SCHG | Schwab U.S. Large-Cap Growth ETF

Basic Info 92.74 1.29(1.41%)
May 06

Schwab U.S. Large-Cap Growth ETF started on 12/11/2009

Schwab U.S. Large-Cap Growth ETF is classified as asset class LARGE GROWTH

Schwab U.S. Large-Cap Growth ETF expense ratio is 0.04%

Schwab U.S. Large-Cap Growth ETF rating is

(25%)

Schwab U.S. Large-Cap Growth ETF (SCHG) Dividend Info

Schwab U.S. Large-Cap Growth ETF (SCHG) dividend growth in the last 12 months is 19.10%

The trailing 12-month yield of Schwab U.S. Large-Cap Growth ETF is 0.44%. its dividend history:

Date	Dividend
03/20/2024	0.097
12/28/2023	0.025
12/06/2023	0.104
09/20/2023	0.084
06/21/2023	0.089
03/22/2023	0.085
12/07/2022	0.09
09/21/2022	0.08
06/22/2022	0.08
03/23/2022	0.06
12/30/2021	0.04
12/08/2021	0.23
09/22/2021	0.15
06/23/2021	0.14
03/24/2021	0.134
12/10/2020	0.169
09/23/2020	0.174
06/24/2020	0.162
03/25/2020	0.167
12/12/2019	0.196
09/25/2019	0.209
06/26/2019	0.202
03/20/2019	0.157
12/28/2018	0.181
12/12/2018	0.218
09/25/2018	0.161
06/26/2018	0.169
03/16/2018	0.15
12/18/2017	0.181
09/18/2017	0.215
06/19/2017	0.183
03/20/2017	0.136
12/19/2016	0.207
09/19/2016	0.093
06/20/2016	0.151
12/21/2015	0.152
09/21/2015	0.141
06/22/2015	0.223
03/23/2015	0.129
12/22/2014	0.138
09/22/2014	0.142
06/23/2014	0.152
03/24/2014	0.134
12/23/2013	0.122
09/23/2013	0.146
06/24/2013	0.132
03/18/2013	0.086
12/24/2012	0.209
09/17/2012	0.098
06/18/2012	0.087
03/19/2012	0.076
12/19/2011	0.105
09/19/2011	0.078
06/20/2011	0.071
03/21/2011	0.051
12/29/2010	0.006
12/20/2010	0.059
09/20/2010	0.05
06/21/2010	0.05
03/22/2010	0.05

Dividend Growth History for Schwab U.S. Large-Cap Growth ETF (SCHG)

Year	Payout Amount	Year Start Yield	Annual Payout Growth (YoY)	CAGR to 2023
2023	$0.387	0.70%	24.84%	-
2022	$0.31	0.19%	-55.33%	24.84%
2021	$0.694	0.55%	3.27%	-25.32%
2020	$0.672	0.71%	-12.04%	-16.80%
2019	$0.764	1.11%	-13.08%	-15.64%
2018	$0.879	1.23%	22.94%	-15.13%
2017	$0.715	1.27%	58.54%	-9.73%
2016	$0.451	0.87%	-30.08%	-2.16%
2015	$0.645	1.25%	13.96%	-6.19%
2014	$0.566	1.26%	16.46%	-4.14%
2013	$0.486	1.39%	3.40%	-2.25%
2012	$0.47	1.56%	54.10%	-1.75%
2011	$0.305	1.00%	41.86%	2.00%
2010	$0.215	0.81%	-	4.63%

Dividend Growth Chart for Schwab U.S. Large-Cap Growth ETF (SCHG)

Schwab U.S. Large-Cap Growth ETF (SCHG) Historical Returns And Risk Info

From 12/11/2009 to 05/06/2024, the compound annualized total return (dividend reinvested) of Schwab U.S. Large-Cap Growth ETF (SCHG) is 10.443%. Its cumulative total return (dividend reinvested) is 316.907%.

From 12/11/2009 to 05/06/2024, the Maximum Drawdown of Schwab U.S. Large-Cap Growth ETF (SCHG) is 67.3%.

From 12/11/2009 to 05/06/2024, the Sharpe Ratio of Schwab U.S. Large-Cap Growth ETF (SCHG) is 0.36.

From 12/11/2009 to 05/06/2024, the Annualized Standard Deviation of Schwab U.S. Large-Cap Growth ETF (SCHG) is 27.0%.

From 12/11/2009 to 05/06/2024, the Beta of Schwab U.S. Large-Cap Growth ETF (SCHG) is 0.9.

