Schwab U.S. Large-Cap Growth ETF (SCHG) Performance
SCHG total return
Distributions reinvested · as of Oct 23, 2026- YTD
- +7.1% since Dec 31, 2025
- 1 year
- +8.1% total return
- 5 years
- +12.7% a year
- 10 years
- +18.4% a year
- Since first price
- +16.3% a year since 2009
SCHG trailing returns vs SPY, QQQ, AGG
| Period | SCHG total return | Price only | S&P 500 (SPY) | Nasdaq-100 (QQQ) | U.S. bonds (AGG) |
|---|---|---|---|---|---|
| 1 month | −3.3% | −3.3% | −1.0% | −5.0% | +0.9% |
| 3 months | +4.4% | +4.3% | +3.2% | +1.9% | −0.4% |
| 6 months | +7.6% | +7.3% | +7.8% | +8.4% | −1.5% |
| YTD | +7.1% | +6.7% | +12.3% | +15.1% | −1.0% |
| 1 year | +8.1% | +7.7% | +14.4% | +15.9% | −1.1% |
| 3 years | +94.6%+24.8%/yr | +92.1% | +87.4%+23.3%/yr | +101.4%+26.3%/yr | +16.6%+5.2%/yr |
| 5 years | +81.9%+12.7%/yr | +77.7% | +79.3%+12.4%/yr | +94.0%+14.2%/yr | −0.8%−0.2%/yr |
| 10 years | +442.7%+18.4%/yr | +406.7% | +315.9%+15.3%/yr | +538.9%+20.4%/yr | +14.0%+1.3%/yr |
| 15 years | +971.3%+17.1%/yr | +842.0% | +696.0%+14.8%/yr | +1,299.3%+19.2%/yr | +32.2%+1.9%/yr |
| Since inceptionDec 11, 2009 | +1,168.8%+16.3%/yr | +999.3% | — | — | — |
Total return from adjusted closes (distributions reinvested, before tax). Periods of 3 years or more are also shown annualized. Price only excludes distributions.
Growth of $10,000: SCHG vs SPY
From Dec 11, 2009: SCHG grew to $126,881, SPY to $92,372.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
SCHG returns by calendar year
13 of 16 full years positive. Best 2023 (+50.1%), worst 2022 (−31.8%). 2026 is year to date.
SCHG annual returns table
| Year | SCHG | Largest drop | SPY | QQQ | AGG |
|---|---|---|---|---|---|
| 2026YTD | +7.1% | −14.5% | +12.3% | +15.1% | −1.0% |
| 2025 | +17.5% | −23.2% | +17.7% | +20.8% | +7.2% |
| 2024 | +35.0% | −12.4% | +24.9% | +25.6% | +1.3% |
| 2023 | +50.1% | −10.1% | +26.2% | +54.9% | +5.7% |
| 2022 | −31.8% | −33.9% | −18.2% | −32.6% | −13.0% |
| 2021 | +28.1% | −10.2% | +28.7% | +27.4% | −1.8% |
| 2020 | +39.1% | −32.4% | +18.3% | +48.6% | +7.5% |
| 2019 | +36.0% | −7.7% | +31.2% | +39.0% | +8.5% |
| 2018 | −1.4% | −21.6% | −4.6% | −0.1% | +0.1% |
| 2017 | +28.0% | −2.2% | +21.7% | +32.7% | +3.6% |
| 2016 | +6.8% | −11.5% | +12.0% | +7.1% | +2.4% |
| 2015 | +3.2% | −11.9% | +1.2% | +9.4% | +0.5% |
| 2014 | +15.8% | −7.7% | +13.5% | +19.2% | +6.0% |
| 2013 | +34.0% | −5.8% | +32.3% | +36.6% | −2.0% |
| 2012 | +16.9% | −10.5% | +16.0% | +18.1% | +3.8% |
| 2011 | −0.7% | −20.6% | +1.9% | +3.4% | +7.7% |
| 2010 | +16.8% | −16.3% | +15.1% | +19.9% | +6.4% |
Largest drop = deepest fall from a high within that calendar year.
Calendar-year return vs largest drop within the year
Most years include a sizable fall at some point even when the year ends higher.
