All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
Thu 2011-10-20? to Tue 2025-07-15 |
YTD
Return |
TRR
Price |
||||
---|---|---|---|---|---|---|
SCHG × |
+3.55%
2025-07-15 |
7.153 TRR
2025-07-15 |
||||
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund | ||||||
SPLG × |
+4.39%
2025-07-15 |
4.551 TRR
2025-07-15 |
||||
SPDR Portfolio S&P 500 ETF Exchange-Traded Fund | ||||||
SCHD × |
−2.04%
2025-07-15 |
3.483 TRR
2025-07-15 |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
Thu 2011-10-20? to Tue 2025-07-15 |
Overall
Return |
Exponential
Trendline |
||||
---|---|---|---|---|---|---|
SCHG × |
+544.29%
+14.53%/yr |
+13.30%/yr
(R2=0.951) |
||||
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund | ||||||
SPLG × |
+364.05%
+11.82%/yr |
+10.42%/yr
(R2=0.955) |
||||
SPDR Portfolio S&P 500 ETF Exchange-Traded Fund | ||||||
SCHD × |
+248.33%
+9.51%/yr |
+9.47%/yr
(R2=0.945) |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
Thu 2011-10-20? to Tue 2025-07-15 |
Start
Value |
End
Value |
||||
---|---|---|---|---|---|---|
SCHG × |
$10,000.00
2011-10-20 |
$64,429.38
2025-07-15 |
||||
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund | ||||||
SPLG × |
$10,000.00
2011-10-20 |
$46,404.57
2025-07-15 |
||||
SPDR Portfolio S&P 500 ETF Exchange-Traded Fund | ||||||
SCHD × |
$10,000.00
2011-10-20 |
$34,832.77
2025-07-15 |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
Year | SCHG | SPLG | SCHD |
---|---|---|---|
2025 (YTD) | +3.55% | +4.39% | −2.04% |
2024 | +31.21% | +21.49% | +8.50% |
2023 | +45.18% | +22.17% | +1.16% |
2022 | −35.93% | −23.08% | −9.13% |
2021 | +19.71% | +20.32% | +21.36% |
2020 | +37.28% | +16.91% | +13.47% |
2019 | +32.99% | +29.03% | +24.42% |
2018 | −3.26% | −6.55% | −7.33% |
2017 | +25.44% | +18.77% | +18.39% |
2016 | +4.65% | +9.56% | +14.03% |
2015 | +2.49% | +0.40% | −1.00% |
2014 | +14.93% | +12.87% | +10.86% |
2013 | +32.07% | +31.14% | +30.91% |
2012 | +14.89% | +13.25% | +9.50% |
2011 | −3.61% | −1.25% | +5.72% |
2010 | +15.13% | +14.19% | — |
2009 | +2.82% | +23.82% | — |
2008 | — | −36.92% | — |
2007 | — | +1.57% | — |
2006 | — | +11.73% | — |
2005 | — | +2.86% | — |
Thu 2011-10-20? to Tue 2025-07-15 |
Current
Drawdown |
Worst
Drawdown |
||||
---|---|---|---|---|---|---|
SCHG × | −0.84% |
−38.94%
2023-01-05 |
||||
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund | ||||||
SPLG × | −0.65% |
−33.83%
2020-03-23 |
||||
SPDR Portfolio S&P 500 ETF Exchange-Traded Fund | ||||||
SCHD × | −8.57% |
−33.51%
2020-03-23 |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||