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

Thu 2011-10-20? to Thu 2026-04-02	YTD Return	TRR Price
OEF ×	−7.32% 2026-04-02	3.712 TRR 2026-04-02
iShares S&P 100 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

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Returns

Thu 2011-10-20? to Thu 2026-04-02	Overall Return	Exponential Trendline
OEF ×	+416.46% +12.03%/yr	+11.13%/yr (R2=0.965)
iShares S&P 100 ETF Exchange-Traded Fund
SCHD ×	+301.68% +10.10%/yr	+9.24%/yr (R2=0.948)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

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Growth of $10,000

Thu 2011-10-20? to Thu 2026-04-02	Start Value	End Value
OEF ×	$10,000.00 2011-10-20	$51,645.71 2026-04-02
iShares S&P 100 ETF Exchange-Traded Fund
SCHD ×	$10,000.00 2011-10-20	$40,168.24 2026-04-02
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

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Annual Returns

Year	OEF	SCHD
2026 (YTD)	−7.32%	+11.13%
2025	+16.68%	+1.63%
2024	+27.08%	+8.54%
2023	+28.41%	+1.18%
2022	−25.82%	−9.14%
2021	+20.68%	+21.34%
2020	+19.58%	+13.45%
2019	+28.92%	+24.45%
2018	−5.95%	−7.32%
2017	+19.30%	+18.36%
2016	+9.04%	+14.07%
2015	+1.65%	−1.02%
2014	+11.72%	+10.84%
2013	+28.13%	+30.92%
2012	+13.95%	+9.50%
2011	−0.18%	+5.72%
2010	+10.81%	—
2009	+18.87%	—
2008	−35.54%	—
2007	+1.93%	—
2006	+15.24%	—
2005	−2.32%	—
2004	+3.06%	—
2003	+23.75%	—
2002	−25.04%	—
2001	−15.05%	—
2000	−4.84%	—

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Drawdowns

Thu 2011-10-20? to Thu 2026-04-02	Current Drawdown	Worst Drawdown
OEF ×	−8.41%	−31.39% 2020-03-23
iShares S&P 100 ETF Exchange-Traded Fund
SCHD ×	−3.47%	−33.48% 2020-03-23
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund