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

Thu 2011-10-20? to Thu 2026-04-02	YTD Return	TR Price
SCHD ×	+12.35% 2026-04-02	5.807 TR 2026-04-02
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
FXAIX ×	−3.53% 2026-04-02	6.408 TR 2026-04-02
Fidelity 500 Index Fund Mutual Fund

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Returns

Thu 2011-10-20? to Thu 2026-04-02	Overall Return	Exponential Trendline
SCHD ×	+480.70% +12.95%/yr	+12.20%/yr (R2=0.976)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
FXAIX ×	+608.36% +14.51%/yr	+13.62%/yr (R2=0.980)
Fidelity 500 Index Fund Mutual Fund

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Growth of $10,000

Thu 2011-10-20? to Thu 2026-04-02	Start Value	End Value
SCHD ×	$10,000.00 2011-10-20	$58,070.16 2026-04-02
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
FXAIX ×	$10,000.00 2011-10-20	$70,836.15 2026-04-02
Fidelity 500 Index Fund Mutual Fund

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Annual Returns

Year	SCHD	FXAIX
2026 (YTD)	+12.35%	−3.53%
2025	+4.34%	+18.20%
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 Thu 2026-04-02	Current Drawdown	Worst Drawdown
SCHD ×	−3.27%	−33.37% 2020-03-23
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
FXAIX ×	−5.44%	−33.79% 2020-03-23
Fidelity 500 Index Fund Mutual Fund