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

Total Real Returns

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

Thu 2011-10-20? to Fri 2026-05-08 YTD
Return 		TR
Price
KO × 		+12.94%
2026-05-08 		1457.62 TR
2026-05-08
The Coca-Cola Company NYSE Common Stock
SCHD × 		+16.25%
2026-05-08 		6.008 TR
2026-05-08
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Returns

Thu 2011-10-20? to Fri 2026-05-08 Overall
Return 		Exponential
Trendline
KO × 		+265.27%
+9.31%/yr 		+8.25%/yr
(R2=0.968)
The Coca-Cola Company NYSE Common Stock
SCHD × 		+500.84%
+13.12%/yr 		+12.20%/yr
(R2=0.976)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Growth of $10,000

Thu 2011-10-20? to Fri 2026-05-08 Start
Value 		End
Value
KO × 		$10,000.00
2011-10-20 		$36,526.58
2026-05-08
The Coca-Cola Company NYSE Common Stock
SCHD × 		$10,000.00
2011-10-20 		$60,084.37
2026-05-08
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Annual Returns

Year KO SCHD
2026 (YTD) +12.94% +16.25%
2025 +15.60% +4.34%
2024 +8.88% +11.66%
2023 −4.43% +4.54%
2022 +10.61% −3.26%
2021 +11.37% +29.87%
2020 +2.47% +15.03%
2019 +20.60% +27.29%
2018 +6.77% −5.56%
2017 +14.38% +20.85%
2016 −0.36% +16.45%
2015 +5.14% −0.30%
2014 +5.27% +11.69%
2013 +17.23% +32.88%
2012 +6.53% +11.39%
2011 +9.46% +5.31%
2010 +19.02% —
2009 +30.30% —
2008 −24.10% —
2007 +30.45% —
2006 +23.10% —
2005 −0.66% —
2004 −16.12% —
2003 +18.13% —
2002 −5.50% —
2001 −21.47% —
2000 +5.98% —
1999 −12.16% —
1998 +1.32% —
1997 +27.86% —
1996 +43.26% —
1995 +46.20% —
1994 +17.44% —
1993 +8.29% —
1992 +5.77% —
1991 +75.39% —
1990 +22.73% —
1989 +77.04% —
1988 +20.61% —
1987 +3.60% —
1986 +37.99% —
1985 +41.28% —
1984 +22.26% —
1983 +8.41% —
1982 +60.07% —
1981 +11.28% —
1980 +3.41% —
1979 −17.19% —
1978 +22.78% —
1977 −1.80% —
1976 −0.77% —
1975 +59.59% —
1974 −56.94% —
1973 −13.74% —
1972 +23.20% —
1971 +46.20% —
1970 +4.57% —
1969 +14.97% —
1968 +7.94% —
1967 +47.90% —
1966 +4.15% —
1965 +22.30% —
1964 +21.59% —
1963 +35.68% —
1962 −15.61% —

Drawdowns

Thu 2011-10-20? to Fri 2026-05-08 Current
Drawdown 		Worst
Drawdown
KO × 		−3.19% −36.99%
2020-03-23
The Coca-Cola Company NYSE Common Stock
SCHD × 		−1.40% −33.37%
2020-03-23
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund