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 2026-05-15 YTD
Return
TRR
Price
SCHG
×
+2.17%
2026-05-15
8.076 TRR
2026-05-15
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
SCHB
×
+5.56%
2026-05-15
5.964 TRR
2026-05-15
Schwab U.S. Broad Market ETF Exchange-Traded Fund
SCHD
×
+13.30%
2026-05-15
4.095 TRR
2026-05-15
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Returns

Thu 2011-10-20? to Fri 2026-05-15 Overall
Return
Exponential
Trendline
SCHG
×
+627.40%
+14.59%/yr
+13.46%/yr
(R2=0.960)
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
SCHB
×
+410.06%
+11.83%/yr
+10.12%/yr
(R2=0.954)
Schwab U.S. Broad Market ETF Exchange-Traded Fund
SCHD
×
+309.48%
+10.16%/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 2026-05-15 Start
Value
End
Value
SCHG
×
$10,000.00
2011-10-20
$72,740.02
2026-05-15
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
SCHB
×
$10,000.00
2011-10-20
$51,005.74
2026-05-15
Schwab U.S. Broad Market ETF Exchange-Traded Fund
SCHD
×
$10,000.00
2011-10-20
$40,947.57
2026-05-15
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Annual Returns

Year SCHG SCHB SCHD
2026 (YTD) +2.17% +5.56% +13.30%
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 2026-05-15 Current
Drawdown
Worst
Drawdown
SCHG
×
−1.25%
from 2026-05-14 peak
−38.93%
2023-01-05
from 2021-11-19 peak
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
SCHB
×
−1.30%
from 2026-05-14 peak
−35.23%
2020-03-23
from 2020-02-19 peak
Schwab U.S. Broad Market ETF Exchange-Traded Fund
SCHD
×
−1.56%
from 2026-03-02 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 2026-05-15 1
Year
2
Years
3
Years
5
Years
10
Years
SCHG
×
+20.35% +36.82%
+16.98%/yr
+88.91%
+23.61%/yr
+67.80%
+10.90%/yr
+309.49%
+15.13%/yr
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
SCHB
×
+21.54% +33.35%
+15.49%/yr
+67.98%
+18.87%/yr
+45.48%
+7.78%/yr
+193.96%
+11.38%/yr
Schwab U.S. Broad Market ETF Exchange-Traded Fund
SCHD
×
+20.06% +20.48%
+9.77%/yr
+38.04%
+11.34%/yr
+18.06%
+3.38%/yr
+138.89%
+9.09%/yr
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund