SCHG Total Return Calculator
$10,000 since Dec 2009, with and without reinvesting · data through Oct 2026
$10,000 invested in SCHG ten years ago, at the end of Oct 2016, was worth $54,047 at the end of Oct 2026 with every distribution reinvested: 18.4% a year, against $41,633 in the S&P 500. Since Dec 2009, $10,000 became $123,453 reinvested (16.1% a year), or $110,845 taking the distributions as cash, $5,245 of it paid out along the way.
SCHG became
$123,453
S&P 500: $91,105
Return a year
16.1%
S&P 500: 14.0%
Payouts reinvested
$5,803
bought more shares
Worst drop
-31.8%
S&P 500: -23.9%
$10,000, Dec 2009 to Oct 2026
Payouts reinvested · S&P 500 reinvested
| Year | SCHG total return | Paid out | S&P 500 |
|---|---|---|---|
| 2026 (part) | +5.6% | $414 | +11.7% |
| 2025 | +17.4% | $403 | +17.7% |
| 2024 | +34.9% | $412 | +24.9% |
| 2023 | +50.1% | $404 | +26.2% |
| 2022 | −31.8% | $352 | −18.2% |
| 2021 | +28.1% | $389 | +28.7% |
| 2020 | +39.1% | $318 | +18.3% |
| 2019 | +35.9% | $404 | +31.2% |
| 2018 | −1.3% | $462 | −4.6% |
| 2017 | +27.4% | $191 | +21.7% |
| 2016 | +8.9% | $669 | +12.0% |
| 2015 | +3.4% | $306 | +1.2% |
| 2014 | +15.9% | $292 | +13.5% |
| 2013 | +34.4% | $245 | +32.3% |
| 2012 | +16.5% | $216 | +16.0% |
| 2011 | −0.6% | $223 | +1.9% |
| 2010 | +16.5% | $102 | +15.1% |
"Paid out" is what your holding received that year. Month-end prices; no costs or taxes.
Key facts: SCHG total return
Data as of · Source: SmarterDividends data
- $10,000 invested in SCHG at the end of Dec 2009, with distributions reinvested, was worth $123,453 at the end of Oct 2026: 16.1% a year, against $91,105 (14.0% a year) in the S&P 500.
- Over the 10 years to Oct 2026, SCHG turned $10,000 into $54,047 with distributions reinvested, 18.4% a year.
- Over the 5 years to Oct 2026, SCHG returned 11.7% a year with distributions reinvested (S&P 500: 12.0%).
- Taking SCHG's distributions as cash instead of reinvesting them, the same $10,000 ended at $110,845, including $5,245 of cash received; reinvesting added $12,609.
- SCHG's best calendar year in that time was 2023 (50.1%) and its worst 2022 (-31.8%), with distributions reinvested.
Cite this page
SmarterDividends, "SCHG Total Return Calculator," updated Nov 5, 2026, https://smarterdividends.com/stocks/SCHG/total-return
SCHG total return questions
If I invested $10,000 in SCHG 10 years ago, how much would I have?
About $54,047 at the end of Oct 2026, with every distribution reinvested: 18.4% a year. Taking them as cash, you'd have shares worth $50,769 or so plus the cash you received. The same $10,000 in the S&P 500 became $41,633.
What is SCHG's total return since Dec 2009?
1135% in total, or 16.1% a year, through Oct 2026 with distributions reinvested. The share price alone rose 956%.
How much of SCHG's return came from distributions?
About 7% of its yearly return since Dec 2009. Reinvesting them, rather than taking cash, left you $12,609 better off on a $10,000 start.
What was SCHG's worst year?
2022, at -31.8% with distributions reinvested (S&P 500: -18.2%). Its deepest fall from a peak, on month-end values, was -31.8%.
How is total return calculated here?
From month-end prices: the adjusted price counts every distribution reinvested in the month it was paid; the plain price doesn't. The S&P 500 is SPY with its dividends reinvested. No trading costs or taxes.