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

Thu 2011-10-20? to Thu 2026-04-02	YTD Return	TRR Price
SCHD ×	+11.13% 2026-04-02	4.017 TRR 2026-04-02
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
SWDSX ×	+0.28% 2026-04-02	8.327 TRR 2026-04-02
Schwab Dividend Equity Fund Select Shares Mutual Fund

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Returns

Thu 2011-10-20? to Thu 2026-04-02	Overall Return	Exponential Trendline
SCHD ×	+301.68% +10.10%/yr	+9.24%/yr (R2=0.948)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
SWDSX ×	+533.54% +13.63%/yr	+12.68%/yr (R2=0.960)
Schwab Dividend Equity Fund Select Shares Mutual Fund

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Growth of $10,000

Thu 2011-10-20? to Thu 2026-04-02	Start Value	End Value
SCHD ×	$10,000.00 2011-10-20	$40,168.24 2026-04-02
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
SWDSX ×	$10,000.00 2011-10-20	$63,354.25 2026-04-02
Schwab Dividend Equity Fund Select Shares Mutual Fund

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Annual Returns

Year	SCHD	SWDSX
2026 (YTD)	+11.13%	+0.28%
2025	+1.63%	+13.82%
2024	+8.54%	+14.53%
2023	+1.18%	+3.65%
2022	−9.14%	−7.45%
2021	+21.34%	+40.14%
2020	+13.45%	−5.57%
2019	+24.45%	+28.42%
2018	−7.32%	−4.89%
2017	+18.36%	+24.41%
2016	+14.07%	+8.66%
2015	−1.02%	+9.03%
2014	+10.84%	+30.34%
2013	+30.92%	+39.02%
2012	+9.50%	+10.39%
2011	+5.72%	+2.98%
2010	—	+9.82%
2009	—	+14.77%
2008	—	−30.37%
2007	—	+0.51%
2006	—	+18.18%
2005	—	+3.17%
2004	—	+11.31%
2003	—	+13.06%

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Drawdowns

Thu 2011-10-20? to Thu 2026-04-02	Current Drawdown	Worst Drawdown
SCHD ×	−3.47%	−33.48% 2020-03-23
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
SWDSX ×	−5.66%	−40.36% 2020-03-23
Schwab Dividend Equity Fund Select Shares Mutual Fund