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

Total Real Returns

SCHG,VOO,VUG,XOVR,VTI,SCHD: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

Wed 2017-11-08? to Mon 2025-07-07 YTD
Return
TRR
Price
SCHG
×
+2.82%
2025-07-07
7.101 TRR
2025-07-07
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
VOO
×
+4.41%
2025-07-07
5.035 TRR
2025-07-07
Vanguard S&P 500 ETF Exchange-Traded Fund
VUG
×
+4.95%
2025-07-07
6.388 TRR
2025-07-07
Vanguard Growth Index Fund ETF Shares Exchange-Traded Fund
XOVR
×
+2.26%
2025-07-07
1.709 TRR
2025-07-07
ERShares Private-Public Crossover ETF NYSE Exchange-Traded Fund
VTI
×
+3.96%
2025-07-07
4.511 TRR
2025-07-07
Vanguard Total Stock Market Index Fund ETF Shares Exchange-Traded Fund
SCHD
×
−1.13%
2025-07-07
3.516 TRR
2025-07-07
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Returns

Wed 2017-11-08? to Mon 2025-07-07 Overall
Return
Exponential
Trendline
SCHG
×
+173.66%
+14.04%/yr
+12.40%/yr
(R2=0.785)
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
VOO
×
+108.67%
+10.08%/yr
+9.08%/yr
(R2=0.811)
Vanguard S&P 500 ETF Exchange-Traded Fund
VUG
×
+158.14%
+13.18%/yr
+11.38%/yr
(R2=0.745)
Vanguard Growth Index Fund ETF Shares Exchange-Traded Fund
XOVR
×
+70.86%
+7.24%/yr
+2.53%/yr
(R2=0.072)
ERShares Private-Public Crossover ETF NYSE Exchange-Traded Fund
VTI
×
+99.31%
+9.42%/yr
+8.32%/yr
(R2=0.756)
Vanguard Total Stock Market Index Fund ETF Shares Exchange-Traded Fund
SCHD
×
+65.10%
+6.76%/yr
+7.53%/yr
(R2=0.758)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Growth of $10,000

Wed 2017-11-08? to Mon 2025-07-07 Start
Value
End
Value
SCHG
×
$10,000.00
2017-11-08
$27,366.45
2025-07-07
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
VOO
×
$10,000.00
2017-11-08
$20,867.07
2025-07-07
Vanguard S&P 500 ETF Exchange-Traded Fund
VUG
×
$10,000.00
2017-11-08
$25,814.06
2025-07-07
Vanguard Growth Index Fund ETF Shares Exchange-Traded Fund
XOVR
×
$10,000.00
2017-11-08
$17,086.33
2025-07-07
ERShares Private-Public Crossover ETF NYSE Exchange-Traded Fund
VTI
×
$10,000.00
2017-11-08
$19,930.87
2025-07-07
Vanguard Total Stock Market Index Fund ETF Shares Exchange-Traded Fund
SCHD
×
$10,000.00
2017-11-08
$16,510.07
2025-07-07
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Annual Returns

Year SCHG VOO VUG XOVR VTI SCHD
2025 (YTD) +2.82% +4.41% +4.95% +2.26% +3.96% −1.13%
2024 +31.18% +21.47% +28.97% +30.85% +20.34% +8.52%
2023 +45.20% +22.23% +42.08% +46.97% +21.96% +1.16%
2022 −35.93% −23.14% −37.22% −44.66% −24.41% −9.15%
2021 +19.70% +20.33% +18.97% −13.35% +17.42% +21.31%
2020 +37.29% +16.74% +38.36% +48.38% +19.45% +13.50%
2019 +32.96% +28.43% +33.97% +28.84% +27.75% +24.48%
2018 −3.18% −6.29% −5.13% −6.81% −7.01% −7.35%
2017 +25.37% +19.25% +25.09% +1.71% +18.71% +18.36%
2016 +4.65% +9.89% +4.12% +10.53% +14.06%
2015 +2.49% +0.59% +2.48% −0.38% −1.01%
2014 +14.94% +12.70% +12.77% +11.71% +10.89%
2013 +32.04% +30.43% +30.52% +31.47% +30.85%
2012 +14.90% +14.01% +15.01% +14.47% +9.50%
2011 −3.62% −1.04% −1.11% −1.94% +5.73%
2010 +15.14% +14.34% +15.48% +15.69%
2009 +2.80% +32.53% +25.50%
2008 −38.08% −37.04%
2007 +8.09% +1.23%
2006 +6.51% +12.85%
2005 +1.52% +2.78%
2004 +2.17% +9.23%
2003 +28.33%
2002 −22.32%
2001 −6.77%

Drawdowns

Wed 2017-11-08? to Mon 2025-07-07 Current
Drawdown
Worst
Drawdown
SCHG
×
−1.55% −38.94%
2023-01-05
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
VOO
×
−0.83% −33.95%
2020-03-23
Vanguard S&P 500 ETF Exchange-Traded Fund
VUG
×
−0.76% −40.05%
2022-11-03
Vanguard Growth Index Fund ETF Shares Exchange-Traded Fund
XOVR
×
−22.80% −61.40%
2022-12-28
ERShares Private-Public Crossover ETF NYSE Exchange-Traded Fund
VTI
×
−0.81% −34.96%
2020-03-23
Vanguard Total Stock Market Index Fund ETF Shares Exchange-Traded Fund
SCHD
×
−7.74% −33.53%
2020-03-23
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund