All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
| Thu 2020-05-28? to Fri 2026-05-01? |
YTD
Return |
TR
Price |
||||
|---|---|---|---|---|---|---|
| SGOV × |
+1.20%
2026-05-01 |
1.187 TR
2026-05-01 |
||||
| iShares 0-3 Month Treasury Bond ETF Exchange-Traded Fund | ||||||
| SCHD × |
+16.40%
2026-05-01 |
6.054 TR
2026-05-01 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| Thu 2020-05-28? to Fri 2026-05-01? |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| SGOV × |
+18.71%
+2.94%/yr |
+3.32%/yr
(R2=0.902) |
||||
| iShares 0-3 Month Treasury Bond ETF Exchange-Traded Fund | ||||||
| SCHD × |
+125.33%
+14.70%/yr |
+9.11%/yr
(R2=0.786) |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| Thu 2020-05-28? to Fri 2026-05-01? |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| SGOV × |
$10,000.00
2020-05-28 |
$11,870.66
2026-05-01 |
||||
| iShares 0-3 Month Treasury Bond ETF Exchange-Traded Fund | ||||||
| SCHD × |
$10,000.00
2020-05-28 |
$22,533.10
2026-05-01 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| Year | SGOV | SCHD |
|---|---|---|
| 2026 (YTD) | +1.20% | +16.40% |
| 2025 | +4.24% | +4.34% |
| 2024 | +5.28% | +11.66% |
| 2023 | +5.12% | +4.54% |
| 2022 | +1.58% | −3.26% |
| 2021 | +0.04% | +29.87% |
| 2020 | +0.05% | +15.03% |
| 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% |
| Thu 2020-05-28? to Fri 2026-05-01? |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| SGOV × | 0.00% |
−0.03%
2022-08-23 |
||||
| iShares 0-3 Month Treasury Bond ETF Exchange-Traded Fund | ||||||
| SCHD × | −0.65% |
−16.85%
2022-09-30 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||