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

Thu 2011-10-20? to Thu 2025-05-15	YTD Return	TRR Price
SCHD ×	−4.10% 2025-05-15	3.411 TRR 2025-05-15
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
SPY ×	−0.68% 2025-05-15	10.72 TRR 2025-05-15
SPDR S&P 500 ETF Trust Exchange-Traded Fund

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Returns

Thu 2011-10-20? to Thu 2025-05-15	Overall Return	Exponential Trendline
SCHD ×	+241.08% +9.46%/yr	+9.58%/yr (R2=0.949)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
SPY ×	+337.47% +11.49%/yr	+10.40%/yr (R2=0.956)
SPDR S&P 500 ETF Trust Exchange-Traded Fund

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Growth of $10,000

Thu 2011-10-20? to Thu 2025-05-15	Start Value	End Value
SCHD ×	$10,000.00 2011-10-20	$34,107.93 2025-05-15
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
SPY ×	$10,000.00 2011-10-20	$43,747.50 2025-05-15
SPDR S&P 500 ETF Trust Exchange-Traded Fund

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Annual Returns

Year	SCHD	SPY
2025 (YTD)	−4.10%	−0.68%
2024	+8.55%	+21.39%
2023	+1.16%	+22.09%
2022	−9.13%	−23.14%
2021	+21.31%	+20.27%
2020	+13.52%	+16.74%
2019	+24.46%	+28.29%
2018	−7.36%	−6.35%
2017	+18.38%	+19.19%
2016	+14.05%	+9.72%
2015	−1.00%	+0.50%
2014	+10.82%	+12.61%
2013	+30.92%	+30.35%
2012	+9.50%	+14.01%
2011	+5.72%	−1.04%
2010	—	+13.37%
2009	—	+23.00%
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	—	+31.25%
1996	—	+18.55%
1995	—	+34.64%
1994	—	−2.22%
1993	—	+6.28%

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Drawdowns

Thu 2011-10-20? to Thu 2025-05-15	Current Drawdown	Worst Drawdown
SCHD ×	−10.47%	−33.51% 2020-03-23
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
SPY ×	−4.12%	−33.67% 2020-03-23
SPDR S&P 500 ETF Trust Exchange-Traded Fund