All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
| Thu 2019-09-26? to Wed 2025-07-02 |
YTD
Return |
TRR
Price |
||||
|---|---|---|---|---|---|---|
| SCHG × |
+2.57%
2025-07-02 |
7.085 TRR
2025-07-02 |
||||
| Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund | ||||||
| SCHV × |
+6.42%
2025-07-02 |
3.402 TRR
2025-07-02 |
||||
| Schwab U.S. Large-Cap Value ETF Exchange-Traded Fund | ||||||
| AVUV × |
−3.13%
2025-07-02 |
1.651 TRR
2025-07-02 |
||||
| Avantis U.S. Small Cap Value ETF Exchange-Traded Fund | ||||||
| IJT × |
−1.59%
2025-07-02 |
4.534 TRR
2025-07-02 |
||||
| iShares S&P Small-Cap 600 Growth ETF NASDAQ Exchange-Traded Fund | ||||||
| Thu 2019-09-26? to Wed 2025-07-02 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| SCHG × |
+126.79%
+15.26%/yr |
+10.37%/yr
(R2=0.553) |
||||
| Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund | ||||||
| SCHV × |
+37.56%
+5.69%/yr |
+4.67%/yr
(R2=0.438) |
||||
| Schwab U.S. Large-Cap Value ETF Exchange-Traded Fund | ||||||
| AVUV × |
+65.13%
+9.09%/yr |
+11.12%/yr
(R2=0.569) |
||||
| Avantis U.S. Small Cap Value ETF Exchange-Traded Fund | ||||||
| IJT × |
+27.12%
+4.25%/yr |
+2.56%/yr
(R2=0.089) |
||||
| iShares S&P Small-Cap 600 Growth ETF NASDAQ Exchange-Traded Fund | ||||||
| Thu 2019-09-26? to Wed 2025-07-02 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| SCHG × |
$10,000.00
2019-09-26 |
$22,679.13
2025-07-02 |
||||
| Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund | ||||||
| SCHV × |
$10,000.00
2019-09-26 |
$13,755.52
2025-07-02 |
||||
| Schwab U.S. Large-Cap Value ETF Exchange-Traded Fund | ||||||
| AVUV × |
$10,000.00
2019-09-26 |
$16,513.09
2025-07-02 |
||||
| Avantis U.S. Small Cap Value ETF Exchange-Traded Fund | ||||||
| IJT × |
$10,000.00
2019-09-26 |
$12,711.74
2025-07-02 |
||||
| iShares S&P Small-Cap 600 Growth ETF NASDAQ Exchange-Traded Fund | ||||||
| Year | SCHG | SCHV | AVUV | IJT |
|---|---|---|---|---|
| 2025 (YTD) | +2.57% | +6.42% | −3.13% | −1.59% |
| 2024 | +31.19% | +10.96% | +6.23% | +6.26% |
| 2023 | +45.23% | +5.37% | +18.84% | +13.32% |
| 2022 | −35.94% | −13.25% | −10.70% | −26.10% |
| 2021 | +19.71% | +17.31% | +32.86% | +14.32% |
| 2020 | +37.22% | +1.28% | +4.99% | +17.62% |
| 2019 | +32.96% | +23.10% | +8.39% | +18.28% |
| 2018 | −3.18% | −9.02% | — | −6.20% |
| 2017 | +25.40% | +14.16% | — | +12.10% |
| 2016 | +4.65% | +15.86% | — | +19.59% |
| 2015 | +2.49% | −1.86% | — | +1.94% |
| 2014 | +14.94% | +10.11% | — | +3.24% |
| 2013 | +32.05% | +29.02% | — | +40.15% |
| 2012 | +14.88% | +13.16% | — | +12.52% |
| 2011 | −3.60% | +0.56% | — | +0.30% |
| 2010 | +15.12% | +13.17% | — | +26.34% |
| 2009 | +2.82% | −0.24% | — | +25.38% |
| 2008 | — | — | — | −33.45% |
| 2007 | — | — | — | +1.50% |
| 2006 | — | — | — | +7.83% |
| 2005 | — | — | — | +5.40% |
| 2004 | — | — | — | +17.33% |
| 2003 | — | — | — | +34.46% |
| 2002 | — | — | — | −17.04% |
| 2001 | — | — | — | −3.25% |
| 2000 | — | — | — | +0.97% |
| Thu 2019-09-26? to Wed 2025-07-02 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| SCHG × | −1.79% |
−38.91%
2023-01-05 |
||||
| Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund | ||||||
| SCHV × | −0.74% |
−37.23%
2020-03-23 |
||||
| Schwab U.S. Large-Cap Value ETF Exchange-Traded Fund | ||||||
| AVUV × | −11.78% |
−49.65%
2020-03-23 |
||||
| Avantis U.S. Small Cap Value ETF Exchange-Traded Fund | ||||||
| IJT × | −15.79% |
−40.29%
2020-03-23 |
||||
| iShares S&P Small-Cap 600 Growth ETF NASDAQ Exchange-Traded Fund | ||||||