All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
| Thu 2019-09-26? to Thu 2025-06-05 |
YTD
Return |
TRR
Price |
||||
|---|---|---|---|---|---|---|
| SCHG × |
−1.94%
2025-06-05 |
6.771 TRR
2025-06-05 |
||||
| Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund | ||||||
| SCHV × |
+1.63%
2025-06-05 |
4.747 TRR
2025-06-05 |
||||
| Schwab U.S. Large-Cap Value ETF Exchange-Traded Fund | ||||||
| AVUV × |
−9.69%
2025-06-05 |
1.54 TRR
2025-06-05 |
||||
| Avantis U.S. Small Cap Value ETF Exchange-Traded Fund | ||||||
| IJT × |
−5.71%
2025-06-05 |
4.343 TRR
2025-06-05 |
||||
| iShares S&P Small-Cap 600 Growth ETF NASDAQ Exchange-Traded Fund | ||||||
| Thu 2019-09-26? to Thu 2025-06-05 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| SCHG × |
+116.76%
+14.56%/yr |
+10.23%/yr
(R2=0.539) |
||||
| Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund | ||||||
| SCHV × |
+56.65%
+8.20%/yr |
+7.86%/yr
(R2=0.675) |
||||
| Schwab U.S. Large-Cap Value ETF Exchange-Traded Fund | ||||||
| AVUV × |
+53.96%
+7.88%/yr |
+11.30%/yr
(R2=0.569) |
||||
| Avantis U.S. Small Cap Value ETF Exchange-Traded Fund | ||||||
| IJT × |
+21.80%
+3.53%/yr |
+2.58%/yr
(R2=0.087) |
||||
| iShares S&P Small-Cap 600 Growth ETF NASDAQ Exchange-Traded Fund | ||||||
| Thu 2019-09-26? to Thu 2025-06-05 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| SCHG × |
$10,000.00
2019-09-26 |
$21,675.76
2025-06-05 |
||||
| Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund | ||||||
| SCHV × |
$10,000.00
2019-09-26 |
$15,665.11
2025-06-05 |
||||
| Schwab U.S. Large-Cap Value ETF Exchange-Traded Fund | ||||||
| AVUV × |
$10,000.00
2019-09-26 |
$15,395.86
2025-06-05 |
||||
| Avantis U.S. Small Cap Value ETF Exchange-Traded Fund | ||||||
| IJT × |
$10,000.00
2019-09-26 |
$12,180.40
2025-06-05 |
||||
| iShares S&P Small-Cap 600 Growth ETF NASDAQ Exchange-Traded Fund | ||||||
| Year | SCHG | SCHV | AVUV | IJT |
|---|---|---|---|---|
| 2025 (YTD) | −1.94% | +1.63% | −9.69% | −5.71% |
| 2024 | +31.17% | +14.72% | +6.22% | +6.27% |
| 2023 | +45.20% | +9.61% | +18.85% | +13.32% |
| 2022 | −35.93% | −9.75% | −10.69% | −26.10% |
| 2021 | +19.67% | +18.41% | +32.84% | +14.33% |
| 2020 | +37.24% | +4.69% | +5.01% | +17.62% |
| 2019 | +32.99% | +27.58% | +8.39% | +18.29% |
| 2018 | −3.18% | −7.60% | — | −6.19% |
| 2017 | +25.40% | +15.52% | — | +12.10% |
| 2016 | +4.66% | +15.88% | — | +19.57% |
| 2015 | +2.50% | +2.23% | — | +1.95% |
| 2014 | +14.92% | +12.79% | — | +3.24% |
| 2013 | +32.06% | +32.58% | — | +40.16% |
| 2012 | +14.87% | +15.27% | — | +12.51% |
| 2011 | −3.60% | +1.73% | — | +0.30% |
| 2010 | +15.14% | +17.65% | — | +26.36% |
| 2009 | +2.80% | −0.25% | — | +25.38% |
| 2008 | — | — | — | −33.45% |
| 2007 | — | — | — | +1.50% |
| 2006 | — | — | — | +7.85% |
| 2005 | — | — | — | +5.37% |
| 2004 | — | — | — | +17.36% |
| 2003 | — | — | — | +34.45% |
| 2002 | — | — | — | −17.03% |
| 2001 | — | — | — | −3.28% |
| 2000 | — | — | — | +0.97% |
| Thu 2019-09-26? to Thu 2025-06-05 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| SCHG × | −6.11% |
−38.95%
2023-01-05 |
||||
| Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund | ||||||
| SCHV × | −5.19% |
−37.22%
2020-03-23 |
||||
| Schwab U.S. Large-Cap Value ETF Exchange-Traded Fund | ||||||
| AVUV × | −17.74% |
−49.66%
2020-03-23 |
||||
| Avantis U.S. Small Cap Value ETF Exchange-Traded Fund | ||||||
| IJT × | −19.32% |
−40.29%
2020-03-23 |
||||
| iShares S&P Small-Cap 600 Growth ETF NASDAQ Exchange-Traded Fund | ||||||