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