All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
Thu 2011-10-20? to Mon 2025-08-25 |
YTD
Return |
TRR
Price |
||||
---|---|---|---|---|---|---|
SCHG × |
+6.73%
2025-08-25 |
7.37 TRR
2025-08-25 |
||||
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund | ||||||
SCHX × |
+7.70%
2025-08-25 |
5.492 TRR
2025-08-25 |
||||
Schwab U.S. Large-Cap ETF Exchange-Traded Fund | ||||||
SCHD × |
+1.02%
2025-08-25 |
3.592 TRR
2025-08-25 |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
Thu 2011-10-20? to Mon 2025-08-25 |
Overall
Return |
Exponential
Trendline |
||||
---|---|---|---|---|---|---|
SCHG × |
+563.90%
+14.65%/yr |
+13.33%/yr
(R2=0.954) |
||||
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund | ||||||
SCHX × |
+373.75%
+11.89%/yr |
+10.40%/yr
(R2=0.953) |
||||
Schwab U.S. Large-Cap ETF Exchange-Traded Fund | ||||||
SCHD × |
+259.20%
+9.67%/yr |
+9.44%/yr
(R2=0.947) |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
Thu 2011-10-20? to Mon 2025-08-25 |
Start
Value |
End
Value |
||||
---|---|---|---|---|---|---|
SCHG × |
$10,000.00
2011-10-20 |
$66,390.40
2025-08-25 |
||||
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund | ||||||
SCHX × |
$10,000.00
2011-10-20 |
$47,375.28
2025-08-25 |
||||
Schwab U.S. Large-Cap ETF Exchange-Traded Fund | ||||||
SCHD × |
$10,000.00
2011-10-20 |
$35,920.32
2025-08-25 |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
Year | SCHG | SCHX | SCHD |
---|---|---|---|
2025 (YTD) | +6.73% | +7.70% | +1.02% |
2024 | +31.19% | +21.37% | +8.53% |
2023 | +45.22% | +22.76% | +1.16% |
2022 | −35.94% | −24.30% | −9.14% |
2021 | +19.66% | +18.43% | +21.36% |
2020 | +37.34% | +19.20% | +13.44% |
2019 | +32.90% | +28.26% | +24.50% |
2018 | −3.17% | −6.32% | −7.37% |
2017 | +25.38% | +19.44% | +18.34% |
2016 | +4.66% | +9.77% | +14.16% |
2015 | +2.50% | +0.31% | −1.08% |
2014 | +14.93% | +12.48% | +10.84% |
2013 | +32.07% | +30.45% | +30.95% |
2012 | +14.88% | +14.12% | +9.49% |
2011 | −3.60% | −1.39% | +5.73% |
2010 | +15.12% | +14.20% | — |
2009 | +2.81% | +7.47% | — |
Thu 2011-10-20? to Mon 2025-08-25 |
Current
Drawdown |
Worst
Drawdown |
||||
---|---|---|---|---|---|---|
SCHG × | −1.07% |
−38.94%
2023-01-05 |
||||
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund | ||||||
SCHX × | −0.47% |
−34.25%
2020-03-23 |
||||
Schwab U.S. Large-Cap ETF Exchange-Traded Fund | ||||||
SCHD × | −5.71% |
−33.53%
2020-03-23 |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||