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

Total Real Returns

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

Thu 2022-02-24? to Mon 2025-05-12 YTD
Return
TRR
Price
SCHD
×
−3.93%
2025-05-12
3.417 TRR
2025-05-12
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
CGDV
×
+2.46%
2025-05-12
1.382 TRR
2025-05-12
Capital Group Dividend Value ETF Exchange-Traded Fund

Returns

Thu 2022-02-24? to Mon 2025-05-12 Overall
Return
Exponential
Trendline
SCHD
×
+4.80%
+1.47%/yr
+4.50%/yr
(R2=0.371)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
CGDV
×
+38.22%
+10.60%/yr
+17.19%/yr
(R2=0.841)
Capital Group Dividend Value ETF Exchange-Traded Fund

Growth of $10,000

Thu 2022-02-24? to Mon 2025-05-12 Start
Value
End
Value
SCHD
×
$10,000.00
2022-02-24
$10,479.78
2025-05-12
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
CGDV
×
$10,000.00
2022-02-24
$13,821.75
2025-05-12
Capital Group Dividend Value ETF Exchange-Traded Fund

Annual Returns

Year SCHD CGDV
2025 (YTD) −3.93% +2.46%
2024 +8.52% +16.73%
2023 +1.16% +24.64%
2022 −9.14% −7.29%
2021 +21.34%
2020 +13.48%
2019 +24.49%
2018 −7.37%
2017 +18.40%
2016 +14.07%
2015 −1.00%
2014 +10.84%
2013 +30.88%
2012 +9.50%
2011 +5.73%

Drawdowns

Thu 2022-02-24? to Mon 2025-05-12 Current
Drawdown
Worst
Drawdown
SCHD
×
−10.32% −18.14%
2022-09-30
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
CGDV
×
−2.45% −24.32%
2022-09-30
Capital Group Dividend Value ETF Exchange-Traded Fund