	Last 1 Week*	YTD*(2024)	1 Yr	3 Yr	5 Yr	10 Yr	Since 12/11/2009	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014	2013	2012	2011	2010	2009
Annualized Return(%)	1.0	10.4	41.2	-12.6	2.5	8.0	10.4	50.1	-65.9	28.1	39.1	36.0	-1.4	28.0	6.6	3.2	15.8	34.0	16.9	-0.7	16.9	2.6
Sharpe Ratio	NA	1.76	2.36	-0.32	0.02	0.23	0.36	2.72	-0.88	1.57	1.07	2.49	-0.14	3.66	0.45	0.21	1.29	3.01	1.21	-0.03	0.91	5.32
Draw Down(%)	NA	6.7	10.1	67.3	67.3	67.3	67.3	10.1	67.0	10.2	32.4	7.7	21.6	2.2	12.9	11.9	7.7	5.8	10.5	20.6	16.3	1.2
Standard Deviation(%)	NA	16.9	15.9	46.6	40.2	30.2	27.0	17.0	77.0	17.9	36.1	13.9	19.4	7.5	14.2	15.6	12.3	11.3	14.0	24.7	18.5	12.4
Treynor Ratio	NA	0.34	0.43	-0.17	0.01	0.08	0.11	0.52	-0.77	0.35	0.39	0.54	-0.03	0.33	0.07	0.03	0.18	0.37	0.18	-0.01	0.18	0.67
Alpha	NA	0.02	0.02	-0.03	-0.02	-0.01	-0.01	0.03	-0.18	0.06	-0.05	0.02	-0.01	0.01	0.03	-0.02	0.01	0.01	0.0	0.0	0.02	0.03
Beta	NA	0.88	0.87	0.87	0.91	0.89	0.9	0.89	0.87	0.79	0.99	0.64	0.91	0.83	0.94	0.95	0.88	0.91	0.94	0.92	0.95	0.98
RSquare	NA	0.97	0.96	0.38	0.54	0.59	0.65	0.96	0.29	0.9	0.96	0.71	0.97	0.9	0.95	0.97	0.96	0.95	0.96	0.98	0.97	0.88
Yield(%)	N/A	0.1	0.6	0.3	0.7	1.3	N/A	0.7	0.2	0.5	0.7	1.1	1.2	1.3	0.9	1.2	1.2	1.4	1.6	1.0	0.8	0.0
Dividend Growth(%)	N/A	-73.0	19.2	-41.2	-15.7	N/A	N/A	19.4	-55.1	3.0	-13.0	-12.5	22.2	60.0	-29.7	14.3	14.3	2.1	60.0	36.4	N/A	N/A

Return Calculator for Schwab U.S. Large-Cap Growth ETF (SCHG)

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Schwab U.S. Large-Cap Growth ETF (SCHG) Historical Return Chart

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Schwab U.S. Large-Cap Growth ETF (SCHG) Rolling Returns Charts

A rolling return for a period such as 5-year, as of a specific date, represents the investment’s performance over the preceding five years leading up to that date. In the 5-year rolling chart, the value on any given date corresponds to the annualized return for the preceding 5 years up to that very date. Thus, for instance, the chart value on 8/28/2015 reflects the annualized return from 8/28/2010 to 8/28/2015. A 5-year rolling return chart for an investment (stock, fund or portfolio) depicts the return sequence of 5-year trailing returns for the dates in the chart.

These rolling returns contrast with the most recent 3, 5, 10, and 15-year returns, as they solely depict the returns for those respective periods leading up to the most recent date, without encompassing every date in the historical record.

Rolling return charts offer a more precise insight into a portfolio’s risk and return stability (including funds or individual stocks). This is particularly true when focusing on the minimal return points within a rolling return chart as a measure of a fund or a portfolio's risk. A well-known observation, often attributed to ‘Murphy’s law’, is that it tends to perform poorly when investors decide to follow an investment due to its recent strong returns. Sound familiar? Information regarding minimum rolling returns could help mitigate this predicament. Investors can opt for an investment showcasing high minimum rolling returns within their preferred holding durations. In fact, merely possessing knowledge of such minimum rolling period returns can anchor investors’ expectations.

For instance, let’s consider an investor who follows a model portfolio (or even simply purchases and holds a fund like VFINX or SPY) for 10 years. Armed with knowledge of this portfolio’s minimum 10-year rolling return since its inception date or the fund’s inception (in the case of VFINX, recognizing that the minimum 10-year rolling return since 1987 could be as low as -2.24%), the investor should reasonably anticipate the potential for the portfolio to incur losses over the forthcoming 10 years.

Minimum rolling return for a period such as 10-year offers a different and often better historical risk and return metric than other popular risk and return metrics such as Sharpe ratio, standard deviation (volatility) or maximum drawdown.

See Portfolio Calculator and Rolling Returns for more detailed description.

From 12/11/2009 to 05/06/2024, the worst annualized return of 3-year rolling returns for Schwab U.S. Large-Cap Growth ETF (SCHG) is -12.69%.

From 12/11/2009 to 05/06/2024, the worst annualized return of 5-year rolling returns for Schwab U.S. Large-Cap Growth ETF (SCHG) is -2.22%.

From 12/11/2009 to 05/06/2024, the worst annualized return of 10-year rolling returns for Schwab U.S. Large-Cap Growth ETF (SCHG) is 6.36%.

From 12/11/2009 to 05/06/2024, the worst annualized return of 20-year rolling returns for Schwab U.S. Large-Cap Growth ETF (SCHG) is NA.

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