SCHG has returned 18.7% per year over the past 10 years on a total-return basis with dividends reinvested, turning $10,000 into about $55,421. Its low 0.04% fee is deducted from that return. Its price-only return was lower, near 17.9%, because reinvested distributions do much of the compounding.
- Total returns assume dividends reinvested at each ex-date
- net of the 0.04% expense ratio
- Total holdings
- 196
- Top 10 weight
- 52.0%
- Sectors
- 11
- Largest position
- 10.55%
- Median mkt cap
- $496B
Growth of $10,000
If you had invested $10,000 and reinvested every dividend
Performance & returns
annualized for periods over 1 year
| Period | Price return | Total return | vs S&P 500 |
|---|---|---|---|
| YTD | +8.6% | +8.9% | -3.43% |
| 1 year | +11.7% | +12.1% | -4.16% |
| 3 year | +23.4% | +23.9% | +2.81% |
| 5 year | +13.3% | +13.9% | +0.50% |
| 10 year | +17.9% | +18.7% | +3.32% |
| Since inception | +15.5% | +16.6% | — |
Risk & volatility
10-year
- Max drawdownpeak-to-trough decline-34.6%
- Sharpe ratiovs 3.5% risk-free0.70
- Best year2023+50.1%
- Worst year2022-31.8%
Calendar-year total returns
dividends reinvested
SCHG return calculator
Total return, reinvestedUses SCHG's 18.7% historical annual total return. Past performance does not predict future results.
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Type =WISE("SCHG","dividend yield","ttm") or =WISEFUNDS("SCHG","expense ratio") in Excel or Google Sheets and the fund's data lands in your sheet, ready to be refreshed when you want.
Get The Add-in - FreeSCHG frequently asked questions
SCHG has returned about 18.7% per year over the past 10 years on a total-return basis with dividends reinvested. Since its 2009 inception it has returned roughly 16.6% a year. That figure is after the fund's 0.04% expense ratio, which is deducted from returns.
$10,000 invested in SCHG 10 years ago would be worth about $55,421 today with dividends reinvested, versus roughly $41,718 in the S&P 500 (SPY) over the same period. Your exact result depends on the entry date, but the growth-of-$10,000 chart above shows the full path including drawdowns along the way.
Over the past 10 years it returned 18.7% a year against the S&P 500 (SPY)'s 15.4%, ahead by 3.3 points a year. Over the past 5 years it returned 13.9% a year against the S&P 500 (SPY)'s 13.4%, ahead by 0.5 points a year. Compare total returns over several windows rather than treating a single year as the verdict.
Price return counts only the change in share price; total return adds reinvested dividends. Over 10 years SCHG's total return of about 18.7% annually is higher than its price-only return of roughly 17.9%, because reinvested distributions compound over time. Total return is the number that reflects what an investor actually earned, which is why it is shown as the headline figure on this page.