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 +26.29% over the past year and +19.99% YTD, with dividends reinvested. Since Oct. 20, 2011, SCHD is up +333.67% in real purchasing-power return, or +10.44%/yr, and is currently −1.27% below its real total-return high on Jul. 28, 2026.
Data ending Fri Jul. 31, 2026
| Thu 2011-10-20💬 to Fri 2026-07-31 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| SCHD × |
+333.67%
+10.44%/yr |
+9.21%/yr
R2=0.951 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| Thu 2011-10-20💬 to Fri 2026-07-31 |
Start
Value |
End
Value |
|---|---|---|
| SCHD × |
$10,000.00
2011-10-20 |
$43,366.55
2026-07-31 |
| YTD | YoY | |
|---|---|---|
| SCHD × | +19.99% | +26.29% |
|
Current
Drawdown |
Worst
Drawdown |
|
|---|---|---|
| SCHD × |
−1.27%
on 2026-07-31 from 2026-07-28 peak |
−33.51%
on 2020-03-23 from 2020-01-23 peak |
| Period ending Fri 2026-07-31 | 1 yr | 2 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|
| SCHD × | +26.29% |
+22.83% +10.83%/yr |
+35.27% +10.59%/yr |
+28.51% +5.14%/yr |
+136.46% +8.99%/yr |
| Year | SCHD |
|---|---|
| 2026 (YTD) | +19.99% |
| 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% |
