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SCHX Schwab U.s. Large-cap ETF

Over the last 15 years (2011-062026-07), $10,000 invested in SCHX with dividends reinvested grew to $74,68714.18% a year — with a worst peak-to-trough fall of -24.74%. Past performance doesn't predict future results.

Growth of $10,000 · 2011-062026-07 · dividends reinvested

CAGR (annualized return)
14.18%
Volatility (annualized)
14.41%
Worst drawdown
-24.74%
Sharpe ratio
0.88

About SCHX

The Schwab U.S. Large-Cap ETF is an exchange-traded fund designed to provide investors with broad exposure to the largest U.S. companies by market capitalization. This ETF tracks the performance of the Dow Jones U.S. Large-Cap Total Stock Market Index, seeking to replicate its return before fees and expenses. By investing in this fund, investors access a diversified portfolio covering major sectors such as technology, healthcare, consumer goods, and financial services, among others. The ETF's comprehensive approach allows it to mirror the overall performance of the large-cap segment of the U.S. equity market. With its focus on large-cap stocks, the Schwab U.S. Large-Cap ETF plays a crucial role in investment portfolios, offering stability and potential growth through exposure to established companies. Its low expense ratio, a hallmark of Schwab's ETF offerings, makes it an attractive option for cost-conscious investors. This ETF is a popular choice for those seeking a core equity holding capable of providing a balance of growth potential and risk mitigation, as it encompasses some of the most influential and financially sound corporations fueling the U.S. economy.

Put SCHX to the test

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Educational use only — not investment advice. Results are hypothetical.Read full disclaimer

This tool is for educational and informational purposes only and does not provide financial, investment, tax, legal, or accounting advice. Results are hypothetical and based on historical data and assumptions that may be inaccurate. Past performance does not guarantee future results. Consult a licensed professional before making investment decisions.

SCHX — Schwab U.s. Large-cap ETF: returns, risk & backtest · Informed Portfolio