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

Total Real Returns

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

Thu 2011-10-20? to Fri 2025-04-25 YTD
Return
TRR
Price
SCHG
×
−10.54%
2025-04-25
6.179 TRR
2025-04-25
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
SCHD
×
−6.59%
2025-04-25
3.322 TRR
2025-04-25
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Returns

Thu 2011-10-20? to Fri 2025-04-25 Overall
Return
Exponential
Trendline
SCHG
×
+456.58%
+13.54%/yr
+13.29%/yr
(R2=0.951)
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
SCHD
×
+232.21%
+9.29%/yr
+9.62%/yr
(R2=0.949)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Growth of $10,000

Thu 2011-10-20? to Fri 2025-04-25 Start
Value
End
Value
SCHG
×
$10,000.00
2011-10-20
$55,658.30
2025-04-25
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
SCHD
×
$10,000.00
2011-10-20
$33,221.17
2025-04-25
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Annual Returns

Year SCHG SCHD
2025 (YTD) −10.54% −6.59%
2024 +31.20% +8.53%
2023 +45.25% +1.16%
2022 −35.94% −9.15%
2021 +19.70% +21.37%
2020 +37.26% +13.44%
2019 +32.92% +24.44%
2018 −3.20% −7.32%
2017 +25.42% +18.35%
2016 +4.65% +14.09%
2015 +2.49% −1.00%
2014 +14.94% +10.85%
2013 +32.05% +30.91%
2012 +14.89% +9.50%
2011 −3.59% +5.72%
2010 +15.12%
2009 +2.81%

Drawdowns

Thu 2011-10-20? to Fri 2025-04-25 Current
Drawdown
Worst
Drawdown
SCHG
×
−14.33% −38.93%
2023-01-05
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
SCHD
×
−12.81% −33.55%
2020-03-23
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund