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 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

Returns

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

Growth of $10,000

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

Annual Returns

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%

Drawdowns

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