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