All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
| Thu 2011-10-20? to Wed 2025-06-18 |
YTD
Return |
TRR
Price |
||||
|---|---|---|---|---|---|---|
| SCHG × |
−1.51%
2025-06-18 |
6.801 TRR
2025-06-18 |
||||
| Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund | ||||||
| SPLG × |
+0.30%
2025-06-18 |
4.373 TRR
2025-06-18 |
||||
| SPDR Portfolio S&P 500 ETF Exchange-Traded Fund | ||||||
| SCHD × |
−3.51%
2025-06-18 |
3.432 TRR
2025-06-18 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| Thu 2011-10-20? to Wed 2025-06-18 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| SCHG × |
+512.75%
+14.19%/yr |
+13.29%/yr
(R2=0.950) |
||||
| Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund | ||||||
| SPLG × |
+345.94%
+11.56%/yr |
+10.41%/yr
(R2=0.955) |
||||
| SPDR Portfolio S&P 500 ETF Exchange-Traded Fund | ||||||
| SCHD × |
+243.17%
+9.45%/yr |
+9.50%/yr
(R2=0.946) |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| Thu 2011-10-20? to Wed 2025-06-18 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| SCHG × |
$10,000.00
2011-10-20 |
$61,275.48
2025-06-18 |
||||
| Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund | ||||||
| SPLG × |
$10,000.00
2011-10-20 |
$44,593.91
2025-06-18 |
||||
| SPDR Portfolio S&P 500 ETF Exchange-Traded Fund | ||||||
| SCHD × |
$10,000.00
2011-10-20 |
$34,316.63
2025-06-18 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| Year | SCHG | SPLG | SCHD |
|---|---|---|---|
| 2025 (YTD) | −1.51% | +0.30% | −3.51% |
| 2024 | +31.19% | +21.50% | +8.53% |
| 2023 | +45.23% | +22.16% | +1.15% |
| 2022 | −35.94% | −23.07% | −9.14% |
| 2021 | +19.65% | +20.31% | +21.35% |
| 2020 | +37.29% | +16.89% | +13.48% |
| 2019 | +32.96% | +29.04% | +24.46% |
| 2018 | −3.18% | −6.55% | −7.34% |
| 2017 | +25.40% | +18.77% | +18.33% |
| 2016 | +4.65% | +9.56% | +14.10% |
| 2015 | +2.49% | +0.40% | −1.00% |
| 2014 | +14.92% | +12.83% | +10.79% |
| 2013 | +32.07% | +31.21% | +30.97% |
| 2012 | +14.88% | +13.19% | +9.49% |
| 2011 | −3.60% | −1.20% | +5.73% |
| 2010 | +15.12% | +14.12% | — |
| 2009 | +2.80% | +23.92% | — |
| 2008 | — | −36.97% | — |
| 2007 | — | +1.57% | — |
| 2006 | — | +11.80% | — |
| 2005 | — | +2.86% | — |
| Thu 2011-10-20? to Wed 2025-06-18 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| SCHG × | −5.70% |
−38.91%
2023-01-05 |
||||
| Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund | ||||||
| SPLG × | −3.18% |
−33.82%
2020-03-23 |
||||
| SPDR Portfolio S&P 500 ETF Exchange-Traded Fund | ||||||
| SCHD × | −9.94% |
−33.50%
2020-03-23 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||