SCHG largest drawdowns
Now 5.7% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Nov 19, 2021 | −34.6% | Jan 5, 2023 | Dec 18, 2023 | 1.1 years | 2.1 years |
| Feb 19, 2020 | −32.4% | Mar 23, 2020 | Jun 10, 2020 | 33 days | 4 months |
| Dec 16, 2024 | −23.4% | Apr 8, 2025 | Jun 30, 2025 | 4 months | 6 months |
| Oct 1, 2018 | −21.6% | Dec 24, 2018 | Apr 12, 2019 | 3 months | 6 months |
| Jul 7, 2011 | −20.6% | Oct 3, 2011 | Feb 3, 2012 | 3 months | 7 months |
| Jul 20, 2015 | −17.1% | Feb 11, 2016 | Aug 5, 2016 | 7 months | 1.0 years |
Declines from a closing high (distributions reinvested) of 10% or more. Underwater = time from the peak until the old high was regained.
SCHG risk statistics
| Statistic | 3 years | 5 years | 10 years | Since 2009 |
|---|---|---|---|---|
| Annualized return | +26.0% | +14.7% | +18.7% | +16.4% |
| Volatility (annualized) | 16.2% | 19.9% | 18.1% | 16.6% |
| Sharpe ratio | 1.26 | 0.61 | 0.92 | 0.92 |
| Sortino ratio | 2.56 | 0.98 | 1.51 | 1.54 |
| Best month | +13.0% | +13.0% | +14.7% | +14.7% |
| Worst month | −8.1% | −13.2% | −13.2% | −13.2% |
| Best 12 months | +45.5% | +51.7% | +63.8% | +63.8% |
| Worst 12 months | +8.5% | −31.8% | −31.8% | −31.8% |
| Positive months | 67% | 62% | 69% | 66% |
| Beta vs S&P 500 | 1.22 | 1.19 | 1.11 | — |
| Correlation with S&P 500 | 0.94 | 0.94 | 0.94 | — |
From monthly total returns. Sharpe and Sortino use 1–3 month T-bills (BIL) as the risk-free rate, so they need history from 2007 on.
SCHG rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 191 | −31.8% | +18.7% | +63.8% | 89% |
| 3-year (a year) | 167 | +6.7% | +16.1% | +34.3% | 100% |
| 5-year (a year) | 143 | +9.3% | +15.5% | +25.6% | 100% |
| 10-year (a year) | 83 | +12.5% | +16.3% | +19.9% | 100% |
Every holding period starting at a month-end since 2009. Returns for 3 years and longer are annualized.
SCHG performance overview
Schwab U.S. Large-Cap Growth ETF (SCHG) returned +8.1% over the past year and +18.4% a year over ten years, with distributions reinvested. Since its first recorded price in 2009 it has returned +16.3% a year, turning $10,000 into about $126,881. Over the same year S&P 500 (SPY) returned +14.4%.
The deepest decline was −34.6%, from Nov 19, 2021 to Jan 5, 2023, and it took 11 months to get back to the old high. SCHG finished 13 of its 16 full calendar years with a gain; the best year was 2023 (+50.1%) and the worst 2022 (−31.8%). Volatility has been 16.6% a year.
Related: SCHG chart, SCHG holdings, SCHG dividends, SCHG valuation. See the SCHG overview for the latest quote and fund facts.
SCHG performance FAQ
What is the SCHG return over the past year?
SCHG returned +8.1% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it rose 7.7%.
What is the average annual return of SCHG?
SCHG has returned +12.7% a year over 5 years, +18.4% a year over 10 years, +16.3% a year since December 11, 2009 (total return, distributions reinvested).
How much would $10,000 invested in SCHG be worth?
$10,000 invested in SCHG at its first recorded close on December 11, 2009 would be worth about $126,881 on October 23, 2026 with distributions reinvested.
What was the worst year for SCHG?
The worst calendar year was 2022, with a total return of −31.8%. The best was 2023 at +50.1%.
What is the biggest drawdown of SCHG?
The largest peak-to-trough decline was −34.6% between November 19, 2021 and January 5, 2023. It recovered to the old high on December 18, 2023, 11 months after the bottom.
How volatile is SCHG?
Over the past 3 years SCHG had an annualized volatility of 16.2% and a Sharpe ratio of 1.26 (excess return over 1–3 month T-bills per unit of risk).