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 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
SCHD
×
−5.08%
2025-05-30
3.375 TRR
2025-05-30
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Returns

Thu 2011-10-20? to Fri 2025-05-30 Overall
Return
Exponential
Trendline
SCHG
×
+504.78%
+14.14%/yr
+13.28%/yr
(R2=0.952)
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
SCHX
×
+430.99%
+13.05%/yr
+12.02%/yr
(R2=0.958)
Schwab U.S. Large-Cap ETF Exchange-Traded Fund
SCHD
×
+237.55%
+9.35%/yr
+9.56%/yr
(R2=0.948)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Growth of $10,000

Thu 2011-10-20? to Fri 2025-05-30 Start
Value
End
Value
SCHG
×
$10,000.00
2011-10-20
$60,478.38
2025-05-30
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
SCHX
×
$10,000.00
2011-10-20
$53,099.36
2025-05-30
Schwab U.S. Large-Cap ETF Exchange-Traded Fund
SCHD
×
$10,000.00
2011-10-20
$33,754.68
2025-05-30
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Annual Returns

Year SCHG SCHX SCHD
2025 (YTD) −2.79% −1.02% −5.08%
2024 +31.19% +22.92% +8.50%
2023 +45.23% +25.66% +1.19%
2022 −35.94% −24.33% −9.15%
2021 +19.68% +19.24% +21.33%
2020 +37.27% +19.20% +13.50%
2019 +33.02% +31.81% +24.43%
2018 −3.28% −5.29% −7.30%
2017 +25.44% +20.54% +18.29%
2016 +4.66% +13.01% +14.12%
2015 +2.50% +2.30% −1.00%
2014 +14.93% +14.59% +10.81%
2013 +32.06% +32.79% +30.92%
2012 +14.88% +16.85% +9.49%
2011 −3.60% +0.44% +5.73%
2010 +15.11% +15.41%
2009 +2.83% +7.45%

Drawdowns

Thu 2011-10-20? 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
SCHD
×
−11.41% −33.53%
2020-03-23
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund