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