All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
| Thu 2019-09-26? to Mon 2025-12-15 |
YTD
Return |
TRR
Price |
||||
|---|---|---|---|---|---|---|
| SCHG × |
+12.45%
2025-12-15 |
7.768 TRR
2025-12-15 |
||||
| Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund | ||||||
| SCHV × |
+12.60%
2025-12-15 |
3.6 TRR
2025-12-15 |
||||
| Schwab U.S. Large-Cap Value ETF Exchange-Traded Fund | ||||||
| AVUV × |
+6.48%
2025-12-15 |
1.815 TRR
2025-12-15 |
||||
| Avantis U.S. Small Cap Value ETF Exchange-Traded Fund | ||||||
| IJT × |
+4.41%
2025-12-15 |
4.81 TRR
2025-12-15 |
||||
| iShares S&P Small-Cap 600 Growth ETF NASDAQ Exchange-Traded Fund | ||||||
| Thu 2019-09-26? to Mon 2025-12-15 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| SCHG × |
+148.69%
+15.77%/yr |
+11.55%/yr
(R2=0.641) |
||||
| Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund | ||||||
| SCHV × |
+45.53%
+6.22%/yr |
+5.20%/yr
(R2=0.535) |
||||
| Schwab U.S. Large-Cap Value ETF Exchange-Traded Fund | ||||||
| AVUV × |
+81.51%
+10.06%/yr |
+10.58%/yr
(R2=0.598) |
||||
| Avantis U.S. Small Cap Value ETF Exchange-Traded Fund | ||||||
| IJT × |
+34.88%
+4.93%/yr |
+2.75%/yr
(R2=0.124) |
||||
| iShares S&P Small-Cap 600 Growth ETF NASDAQ Exchange-Traded Fund | ||||||
| Thu 2019-09-26? to Mon 2025-12-15 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| SCHG × |
$10,000.00
2019-09-26 |
$24,869.23
2025-12-15 |
||||
| Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund | ||||||
| SCHV × |
$10,000.00
2019-09-26 |
$14,552.57
2025-12-15 |
||||
| Schwab U.S. Large-Cap Value ETF Exchange-Traded Fund | ||||||
| AVUV × |
$10,000.00
2019-09-26 |
$18,151.03
2025-12-15 |
||||
| Avantis U.S. Small Cap Value ETF Exchange-Traded Fund | ||||||
| IJT × |
$10,000.00
2019-09-26 |
$13,487.62
2025-12-15 |
||||
| iShares S&P Small-Cap 600 Growth ETF NASDAQ Exchange-Traded Fund | ||||||
| Year | SCHG | SCHV | AVUV | IJT |
|---|---|---|---|---|
| 2025 (YTD) | +12.45% | +12.60% | +6.48% | +4.41% |
| 2024 | +31.22% | +10.96% | +6.22% | +6.27% |
| 2023 | +45.20% | +5.40% | +18.85% | +13.32% |
| 2022 | −35.95% | −13.28% | −10.70% | −26.10% |
| 2021 | +19.72% | +17.33% | +32.86% | +14.33% |
| 2020 | +37.24% | +1.28% | +4.99% | +17.61% |
| 2019 | +33.02% | +23.06% | +8.40% | +18.28% |
| 2018 | −3.23% | −9.04% | — | −6.19% |
| 2017 | +25.42% | +14.16% | — | +12.10% |
| 2016 | +4.65% | +15.87% | — | +19.58% |
| 2015 | +2.49% | −1.86% | — | +1.94% |
| 2014 | +14.93% | +10.15% | — | +3.23% |
| 2013 | +32.06% | +29.00% | — | +40.15% |
| 2012 | +14.89% | +13.16% | — | +12.54% |
| 2011 | −3.61% | +0.56% | — | +0.28% |
| 2010 | +15.14% | +13.17% | — | +26.37% |
| 2009 | +2.81% | −0.24% | — | +25.38% |
| 2008 | — | — | — | −33.45% |
| 2007 | — | — | — | +1.50% |
| 2006 | — | — | — | +7.83% |
| 2005 | — | — | — | +5.38% |
| 2004 | — | — | — | +17.33% |
| 2003 | — | — | — | +34.50% |
| 2002 | — | — | — | −17.07% |
| 2001 | — | — | — | −3.24% |
| 2000 | — | — | — | +0.96% |
| Thu 2019-09-26? to Mon 2025-12-15 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| SCHG × | −4.32% |
−38.93%
2023-01-05 |
||||
| Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund | ||||||
| SCHV × | −0.20% |
−37.26%
2020-03-23 |
||||
| Schwab U.S. Large-Cap Value ETF Exchange-Traded Fund | ||||||
| AVUV × | −3.02% |
−49.66%
2020-03-23 |
||||
| Avantis U.S. Small Cap Value ETF Exchange-Traded Fund | ||||||
| IJT × | −10.65% |
−40.29%
2020-03-23 |
||||
| iShares S&P Small-Cap 600 Growth ETF NASDAQ Exchange-Traded Fund | ||||||