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

Total Real Returns

SCHD,SPY: 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
SPY
×
−5.73%
2025-04-28
22.53 TR
2025-04-28
SPDR S&P 500 ETF Trust 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
SPY
×
+478.35%
+13.86%/yr
+13.28%/yr
(R2=0.977)
SPDR S&P 500 ETF Trust 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
SPY
×
$10,000.00
2011-10-20
$57,834.69
2025-04-28
SPDR S&P 500 ETF Trust Exchange-Traded Fund

Annual Returns

Year SCHD SPY
2025 (YTD) −4.75% −5.73%
2024 +11.66% +24.89%
2023 +4.54% +26.18%
2022 −3.26% −18.18%
2021 +29.87% +28.73%
2020 +15.03% +18.33%
2019 +27.29% +31.22%
2018 −5.56% −4.57%
2017 +20.85% +21.71%
2016 +16.45% +12.00%
2015 −0.30% +1.23%
2014 +11.69% +13.46%
2013 +32.88% +32.31%
2012 +11.39% +15.99%
2011 +5.31% +1.89%
2010 +15.06%
2009 +26.35%
2008 −36.79%
2007 +5.15%
2006 +15.85%
2005 +4.83%
2004 +10.70%
2003 +28.18%
2002 −21.58%
2001 −11.76%
2000 −9.74%
1999 +20.39%
1998 +28.69%
1997 +33.48%
1996 +22.50%
1995 +38.06%
1994 +0.40%
1993 +8.71%

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
SPY
×
−9.86% −33.72%
2020-03-23
SPDR S&P 500 ETF Trust Exchange-Traded Fund