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 2025-06-30 YTD
Return
TRR
Price
SCHG
×
+2.92%
2025-06-30
7.107 TRR
2025-06-30
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
SCHX
×
+3.91%
2025-06-30
5.435 TRR
2025-06-30
Schwab U.S. Large-Cap ETF Exchange-Traded Fund
SCHD
×
−3.14%
2025-06-30
3.444 TRR
2025-06-30
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Returns

Thu 2011-10-20? to Mon 2025-06-30 Overall
Return
Exponential
Trendline
SCHG
×
+540.15%
+14.52%/yr
+13.29%/yr
(R2=0.952)
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
SCHX
×
+365.35%
+11.88%/yr
+10.52%/yr
(R2=0.955)
Schwab U.S. Large-Cap ETF Exchange-Traded Fund
SCHD
×
+244.42%
+9.45%/yr
+9.52%/yr
(R2=0.948)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Growth of $10,000

Thu 2011-10-20? to Mon 2025-06-30 Start
Value
End
Value
SCHG
×
$10,000.00
2011-10-20
$64,014.90
2025-06-30
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
SCHX
×
$10,000.00
2011-10-20
$46,534.65
2025-06-30
Schwab U.S. Large-Cap ETF Exchange-Traded Fund
SCHD
×
$10,000.00
2011-10-20
$34,442.42
2025-06-30
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Annual Returns

Year SCHG SCHX SCHD
2025 (YTD) +2.92% +3.91% −3.14%
2024 +31.15% +21.42% +8.53%
2023 +45.23% +22.75% +1.16%
2022 −35.94% −22.95% −9.15%
2021 +19.71% +18.45% +21.32%
2020 +37.22% +19.16% +13.50%
2019 +32.96% +28.29% +24.42%
2018 −3.18% −6.30% −7.30%
2017 +25.43% +19.39% +18.37%
2016 +4.65% +9.77% +14.07%
2015 +2.48% +0.32% −1.01%
2014 +14.94% +12.47% +10.81%
2013 +32.06% +30.46% +30.91%
2012 +14.89% +14.12% +9.50%
2011 −3.60% −1.38% +5.72%
2010 +15.12% +15.04%
2009 +2.80% +7.47%

Drawdowns

Thu 2011-10-20? to Mon 2025-06-30 Current
Drawdown
Worst
Drawdown
SCHG
×
−1.45% −38.96%
2023-01-05
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
SCHX
×
0.00% −34.30%
2020-03-23
Schwab U.S. Large-Cap ETF Exchange-Traded Fund
SCHD
×
−9.59% −33.50%
2020-03-23
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund