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

Total Real Returns

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

Thu 2020-05-28? 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
SGOV
×
+1.36%
2025-04-28
1.14 TR
2025-04-28
iShares 0-3 Month Treasury Bond ETF Exchange-Traded Fund

Returns

Thu 2020-05-28? to Mon 2025-04-28 Overall
Return
Exponential
Trendline
SCHD
×
+75.62%
+12.13%/yr
+9.41%/yr
(R2=0.708)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
SGOV
×
+14.05%
+2.71%/yr
+2.83%/yr
(R2=0.838)
iShares 0-3 Month Treasury Bond ETF Exchange-Traded Fund

Growth of $10,000

Thu 2020-05-28? to Mon 2025-04-28 Start
Value
End
Value
SCHD
×
$10,000.00
2020-05-28
$17,561.66
2025-04-28
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
SGOV
×
$10,000.00
2020-05-28
$11,404.52
2025-04-28
iShares 0-3 Month Treasury Bond ETF Exchange-Traded Fund

Annual Returns

Year SCHD SGOV
2025 (YTD) −4.75% +1.36%
2024 +11.66% +5.28%
2023 +4.54% +5.12%
2022 −3.26% +1.58%
2021 +29.87% +0.04%
2020 +15.03% +0.05%
2019 +27.29%
2018 −5.56%
2017 +20.85%
2016 +16.45%
2015 −0.30%
2014 +11.69%
2013 +32.88%
2012 +11.39%
2011 +5.31%

Drawdowns

Thu 2020-05-28? to Mon 2025-04-28 Current
Drawdown
Worst
Drawdown
SCHD
×
−11.06% −16.85%
2022-09-30
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
SGOV
×
0.00% −0.03%
2022-08-23
iShares 0-3 Month Treasury Bond ETF Exchange-Traded Fund