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