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 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

Returns

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

Growth of $10,000

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

Annual Returns

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%

Drawdowns

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