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

Thu 2011-10-20? to Fri 2025-08-01	YTD Return	TRR Price
SCHD ×	−3.97% 2025-08-01	3.416 TRR 2025-08-01
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
FXAIX ×	+4.60% 2025-08-01	4.195 TRR 2025-08-01
Fidelity 500 Index Fund Mutual Fund

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Returns

Thu 2011-10-20? to Fri 2025-08-01	Overall Return	Exponential Trendline
SCHD ×	+241.58% +9.32%/yr	+9.47%/yr (R2=0.947)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
FXAIX ×	+366.49% +11.82%/yr	+10.51%/yr (R2=0.958)
Fidelity 500 Index Fund Mutual Fund

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Growth of $10,000

Thu 2011-10-20? to Fri 2025-08-01	Start Value	End Value
SCHD ×	$10,000.00 2011-10-20	$34,157.71 2025-08-01
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
FXAIX ×	$10,000.00 2011-10-20	$46,649.45 2025-08-01
Fidelity 500 Index Fund Mutual Fund

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Annual Returns

Year	SCHD	FXAIX
2025 (YTD)	−3.97%	+4.60%
2024	+8.53%	+21.51%
2023	+1.16%	+22.20%
2022	−9.12%	−23.11%
2021	+21.33%	+20.25%
2020	+13.45%	+16.82%
2019	+24.46%	+28.55%
2018	−7.32%	−6.22%
2017	+18.36%	+19.30%
2016	+14.10%	+9.71%
2015	−1.00%	+0.64%
2014	+10.85%	+12.82%
2013	+30.86%	+30.41%
2012	+9.50%	+14.04%
2011	+5.72%	−6.14%

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Drawdowns

Thu 2011-10-20? to Fri 2025-08-01	Current Drawdown	Worst Drawdown
SCHD ×	−10.33%	−33.51% 2020-03-23
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
FXAIX ×	−2.39%	−33.75% 2020-03-23
Fidelity 500 Index Fund Mutual Fund