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

📈 Total Real Returns

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

Mon 2015-10-12💬 to Wed 2026-05-27 YTD
Return
1 Year
Return
SCHG
×
+2.96%
2026-05-27
+21.04%
2026-05-27
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
SPMO
×
+22.01%
2026-05-27
+37.96%
2026-05-27
Invesco S&P 500 Momentum ETF Exchange-Traded Fund

Returns

Mon 2015-10-12💬 to Wed 2026-05-27 Overall
Return
Exponential
Trendline
SCHG
×
+304.97%
+14.07%/yr
+13.41%/yr
(R2=0.877)
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
SPMO
×
+381.64%
+15.95%/yr
+12.97%/yr
(R2=0.873)
Invesco S&P 500 Momentum ETF Exchange-Traded Fund

Growth of $10,000

Mon 2015-10-12💬 to Wed 2026-05-27 Start
Value
End
Value
SCHG
×
$10,000.00
2015-10-12
$40,496.60
2026-05-27
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
SPMO
×
$10,000.00
2015-10-12
$48,163.72
2026-05-27
Invesco S&P 500 Momentum ETF Exchange-Traded Fund

Annual Returns

Year SCHG SPMO
2026 (YTD) +2.96% +22.01%
2025 +14.44% +23.28%
2024 +31.18% +41.73%
2023 +45.24% +13.76%
2022 −35.94% −15.90%
2021 +19.69% +14.58%
2020 +37.27% +26.53%
2019 +32.98% +23.11%
2018 −3.20% −2.77%
2017 +25.40% +25.12%
2016 +4.65% +5.35%
2015 +2.49% +3.24%
2014 +14.93%
2013 +32.06%
2012 +14.89%
2011 −3.60%
2010 +15.12%
2009 +2.82%

Drawdowns

Mon 2015-10-12💬 to Wed 2026-05-27 Current
Drawdown
Worst
Drawdown
SCHG
×
−0.48%
from 2026-05-14 peak
−38.93%
2023-01-05
from 2021-11-19 peak
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
SPMO
×
−0.14%
from 2026-05-26 peak
−30.90%
2020-03-23
from 2020-02-19 peak
Invesco S&P 500 Momentum ETF Exchange-Traded Fund

Rolling Returns

Period ending Wed 2026-05-27 1
Year
2
Years
3
Years
5
Years
10
Years
SCHG
×
+21.04% +36.67%
+16.84%/yr
+81.22%
+21.89%/yr
+66.13%
+10.69%/yr
+300.94%
+14.90%/yr
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
SPMO
×
+37.96% +73.31%
+31.52%/yr
+161.04%
+37.64%/yr
+130.38%
+18.17%/yr
+364.97%
+16.61%/yr
Invesco S&P 500 Momentum ETF Exchange-Traded Fund