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

Thu 2011-10-20? to Mon 2025-07-07	YTD Return	TRR Price
SCHD ×	−1.13% 2025-07-07	3.516 TRR 2025-07-07
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
USMV ×	+4.24% 2025-07-07	3.378 TRR 2025-07-07
iShares MSCI USA Min Vol Factor ETF Exchange-Traded Fund

---

Returns

Thu 2011-10-20? to Mon 2025-07-07	Overall Return	Exponential Trendline
SCHD ×	+251.57% +9.60%/yr	+9.50%/yr (R2=0.948)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
USMV ×	+237.80% +9.28%/yr	+8.46%/yr (R2=0.931)
iShares MSCI USA Min Vol Factor ETF Exchange-Traded Fund

---

Growth of $10,000

Thu 2011-10-20? to Mon 2025-07-07	Start Value	End Value
SCHD ×	$10,000.00 2011-10-20	$35,156.55 2025-07-07
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
USMV ×	$10,000.00 2011-10-20	$33,779.70 2025-07-07
iShares MSCI USA Min Vol Factor ETF Exchange-Traded Fund

---

Annual Returns

Year	SCHD	USMV
2025 (YTD)	−1.13%	+4.24%
2024	+8.52%	+12.50%
2023	+1.16%	+6.75%
2022	−9.15%	−14.92%
2021	+21.31%	+12.90%
2020	+13.50%	+4.22%
2019	+24.48%	+24.84%
2018	−7.35%	−0.56%
2017	+18.36%	+16.45%
2016	+14.06%	+8.32%
2015	−1.01%	+4.66%
2014	+10.89%	+15.47%
2013	+30.85%	+23.23%
2012	+9.50%	+8.96%
2011	+5.73%	+6.08%

---

Drawdowns

Thu 2011-10-20? to Mon 2025-07-07	Current Drawdown	Worst Drawdown
SCHD ×	−7.74%	−33.53% 2020-03-23
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
USMV ×	−1.71%	−33.08% 2020-03-23
iShares MSCI USA Min Vol Factor ETF Exchange-Traded Fund