All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
Thu 2011-10-20? to Tue 2025-04-01 |
YTD
Return |
TRR
Price |
||||
---|---|---|---|---|---|---|
VOO × |
−5.22%
2025-04-01 |
4.571 TRR
2025-04-01 |
||||
Vanguard S&P 500 ETF Exchange-Traded Fund | ||||||
SCHG × |
−10.56%
2025-04-01 |
6.179 TRR
2025-04-01 |
||||
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund | ||||||
SCHD × |
+1.57%
2025-04-01 |
3.612 TRR
2025-04-01 |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
Thu 2011-10-20? to Tue 2025-04-01 |
Overall
Return |
Exponential
Trendline |
||||
---|---|---|---|---|---|---|
VOO × |
+321.68%
+11.29%/yr |
+10.52%/yr
(R2=0.956) |
||||
Vanguard S&P 500 ETF Exchange-Traded Fund | ||||||
SCHG × |
+456.56%
+13.61%/yr |
+13.31%/yr
(R2=0.950) |
||||
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund | ||||||
SCHD × |
+261.20%
+10.02%/yr |
+9.66%/yr
(R2=0.950) |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
Thu 2011-10-20? to Tue 2025-04-01 |
Start
Value |
End
Value |
||||
---|---|---|---|---|---|---|
VOO × |
$10,000.00
2011-10-20 |
$42,168.08
2025-04-01 |
||||
Vanguard S&P 500 ETF Exchange-Traded Fund | ||||||
SCHG × |
$10,000.00
2011-10-20 |
$55,656.01
2025-04-01 |
||||
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund | ||||||
SCHD × |
$10,000.00
2011-10-20 |
$36,119.75
2025-04-01 |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
Year | VOO | SCHG | SCHD |
---|---|---|---|
2025 (YTD) | −5.22% | −10.56% | +1.57% |
2024 | +21.47% | +31.19% | +8.54% |
2023 | +22.23% | +45.24% | +1.16% |
2022 | −23.14% | −35.94% | −9.16% |
2021 | +20.33% | +19.67% | +21.35% |
2020 | +16.73% | +37.31% | +13.46% |
2019 | +28.43% | +32.99% | +24.49% |
2018 | −6.29% | −3.20% | −7.33% |
2017 | +19.25% | +25.36% | +18.31% |
2016 | +9.89% | +4.66% | +14.11% |
2015 | +0.59% | +2.50% | −1.00% |
2014 | +12.71% | +14.93% | +10.86% |
2013 | +30.43% | +32.06% | +30.88% |
2012 | +14.01% | +14.89% | +9.49% |
2011 | −1.04% | −3.62% | +5.73% |
2010 | +14.35% | +15.14% | — |
2009 | — | +2.82% | — |
Thu 2011-10-20? to Tue 2025-04-01 |
Current
Drawdown |
Worst
Drawdown |
||||
---|---|---|---|---|---|---|
VOO × | −8.53% |
−33.95%
2020-03-23 |
||||
Vanguard S&P 500 ETF Exchange-Traded Fund | ||||||
SCHG × | −14.35% |
−38.93%
2023-01-05 |
||||
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund | ||||||
SCHD × | −5.20% |
−33.50%
2020-03-23 |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||