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