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 2025-10-13 YTD
Return
TRR
Price
SCHG
×
+11.95%
2025-10-13
7.732 TRR
2025-10-13
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
SCHX
×
+10.98%
2025-10-13
5.659 TRR
2025-10-13
Schwab U.S. Large-Cap ETF Exchange-Traded Fund
SCHD
×
−2.63%
2025-10-13
3.462 TRR
2025-10-13
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Returns

Thu 2011-10-20? to Mon 2025-10-13 Overall
Return
Exponential
Trendline
SCHG
×
+596.37%
+14.89%/yr
+13.37%/yr
(R2=0.955)
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
SCHX
×
+388.20%
+12.01%/yr
+10.42%/yr
(R2=0.954)
Schwab U.S. Large-Cap ETF Exchange-Traded Fund
SCHD
×
+246.20%
+9.29%/yr
+9.38%/yr
(R2=0.947)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Growth of $10,000

Thu 2011-10-20? to Mon 2025-10-13 Start
Value
End
Value
SCHG
×
$10,000.00
2011-10-20
$69,637.04
2025-10-13
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
SCHX
×
$10,000.00
2011-10-20
$48,819.92
2025-10-13
Schwab U.S. Large-Cap ETF Exchange-Traded Fund
SCHD
×
$10,000.00
2011-10-20
$34,620.38
2025-10-13
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Annual Returns

Year SCHG SCHX SCHD
2025 (YTD) +11.95% +10.98% −2.63%
2024 +31.16% +21.38% +8.53%
2023 +45.27% +22.72% +1.12%
2022 −35.95% −24.30% −9.12%
2021 +19.70% +18.52% +21.33%
2020 +37.28% +19.18% +13.51%
2019 +32.99% +28.21% +24.44%
2018 −3.25% −6.31% −7.35%
2017 +25.40% +19.52% +18.37%
2016 +4.65% +9.69% +14.07%
2015 +2.50% +0.31% −1.01%
2014 +14.93% +12.48% +10.81%
2013 +32.07% +30.47% +30.95%
2012 +14.89% +14.10% +9.49%
2011 −3.61% −1.39% +5.72%
2010 +15.11% +14.21%
2009 +2.82% +7.45%

Drawdowns

Thu 2011-10-20? to Mon 2025-10-13 Current
Drawdown
Worst
Drawdown
SCHG
×
−1.51% −38.92%
2023-01-05
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
SCHX
×
−1.50% −34.32%
2020-03-23
Schwab U.S. Large-Cap ETF Exchange-Traded Fund
SCHD
×
−9.14% −33.51%
2020-03-23
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund