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

Thu 2011-10-20? to Wed 2025-10-15	YTD Return	TR Price
SCHD ×	+0.84% 2025-10-15	4.995 TR 2025-10-15
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
FXAIX ×	+14.90% 2025-10-15	6.458 TR 2025-10-15
Fidelity 500 Index Fund Mutual Fund

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Returns

Thu 2011-10-20? to Wed 2025-10-15	Overall Return	Exponential Trendline
SCHD ×	+399.50% +12.19%/yr	+12.29%/yr (R2=0.975)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
FXAIX ×	+613.82% +15.09%/yr	+13.49%/yr (R2=0.979)
Fidelity 500 Index Fund Mutual Fund

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Growth of $10,000

Thu 2011-10-20? to Wed 2025-10-15	Start Value	End Value
SCHD ×	$10,000.00 2011-10-20	$49,949.64 2025-10-15
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
FXAIX ×	$10,000.00 2011-10-20	$71,382.16 2025-10-15
Fidelity 500 Index Fund Mutual Fund

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Annual Returns

Year	SCHD	FXAIX
2025 (YTD)	+0.84%	+14.90%
2024	+11.66%	+25.01%
2023	+4.54%	+26.29%
2022	−3.26%	−18.14%
2021	+29.87%	+28.71%
2020	+15.03%	+18.42%
2019	+27.29%	+31.48%
2018	−5.56%	−4.43%
2017	+20.85%	+21.82%
2016	+16.45%	+11.97%
2015	−0.30%	+1.38%
2014	+11.69%	+13.67%
2013	+32.88%	+32.39%
2012	+11.39%	+16.00%
2011	+5.31%	−5.95%

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Drawdowns

Thu 2011-10-20? to Wed 2025-10-15	Current Drawdown	Worst Drawdown
SCHD ×	−5.84%	−33.37% 2020-03-23
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
FXAIX ×	−1.20%	−33.79% 2020-03-23
Fidelity 500 Index Fund Mutual Fund