All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)

Total Real Returns

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

Thu 2011-10-20💬 to Tue 2026-06-23 YTD
Return
1 Year
Return
SCHD
×
+13.54%
2026-06-23
+19.49%
2026-06-23
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
SCHB
×
+5.01%
2026-06-23
+19.05%
2026-06-23
Schwab U.S. Broad Market ETF Exchange-Traded Fund

Returns

Thu 2011-10-20💬 to Tue 2026-06-23 Overall
Return
Exponential
Trendline
SCHD
×
+310.35%
+10.10%/yr
+9.22%/yr
(R2=0.950)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
SCHB
×
+407.42%
+11.70%/yr
+10.14%/yr
(R2=0.955)
Schwab U.S. Broad Market ETF Exchange-Traded Fund

Growth of $10,000

Thu 2011-10-20💬 to Tue 2026-06-23 Start
Value
End
Value
SCHD
×
$10,000.00
2011-10-20
$41,034.82
2026-06-23
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
SCHB
×
$10,000.00
2011-10-20
$50,742.43
2026-06-23
Schwab U.S. Broad Market ETF Exchange-Traded Fund

Annual Returns

Year SCHD SCHB
2026 (YTD) +13.54% +5.01%
2025 +1.62% +13.89%
2024 +8.53% +20.46%
2023 +1.16% +22.07%
2022 −9.13% −24.35%
2021 +21.34% +17.56%
2020 +13.48% +19.14%
2019 +24.45% +27.87%
2018 −7.33% −7.07%
2017 +18.35% +18.69%
2016 +14.09% +10.38%
2015 −1.02% −0.33%
2014 +10.85% +11.84%
2013 +30.91% +31.22%
2012 +9.50% +14.36%
2011 +5.72% −1.55%
2010 +15.37%
2009 +7.65%

Drawdowns

Thu 2011-10-20💬 to Tue 2026-06-23 Current
Drawdown
Worst
Drawdown
SCHD
×
−2.89%
from 2026-05-22 peak
−33.51%
2020-03-23
from 2020-01-23 peak
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
SCHB
×
−3.09%
from 2026-06-02 peak
−35.23%
2020-03-23
from 2020-02-19 peak
Schwab U.S. Broad Market ETF Exchange-Traded Fund

Rolling Returns

Period ending Tue 2026-06-23 1
Year
2
Years
3
Years
5
Years
10
Years
SCHD
×
+19.49% +24.01%
+11.36%/yr
+36.59%
+10.95%/yr
+23.34%
+4.28%/yr
+130.68%
+8.72%/yr
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
SCHB
×
+19.05% +29.90%
+13.97%/yr
+59.34%
+16.80%/yr
+42.93%
+7.40%/yr
+182.97%
+10.96%/yr
Schwab U.S. Broad Market ETF Exchange-Traded Fund