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