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

Total Real Returns

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

SCHD real return snapshot: after CPI-U inflation, SCHD returned +23.41% over the past year and +22.19% YTD, with dividends reinvested. Since Oct. 20, 2011, SCHD is up +341.60% in real purchasing-power return, or +10.49%/yr, and is currently −3.26% below its real total-return high on Aug. 24, 2026.

Data ending Fri Sep. 11, 2026

Growth of $10,000

Thu 2011-10-20💬 to Fri 2026-09-11 Overall
Return 		Exponential
Trendline
SCHD × 		+341.60%
+10.49%/yr 		+9.22%/yr
R2=0.952
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Growth of $10,000 Summary

Thu 2011-10-20💬 to Fri 2026-09-11 Start
Value 		End
Value
SCHD × 		$10,000.00
2011-10-20 		$44,160.48
2026-09-11

This Year’s Performance

through 2026-09-11

  YTD YoY
SCHD × 		+22.19% +23.41%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
SCHD × 		−3.26%
on 2026-09-11
from 2026-08-24 peak 		−33.51%
on 2020-03-23
from 2020-01-23 peak

Rolling Returns

Period ending Fri 2026-09-11 1 yr 2 yr 3 yr 5 yr 10 yr
SCHD × 		+23.41% +25.30%
+11.94%/yr 		+42.00%
+12.40%/yr 		+31.41%
+5.61%/yr 		+146.83%
+9.46%/yr

Annual Returns

Year SCHD
2026 (YTD) +22.19%
2025 +1.62%
2024 +8.53%
2023 +1.16%
2022 −9.13%
2021 +21.34%
2020 +13.48%
2019 +24.45%
2018 −7.33%
2017 +18.34%
2016 +14.09%
2015 −1.02%
2014 +10.85%
2013 +30.91%
2012 +9.49%
2011 +5.73%