All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
Thu 2011-10-20? to Wed 2025-04-02 |
YTD
Return |
TRR
Price |
||||
---|---|---|---|---|---|---|
SCHG × |
−9.78%
2025-04-02 |
6.231 TRR
2025-04-02 |
||||
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund | ||||||
SCHD × |
+1.57%
2025-04-02 |
3.612 TRR
2025-04-02 |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
Thu 2011-10-20? to Wed 2025-04-02 |
Overall
Return |
Exponential
Trendline |
||||
---|---|---|---|---|---|---|
SCHG × |
+461.29%
+13.68%/yr |
+13.31%/yr
(R2=0.951) |
||||
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund | ||||||
SCHD × |
+261.15%
+10.02%/yr |
+9.66%/yr
(R2=0.950) |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
Thu 2011-10-20? to Wed 2025-04-02 |
Start
Value |
End
Value |
||||
---|---|---|---|---|---|---|
SCHG × |
$10,000.00
2011-10-20 |
$56,128.75
2025-04-02 |
||||
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund | ||||||
SCHD × |
$10,000.00
2011-10-20 |
$36,115.07
2025-04-02 |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
Year | SCHG | SCHD |
---|---|---|
2025 (YTD) | −9.78% | +1.57% |
2024 | +31.19% | +8.50% |
2023 | +45.24% | +1.16% |
2022 | −35.94% | −9.12% |
2021 | +19.67% | +21.35% |
2020 | +37.31% | +13.46% |
2019 | +32.99% | +24.49% |
2018 | −3.20% | −7.33% |
2017 | +25.36% | +18.31% |
2016 | +4.64% | +14.11% |
2015 | +2.50% | −1.00% |
2014 | +14.93% | +10.86% |
2013 | +32.06% | +30.86% |
2012 | +14.89% | +9.50% |
2011 | −3.60% | +5.71% |
2010 | +15.12% | — |
2009 | +2.81% | — |
Thu 2011-10-20? to Wed 2025-04-02 |
Current
Drawdown |
Worst
Drawdown |
||||
---|---|---|---|---|---|---|
SCHG × | −13.61% |
−38.93%
2023-01-05 |
||||
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund | ||||||
SCHD × | −5.20% |
−33.50%
2020-03-23 |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||