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

Total Real Returns

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

Fri 2009-12-11? to Wed 2025-01-15 YTD
Return
TRR
Price
SCHG
×
+1.00%
2025-01-15
6.975 TRR
2025-01-15
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
SCHV
×
+1.49%
2025-01-15
4.597 TRR
2025-01-15
Schwab U.S. Large-Cap Value ETF Exchange-Traded Fund

Returns

Fri 2009-12-11? to Wed 2025-01-15 Overall
Return
Exponential
Trendline
SCHG
×
+597.52%
+13.73%/yr
+13.20%/yr
(R2=0.962)
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
SCHV
×
+359.66%
+10.63%/yr
+10.60%/yr
(R2=0.959)
Schwab U.S. Large-Cap Value ETF Exchange-Traded Fund

Growth of $10,000

Fri 2009-12-11? to Wed 2025-01-15 Start
Value
End
Value
SCHG
×
$10,000.00
2009-12-11
$69,752.48
2025-01-15
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
SCHV
×
$10,000.00
2009-12-11
$45,965.64
2025-01-15
Schwab U.S. Large-Cap Value ETF Exchange-Traded Fund

Annual Returns

Year SCHG SCHV
2025 (YTD) +1.00% +1.49%
2024 +31.17% +14.73%
2023 +45.19% +8.08%
2022 −35.91% −11.26%
2021 +19.69% +18.60%
2020 +37.21% +6.72%
2019 +33.08% +25.77%
2018 −3.24% −6.64%
2017 +25.38% +18.49%
2016 +4.66% +17.95%
2015 +2.49% −0.52%
2014 +14.93% +14.12%
2013 +32.06% +29.12%
2012 +14.91% +14.62%
2011 −3.62% +2.04%
2010 +15.12% +15.86%
2009 +2.82% −0.24%

Drawdowns

Fri 2009-12-11? to Wed 2025-01-15 Current
Drawdown
Worst
Drawdown
SCHG
×
−3.29% −38.91%
2023-01-05
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
SCHV
×
−5.33% −37.28%
2020-03-23
Schwab U.S. Large-Cap Value ETF Exchange-Traded Fund