All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
SCHD real return snapshot: after CPI-U inflation, SCHD returned +18.38% over the past year and +16.12% YTD, with dividends reinvested. Since Oct. 20, 2011, SCHD is up +319.67% in real purchasing-power return, or +10.23%/yr, and is currently −0.69% below its real total-return high on May 22, 2026.
Data ending Mon Jul. 13, 2026
| Thu 2011-10-20💬 to Mon 2026-07-13 |
YTD
Return |
1 Year
Return |
||||
|---|---|---|---|---|---|---|
| SCHD × |
+16.12%
2026-07-13 |
+18.38%
2026-07-13 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| Thu 2011-10-20💬 to Mon 2026-07-13 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| SCHD × |
+319.67%
+10.23%/yr |
+9.21%/yr
(R2=0.950) |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| Thu 2011-10-20💬 to Mon 2026-07-13 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| SCHD × |
$10,000.00
2011-10-20 |
$41,966.59
2026-07-13 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| Year | SCHD |
|---|---|
| 2026 (YTD) | +16.12% |
| 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% |
| Thu 2011-10-20💬 to Mon 2026-07-13 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| SCHD × |
−0.69%
from 2026-05-22 peak |
−33.51%
2020-03-23 from 2020-01-23 peak |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| Period ending Mon 2026-07-13 |
1
Year |
2
Years |
3
Years |
5
Years |
10
Years |
|
|---|---|---|---|---|---|---|
| SCHD × | +18.38% |
+23.17% +10.98%/yr |
+34.09% +10.27%/yr |
+24.54% +4.49%/yr |
+129.77% +8.68%/yr |
|
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
