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

Total Real Returns

SCHG,SCHX,DGRO,SCHD,VOO: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

Thu 2014-06-12? to Fri 2025-05-30 YTD
Return
TRR
Price
SCHG
×
−2.79%
2025-05-30
6.714 TRR
2025-05-30
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
SCHX
×
−1.02%
2025-05-30
6.335 TRR
2025-05-30
Schwab U.S. Large-Cap ETF Exchange-Traded Fund
DGRO
×
−0.06%
2025-05-30
2.388 TRR
2025-05-30
iShares Core Dividend Growth ETF Exchange-Traded Fund
SCHD
×
−5.08%
2025-05-30
3.375 TRR
2025-05-30
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VOO
×
−0.92%
2025-05-30
4.778 TRR
2025-05-30
Vanguard S&P 500 ETF Exchange-Traded Fund

Returns

Thu 2014-06-12? to Fri 2025-05-30 Overall
Return
Exponential
Trendline
SCHG
×
+273.90%
+12.78%/yr
+12.91%/yr
(R2=0.912)
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
SCHX
×
+217.57%
+11.11%/yr
+11.01%/yr
(R2=0.930)
Schwab U.S. Large-Cap ETF Exchange-Traded Fund
DGRO
×
+138.79%
+8.26%/yr
+8.62%/yr
(R2=0.926)
iShares Core Dividend Growth ETF Exchange-Traded Fund
SCHD
×
+118.27%
+7.38%/yr
+8.74%/yr
(R2=0.914)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VOO
×
+175.41%
+9.68%/yr
+9.69%/yr
(R2=0.927)
Vanguard S&P 500 ETF Exchange-Traded Fund

Growth of $10,000

Thu 2014-06-12? to Fri 2025-05-30 Start
Value
End
Value
SCHG
×
$10,000.00
2014-06-12
$37,389.77
2025-05-30
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
SCHX
×
$10,000.00
2014-06-12
$31,756.85
2025-05-30
Schwab U.S. Large-Cap ETF Exchange-Traded Fund
DGRO
×
$10,000.00
2014-06-12
$23,879.28
2025-05-30
iShares Core Dividend Growth ETF Exchange-Traded Fund
SCHD
×
$10,000.00
2014-06-12
$21,826.52
2025-05-30
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VOO
×
$10,000.00
2014-06-12
$27,541.05
2025-05-30
Vanguard S&P 500 ETF Exchange-Traded Fund

Annual Returns

Year SCHG SCHX DGRO SCHD VOO
2025 (YTD) −2.79% −1.02% −0.06% −5.08% −0.92%
2024 +31.19% +22.92% +13.35% +8.50% +21.48%
2023 +45.23% +25.66% +6.88% +1.19% +22.23%
2022 −35.94% −24.33% −13.49% −9.15% −23.14%
2021 +19.68% +19.24% +18.32% +21.33% +20.33%
2020 +37.27% +19.20% +8.02% +13.50% +16.74%
2019 +33.02% +31.81% +26.98% +24.43% +28.43%
2018 −3.28% −5.29% −4.22% −7.30% −6.29%
2017 +25.44% +20.54% +20.46% +18.29% +19.26%
2016 +4.66% +13.01% +12.19% +14.12% +9.89%
2015 +2.50% +2.30% −1.40% −1.00% +0.59%
2014 +14.93% +14.59% +10.07% +10.81% +12.71%
2013 +32.06% +32.79% +30.92% +30.43%
2012 +14.88% +16.85% +9.49% +14.02%
2011 −3.60% +0.44% +5.73% −1.04%
2010 +15.11% +15.41% +14.34%
2009 +2.83% +7.45%

Drawdowns

Thu 2014-06-12? to Fri 2025-05-30 Current
Drawdown
Worst
Drawdown
SCHG
×
−6.92% −38.92%
2023-01-05
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
SCHX
×
−4.70% −34.29%
2020-03-23
Schwab U.S. Large-Cap ETF Exchange-Traded Fund
DGRO
×
−5.07% −35.12%
2020-03-23
iShares Core Dividend Growth ETF Exchange-Traded Fund
SCHD
×
−11.41% −33.53%
2020-03-23
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VOO
×
−4.39% −33.95%
2020-03-23
Vanguard S&P 500 ETF Exchange-Traded Fund