All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)

Total Real Returns

FDVV,SCHD: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

Thu 2016-09-15? to Thu 2026-04-02 YTD
Return
TRR
Price
FDVV
×
−2.20%
2026-04-02
2.286 TRR
2026-04-02
Fidelity High Dividend ETF Exchange-Traded Fund
SCHD
×
+11.13%
2026-04-02
4.017 TRR
2026-04-02
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Returns

Thu 2016-09-15? to Thu 2026-04-02 Overall
Return
Exponential
Trendline
FDVV
×
+128.62%
+9.05%/yr
+8.57%/yr
(R2=0.893)
Fidelity High Dividend ETF Exchange-Traded Fund
SCHD
×
+122.74%
+8.75%/yr
+7.80%/yr
(R2=0.853)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Growth of $10,000

Thu 2016-09-15? to Thu 2026-04-02 Start
Value
End
Value
FDVV
×
$10,000.00
2016-09-15
$22,861.84
2026-04-02
Fidelity High Dividend ETF Exchange-Traded Fund
SCHD
×
$10,000.00
2016-09-15
$22,274.05
2026-04-02
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Annual Returns

Year FDVV SCHD
2026 (YTD) −2.20% +11.13%
2025 +14.04% +1.63%
2024 +18.38% +8.54%
2023 +14.18% +1.18%
2022 −10.03% −9.14%
2021 +20.74% +21.34%
2020 +1.43% +13.45%
2019 +21.27% +24.45%
2018 −3.09% −7.32%
2017 +11.60% +18.36%
2016 +4.93% +14.07%
2015 −1.02%
2014 +10.84%
2013 +30.92%
2012 +9.50%
2011 +5.72%

Drawdowns

Thu 2016-09-15? to Thu 2026-04-02 Current
Drawdown
Worst
Drawdown
FDVV
×
−6.93% −40.22%
2020-03-23
Fidelity High Dividend ETF Exchange-Traded Fund
SCHD
×
−3.47% −33.48%
2020-03-23
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund