All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
| Thu 2019-09-26? to Thu 2025-10-02 |
YTD
Return |
TRR
Price |
||||
|---|---|---|---|---|---|---|
| SCHG × |
+12.52%
2025-10-02 |
7.773 TRR
2025-10-02 |
||||
| Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund | ||||||
| SCHV × |
+10.34%
2025-10-02 |
3.527 TRR
2025-10-02 |
||||
| Schwab U.S. Large-Cap Value ETF Exchange-Traded Fund | ||||||
| AVUV × |
+1.83%
2025-10-02 |
1.736 TRR
2025-10-02 |
||||
| Avantis U.S. Small Cap Value ETF Exchange-Traded Fund | ||||||
| IJT × |
+2.66%
2025-10-02 |
4.728 TRR
2025-10-02 |
||||
| iShares S&P Small-Cap 600 Growth ETF NASDAQ Exchange-Traded Fund | ||||||
| Thu 2019-09-26? to Thu 2025-10-02 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| SCHG × |
+148.88%
+16.36%/yr |
+11.03%/yr
(R2=0.605) |
||||
| Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund | ||||||
| SCHV × |
+42.56%
+6.07%/yr |
+4.97%/yr
(R2=0.494) |
||||
| Schwab U.S. Large-Cap Value ETF Exchange-Traded Fund | ||||||
| AVUV × |
+73.59%
+9.60%/yr |
+10.80%/yr
(R2=0.585) |
||||
| Avantis U.S. Small Cap Value ETF Exchange-Traded Fund | ||||||
| IJT × |
+32.62%
+4.80%/yr |
+2.66%/yr
(R2=0.107) |
||||
| iShares S&P Small-Cap 600 Growth ETF NASDAQ Exchange-Traded Fund | ||||||
| Thu 2019-09-26? to Thu 2025-10-02 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| SCHG × |
$10,000.00
2019-09-26 |
$24,887.86
2025-10-02 |
||||
| Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund | ||||||
| SCHV × |
$10,000.00
2019-09-26 |
$14,256.36
2025-10-02 |
||||
| Schwab U.S. Large-Cap Value ETF Exchange-Traded Fund | ||||||
| AVUV × |
$10,000.00
2019-09-26 |
$17,358.72
2025-10-02 |
||||
| Avantis U.S. Small Cap Value ETF Exchange-Traded Fund | ||||||
| IJT × |
$10,000.00
2019-09-26 |
$13,262.09
2025-10-02 |
||||
| iShares S&P Small-Cap 600 Growth ETF NASDAQ Exchange-Traded Fund | ||||||
| Year | SCHG | SCHV | AVUV | IJT |
|---|---|---|---|---|
| 2025 (YTD) | +12.52% | +10.34% | +1.83% | +2.66% |
| 2024 | +31.19% | +10.92% | +6.22% | +6.27% |
| 2023 | +45.24% | +5.40% | +18.85% | +13.31% |
| 2022 | −35.94% | −13.25% | −10.69% | −26.10% |
| 2021 | +19.66% | +17.30% | +32.84% | +14.33% |
| 2020 | +37.31% | +1.28% | +5.00% | +17.62% |
| 2019 | +32.90% | +23.08% | +8.40% | +18.29% |
| 2018 | −3.16% | −8.99% | — | −6.20% |
| 2017 | +25.40% | +14.11% | — | +12.10% |
| 2016 | +4.65% | +15.88% | — | +19.59% |
| 2015 | +2.49% | −1.86% | — | +1.94% |
| 2014 | +14.93% | +10.07% | — | +3.23% |
| 2013 | +32.06% | +29.12% | — | +40.16% |
| 2012 | +14.90% | +13.11% | — | +12.53% |
| 2011 | −3.61% | +0.57% | — | +0.28% |
| 2010 | +15.13% | +13.16% | — | +26.37% |
| 2009 | +2.83% | −0.25% | — | +25.36% |
| 2008 | — | — | — | −33.45% |
| 2007 | — | — | — | +1.51% |
| 2006 | — | — | — | +7.83% |
| 2005 | — | — | — | +5.39% |
| 2004 | — | — | — | +17.35% |
| 2003 | — | — | — | +34.47% |
| 2002 | — | — | — | −17.04% |
| 2001 | — | — | — | −3.30% |
| 2000 | — | — | — | +0.97% |
| Thu 2019-09-26? to Thu 2025-10-02 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| SCHG × | −0.03% |
−38.96%
2023-01-05 |
||||
| Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund | ||||||
| SCHV × | −0.10% |
−37.25%
2020-03-23 |
||||
| Schwab U.S. Large-Cap Value ETF Exchange-Traded Fund | ||||||
| AVUV × | −7.26% |
−49.66%
2020-03-23 |
||||
| Avantis U.S. Small Cap Value ETF Exchange-Traded Fund | ||||||
| IJT × | −12.15% |
−40.29%
2020-03-23 |
||||
| iShares S&P Small-Cap 600 Growth ETF NASDAQ Exchange-Traded Fund | ||||||