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

Total Real Returns

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

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

Returns

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

Growth of $10,000

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

Annual Returns

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%

Drawdowns

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