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

Thu 2011-10-20? to Wed 2025-08-06	YTD Return	TRR Price
SCHD ×	−2.91% 2025-08-06	3.453 TRR 2025-08-06
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
USMV ×	+3.02% 2025-08-06	3.339 TRR 2025-08-06
iShares MSCI USA Min Vol Factor ETF Exchange-Traded Fund

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Returns

Thu 2011-10-20? to Wed 2025-08-06	Overall Return	Exponential Trendline
SCHD ×	+245.33% +9.40%/yr	+9.45%/yr (R2=0.947)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
USMV ×	+233.86% +9.13%/yr	+8.44%/yr (R2=0.931)
iShares MSCI USA Min Vol Factor ETF Exchange-Traded Fund

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Growth of $10,000

Thu 2011-10-20? to Wed 2025-08-06	Start Value	End Value
SCHD ×	$10,000.00 2011-10-20	$34,532.75 2025-08-06
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
USMV ×	$10,000.00 2011-10-20	$33,385.94 2025-08-06
iShares MSCI USA Min Vol Factor ETF Exchange-Traded Fund

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Annual Returns

Year	SCHD	USMV
2025 (YTD)	−2.91%	+3.02%
2024	+8.53%	+12.50%
2023	+1.16%	+6.75%
2022	−9.11%	−14.94%
2021	+21.32%	+12.91%
2020	+13.50%	+4.22%
2019	+24.46%	+24.83%
2018	−7.32%	−0.56%
2017	+18.28%	+16.44%
2016	+14.09%	+8.33%
2015	−1.00%	+4.67%
2014	+10.85%	+15.46%
2013	+30.93%	+23.24%
2012	+9.50%	+8.96%
2011	+5.72%	+6.10%

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Drawdowns

Thu 2011-10-20? to Wed 2025-08-06	Current Drawdown	Worst Drawdown
SCHD ×	−9.38%	−33.51% 2020-03-23
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
USMV ×	−2.87%	−33.09% 2020-03-23
iShares MSCI USA Min Vol Factor ETF Exchange-Traded Fund