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

Thu 2011-10-20? to Wed 2026-05-13	YTD Return	TR Price
SCHD ×	+16.73% 2026-05-13	6.033 TR 2026-05-13
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
COST ×	+20.14% 2026-05-13	0.0016 TR 2026-05-13
Costco Wholesale Corp NASDAQ Common Stock

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Returns

Thu 2011-10-20? to Wed 2026-05-13	Overall Return	Exponential Trendline
SCHD ×	+503.31% +13.14%/yr	+12.20%/yr (R2=0.976)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
COST ×	+1,594.46% +21.45%/yr	+22.18%/yr (R2=0.982)
Costco Wholesale Corp NASDAQ Common Stock

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Growth of $10,000

Thu 2011-10-20? to Wed 2026-05-13	Start Value	End Value
SCHD ×	$10,000.00 2011-10-20	$60,331.40 2026-05-13
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
COST ×	$10,000.00 2011-10-20	$169,446.27 2026-05-13
Costco Wholesale Corp NASDAQ Common Stock

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Annual Returns

Year	SCHD	COST
2026 (YTD)	+16.73%	+20.14%
2025	+4.34%	−5.39%
2024	+11.66%	+39.62%
2023	+4.54%	+49.00%
2022	−3.26%	−19.05%
2021	+29.87%	+51.82%
2020	+15.03%	+32.67%
2019	+27.29%	+45.70%
2018	−5.56%	+10.60%
2017	+20.85%	+22.37%
2016	+16.45%	+0.28%
2015	−0.30%	+18.94%
2014	+11.69%	+20.46%
2013	+32.88%	+21.83%
2012	+11.39%	+28.40%
2011	+5.31%	+16.74%
2010	—	+23.68%
2009	—	+14.32%
2008	—	−23.99%
2007	—	+33.22%
2006	—	+7.91%
2005	—	+3.19%
2004	—	+31.14%
2003	—	+32.50%
2002	—	−36.77%
2001	—	+11.12%
2000	—	−12.47%
1999	—	+26.41%
1998	—	+61.76%
1997	—	+77.61%
1996	—	+64.75%
1995	—	+18.45%
1994	—	−33.12%
1993	—	+6.21%
1992	—	−27.86%
1991	—	+28.03%
1990	—	−15.14%
1989	—	+27.29%
1988	—	+14.50%
1987	—	+0.00%
1986	—	−100.00%
1985	—	+0.00%

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Drawdowns

Thu 2011-10-20? to Wed 2026-05-13	Current Drawdown	Worst Drawdown
SCHD ×	−1.00%	−33.37% 2020-03-23
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
COST ×	−3.40%	−31.40% 2022-05-20
Costco Wholesale Corp NASDAQ Common Stock

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Rolling Returns

Period ending Wed 2026-05-13	1 Year	2 Years	3 Years	5 Years	10 Years
SCHD ×	+25.34%	+29.12% +13.64%/yr	+52.05% +14.97%/yr	+48.41% +8.22%/yr	+232.77% +12.78%/yr
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
COST ×	+3.99%	+34.72% +16.08%/yr	+113.32% +28.69%/yr	+187.31% +23.50%/yr	+747.24% +23.83%/yr
Costco Wholesale Corp NASDAQ Common Stock