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

Total Real Returns

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

Thu 2011-10-20? to Fri 2026-05-15 YTD
Return
TR
Price
SCHD
×
+16.62%
2026-05-15
6.027 TR
2026-05-15
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
PEY
×
+7.52%
2026-05-15
3.585 TR
2026-05-15
Invesco High Yield Equity Dividend Achievers ETF NASDAQ Exchange-Traded Fund

Returns

Thu 2011-10-20? to Fri 2026-05-15 Overall
Return
Exponential
Trendline
SCHD
×
+502.74%
+13.12%/yr
+12.20%/yr
(R2=0.977)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
PEY
×
+350.25%
+10.88%/yr
+10.22%/yr
(R2=0.941)
Invesco High Yield Equity Dividend Achievers ETF NASDAQ Exchange-Traded Fund

Growth of $10,000

Thu 2011-10-20? to Fri 2026-05-15 Start
Value
End
Value
SCHD
×
$10,000.00
2011-10-20
$60,274.39
2026-05-15
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
PEY
×
$10,000.00
2011-10-20
$45,025.33
2026-05-15
Invesco High Yield Equity Dividend Achievers ETF NASDAQ Exchange-Traded Fund

Annual Returns

Year SCHD PEY
2026 (YTD) +16.62% +7.52%
2025 +4.34% +0.56%
2024 +11.66% +5.25%
2023 +4.54% +7.30%
2022 −3.26% +2.45%
2021 +29.87% +26.15%
2020 +15.03% −3.85%
2019 +27.29% +24.76%
2018 −5.56% −7.49%
2017 +20.85% +8.78%
2016 +16.45% +31.39%
2015 −0.30% +2.38%
2014 +11.69% +18.02%
2013 +32.88% +30.53%
2012 +11.39% +6.25%
2011 +5.31% +8.60%
2010 +20.88%
2009 +3.55%
2008 −38.19%
2007 −15.35%
2006 +14.96%
2005 +1.01%
2004 +3.49%

Drawdowns

Thu 2011-10-20? to Fri 2026-05-15 Current
Drawdown
Worst
Drawdown
SCHD
×
−1.09%
from 2026-04-30 peak
−33.37%
2020-03-23
from 2020-01-23 peak
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
PEY
×
−4.17%
from 2026-04-30 peak
−41.55%
2020-03-23
from 2020-01-16 peak
Invesco High Yield Equity Dividend Achievers ETF NASDAQ Exchange-Traded Fund

Rolling Returns

Period ending Fri 2026-05-15 1
Year
2
Years
3
Years
5
Years
10
Years
SCHD
×
+24.70% +28.05%
+13.17%/yr
+51.58%
+14.87%/yr
+46.92%
+8.00%/yr
+232.45%
+12.76%/yr
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
PEY
×
+9.75% +14.86%
+7.18%/yr
+31.71%
+9.61%/yr
+25.44%
+4.64%/yr
+125.43%
+8.46%/yr
Invesco High Yield Equity Dividend Achievers ETF NASDAQ Exchange-Traded Fund