All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
Thu 2013-10-24? to Tue 2025-07-15 |
YTD
Return |
TRR
Price |
||||
---|---|---|---|---|---|---|
SCHG × |
+3.55%
2025-07-15 |
7.153 TRR
2025-07-15 |
||||
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund | ||||||
SCHD × |
−2.04%
2025-07-15 |
3.483 TRR
2025-07-15 |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
FTEC × |
+6.59%
2025-07-15 |
6.525 TRR
2025-07-15 |
||||
Fidelity MSCI Information Technology Index ETF Exchange-Traded Fund | ||||||
Thu 2013-10-24? to Tue 2025-07-15 |
Overall
Return |
Exponential
Trendline |
||||
---|---|---|---|---|---|---|
SCHG × |
+338.09%
+13.43%/yr |
+12.84%/yr
(R2=0.925) |
||||
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund | ||||||
SCHD × |
+143.61%
+7.89%/yr |
+8.70%/yr
(R2=0.926) |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
FTEC × |
+552.50%
+17.35%/yr |
+17.25%/yr
(R2=0.950) |
||||
Fidelity MSCI Information Technology Index ETF Exchange-Traded Fund | ||||||
Thu 2013-10-24? to Tue 2025-07-15 |
Start
Value |
End
Value |
||||
---|---|---|---|---|---|---|
SCHG × |
$10,000.00
2013-10-24 |
$43,808.53
2025-07-15 |
||||
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund | ||||||
SCHD × |
$10,000.00
2013-10-24 |
$24,360.83
2025-07-15 |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
FTEC × |
$10,000.00
2013-10-24 |
$65,249.84
2025-07-15 |
||||
Fidelity MSCI Information Technology Index ETF Exchange-Traded Fund | ||||||
Year | SCHG | SCHD | FTEC |
---|---|---|---|
2025 (YTD) | +3.55% | −2.04% | +6.59% |
2024 | +31.21% | +8.50% | +25.77% |
2023 | +45.18% | +1.16% | +48.32% |
2022 | −35.93% | −9.13% | −33.87% |
2021 | +19.71% | +21.36% | +21.91% |
2020 | +37.28% | +13.47% | +43.87% |
2019 | +32.99% | +24.42% | +45.61% |
2018 | −3.26% | −7.33% | −2.25% |
2017 | +25.44% | +18.39% | +34.02% |
2016 | +4.65% | +14.03% | +11.60% |
2015 | +2.49% | −1.00% | +4.20% |
2014 | +14.93% | +10.86% | +17.45% |
2013 | +32.07% | +30.91% | +8.60% |
2012 | +14.89% | +9.50% | — |
2011 | −3.61% | +5.72% | — |
2010 | +15.13% | — | — |
2009 | +2.82% | — | — |
Thu 2013-10-24? to Tue 2025-07-15 |
Current
Drawdown |
Worst
Drawdown |
||||
---|---|---|---|---|---|---|
SCHG × | −0.84% |
−38.94%
2023-01-05 |
||||
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund | ||||||
SCHD × | −8.57% |
−33.51%
2020-03-23 |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
FTEC × | −0.14% |
−39.03%
2022-10-14 |
||||
Fidelity MSCI Information Technology Index ETF Exchange-Traded Fund | ||||||