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

Total Real Returns

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

×
Thu 2020-05-28? to Mon 2025-04-28 YTD
Return
TRR
Price
SCHD
×
−6.15%
2025-04-28
3.337 TRR
2025-04-28
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
SGOV
×
−0.15%
2025-04-28
0.9127 TRR
2025-04-28
iShares 0-3 Month Treasury Bond ETF Exchange-Traded Fund

Returns

Thu 2020-05-28? to Mon 2025-04-28 Overall
Return
Exponential
Trendline
SCHD
×
+40.54%
+7.17%/yr
+4.22%/yr
(R2=0.332)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
SGOV
×
−8.73%
−1.84%/yr
−2.05%/yr
(R2=0.460)
iShares 0-3 Month Treasury Bond ETF Exchange-Traded Fund

Growth of $10,000

Thu 2020-05-28? to Mon 2025-04-28 Start
Value
End
Value
SCHD
×
$10,000.00
2020-05-28
$14,054.50
2025-04-28
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
SGOV
×
$10,000.00
2020-05-28
$9,126.77
2025-04-28
iShares 0-3 Month Treasury Bond ETF Exchange-Traded Fund

Annual Returns

Year SCHD SGOV
2025 (YTD) −6.15% −0.15%
2024 +8.53% +2.32%
2023 +1.12% +1.71%
2022 −9.11% −4.59%
2021 +21.31% −6.54%
2020 +13.49% −1.51%
2019 +24.44%
2018 −7.32%
2017 +18.35%
2016 +14.09%
2015 −1.00%
2014 +10.85%
2013 +30.88%
2012 +9.50%
2011 +5.73%

Drawdowns

Thu 2020-05-28? to Mon 2025-04-28 Current
Drawdown
Worst
Drawdown
SCHD
×
−12.40% −21.65%
2022-09-30
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
SGOV
×
−8.73% −13.24%
2022-07-01
iShares 0-3 Month Treasury Bond ETF Exchange-Traded Fund