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

Total Real Returns

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

Thu 2011-10-20? to Thu 2025-05-15 YTD
Return
TRR
Price
SCHG
×
−2.86%
2025-05-15
6.711 TRR
2025-05-15
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
SCHD
×
−4.10%
2025-05-15
3.411 TRR
2025-05-15
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VOO
×
−0.65%
2025-05-15
4.792 TRR
2025-05-15
Vanguard S&P 500 ETF Exchange-Traded Fund

Returns

Thu 2011-10-20? to Thu 2025-05-15 Overall
Return
Exponential
Trendline
SCHG
×
+504.44%
+14.18%/yr
+13.28%/yr
(R2=0.951)
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
SCHD
×
+241.08%
+9.46%/yr
+9.58%/yr
(R2=0.949)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VOO
×
+342.02%
+11.58%/yr
+10.48%/yr
(R2=0.956)
Vanguard S&P 500 ETF Exchange-Traded Fund

Growth of $10,000

Thu 2011-10-20? to Thu 2025-05-15 Start
Value
End
Value
SCHG
×
$10,000.00
2011-10-20
$60,443.66
2025-05-15
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
SCHD
×
$10,000.00
2011-10-20
$34,107.93
2025-05-15
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VOO
×
$10,000.00
2011-10-20
$44,202.30
2025-05-15
Vanguard S&P 500 ETF Exchange-Traded Fund

Annual Returns

Year SCHG SCHD VOO
2025 (YTD) −2.86% −4.10% −0.65%
2024 +31.22% +8.55% +21.48%
2023 +45.19% +1.16% +22.23%
2022 −35.93% −9.13% −23.14%
2021 +19.70% +21.31% +20.32%
2020 +37.23% +13.52% +16.74%
2019 +33.05% +24.46% +28.43%
2018 −3.28% −7.36% −6.29%
2017 +25.46% +18.38% +19.25%
2016 +4.65% +14.05% +9.89%
2015 +2.49% −1.00% +0.59%
2014 +14.93% +10.82% +12.71%
2013 +32.07% +30.92% +30.43%
2012 +14.90% +9.50% +14.01%
2011 −3.61% +5.72% −1.04%
2010 +15.11% +14.35%
2009 +2.83%

Drawdowns

Thu 2011-10-20? to Thu 2025-05-15 Current
Drawdown
Worst
Drawdown
SCHG
×
−6.96% −38.95%
2023-01-05
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
SCHD
×
−10.47% −33.51%
2020-03-23
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VOO
×
−4.12% −33.95%
2020-03-23
Vanguard S&P 500 ETF Exchange-Traded Fund