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

Thu 2011-10-20? to Fri 2025-08-01	YTD Return	TRR Price
SCHD ×	−3.97% 2025-08-01	3.416 TRR 2025-08-01
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
SPY ×	+4.18% 2025-08-01	11.24 TRR 2025-08-01
SPDR S&P 500 ETF Trust Exchange-Traded Fund

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Returns

Thu 2011-10-20? to Fri 2025-08-01	Overall Return	Exponential Trendline
SCHD ×	+241.58% +9.32%/yr	+9.47%/yr (R2=0.947)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
SPY ×	+358.83% +11.69%/yr	+10.41%/yr (R2=0.957)
SPDR S&P 500 ETF Trust Exchange-Traded Fund

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Growth of $10,000

Thu 2011-10-20? to Fri 2025-08-01	Start Value	End Value
SCHD ×	$10,000.00 2011-10-20	$34,157.71 2025-08-01
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
SPY ×	$10,000.00 2011-10-20	$45,883.39 2025-08-01
SPDR S&P 500 ETF Trust Exchange-Traded Fund

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Annual Returns

Year	SCHD	SPY
2025 (YTD)	−3.97%	+4.18%
2024	+8.53%	+21.39%
2023	+1.16%	+22.09%
2022	−9.12%	−23.15%
2021	+21.33%	+20.27%
2020	+13.45%	+16.74%
2019	+24.46%	+28.29%
2018	−7.32%	−6.35%
2017	+18.36%	+19.19%
2016	+14.10%	+9.73%
2015	−1.00%	+0.50%
2014	+10.85%	+12.61%
2013	+30.86%	+30.35%
2012	+9.50%	+14.01%
2011	+5.72%	−1.04%
2010	—	+13.36%
2009	—	+23.00%
2008	—	−36.85%
2007	—	+1.02%
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	—	+26.66%
1997	—	+31.23%
1996	—	+18.56%
1995	—	+34.65%
1994	—	−2.23%
1993	—	+6.29%

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Drawdowns

Thu 2011-10-20? to Fri 2025-08-01	Current Drawdown	Worst Drawdown
SCHD ×	−10.33%	−33.51% 2020-03-23
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
SPY ×	−2.46%	−33.67% 2020-03-23
SPDR S&P 500 ETF Trust Exchange-Traded Fund