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 Mon 2026-06-08 YTD
Return
1 Year
Return
SCHG
×
+0.55%
2026-06-08
+16.24%
2026-06-08
Schwab U.S. Large-Cap Growth ETF NYSE Exchange-Traded Fund
SCHD
×
+15.05%
2026-06-08
+21.57%
2026-06-08
Schwab U.S. Dividend Equity ETF NYSE Exchange-Traded Fund

Returns

Thu 2011-10-20💬 to Mon 2026-06-08 Overall
Return
Exponential
Trendline
SCHG
×
+615.87%
+14.40%/yr
+13.48%/yr
(R2=0.961)
Schwab U.S. Large-Cap Growth ETF NYSE Exchange-Traded Fund
SCHD
×
+315.81%
+10.23%/yr
+9.22%/yr
(R2=0.949)
Schwab U.S. Dividend Equity ETF NYSE Exchange-Traded Fund

Growth of $10,000

Thu 2011-10-20💬 to Mon 2026-06-08 Start
Value
End
Value
SCHG
×
$10,000.00
2011-10-20
$71,586.77
2026-06-08
Schwab U.S. Large-Cap Growth ETF NYSE Exchange-Traded Fund
SCHD
×
$10,000.00
2011-10-20
$41,580.82
2026-06-08
Schwab U.S. Dividend Equity ETF NYSE Exchange-Traded Fund

Annual Returns

Year SCHG SCHD
2026 (YTD) +0.55% +15.05%
2025 +14.44% +1.62%
2024 +31.18% +8.53%
2023 +45.24% +1.16%
2022 −35.94% −9.13%
2021 +19.69% +21.34%
2020 +37.27% +13.48%
2019 +32.98% +24.45%
2018 −3.20% −7.33%
2017 +25.40% +18.35%
2016 +4.65% +14.09%
2015 +2.49% −1.02%
2014 +14.93% +10.85%
2013 +32.06% +30.91%
2012 +14.89% +9.50%
2011 −3.60% +5.72%
2010 +15.12%
2009 +2.82%

Drawdowns

Thu 2011-10-20💬 to Mon 2026-06-08 Current
Drawdown
Worst
Drawdown
SCHG
×
−4.32%
from 2026-06-01 peak
−38.93%
2023-01-05
from 2021-11-19 peak
Schwab U.S. Large-Cap Growth ETF NYSE Exchange-Traded Fund
SCHD
×
−1.82%
from 2026-05-22 peak
−33.51%
2020-03-23
from 2020-01-23 peak
Schwab U.S. Dividend Equity ETF NYSE Exchange-Traded Fund

Rolling Returns

Period ending Mon 2026-06-08 1
Year
2
Years
3
Years
5
Years
10
Years
SCHG
×
+16.24% +31.89%
+14.84%/yr
+74.31%
+20.35%/yr
+61.67%
+10.08%/yr
+287.78%
+14.51%/yr
Schwab U.S. Large-Cap Growth ETF NYSE Exchange-Traded Fund
SCHD
×
+21.57% +26.01%
+12.25%/yr
+37.14%
+11.10%/yr
+20.92%
+3.87%/yr
+135.70%
+8.95%/yr
Schwab U.S. Dividend Equity ETF NYSE Exchange-Traded Fund