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

Total Real Returns

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

Thu 2011-10-20? to Thu 2025-04-24 YTD
Return
TRR
Price
SCHD
×
−6.44%
2025-04-24
3.328 TRR
2025-04-24
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
SPY
×
−7.81%
2025-04-24
9.951 TRR
2025-04-24
SPDR S&P 500 ETF Trust Exchange-Traded Fund

Returns

Thu 2011-10-20? to Thu 2025-04-24 Overall
Return
Exponential
Trendline
SCHD
×
+232.77%
+9.31%/yr
+9.62%/yr
(R2=0.949)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
SPY
×
+306.04%
+10.93%/yr
+10.42%/yr
(R2=0.955)
SPDR S&P 500 ETF Trust Exchange-Traded Fund

Growth of $10,000

Thu 2011-10-20? to Thu 2025-04-24 Start
Value
End
Value
SCHD
×
$10,000.00
2011-10-20
$33,277.25
2025-04-24
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
SPY
×
$10,000.00
2011-10-20
$40,603.83
2025-04-24
SPDR S&P 500 ETF Trust Exchange-Traded Fund

Annual Returns

Year SCHD SPY
2025 (YTD) −6.44% −7.81%
2024 +8.53% +21.39%
2023 +1.16% +22.09%
2022 −9.11% −23.15%
2021 +21.32% +20.27%
2020 +13.50% +16.74%
2019 +24.46% +28.29%
2018 −7.38% −6.35%
2017 +18.35% +19.19%
2016 +14.09% +9.72%
2015 −1.00% +0.50%
2014 +10.85% +12.62%
2013 +30.93% +30.35%
2012 +9.49% +14.02%
2011 +5.73% −1.04%
2010 +13.36%
2009 +23.01%
2008 −36.85%
2007 +1.01%
2006 +13.00%
2005 +1.36%
2004 +7.20%
2003 +25.82%
2002 −23.41%
2001 −13.10%
2000 −12.70%
1999 +17.25%
1998 +26.64%
1997 +31.25%
1996 +18.56%
1995 +34.62%
1994 −2.21%
1993 +6.28%

Drawdowns

Thu 2011-10-20? to Thu 2025-04-24 Current
Drawdown
Worst
Drawdown
SCHD
×
−12.67% −33.51%
2020-03-23
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
SPY
×
−11.00% −33.67%
2020-03-23
SPDR S&P 500 ETF Trust Exchange-Traded Fund