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

Thu 2011-10-20? to Fri 2026-02-13	YTD Return	TRR Price
OEF ×	−3.20% 2026-02-13	3.877 TRR 2026-02-13
iShares S&P 100 ETF Exchange-Traded Fund
SCHD ×	+14.70% 2026-02-13	4.145 TRR 2026-02-13
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

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Returns

Thu 2011-10-20? to Fri 2026-02-13	Overall Return	Exponential Trendline
OEF ×	+439.46% +12.49%/yr	+11.11%/yr (R2=0.964)
iShares S&P 100 ETF Exchange-Traded Fund
SCHD ×	+314.50% +10.44%/yr	+9.25%/yr (R2=0.947)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

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Growth of $10,000

Thu 2011-10-20? to Fri 2026-02-13	Start Value	End Value
OEF ×	$10,000.00 2011-10-20	$53,946.30 2026-02-13
iShares S&P 100 ETF Exchange-Traded Fund
SCHD ×	$10,000.00 2011-10-20	$41,450.30 2026-02-13
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

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Annual Returns

Year	OEF	SCHD
2026 (YTD)	−3.20%	+14.70%
2025	+16.68%	+1.62%
2024	+27.08%	+8.52%
2023	+28.41%	+1.17%
2022	−25.82%	−9.12%
2021	+20.69%	+21.34%
2020	+19.57%	+13.48%
2019	+28.92%	+24.46%
2018	−5.95%	−7.36%
2017	+19.30%	+18.40%
2016	+9.03%	+14.04%
2015	+1.66%	−1.01%
2014	+11.72%	+10.81%
2013	+28.14%	+30.95%
2012	+13.94%	+9.50%
2011	−0.17%	+5.72%
2010	+10.80%	—
2009	+18.87%	—
2008	−35.54%	—
2007	+1.94%	—
2006	+15.23%	—
2005	−2.32%	—
2004	+3.07%	—
2003	+23.73%	—
2002	−25.04%	—
2001	−15.05%	—
2000	−4.85%	—

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Drawdowns

Thu 2011-10-20? to Fri 2026-02-13	Current Drawdown	Worst Drawdown
OEF ×	−4.34%	−31.39% 2020-03-23
iShares S&P 100 ETF Exchange-Traded Fund
SCHD ×	−0.09%	−33.50% 2020-03-23
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund