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

Thu 2011-10-20? to Fri 2026-05-01?	YTD Return	TRR Price
SCHD ×	+13.87% 2026-05-01	4.143 TRR 2026-05-01
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
SWDSX ×	+3.50% 2026-05-01	3.582 TRR 2026-05-01
Schwab Dividend Equity Fund Select Shares Mutual Fund

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Returns

Thu 2011-10-20? to Fri 2026-05-01?	Overall Return	Exponential Trendline
SCHD ×	+314.31% +10.28%/yr	+9.23%/yr (R2=0.948)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
SWDSX ×	+182.91% +7.42%/yr	+5.20%/yr (R2=0.840)
Schwab Dividend Equity Fund Select Shares Mutual Fund

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Growth of $10,000

Thu 2011-10-20? to Fri 2026-05-01?	Start Value	End Value
SCHD ×	$10,000.00 2011-10-20	$41,430.51 2026-05-01
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
SWDSX ×	$10,000.00 2011-10-20	$28,291.46 2026-05-01
Schwab Dividend Equity Fund Select Shares Mutual Fund

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Annual Returns

Year	SCHD	SWDSX
2026 (YTD)	+13.87%	+3.50%
2025	+1.62%	+11.82%
2024	+8.53%	+13.77%
2023	+1.16%	+3.46%
2022	−9.13%	−11.56%
2021	+21.34%	+19.82%
2020	+13.48%	−5.61%
2019	+24.45%	+21.54%
2018	−7.33%	−13.82%
2017	+18.35%	+13.34%
2016	+14.09%	+8.65%
2015	−1.02%	−4.19%
2014	+10.85%	+10.87%
2013	+30.91%	+29.44%
2012	+9.50%	+10.39%
2011	+5.72%	+2.98%
2010	—	+9.81%
2009	—	+14.79%
2008	—	−30.36%
2007	—	+0.13%
2006	—	+15.72%
2005	—	+1.87%
2004	—	+11.33%
2003	—	+13.03%

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Drawdowns

Thu 2011-10-20? to Fri 2026-05-01?	Current Drawdown	Worst Drawdown
SCHD ×	−0.66%	−33.51% 2020-03-23
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
SWDSX ×	−2.60%	−40.37% 2020-03-23
Schwab Dividend Equity Fund Select Shares Mutual Fund