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

Thu 2011-10-20💬 to Fri 2026-06-12	YTD Return	1 Year Return
SCHD ×	+16.45% 2026-06-12	+20.95% 2026-06-12
Schwab U.S. Dividend Equity ETF NYSE Exchange-Traded Fund
SPY ×	+5.33% 2026-06-12	+19.21% 2026-06-12
SPDR S&P 500 ETF Trust NYSE Exchange-Traded Fund

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Returns

Thu 2011-10-20💬 to Fri 2026-06-12	Overall Return	Exponential Trendline
SCHD ×	+320.85% +10.31%/yr	+9.22%/yr (R2=0.949)
Schwab U.S. Dividend Equity ETF NYSE Exchange-Traded Fund
SPY ×	+431.90% +12.09%/yr	+10.55%/yr (R2=0.964)
SPDR S&P 500 ETF Trust NYSE Exchange-Traded Fund

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Growth of $10,000

Thu 2011-10-20💬 to Fri 2026-06-12	Start Value	End Value
SCHD ×	$10,000.00 2011-10-20	$42,085.48 2026-06-12
Schwab U.S. Dividend Equity ETF NYSE Exchange-Traded Fund
SPY ×	$10,000.00 2011-10-20	$53,190.18 2026-06-12
SPDR S&P 500 ETF Trust NYSE Exchange-Traded Fund

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Annual Returns

Year	SCHD	SPY
2026 (YTD)	+16.45%	+5.33%
2025	+1.62%	+14.65%
2024	+8.53%	+21.39%
2023	+1.16%	+22.09%
2022	−9.13%	−23.15%
2021	+21.34%	+20.27%
2020	+13.48%	+16.74%
2019	+24.45%	+28.29%
2018	−7.33%	−6.35%
2017	+18.35%	+19.19%
2016	+14.09%	+9.73%
2015	−1.02%	+0.50%
2014	+10.85%	+12.61%
2013	+30.91%	+30.35%
2012	+9.50%	+14.01%
2011	+5.72%	−1.04%
2010	—	+13.36%
2009	—	+23.01%
2008	—	−36.85%
2007	—	+1.01%
2006	—	+13.00%
2005	—	+1.35%
2004	—	+7.21%
2003	—	+25.82%
2002	—	−23.41%
2001	—	−13.10%
2000	—	−12.70%
1999	—	+17.24%
1998	—	+26.65%
1997	—	+31.24%
1996	—	+18.63%
1995	—	+34.61%
1994	—	−2.22%
1993	—	+6.22%

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Drawdowns

Thu 2011-10-20💬 to Fri 2026-06-12	Current Drawdown	Worst Drawdown
SCHD ×	−0.41% from 2026-05-22 peak	−33.51% 2020-03-23 from 2020-01-23 peak
Schwab U.S. Dividend Equity ETF NYSE Exchange-Traded Fund
SPY ×	−2.45% from 2026-06-02 peak	−33.67% 2020-03-23 from 2020-02-19 peak
SPDR S&P 500 ETF Trust NYSE Exchange-Traded Fund

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Rolling Returns

Period ending Fri 2026-06-12	1 Year	2 Years	3 Years	5 Years	10 Years
SCHD ×	+20.95%	+28.29% +13.26%/yr	+38.44% +11.45%/yr	+22.34% +4.11%/yr	+139.55% +9.13%/yr
Schwab U.S. Dividend Equity ETF NYSE Exchange-Traded Fund
SPY ×	+19.21%	+31.38% +14.62%/yr	+61.25% +17.26%/yr	+50.66% +8.54%/yr	+197.87% +11.53%/yr
SPDR S&P 500 ETF Trust NYSE Exchange-Traded Fund