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

Total Real Returns

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

Thu 2011-10-20? to Fri 2025-05-09 YTD
Return
TRR
Price
SCHB
×
+241.54%
2025-05-09
4.699 TRR
2025-05-09
Schwab U.S. Broad Market ETF Exchange-Traded Fund
SCHD
×
+189.07%
2025-05-09
3.327 TRR
2025-05-09
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Returns

Thu 2011-10-20? to Fri 2025-05-09 Overall
Return
Exponential
Trendline
SCHB
×
+301.92%
+10.81%/yr
+10.42%/yr
(R2=0.967)
Schwab U.S. Broad Market ETF Exchange-Traded Fund
SCHD
×
+232.69%
+9.27%/yr
+9.01%/yr
(R2=0.979)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Growth of $10,000

Thu 2011-10-20? to Fri 2025-05-09 Start
Value
End
Value
SCHB
×
$10,000.00
2011-10-20
$40,191.92
2025-05-09
Schwab U.S. Broad Market ETF Exchange-Traded Fund
SCHD
×
$10,000.00
2011-10-20
$33,268.68
2025-05-09
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Annual Returns

Year SCHB SCHD
2025 (YTD) +241.54% +189.07%
2024 +0.00% +0.00%
2023 +0.00% +0.00%
2022 +0.00% +0.00%
2021 +0.00% +0.00%
2020 +0.00% +0.00%
2019 +0.00% +0.00%
2018 +0.00% +0.00%
2017 +0.00% +0.00%
2016 +0.00% +0.00%
2015 +0.00% +0.00%
2014 +0.00% +0.00%
2013 +0.00% +0.00%
2012 +12.53% +8.85%
2011 −1.55% +5.73%
2010 +15.37%
2009 +7.64%

Drawdowns

Thu 2011-10-20? to Fri 2025-05-09 Current
Drawdown
Worst
Drawdown
SCHB
×
−0.05% −10.21%
2012-06-04
Schwab U.S. Broad Market ETF Exchange-Traded Fund
SCHD
×
−0.31% −6.75%
2011-11-25
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund