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

Total Real Returns

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

Thu 2011-10-20? to Mon 2025-04-28 YTD
Return
TR
Price
SCHD
×
−4.75%
2025-04-28
4.718 TR
2025-04-28
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
ITA
×
+7.31%
2025-04-28
7.385 TR
2025-04-28
iShares U.S. Aerospace & Defense ETF Exchange-Traded Fund

Returns

Thu 2011-10-20? to Mon 2025-04-28 Overall
Return
Exponential
Trendline
SCHD
×
+371.83%
+12.16%/yr
+12.47%/yr
(R2=0.975)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
ITA
×
+535.62%
+14.66%/yr
+12.39%/yr
(R2=0.896)
iShares U.S. Aerospace & Defense ETF Exchange-Traded Fund

Growth of $10,000

Thu 2011-10-20? to Mon 2025-04-28 Start
Value
End
Value
SCHD
×
$10,000.00
2011-10-20
$47,183.45
2025-04-28
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
ITA
×
$10,000.00
2011-10-20
$63,561.78
2025-04-28
iShares U.S. Aerospace & Defense ETF Exchange-Traded Fund

Annual Returns

Year SCHD ITA
2025 (YTD) −4.75% +7.31%
2024 +11.66% +15.81%
2023 +4.54% +14.33%
2022 −3.26% +9.96%
2021 +29.87% +9.39%
2020 +15.03% −13.57%
2019 +27.29% +30.51%
2018 −5.56% −7.22%
2017 +20.85% +35.24%
2016 +16.45% +20.25%
2015 −0.30% +4.14%
2014 +11.69% +9.89%
2013 +32.88% +56.96%
2012 +11.39% +13.89%
2011 +5.31% +5.15%
2010 +16.59%
2009 +25.33%
2008 −38.65%
2007 +27.62%
2006 +3.14%

Drawdowns

Thu 2011-10-20? to Mon 2025-04-28 Current
Drawdown
Worst
Drawdown
SCHD
×
−11.06% −33.37%
2020-03-23
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
ITA
×
−2.37% −51.00%
2020-03-23
iShares U.S. Aerospace & Defense ETF Exchange-Traded Fund