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

Thu 2011-10-20? to Wed 2025-10-15	YTD Return	TRR Price
SCHD ×	−2.12% 2025-10-15	3.481 TRR 2025-10-15
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
FXAIX ×	+11.54% 2025-10-15	4.474 TRR 2025-10-15
Fidelity 500 Index Fund Mutual Fund

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Returns

Thu 2011-10-20? to Wed 2025-10-15	Overall Return	Exponential Trendline
SCHD ×	+248.11% +9.33%/yr	+9.38%/yr (R2=0.947)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
FXAIX ×	+397.42% +12.15%/yr	+10.55%/yr (R2=0.960)
Fidelity 500 Index Fund Mutual Fund

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Growth of $10,000

Thu 2011-10-20? to Wed 2025-10-15	Start Value	End Value
SCHD ×	$10,000.00 2011-10-20	$34,810.87 2025-10-15
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
FXAIX ×	$10,000.00 2011-10-20	$49,742.49 2025-10-15
Fidelity 500 Index Fund Mutual Fund

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Annual Returns

Year	SCHD	FXAIX
2025 (YTD)	−2.12%	+11.54%
2024	+8.53%	+21.51%
2023	+1.16%	+22.20%
2022	−9.15%	−23.11%
2021	+21.37%	+20.25%
2020	+13.45%	+16.83%
2019	+24.50%	+28.54%
2018	−7.35%	−6.22%
2017	+18.37%	+19.29%
2016	+14.07%	+9.70%
2015	−1.01%	+0.65%
2014	+10.81%	+12.82%
2013	+30.92%	+30.42%
2012	+9.49%	+14.04%
2011	+5.73%	−6.14%

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Drawdowns

Thu 2011-10-20? to Wed 2025-10-15	Current Drawdown	Worst Drawdown
SCHD ×	−8.63%	−33.50% 2020-03-23
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
FXAIX ×	−1.25%	−33.75% 2020-03-23
Fidelity 500 Index Fund Mutual Fund