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

Total Real Returns

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

Thu 2011-10-20? to Mon 2025-08-25 YTD
Return
TRR
Price
SCHG
×
+6.73%
2025-08-25
7.37 TRR
2025-08-25
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
SCHX
×
+7.70%
2025-08-25
5.492 TRR
2025-08-25
Schwab U.S. Large-Cap ETF Exchange-Traded Fund
SCHD
×
+1.02%
2025-08-25
3.592 TRR
2025-08-25
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Returns

Thu 2011-10-20? to Mon 2025-08-25 Overall
Return
Exponential
Trendline
SCHG
×
+563.90%
+14.65%/yr
+13.33%/yr
(R2=0.954)
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
SCHX
×
+373.75%
+11.89%/yr
+10.40%/yr
(R2=0.953)
Schwab U.S. Large-Cap ETF Exchange-Traded Fund
SCHD
×
+259.20%
+9.67%/yr
+9.44%/yr
(R2=0.947)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Growth of $10,000

Thu 2011-10-20? to Mon 2025-08-25 Start
Value
End
Value
SCHG
×
$10,000.00
2011-10-20
$66,390.40
2025-08-25
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
SCHX
×
$10,000.00
2011-10-20
$47,375.28
2025-08-25
Schwab U.S. Large-Cap ETF Exchange-Traded Fund
SCHD
×
$10,000.00
2011-10-20
$35,920.32
2025-08-25
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Annual Returns

Year SCHG SCHX SCHD
2025 (YTD) +6.73% +7.70% +1.02%
2024 +31.19% +21.37% +8.53%
2023 +45.22% +22.76% +1.16%
2022 −35.94% −24.30% −9.14%
2021 +19.66% +18.43% +21.36%
2020 +37.34% +19.20% +13.44%
2019 +32.90% +28.26% +24.50%
2018 −3.17% −6.32% −7.37%
2017 +25.38% +19.44% +18.34%
2016 +4.66% +9.77% +14.16%
2015 +2.50% +0.31% −1.08%
2014 +14.93% +12.48% +10.84%
2013 +32.07% +30.45% +30.95%
2012 +14.88% +14.12% +9.49%
2011 −3.60% −1.39% +5.73%
2010 +15.12% +14.20%
2009 +2.81% +7.47%

Drawdowns

Thu 2011-10-20? to Mon 2025-08-25 Current
Drawdown
Worst
Drawdown
SCHG
×
−1.07% −38.94%
2023-01-05
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
SCHX
×
−0.47% −34.25%
2020-03-23
Schwab U.S. Large-Cap ETF Exchange-Traded Fund
SCHD
×
−5.71% −33.53%
2020-03-23
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund