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

Total Real Returns

SCHD,O,DGRO: Total Return Chart (with Dividends Reinvested)

Thu 2014-06-12? to Tue 2025-04-29 YTD
Return
TR
Price
SCHD
×
−4.38%
2025-04-29
4.737 TR
2025-04-29
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
O
×
+9.51%
2025-04-29
49.24 TR
2025-04-29
Realty Income Corporation NYSE Common Stock
DGRO
×
−1.71%
2025-04-29
3.132 TR
2025-04-29
iShares Core Dividend Growth ETF Exchange-Traded Fund

Returns

Thu 2014-06-12? to Tue 2025-04-29 Overall
Return
Exponential
Trendline
SCHD
×
+191.41%
+10.33%/yr
+12.21%/yr
(R2=0.957)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
O
×
+130.88%
+7.99%/yr
+7.16%/yr
(R2=0.750)
Realty Income Corporation NYSE Common Stock
DGRO
×
+213.19%
+11.06%/yr
+12.09%/yr
(R2=0.968)
iShares Core Dividend Growth ETF Exchange-Traded Fund

Growth of $10,000

Thu 2014-06-12? to Tue 2025-04-29 Start
Value
End
Value
SCHD
×
$10,000.00
2014-06-12
$29,141.29
2025-04-29
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
O
×
$10,000.00
2014-06-12
$23,087.76
2025-04-29
Realty Income Corporation NYSE Common Stock
DGRO
×
$10,000.00
2014-06-12
$31,319.17
2025-04-29
iShares Core Dividend Growth ETF Exchange-Traded Fund

Annual Returns

Year SCHD O DGRO
2025 (YTD) −4.38% +9.51% −1.71%
2024 +11.66% −2.11% +16.62%
2023 +4.54% −4.55% +10.47%
2022 −3.26% −7.37% −7.91%
2021 +29.87% +27.96% +26.65%
2020 +15.03% −11.47% +9.50%
2019 +27.29% +21.27% +29.87%
2018 −5.56% +15.95% −2.38%
2017 +20.85% +3.68% +23.00%
2016 +16.45% +15.78% +15.20%
2015 −0.30% +13.38% −0.69%
2014 +11.69% +34.35% +8.56%
2013 +32.88% −2.30%
2012 +11.39% +20.32%
2011 +5.31% +7.53%
2010 +39.32%
2009 +20.82%
2008 −8.22%
2007 +3.27%
2006 +36.05%
2005 −9.41%
2004 +33.87%
2003 +21.61%
2002 +27.48%
2001 +28.13%
2000 +32.73%
1999 −9.12%
1998 +5.59%
1997 +14.76%
1996 +14.70%
1995 +46.26%
1994 +10.03%

Drawdowns

Thu 2014-06-12? to Tue 2025-04-29 Current
Drawdown
Worst
Drawdown
SCHD
×
−10.71% −33.37%
2020-03-23
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
O
×
−11.44% −48.28%
2020-03-18
Realty Income Corporation NYSE Common Stock
DGRO
×
−6.60% −35.10%
2020-03-23
iShares Core Dividend Growth ETF Exchange-Traded Fund