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

Mon 2020-03-23 to Mon 2024-12-16	YTD Return	TRR Price
SCHD ×	+10.64% 2024-12-16	3.625 TRR 2024-12-16
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
SPY ×	+25.16% 2024-12-16	11.13 TRR 2024-12-16
SPDR S&P 500 ETF Trust Exchange-Traded Fund

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Returns

Mon 2020-03-23 to Mon 2024-12-16	Overall Return	Exponential Trendline
SCHD ×	+106.29% +16.53%/yr	+5.51%/yr (R2=0.356)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
SPY ×	+137.83% +20.08%/yr	+6.93%/yr (R2=0.427)
SPDR S&P 500 ETF Trust Exchange-Traded Fund

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Growth of $10,000

Mon 2020-03-23 to Mon 2024-12-16	Start Value	End Value
SCHD ×	$10,000.00 2020-03-23	$20,629.16 2024-12-16
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
SPY ×	$10,000.00 2020-03-23	$23,782.63 2024-12-16
SPDR S&P 500 ETF Trust Exchange-Traded Fund

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Annual Returns

Year	SCHD	SPY
2024 (YTD)	+10.64%	+25.16%
2023	+1.12%	+22.09%
2022	−9.12%	−23.14%
2021	+21.34%	+20.27%
2020	+13.46%	+16.74%
2019	+24.52%	+28.29%
2018	−7.36%	−6.35%
2017	+18.38%	+19.19%
2016	+14.08%	+9.73%
2015	−1.08%	+0.50%
2014	+10.90%	+12.62%
2013	+30.90%	+30.35%
2012	+9.50%	+14.01%
2011	+5.72%	−1.04%
2010	—	+13.35%
2009	—	+23.01%
2008	—	−36.85%
2007	—	+1.01%
2006	—	+13.00%
2005	—	+1.35%
2004	—	+7.20%
2003	—	+25.81%
2002	—	−23.41%
2001	—	−13.11%
2000	—	−12.70%
1999	—	+17.24%
1998	—	+26.66%
1997	—	+31.24%
1996	—	+18.56%
1995	—	+34.63%
1994	—	−2.23%
1993	—	+6.29%

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Drawdowns

Mon 2020-03-23 to Mon 2024-12-16	Current Drawdown	Worst Drawdown
SCHD ×	−4.85%	−21.66% 2022-09-30
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
SPY ×	−0.24%	−29.17% 2022-10-12
SPDR S&P 500 ETF Trust Exchange-Traded Fund