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

Thu 2011-10-20? to Fri 2025-05-16	YTD Return	TRR Price
SCHD ×	−3.45% 2025-05-16	3.434 TRR 2025-05-16
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
FXAIX ×	+0.35% 2025-05-16	4.046 TRR 2025-05-16
Fidelity 500 Index Fund Mutual Fund

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Returns

Thu 2011-10-20? to Fri 2025-05-16	Overall Return	Exponential Trendline
SCHD ×	+243.40% +9.52%/yr	+9.58%/yr (R2=0.949)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
FXAIX ×	+350.00% +11.72%/yr	+10.55%/yr (R2=0.956)
Fidelity 500 Index Fund Mutual Fund

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Growth of $10,000

Thu 2011-10-20? to Fri 2025-05-16	Start Value	End Value
SCHD ×	$10,000.00 2011-10-20	$34,340.30 2025-05-16
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
FXAIX ×	$10,000.00 2011-10-20	$45,000.00 2025-05-16
Fidelity 500 Index Fund Mutual Fund

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Annual Returns

Year	SCHD	FXAIX
2025 (YTD)	−3.45%	+0.35%
2024	+8.55%	+21.51%
2023	+1.16%	+22.19%
2022	−9.13%	−23.11%
2021	+21.31%	+20.25%
2020	+13.46%	+16.83%
2019	+24.44%	+28.55%
2018	−7.30%	−6.22%
2017	+18.38%	+19.29%
2016	+14.05%	+9.71%
2015	−1.00%	+0.64%
2014	+10.82%	+13.43%
2013	+30.92%	+30.42%
2012	+9.49%	+14.02%
2011	+5.73%	−6.13%

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Drawdowns

Thu 2011-10-20? to Fri 2025-05-16	Current Drawdown	Worst Drawdown
SCHD ×	−9.86%	−33.51% 2020-03-23
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
FXAIX ×	−3.18%	−33.75% 2020-03-23
Fidelity 500 Index Fund Mutual Fund