All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
| Thu 2011-10-20💬 to Thu 2026-08-20 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| SCHD × |
+351.89%
+10.70%/yr |
+9.22%/yr
R2=0.951 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| PEP × |
+141.77%
+6.13%/yr |
+6.81%/yr
R2=0.827 |
||||
| PepsiCo Inc NASDAQ Common Stock | ||||||
| Thu 2011-10-20💬 to Thu 2026-08-20 |
Start
Value |
End
Value |
|---|---|---|
| SCHD × |
$10,000.00
2011-10-20 |
$45,189.15
2026-08-20 |
| PEP × |
$10,000.00
2011-10-20 |
$24,176.76
2026-08-20 |
| YTD | YoY | |
|---|---|---|
| SCHD × | +25.04% | +27.00% |
| PEP × | −2.22% | −5.19% |
|
Current
Drawdown |
Worst
Drawdown |
|
|---|---|---|
| SCHD × |
−0.75%
on 2026-08-20 from 2026-08-19 peak |
−33.51%
on 2020-03-23 from 2020-01-23 peak |
| PEP × |
−26.47%
on 2026-08-20 from 2023-05-12 peak |
−34.11%
on 2025-05-14 from 2023-05-12 peak |
| Period ending Thu 2026-08-20 | 1 yr | 2 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|
| SCHD × | +27.00% |
+28.62% +13.41%/yr |
+45.34% +13.27%/yr |
+32.70% +5.82%/yr |
+146.16% +9.43%/yr |
| PEP × | −5.19% |
−18.10% −9.50%/yr |
−18.88% −6.74%/yr |
−14.09% −2.99%/yr |
+28.42% +2.53%/yr |
| Year | SCHD | PEP |
|---|---|---|
| 2026 (YTD) | +25.04% | −2.22% |
| 2025 | +1.62% | −4.40% |
| 2024 | +8.53% | −10.19% |
| 2023 | +1.16% | −6.42% |
| 2022 | −9.13% | +0.30% |
| 2021 | +21.34% | +12.63% |
| 2020 | +13.48% | +10.17% |
| 2019 | +24.45% | +24.53% |
| 2018 | −7.33% | −6.59% |
| 2017 | +18.34% | +15.38% |
| 2016 | +14.09% | +5.61% |
| 2015 | −1.02% | +7.96% |
| 2014 | +10.85% | +16.39% |
| 2013 | +30.91% | +22.80% |
| 2012 | +9.49% | +4.58% |
| 2011 | +5.73% | +1.74% |
| 2010 | — | +9.06% |
| 2009 | — | +11.59% |
| 2008 | — | −26.03% |
| 2007 | — | +19.01% |
| 2006 | — | +5.22% |
| 2005 | — | +11.42% |
| 2004 | — | +10.22% |
| 2003 | — | +9.98% |
| 2002 | — | −14.18% |
| 2001 | — | −2.06% |
| 2000 | — | +37.95% |
| 1999 | — | −14.76% |
| 1998 | — | +12.49% |
| 1997 | — | +34.22% |
| 1996 | — | +2.80% |
| 1995 | — | +52.86% |
| 1994 | — | −11.91% |
| 1993 | — | −2.62% |
| 1992 | — | +20.73% |
| 1991 | — | +28.33% |
| 1990 | — | +16.72% |
| 1989 | — | +57.63% |
| 1988 | — | +15.85% |
| 1987 | — | +25.31% |
| 1986 | — | +8.38% |
| 1985 | — | +68.48% |
| 1984 | — | +12.35% |
| 1983 | — | +7.83% |
| 1982 | — | −1.32% |
| 1981 | — | +27.73% |
| 1980 | — | +2.58% |
| 1979 | — | −10.44% |
| 1978 | — | −13.10% |
| 1977 | — | +2.46% |
| 1976 | — | +9.99% |
| 1975 | — | +66.81% |
| 1974 | — | −46.55% |
| 1973 | — | −25.68% |
| 1972 | — | −0.54% |
