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

Total Real Returns

SCHX,SCHD: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

×
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

Returns

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

Growth of $10,000

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

Annual Returns

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%

Drawdowns

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