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

Total Real Returns

SCHD vs. EGRIX: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

Growth of $10,000

Thu 2011-10-20💬 to Wed 2026-10-07 Overall
Return 		Exponential
Trendline
SCHD × 		+324.93%
+10.15%/yr 		+9.22%/yr
R2=0.952
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
EGRIX × 		+71.78%
+3.68%/yr 		+2.31%/yr
R2=0.735
Eaton Vance Global Macro Absolute Return Advantage Fund Mutual Fund

Growth of $10,000 Summary

Thu 2011-10-20💬 to Wed 2026-10-07 Start
Value 		End
Value
SCHD × 		$10,000.00
2011-10-20 		$42,492.84
2026-10-07
EGRIX × 		$10,000.00
2011-10-20 		$17,177.63
2026-10-07

This Year’s Performance

through 2026-10-07

  YTD YoY
SCHD × 		+17.58% +19.68%
EGRIX × 		+7.46% +13.98%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
SCHD × 		−6.91%
on 2026-10-07
from 2026-08-24 peak 		−33.51%
on 2020-03-23
from 2020-01-23 peak
EGRIX × 		−0.48%
on 2026-10-07
from 2026-09-10 peak 		−18.63%
on 2022-07-15
from 2021-02-16 peak

Rolling Returns

Period ending Wed 2026-10-07 1 yr 2 yr 3 yr 5 yr 10 yr
SCHD × 		+19.68% +17.17%
+8.24%/yr 		+43.71%
+12.85%/yr 		+25.84%
+4.70%/yr 		+134.79%
+8.91%/yr
EGRIX × 		+13.98% +28.73%
+13.46%/yr 		+39.09%
+11.63%/yr 		+28.35%
+5.12%/yr 		+39.77%
+3.41%/yr

Annual Returns

Year SCHD EGRIX
2026 (YTD) +17.58% +7.46%
2025 +1.62% +17.22%
2024 +8.53% +6.44%
2023 +1.16% +4.86%
2022 −9.13% −7.90%
2021 +21.34% −3.15%
2020 +13.48% +3.30%
2019 +24.45% +15.77%
2018 −7.33% −10.06%
2017 +18.34% +3.59%
2016 +14.09% +3.71%
2015 −1.02% +3.45%
2014 +10.85% +5.51%
2013 +30.91% −2.28%
2012 +9.49% +11.09%
2011 +5.72% −4.29%
2010 — +0.86%