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

Thu 2011-10-20? to Fri 2025-06-27	YTD Return	TRR Price
SCHD ×	−3.55% 2025-06-27	3.431 TRR 2025-06-27
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
FXAIX ×	+3.84% 2025-06-27	4.118 TRR 2025-06-27
Fidelity 500 Index Fund Mutual Fund

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Returns

Thu 2011-10-20? to Fri 2025-06-27	Overall Return	Exponential Trendline
SCHD ×	+243.08% +9.43%/yr	+9.52%/yr (R2=0.948)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
FXAIX ×	+357.79% +11.76%/yr	+10.36%/yr (R2=0.956)
Fidelity 500 Index Fund Mutual Fund

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Growth of $10,000

Thu 2011-10-20? to Fri 2025-06-27	Start Value	End Value
SCHD ×	$10,000.00 2011-10-20	$34,308.37 2025-06-27
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
FXAIX ×	$10,000.00 2011-10-20	$45,779.39 2025-06-27
Fidelity 500 Index Fund Mutual Fund

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Annual Returns

Year	SCHD	FXAIX
2025 (YTD)	−3.55%	+3.84%
2024	+8.53%	+21.51%
2023	+1.16%	+22.20%
2022	−9.12%	−23.11%
2021	+21.33%	+20.24%
2020	+13.45%	+16.83%
2019	+24.50%	+28.40%
2018	−7.35%	−6.80%
2017	+18.37%	+19.07%
2016	+14.07%	+9.16%
2015	−1.01%	+0.37%
2014	+10.81%	+13.43%
2013	+30.94%	+30.44%
2012	+9.49%	+14.02%
2011	+5.73%	−6.13%

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Drawdowns

Thu 2011-10-20? to Fri 2025-06-27	Current Drawdown	Worst Drawdown
SCHD ×	−9.96%	−33.55% 2020-03-23
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
FXAIX ×	0.00%	−33.75% 2020-03-23
Fidelity 500 Index Fund Mutual Fund