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

Total Real Returns

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

Thu 2011-10-20? to Fri 2025-08-01 YTD
Return
TRR
Price
SCHG
×
+3.69%
2025-08-01
7.161 TRR
2025-08-01
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
VOO
×
+4.21%
2025-08-01
5.026 TRR
2025-08-01
Vanguard S&P 500 ETF Exchange-Traded Fund
SMH
×
+14.46%
2025-08-01
6.03 TRR
2025-08-01
VanEck Semiconductor ETF NASDAQ Exchange-Traded Fund
SCHD
×
−3.97%
2025-08-01
3.416 TRR
2025-08-01
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Returns

Thu 2011-10-20? to Fri 2025-08-01 Overall
Return
Exponential
Trendline
SCHG
×
+544.98%
+14.48%/yr
+13.31%/yr
(R2=0.953)
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
VOO
×
+363.61%
+11.77%/yr
+10.49%/yr
(R2=0.958)
Vanguard S&P 500 ETF Exchange-Traded Fund
SMH
×
+1,533.77%
+22.47%/yr
+22.37%/yr
(R2=0.969)
VanEck Semiconductor ETF NASDAQ Exchange-Traded Fund
SCHD
×
+241.58%
+9.32%/yr
+9.47%/yr
(R2=0.947)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Growth of $10,000

Thu 2011-10-20? to Fri 2025-08-01 Start
Value
End
Value
SCHG
×
$10,000.00
2011-10-20
$64,497.82
2025-08-01
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
VOO
×
$10,000.00
2011-10-20
$46,361.35
2025-08-01
Vanguard S&P 500 ETF Exchange-Traded Fund
SMH
×
$10,000.00
2011-10-20
$163,377.45
2025-08-01
VanEck Semiconductor ETF NASDAQ Exchange-Traded Fund
SCHD
×
$10,000.00
2011-10-20
$34,157.71
2025-08-01
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Annual Returns

Year SCHG VOO SMH SCHD
2025 (YTD) +3.69% +4.21% +14.46% −3.97%
2024 +31.17% +21.47% +35.21% +8.53%
2023 +45.19% +22.23% +67.76% +1.16%
2022 −35.93% −23.14% −37.57% −9.12%
2021 +19.68% +20.33% +32.78% +21.33%
2020 +37.30% +16.73% +53.45% +13.45%
2019 +32.93% +28.43% +60.77% +24.46%
2018 −3.17% −6.29% −10.75% −7.32%
2017 +25.40% +19.25% +35.60% +18.36%
2016 +4.66% +9.89% +32.78% +14.10%
2015 +2.49% +0.59% −1.04% −1.00%
2014 +14.94% +12.71% +29.25% +10.85%
2013 +32.05% +30.42% +31.35% +30.86%
2012 +14.89% +14.02% +9.99% +9.50%
2011 −3.60% −1.05% +6.00% +5.72%
2010 +15.14% +14.34% +19.40%
2009 +2.81% +63.85%
2008 −43.82%
2007 +2.59%
2006 −8.89%
2005 +7.33%
2004 −21.90%
2003 +84.39%
2002 −48.23%
2001 −15.80%
2000 −47.87%

Drawdowns

Thu 2011-10-20? to Fri 2025-08-01 Current
Drawdown
Worst
Drawdown
SCHG
×
−2.54% −38.94%
2023-01-05
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
VOO
×
−2.46% −33.95%
2020-03-23
Vanguard S&P 500 ETF Exchange-Traded Fund
SMH
×
−4.17% −48.73%
2022-10-14
VanEck Semiconductor ETF NASDAQ Exchange-Traded Fund
SCHD
×
−10.33% −33.51%
2020-03-23
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund