All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
Thu 2011-10-20? to Mon 2025-05-19 |
YTD
Return |
TRR
Price |
||||
---|---|---|---|---|---|---|
SCHX × |
+0.17%
2025-05-19 |
6.411 TRR
2025-05-19 |
||||
Schwab U.S. Large-Cap ETF Exchange-Traded Fund | ||||||
SCHG × |
−2.08%
2025-05-19 |
6.763 TRR
2025-05-19 |
||||
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund | ||||||
SCHB × |
−0.35%
2025-05-19 |
4.943 TRR
2025-05-19 |
||||
Schwab U.S. Broad Market ETF Exchange-Traded Fund | ||||||
SCHD × |
−3.52%
2025-05-19 |
3.431 TRR
2025-05-19 |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
Thu 2011-10-20? to Mon 2025-05-19 |
Overall
Return |
Exponential
Trendline |
||||
---|---|---|---|---|---|---|
SCHX × |
+437.29%
+13.18%/yr |
+12.03%/yr
(R2=0.957) |
||||
Schwab U.S. Large-Cap ETF Exchange-Traded Fund | ||||||
SCHG × |
+509.13%
+14.23%/yr |
+13.28%/yr
(R2=0.951) |
||||
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund | ||||||
SCHB × |
+322.73%
+11.20%/yr |
+10.02%/yr
(R2=0.944) |
||||
Schwab U.S. Broad Market ETF Exchange-Traded Fund | ||||||
SCHD × |
+243.06%
+9.50%/yr |
+9.58%/yr
(R2=0.949) |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
Thu 2011-10-20? to Mon 2025-05-19 |
Start
Value |
End
Value |
||||
---|---|---|---|---|---|---|
SCHX × |
$10,000.00
2011-10-20 |
$53,728.62
2025-05-19 |
||||
Schwab U.S. Large-Cap ETF Exchange-Traded Fund | ||||||
SCHG × |
$10,000.00
2011-10-20 |
$60,913.48
2025-05-19 |
||||
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund | ||||||
SCHB × |
$10,000.00
2011-10-20 |
$42,272.98
2025-05-19 |
||||
Schwab U.S. Broad Market ETF Exchange-Traded Fund | ||||||
SCHD × |
$10,000.00
2011-10-20 |
$34,305.63
2025-05-19 |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
Year | SCHX | SCHG | SCHB | SCHD |
---|---|---|---|---|
2025 (YTD) | +0.17% | −2.08% | −0.35% | −3.52% |
2024 | +22.95% | +31.16% | +20.45% | +8.51% |
2023 | +25.61% | +45.26% | +22.09% | +1.16% |
2022 | −24.34% | −35.96% | −24.38% | −9.12% |
2021 | +19.32% | +19.69% | +17.60% | +21.35% |
2020 | +19.14% | +37.30% | +19.15% | +13.46% |
2019 | +31.84% | +32.93% | +27.85% | +24.44% |
2018 | −5.29% | −3.19% | −7.07% | −7.30% |
2017 | +20.52% | +25.41% | +18.70% | +18.30% |
2016 | +12.99% | +4.66% | +10.36% | +14.13% |
2015 | +2.30% | +2.49% | −0.33% | −1.08% |
2014 | +14.60% | +14.94% | +11.83% | +10.90% |
2013 | +32.79% | +32.04% | +31.22% | +30.90% |
2012 | +16.84% | +14.89% | +14.36% | +9.50% |
2011 | +0.44% | −3.58% | −1.56% | +5.72% |
2010 | +15.42% | +15.10% | +15.39% | — |
2009 | +7.46% | +2.83% | +7.65% | — |
Thu 2011-10-20? to Mon 2025-05-19 |
Current
Drawdown |
Worst
Drawdown |
||||
---|---|---|---|---|---|---|
SCHX × | −3.56% |
−34.28%
2020-03-23 |
||||
Schwab U.S. Large-Cap ETF Exchange-Traded Fund | ||||||
SCHG × | −6.25% |
−38.91%
2023-01-05 |
||||
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund | ||||||
SCHB × | −4.26% |
−35.19%
2020-03-23 |
||||
Schwab U.S. Broad Market ETF Exchange-Traded Fund | ||||||
SCHD × | −9.96% |
−33.51%
2020-03-23 |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||