All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
Thu 2011-10-20? to Fri 2025-03-14 |
YTD
Return |
TRR
Price |
||||
---|---|---|---|---|---|---|
SCHD × |
−0.04%
2025-03-14 |
3.555 TRR
2025-03-14 |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
SPY × |
−5.12%
2025-03-14 |
10.24 TRR
2025-03-14 |
||||
SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
Thu 2011-10-20? to Fri 2025-03-14 |
Overall
Return |
Exponential
Trendline |
||||
---|---|---|---|---|---|---|
SCHD × |
+255.50%
+9.93%/yr |
+9.68%/yr
(R2=0.950) |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
SPY × |
+317.92%
+11.26%/yr |
+10.45%/yr
(R2=0.955) |
||||
SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
Thu 2011-10-20? to Fri 2025-03-14 |
Start
Value |
End
Value |
||||
---|---|---|---|---|---|---|
SCHD × |
$10,000.00
2011-10-20 |
$35,549.84
2025-03-14 |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
SPY × |
$10,000.00
2011-10-20 |
$41,791.79
2025-03-14 |
||||
SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
Year | SCHD | SPY |
---|---|---|
2025 (YTD) | −0.04% | −5.12% |
2024 | +8.52% | +21.39% |
2023 | +1.15% | +22.09% |
2022 | −9.13% | −23.15% |
2021 | +21.37% | +20.27% |
2020 | +13.46% | +16.74% |
2019 | +24.49% | +28.29% |
2018 | −7.34% | −6.35% |
2017 | +18.31% | +19.19% |
2016 | +14.08% | +9.73% |
2015 | −1.00% | +0.50% |
2014 | +10.87% | +12.61% |
2013 | +30.89% | +30.35% |
2012 | +9.49% | +14.01% |
2011 | +5.72% | −1.04% |
2010 | — | +13.36% |
2009 | — | +23.00% |
2008 | — | −36.85% |
2007 | — | +1.01% |
2006 | — | +13.00% |
2005 | — | +1.35% |
2004 | — | +7.21% |
2003 | — | +25.80% |
2002 | — | −23.41% |
2001 | — | −13.11% |
2000 | — | −12.70% |
1999 | — | +17.24% |
1998 | — | +26.65% |
1997 | — | +31.25% |
1996 | — | +18.55% |
1995 | — | +34.62% |
1994 | — | −2.21% |
1993 | — | +6.30% |
Thu 2011-10-20? to Fri 2025-03-14 |
Current
Drawdown |
Worst
Drawdown |
||||
---|---|---|---|---|---|---|
SCHD × | −6.69% |
−33.50%
2020-03-23 |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
SPY × | −8.41% |
−33.67%
2020-03-23 |
||||
SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||