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 2025-08-01 YTD
Return
TRR
Price
SCHG
×
+3.69%
2025-08-01
7.161 TRR
2025-08-01
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
SCHX
×
+4.32%
2025-08-01
5.321 TRR
2025-08-01
Schwab U.S. Large-Cap ETF Exchange-Traded Fund
SCHD
×
−3.97%
2025-08-01
3.416 TRR
2025-08-01
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Returns

Thu 2011-10-20? to Fri 2025-08-01 Overall
Return
Exponential
Trendline
SCHG
×
+544.98%
+14.48%/yr
+13.31%/yr
(R2=0.953)
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
SCHX
×
+359.00%
+11.69%/yr
+10.39%/yr
(R2=0.952)
Schwab U.S. Large-Cap ETF Exchange-Traded Fund
SCHD
×
+241.58%
+9.32%/yr
+9.47%/yr
(R2=0.947)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Growth of $10,000

Thu 2011-10-20? to Fri 2025-08-01 Start
Value
End
Value
SCHG
×
$10,000.00
2011-10-20
$64,497.82
2025-08-01
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
SCHX
×
$10,000.00
2011-10-20
$45,900.11
2025-08-01
Schwab U.S. Large-Cap ETF Exchange-Traded Fund
SCHD
×
$10,000.00
2011-10-20
$34,157.71
2025-08-01
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Annual Returns

Year SCHG SCHX SCHD
2025 (YTD) +3.69% +4.32% −3.97%
2024 +31.17% +21.39% +8.53%
2023 +45.19% +22.79% +1.16%
2022 −35.93% −24.32% −9.12%
2021 +19.68% +18.45% +21.33%
2020 +37.30% +19.23% +13.45%
2019 +32.93% +28.31% +24.46%
2018 −3.17% −6.33% −7.32%
2017 +25.40% +19.36% +18.36%
2016 +4.66% +9.77% +14.10%
2015 +2.49% +0.32% −1.00%
2014 +14.94% +12.47% +10.85%
2013 +32.05% +30.47% +30.86%
2012 +14.89% +14.10% +9.50%
2011 −3.60% −1.37% +5.72%
2010 +15.14% +14.19%
2009 +2.81% +7.47%

Drawdowns

Thu 2011-10-20? to Fri 2025-08-01 Current
Drawdown
Worst
Drawdown
SCHG
×
−2.54% −38.94%
2023-01-05
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
SCHX
×
−2.46% −34.28%
2020-03-23
Schwab U.S. Large-Cap ETF Exchange-Traded Fund
SCHD
×
−10.33% −33.51%
2020-03-23
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund