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

Total Real Returns

SCHG,SPLG,SCHD: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

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

Returns

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

Growth of $10,000

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

Annual Returns

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%

Drawdowns

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