All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
| Thu 2011-10-20💬 to Fri 2026-06-12 |
YTD
Return |
1 Year
Return |
||||
|---|---|---|---|---|---|---|
| SCHD × |
+20.59%
2026-06-12 |
+26.08%
2026-06-12 |
||||
| Schwab U.S. Dividend Equity ETF NYSE Exchange-Traded Fund | ||||||
| TLT × |
+0.27%
2026-06-12 |
+2.89%
2026-06-12 |
||||
| iShares 20+ Year Treasury Bond ETF NASDAQ Exchange-Traded Fund | ||||||
| ITA × |
+8.97%
2026-06-12 |
+30.96%
2026-06-12 |
||||
| iShares U.S. Aerospace & Defense ETF Exchange-Traded Fund | ||||||
| Thu 2011-10-20💬 to Fri 2026-06-12 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| SCHD × |
+523.27%
+13.31%/yr |
+12.20%/yr
(R2=0.977) |
||||
| Schwab U.S. Dividend Equity ETF NYSE Exchange-Traded Fund | ||||||
| TLT × |
+12.86%
+0.83%/yr |
+0.92%/yr
(R2=0.059) |
||||
| iShares 20+ Year Treasury Bond ETF NASDAQ Exchange-Traded Fund | ||||||
| ITA × |
+859.38%
+16.70%/yr |
+13.09%/yr
(R2=0.915) |
||||
| iShares U.S. Aerospace & Defense ETF Exchange-Traded Fund | ||||||
| Thu 2011-10-20💬 to Fri 2026-06-12 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| SCHD × |
$10,000.00
2011-10-20 |
$62,326.61
2026-06-12 |
||||
| Schwab U.S. Dividend Equity ETF NYSE Exchange-Traded Fund | ||||||
| TLT × |
$10,000.00
2011-10-20 |
$11,285.84
2026-06-12 |
||||
| iShares 20+ Year Treasury Bond ETF NASDAQ Exchange-Traded Fund | ||||||
| ITA × |
$10,000.00
2011-10-20 |
$95,938.25
2026-06-12 |
||||
| iShares U.S. Aerospace & Defense ETF Exchange-Traded Fund | ||||||
| Year | SCHD | TLT | ITA |
|---|---|---|---|
| 2026 (YTD) | +20.59% | +0.27% | +8.97% |
| 2025 | +4.34% | +4.25% | +48.64% |
| 2024 | +11.66% | −8.05% | +15.81% |
| 2023 | +4.54% | +2.77% | +14.33% |
| 2022 | −3.26% | −31.23% | +9.96% |
| 2021 | +29.87% | −4.60% | +9.39% |
| 2020 | +15.03% | +18.15% | −13.57% |
| 2019 | +27.29% | +14.12% | +30.51% |
| 2018 | −5.56% | −1.61% | −7.22% |
| 2017 | +20.85% | +9.18% | +35.24% |
| 2016 | +16.45% | +1.17% | +20.25% |
| 2015 | −0.30% | −1.79% | +4.14% |
| 2014 | +11.69% | +27.31% | +9.89% |
| 2013 | +32.88% | −13.38% | +56.96% |
| 2012 | +11.39% | +2.63% | +13.89% |
| 2011 | +5.31% | +34.00% | +5.15% |
| 2010 | — | +9.01% | +16.59% |
| 2009 | — | −21.81% | +25.33% |
| 2008 | — | +33.95% | −38.65% |
| 2007 | — | +10.31% | +27.62% |
| 2006 | — | +0.71% | +3.14% |
| 2005 | — | +8.60% | — |
| 2004 | — | +8.71% | — |
| 2003 | — | +1.61% | — |
| 2002 | — | +9.74% | — |
| Thu 2011-10-20💬 to Fri 2026-06-12 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| SCHD × |
−0.09%
from 2026-05-22 peak |
−33.37%
2020-03-23 from 2020-01-23 peak |
||||
| Schwab U.S. Dividend Equity ETF NYSE Exchange-Traded Fund | ||||||
| TLT × |
−40.11%
from 2020-08-04 peak |
−48.35%
2023-10-19 from 2020-08-04 peak |
||||
| iShares 20+ Year Treasury Bond ETF NASDAQ Exchange-Traded Fund | ||||||
| ITA × |
−6.64%
from 2026-03-02 peak |
−51.00%
2020-03-23 from 2020-02-12 peak |
||||
| iShares U.S. Aerospace & Defense ETF Exchange-Traded Fund | ||||||
| Period ending Fri 2026-06-12 |
1
Year |
2
Years |
3
Years |
5
Years |
10
Years |
|
|---|---|---|---|---|---|---|
| SCHD × | +26.08% |
+37.05% +17.07%/yr |
+52.55% +15.12%/yr |
+51.99% +8.73%/yr |
+234.24% +12.83%/yr |
|
| Schwab U.S. Dividend Equity ETF NYSE Exchange-Traded Fund | ||||||
| TLT × | +2.89% |
+1.03% +0.51%/yr |
−5.01% −1.70%/yr |
−28.65% −6.53%/yr |
−15.89% −1.72%/yr |
|
| iShares 20+ Year Treasury Bond ETF NASDAQ Exchange-Traded Fund | ||||||
| ITA × | +30.96% |
+75.36% +32.42%/yr |
+106.13% +27.27%/yr |
+117.93% +16.86%/yr |
+311.24% +15.19%/yr |
|
| iShares U.S. Aerospace & Defense ETF Exchange-Traded Fund | ||||||
