×
$10,000.00
2011-10-20
$71,502.89
2026-06-05
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
SCHB
×
$10,000.00
2011-10-20
$50,949.63
2026-06-05
Schwab U.S. Broad Market ETF Exchange-Traded Fund
SCHD
×
$10,000.00
2011-10-20
$41,606.50
2026-06-05
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Annual Returns

Year SCHG SCHB SCHD
2026 (YTD) +0.43% +5.44% +15.13%
2025 +14.44% +13.89% +1.62%
2024 +31.18% +20.46% +8.53%
2023 +45.24% +22.07% +1.16%
2022 −35.94% −24.35% −9.13%
2021 +19.69% +17.56% +21.34%
2020 +37.27% +19.14% +13.48%
2019 +32.98% +27.87% +24.45%
2018 −3.20% −7.07% −7.33%
2017 +25.40% +18.69% +18.35%
2016 +4.65% +10.38% +14.09%
2015 +2.49% −0.33% −1.02%
2014 +14.93% +11.84% +10.85%
2013 +32.06% +31.22% +30.91%
2012 +14.89% +14.36% +9.50%
2011 −3.60% −1.55% +5.72%
2010 +15.12% +15.37%
2009 +2.82% +7.65%

Drawdowns

Thu 2011-10-20💬 to Fri 2026-06-05 Current
Drawdown
Worst
Drawdown
SCHG
×
−4.43%
from 2026-06-01 peak
−38.93%
2023-01-05
from 2021-11-19 peak
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
SCHB
×
−3.00%
from 2026-06-02 peak
−35.23%
2020-03-23
from 2020-02-19 peak
Schwab U.S. Broad Market ETF Exchange-Traded Fund
SCHD
×
−1.76%
from 2026-05-22 peak
−33.51%
2020-03-23
from 2020-01-23 peak
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Rolling Returns

Period ending Fri 2026-06-05 1
Year
2
Years
3
Years
5
Years
10
Years
SCHG
×
+17.26% +31.54%
+14.70%/yr
+73.09%
+20.06%/yr
+61.98%
+10.12%/yr
+290.96%
+14.60%/yr
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
SCHB
×
+21.07% +32.68%
+15.20%/yr
+62.39%
+17.54%/yr
+43.65%
+7.51%/yr
+185.51%
+11.06%/yr
Schwab U.S. Broad Market ETF Exchange-Traded Fund
SCHD
×
+23.07% +25.66%
+12.11%/yr
+39.35%
+11.69%/yr
+20.19%
+3.74%/yr
+138.67%
+9.08%/yr
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund