All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
Thu 2011-10-20? to Wed 2025-09-03 |
YTD
Return |
TRR
Price |
||||
---|---|---|---|---|---|---|
SCHD × |
+0.33%
2025-09-03 |
3.568 TRR
2025-09-03 |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
BND × |
+2.08%
2025-09-03 |
1.109 TRR
2025-09-03 |
||||
Vanguard Total Bond Market Index Fund ETF Shares NASDAQ Exchange-Traded Fund | ||||||
Thu 2011-10-20? to Wed 2025-09-03 |
Overall
Return |
Exponential
Trendline |
||||
---|---|---|---|---|---|---|
SCHD × |
+256.77%
+9.60%/yr |
+9.43%/yr
(R2=0.947) |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
BND × |
−7.90%
−0.59%/yr |
−0.82%/yr
(R2=0.153) |
||||
Vanguard Total Bond Market Index Fund ETF Shares NASDAQ Exchange-Traded Fund | ||||||
Thu 2011-10-20? to Wed 2025-09-03 |
Start
Value |
End
Value |
||||
---|---|---|---|---|---|---|
SCHD × |
$10,000.00
2011-10-20 |
$35,677.35
2025-09-03 |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
BND × |
$10,000.00
2011-10-20 |
$9,209.60
2025-09-03 |
||||
Vanguard Total Bond Market Index Fund ETF Shares NASDAQ Exchange-Traded Fund | ||||||
Year | SCHD | BND |
---|---|---|
2025 (YTD) | +0.33% | +2.08% |
2024 | +8.52% | −1.46% |
2023 | +1.16% | +2.23% |
2022 | −9.14% | −18.39% |
2021 | +21.34% | −8.31% |
2020 | +13.48% | +6.26% |
2019 | +24.49% | +6.40% |
2018 | −7.37% | −1.75% |
2017 | +18.40% | +1.84% |
2016 | +14.07% | +0.45% |
2015 | −1.08% | −0.18% |
2014 | +10.92% | +5.03% |
2013 | +30.86% | −3.55% |
2012 | +9.50% | +2.11% |
2011 | +5.73% | +4.82% |
2010 | — | +4.64% |
2009 | — | +0.88% |
2008 | — | +6.78% |
2007 | — | +3.95% |
Thu 2011-10-20? to Wed 2025-09-03 |
Current
Drawdown |
Worst
Drawdown |
||||
---|---|---|---|---|---|---|
SCHD × | −6.35% |
−33.51%
2020-03-23 |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
BND × | −23.75% |
−30.70%
2023-10-19 |
||||
Vanguard Total Bond Market Index Fund ETF Shares NASDAQ Exchange-Traded Fund | ||||||