All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
Thu 2011-10-20? to Tue 2025-09-16 |
YTD
Return |
TRR
Price |
||||
---|---|---|---|---|---|---|
SCHG × |
+10.81%
2025-09-16 |
7.654 TRR
2025-09-16 |
||||
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund | ||||||
SPLG × |
+10.28%
2025-09-16 |
4.809 TRR
2025-09-16 |
||||
SPDR Portfolio S&P 500 ETF Exchange-Traded Fund | ||||||
SCHD × |
−0.51%
2025-09-16 |
3.539 TRR
2025-09-16 |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
Thu 2011-10-20? to Tue 2025-09-16 |
Overall
Return |
Exponential
Trendline |
||||
---|---|---|---|---|---|---|
SCHG × |
+589.45%
+14.89%/yr |
+13.35%/yr
(R2=0.952) |
||||
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund | ||||||
SPLG × |
+390.28%
+12.11%/yr |
+10.44%/yr
(R2=0.957) |
||||
SPDR Portfolio S&P 500 ETF Exchange-Traded Fund | ||||||
SCHD × |
+253.85%
+9.51%/yr |
+9.39%/yr
(R2=0.945) |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
Thu 2011-10-20? to Tue 2025-09-16 |
Start
Value |
End
Value |
||||
---|---|---|---|---|---|---|
SCHG × |
$10,000.00
2011-10-20 |
$68,944.50
2025-09-16 |
||||
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund | ||||||
SPLG × |
$10,000.00
2011-10-20 |
$49,027.78
2025-09-16 |
||||
SPDR Portfolio S&P 500 ETF Exchange-Traded Fund | ||||||
SCHD × |
$10,000.00
2011-10-20 |
$35,385.21
2025-09-16 |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
Year | SCHG | SPLG | SCHD |
---|---|---|---|
2025 (YTD) | +10.81% | +10.28% | −0.51% |
2024 | +31.21% | +21.50% | +8.55% |
2023 | +45.17% | +22.15% | +1.16% |
2022 | −35.94% | −23.07% | −9.12% |
2021 | +19.72% | +20.30% | +21.30% |
2020 | +37.24% | +16.92% | +13.51% |
2019 | +33.02% | +29.05% | +24.44% |
2018 | −3.25% | −6.57% | −7.36% |
2017 | +25.44% | +18.78% | +18.37% |
2016 | +4.64% | +9.55% | +14.13% |
2015 | +2.50% | +0.43% | −1.08% |
2014 | +14.93% | +12.81% | +10.90% |
2013 | +32.05% | +31.22% | +30.87% |
2012 | +14.88% | +13.18% | +9.50% |
2011 | −3.59% | −1.25% | +5.73% |
2010 | +15.11% | +14.19% | — |
2009 | +2.83% | +23.89% | — |
2008 | — | −36.96% | — |
2007 | — | +1.56% | — |
2006 | — | +11.80% | — |
2005 | — | +2.85% | — |
Thu 2011-10-20? to Tue 2025-09-16 |
Current
Drawdown |
Worst
Drawdown |
||||
---|---|---|---|---|---|---|
SCHG × | −0.09% |
−38.93%
2023-01-05 |
||||
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund | ||||||
SPLG × | −0.13% |
−33.83%
2020-03-23 |
||||
SPDR Portfolio S&P 500 ETF Exchange-Traded Fund | ||||||
SCHD × | −7.11% |
−33.51%
2020-03-23 |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||