All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
Mon 2014-12-15 to Fri 2025-07-11 |
YTD
Return |
TRR
Price |
||||
---|---|---|---|---|---|---|
SCHX × |
+4.97%
2025-07-11 |
5.352 TRR
2025-07-11 |
||||
Schwab U.S. Large-Cap ETF Exchange-Traded Fund | ||||||
SCHD × |
−0.18%
2025-07-11 |
3.55 TRR
2025-07-11 |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
Mon 2014-12-15 to Fri 2025-07-11 |
Overall
Return |
Exponential
Trendline |
||||
---|---|---|---|---|---|---|
SCHX × |
+174.38%
+10.02%/yr |
+9.67%/yr
(R2=0.909) |
||||
Schwab U.S. Large-Cap ETF Exchange-Traded Fund | ||||||
SCHD × |
+118.99%
+7.70%/yr |
+8.70%/yr
(R2=0.902) |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
Mon 2014-12-15 to Fri 2025-07-11 |
Start
Value |
End
Value |
||||
---|---|---|---|---|---|---|
SCHX × |
$10,000.00
2014-12-15 |
$27,438.35
2025-07-11 |
||||
Schwab U.S. Large-Cap ETF Exchange-Traded Fund | ||||||
SCHD × |
$10,000.00
2014-12-15 |
$21,899.04
2025-07-11 |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
Year | SCHX | SCHD |
---|---|---|
2025 (YTD) | +4.97% | −0.18% |
2024 | +21.35% | +8.52% |
2023 | +22.72% | +1.16% |
2022 | −24.29% | −9.14% |
2021 | +18.51% | +21.35% |
2020 | +19.15% | +13.50% |
2019 | +28.30% | +24.41% |
2018 | −6.34% | −7.29% |
2017 | +19.42% | +18.36% |
2016 | +9.78% | +14.06% |
2015 | +0.32% | −1.01% |
2014 | +12.47% | +10.80% |
2013 | +30.47% | +30.93% |
2012 | +14.11% | +9.50% |
2011 | −1.39% | +5.73% |
2010 | +14.22% | — |
2009 | +7.45% | — |
Mon 2014-12-15 to Fri 2025-07-11 |
Current
Drawdown |
Worst
Drawdown |
||||
---|---|---|---|---|---|---|
SCHX × | −0.32% |
−34.26%
2020-03-23 |
||||
Schwab U.S. Large-Cap ETF Exchange-Traded Fund | ||||||
SCHD × | −6.82% |
−33.48%
2020-03-23 |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||