All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)

Total Real Returns

FDVV,SCHD: Total Return Chart (with Dividends Reinvested)

Thu 2016-09-15? to Tue 2025-08-26 YTD
Return
TR
Price
FDVV
×
+12.29%
2025-08-26
3.013 TR
2025-08-26
Fidelity High Dividend ETF Exchange-Traded Fund
SCHD
×
+3.50%
2025-08-26
5.127 TR
2025-08-26
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Returns

Thu 2016-09-15? to Tue 2025-08-26 Overall
Return
Exponential
Trendline
FDVV
×
+201.25%
+13.12%/yr
+12.13%/yr
(R2=0.932)
Fidelity High Dividend ETF Exchange-Traded Fund
SCHD
×
+167.21%
+11.62%/yr
+12.05%/yr
(R2=0.928)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Growth of $10,000

Thu 2016-09-15? to Tue 2025-08-26 Start
Value
End
Value
FDVV
×
$10,000.00
2016-09-15
$30,125.49
2025-08-26
Fidelity High Dividend ETF Exchange-Traded Fund
SCHD
×
$10,000.00
2016-09-15
$26,721.49
2025-08-26
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Annual Returns

Year FDVV SCHD
2025 (YTD) +12.29% +3.50%
2024 +21.81% +11.66%
2023 +18.00% +4.54%
2022 −4.21% −3.26%
2021 +29.24% +29.87%
2020 +2.80% +15.03%
2019 +24.07% +27.29%
2018 −1.26% −5.56%
2017 +13.96% +20.85%
2016 +5.05% +16.45%
2015 −0.30%
2014 +11.69%
2013 +32.88%
2012 +11.39%
2011 +5.31%

Drawdowns

Thu 2016-09-15? to Tue 2025-08-26 Current
Drawdown
Worst
Drawdown
FDVV
×
−0.33% −40.25%
2020-03-23
Fidelity High Dividend ETF Exchange-Traded Fund
SCHD
×
−3.36% −33.37%
2020-03-23
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund