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 Fri 2026-05-01 YTD
Return
TRR
Price
SCHG
×
−0.45%
2026-05-01
7.87 TRR
2026-05-01
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
SCHX
×
+3.50%
2026-05-01
6.038 TRR
2026-05-01
Schwab U.S. Large-Cap ETF Exchange-Traded Fund
SCHD
×
+14.65%
2026-05-01
4.143 TRR
2026-05-01
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Returns

Thu 2011-10-20? to Fri 2026-05-01 Overall
Return
Exponential
Trendline
SCHG
×
+608.73%
+14.43%/yr
+13.46%/yr
(R2=0.960)
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
SCHX
×
+420.83%
+12.03%/yr
+10.50%/yr
(R2=0.959)
Schwab U.S. Large-Cap ETF Exchange-Traded Fund
SCHD
×
+314.30%
+10.28%/yr
+9.23%/yr
(R2=0.948)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Growth of $10,000

Thu 2011-10-20? to Fri 2026-05-01 Start
Value
End
Value
SCHG
×
$10,000.00
2011-10-20
$70,872.54
2026-05-01
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
SCHX
×
$10,000.00
2011-10-20
$52,082.95
2026-05-01
Schwab U.S. Large-Cap ETF Exchange-Traded Fund
SCHD
×
$10,000.00
2011-10-20
$41,430.43
2026-05-01
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Annual Returns

Year SCHG SCHX SCHD
2026 (YTD) −0.45% +3.50% +14.65%
2025 +14.44% +14.39% +1.61%
2024 +31.21% +21.43% +8.53%
2023 +45.19% +22.68% +1.16%
2022 −35.92% −24.28% −9.12%
2021 +19.69% +18.45% +21.34%
2020 +37.22% +19.20% +13.46%
2019 +33.00% +28.30% +24.44%
2018 −3.19% −6.31% −7.30%
2017 +25.39% +19.35% +18.30%
2016 +4.66% +9.79% +14.07%
2015 +2.49% +0.31% −1.01%
2014 +14.92% +12.47% +10.90%
2013 +32.06% +30.47% +30.87%
2012 +14.90% +14.10% +9.50%
2011 −3.61% −1.37% +5.72%
2010 +15.13% +14.20%
2009 +2.83% +7.47%

Drawdowns

Thu 2011-10-20? to Fri 2026-05-01 Current
Drawdown
Worst
Drawdown
SCHG
×
−3.38% −38.96%
2023-01-05
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
SCHX
×
0.00% −34.33%
2020-03-23
Schwab U.S. Large-Cap ETF Exchange-Traded Fund
SCHD
×
−0.65% −33.51%
2020-03-23
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund