Oct 20, 2011 – Nov 12, 2026, SCHD sets the start date
Growth of $10,000
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Key metrics · Oct 20, 2011 – Nov 12, 2026
| Return | SCHG | SCHD |
|---|---|---|
| Final balance | $107,497 | $69,374 |
| Total return | +974.97% | +593.74% |
| CAGR | +17.08% | +13.72% |
| Calendar years | SCHG | SCHD |
|---|---|---|
| Best year | +50.11% | +32.88% |
| Worst year | −31.80% | −5.56% |
| Positive years | 12 of 14 | 11 of 14 |
| Risk | SCHG | SCHD |
|---|---|---|
| Max drawdown | −34.59% | −33.37% |
| Longest drawdown | 2.1 years | 2 years |
| Volatility (daily, annualized) | 19.60% | 15.35% |
| Risk-adjusted | SCHG | SCHD |
|---|---|---|
| Sharpe ratio | 0.90 | 0.92 |
| Sortino ratio | 1.28 | 1.32 |
| Calmar ratio | 0.49 | 0.41 |
Trailing returns · Oct 20, 2011 – Nov 12, 2026
| Period | SCHG | SCHD | SCHG − SCHD |
|---|---|---|---|
| YTD | +5.56% | +34.21% | −28.65% |
| 1Y | +4.44% | +36.78% | −32.34% |
| 3Y | +21.67% | +20.09% | +1.58% |
| 5Y | +11.36% | +10.24% | +1.12% |
| 10Y | +18.31% | +13.58% | +4.73% |
| 15Y | +16.79% | +13.49% | +3.30% |
Rolling returns · Oct 20, 2011 – Nov 12, 2026
| Period | SCHG median | SCHD median | More often ahead |
|---|---|---|---|
| 1Y | +19.47% | +12.99% | SCHG 68% |
| 3Y | +15.95% | +11.76% | SCHG 87% |
| 5Y | +15.70% | +12.10% | SCHG 97% |
| 10Y | +16.12% | +11.87% | SCHG 99% |
Worst drawdowns · SCHG · Oct 20, 2011 – Nov 12, 2026
| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −34.6% | Nov 2021 | Jan 2023 | Dec 2023 | 2.1 years |
| −32.4% | Feb 2020 | Mar 2020 | Jun 2020 | 4 months |
| −23.4% | Dec 2024 | Apr 2025 | Jun 2025 | 6 months |
| −21.6% | Oct 2018 | Dec 2018 | Apr 2019 | 6 months |
| −17.1% | Jul 2015 | Feb 2016 | Aug 2016 | 1 year |
| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −33.4% | Jan 2020 | Mar 2020 | Sep 2020 | 7 months |
| −17.1% | Sep 2018 | Dec 2018 | Apr 2019 | 6 months |
| −16.8% | Jan 2022 | Sep 2022 | Dec 2023 | 2 years |
| −16.1% | Nov 2024 | Apr 2025 | Jan 2026 | 1.1 years |
| −13.9% | Mar 2015 | Aug 2015 | Mar 2016 | 1 year |
Annual returns
| Year | SCHG | SCHD | SCHG − SCHD |
|---|---|---|---|
| 2017 | +28.05% | +20.85% | +7.20% |
| 2018 | −1.36% | −5.56% | +4.20% |
| 2019 | +36.02% | +27.29% | +8.73% |
| 2020 | +39.14% | +15.03% | +24.11% |
| 2021 | +28.12% | +29.88% | −1.76% |
| 2022 | −31.80% | −3.26% | −28.55% |
| 2023 | +50.11% | +4.54% | +45.56% |
| 2024 | +34.96% | +11.66% | +23.30% |
| 2025 | +17.50% | +4.34% | +13.16% |
| 2026to Nov 12 | +5.56% | +34.21% | −28.65% |
Holdings overlap
As of Aug 31, 2026
1 holdings in common, of 192 in SCHG and 99 in SCHD
| Largest in common | SCHG | SCHD | Overlap |
|---|---|---|---|
| UNHUnitedHealth Group Incorporated | 1.36% | 3.82% | 1.36% |
About SCHG vs SCHD
SCHG holds large US growth companies, with technology taking up much of it. SCHD holds 100 companies that have paid dividends for at least 10 years in a row, picked by their yield, dividend growth and financial strength. Both are Schwab index funds, and few companies are in both.
SCHG returned 17.1% a year from Oct 2011 to Nov 2026, against 13.7% for SCHD. SCHG fell furthest in 2021–2023, by 34.6%, and SCHD in 2020, by 33.4%. SCHG beat SCHD in 11 of 14 full years and in 99% of rolling 10-year periods.
Uses daily closing prices with dividends reinvested. Fund fees are included, but not taxes or trading costs. The comparison starts on Oct 20, 2011, when SCHD's prices begin.