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

Thu 2011-10-20? to Fri 2025-07-18	YTD Return	TR Price
SCHD ×	+0.77% 2025-07-18	4.992 TR 2025-07-18
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
FXAIX ×	+7.81% 2025-07-18	5.99 TR 2025-07-18
Fidelity 500 Index Fund Mutual Fund

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Returns

Thu 2011-10-20? to Fri 2025-07-18	Overall Return	Exponential Trendline
SCHD ×	+399.20% +12.41%/yr	+12.37%/yr (R2=0.975)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
FXAIX ×	+562.14% +14.74%/yr	+13.27%/yr (R2=0.978)
Fidelity 500 Index Fund Mutual Fund

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Growth of $10,000

Thu 2011-10-20? to Fri 2025-07-18	Start Value	End Value
SCHD ×	$10,000.00 2011-10-20	$49,919.63 2025-07-18
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
FXAIX ×	$10,000.00 2011-10-20	$66,214.08 2025-07-18
Fidelity 500 Index Fund Mutual Fund

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Annual Returns

Year	SCHD	FXAIX
2025 (YTD)	+0.77%	+7.81%
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%	+31.33%
2018	−5.56%	−5.02%
2017	+20.85%	+21.60%
2016	+16.45%	+11.41%
2015	−0.30%	+1.11%
2014	+11.69%	+14.29%
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 Fri 2025-07-18	Current Drawdown	Worst Drawdown
SCHD ×	−5.90%	−33.37% 2020-03-23
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
FXAIX ×	−0.02%	−33.79% 2020-03-23
Fidelity 500 Index Fund Mutual Fund