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

Total Real Returns

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

Thu 2011-10-20? to Tue 2025-05-20 YTD
Return
TRR
Price
SCHG
×
−2.51%
2025-05-20
6.733 TRR
2025-05-20
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
SPLG
×
−0.29%
2025-05-20
4.347 TRR
2025-05-20
SPDR Portfolio S&P 500 ETF Exchange-Traded Fund
SMH
×
−0.37%
2025-05-20
5.249 TRR
2025-05-20
VanEck Semiconductor ETF NASDAQ Exchange-Traded Fund
SPYG
×
+0.32%
2025-05-20
2.617 TRR
2025-05-20
SPDR Portfolio S&P 500 Growth ETF Exchange-Traded Fund
SCHD
×
−3.92%
2025-05-20
3.418 TRR
2025-05-20
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Returns

Thu 2011-10-20? to Tue 2025-05-20 Overall
Return
Exponential
Trendline
SCHG
×
+506.50%
+14.19%/yr
+13.28%/yr
(R2=0.949)
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
SPLG
×
+343.29%
+11.59%/yr
+10.41%/yr
(R2=0.954)
SPDR Portfolio S&P 500 ETF Exchange-Traded Fund
SMH
×
+1,321.77%
+21.58%/yr
+22.37%/yr
(R2=0.966)
VanEck Semiconductor ETF NASDAQ Exchange-Traded Fund
SPYG
×
+432.82%
+13.11%/yr
+12.18%/yr
(R2=0.945)
SPDR Portfolio S&P 500 Growth ETF Exchange-Traded Fund
SCHD
×
+241.77%
+9.47%/yr
+9.55%/yr
(R2=0.946)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Growth of $10,000

Thu 2011-10-20? to Tue 2025-05-20 Start
Value
End
Value
SCHG
×
$10,000.00
2011-10-20
$60,649.98
2025-05-20
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
SPLG
×
$10,000.00
2011-10-20
$44,329.31
2025-05-20
SPDR Portfolio S&P 500 ETF Exchange-Traded Fund
SMH
×
$10,000.00
2011-10-20
$142,177.19
2025-05-20
VanEck Semiconductor ETF NASDAQ Exchange-Traded Fund
SPYG
×
$10,000.00
2011-10-20
$53,281.81
2025-05-20
SPDR Portfolio S&P 500 Growth ETF Exchange-Traded Fund
SCHD
×
$10,000.00
2011-10-20
$34,176.56
2025-05-20
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Annual Returns

Year SCHG SPLG SMH SPYG SCHD
2025 (YTD) −2.51% −0.29% −0.37% +0.32% −3.92%
2024 +31.16% +21.49% +35.20% +32.18% +8.55%
2023 +45.26% +22.16% +67.76% +25.80% +1.16%
2022 −35.96% −23.07% −37.57% −33.70% −9.12%
2021 +19.69% +20.31% +32.79% +23.34% +21.35%
2020 +37.30% +16.90% +53.44% +31.67% +13.46%
2019 +32.93% +29.04% +60.78% +27.92% +24.44%
2018 −3.19% −6.56% −10.75% −1.99% −7.30%
2017 +25.41% +18.78% +35.60% +24.58% +18.30%
2016 +4.65% +9.55% +32.79% +4.69% +14.13%
2015 +2.50% +0.43% −1.05% +4.31% −1.08%
2014 +14.93% +12.82% +29.25% +13.95% +10.90%
2013 +32.06% +31.23% +31.35% +30.64% +30.88%
2012 +14.89% +13.15% +10.01% +12.22% +9.50%
2011 −3.60% −1.20% +6.05% +1.63% +5.73%
2010 +15.13% +14.15% +19.31% +14.56%
2009 +2.83% +23.88% +63.89% +33.33%
2008 −36.95% −43.83% −37.47%
2007 +1.57% +2.61% +6.43%
2006 +11.76% −8.89% +6.34%
2005 +2.87% +7.32% −0.62%
2004 −21.89% +1.91%
2003 +84.38% +26.02%
2002 −48.25% −33.70%
2001 −15.79% −27.03%
2000 −47.86% −24.59%

Drawdowns

Thu 2011-10-20? to Tue 2025-05-20 Current
Drawdown
Worst
Drawdown
SCHG
×
−6.66% −38.94%
2023-01-05
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
SPLG
×
−3.75% −33.82%
2020-03-23
SPDR Portfolio S&P 500 ETF Exchange-Traded Fund
SMH
×
−14.20% −48.73%
2022-10-14
VanEck Semiconductor ETF NASDAQ Exchange-Traded Fund
SPYG
×
−4.07% −36.99%
2022-11-03
SPDR Portfolio S&P 500 Growth ETF Exchange-Traded Fund
SCHD
×
−10.30% −33.51%
2020-03-23
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund