SCHG (Schwab U.S. Large-Cap Growth ETF) — over the past 10 years it returned about 16.5% annualized on a total-return basis, yields roughly 0.39%, and had a worst drawdown near -34.6%. Here is the full picture — and you can backtest it yourself for free.
$10,000, 10 years on
A $10,000 investment 10 years ago, dividends reinvested, would be worth about $53,376 today.
Sortino
1.03
Volatility
21.3%
$10k → today
$53,376
Dividend history
| Year | Dividend / share | YoY growth |
|---|---|---|
| 2020 | $0.08 | — |
| 2021 | $0.09 | 3.3% |
| 2022 | $0.08 | -11.8% |
| 2023 | $0.10 | 26.5% |
| 2024 | $0.11 | 14.2% |
| 2025 | $0.12 | 5.9% |
Risk & return vs the S&P 500
| Metric | SCHG | SPY |
|---|---|---|
| CAGR | 16.5% | 14.2% |
| Volatility | 21.3% | 17.9% |
| Sharpe | 0.82 | 0.83 |
| Sortino | 1.03 | 1.01 |
| Max drawdown | -34.6% | -33.7% |
| Dividend yield | 0.39% | 1.02% |