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 2025-07-15 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

Returns

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

Growth of $10,000

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

Annual Returns

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%

Drawdowns

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