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

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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

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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

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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%

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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