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

Total Real Returns

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

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

Returns

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

Growth of $10,000

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

Annual Returns

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%

Drawdowns

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