The total return over the past 12 months is +28.75% vs. +17.49% for the S&P 500. So far it's up +26.32% this year. Includes price appreciation + reinvested dividends.
| Category | 1Y (TTM) | 3Y | 5Y | 10Y | 15Y | 20Y |
|---|---|---|---|---|---|---|
| Price CAGR | +24.21% | +11.54% | +6.01% | +9.40% | N/A | N/A |
| Total Return CAGR | +28.75% | +15.72% | +9.87% | +13.11% | N/A | N/A |
| Revenue CAGR | N/A | N/A | N/A | N/A | N/A | N/A |
| Net Income CAGR | N/A | N/A | N/A | N/A | N/A | N/A |
| EPS CAGR | N/A | N/A | N/A | N/A | N/A | N/A |
| Free Cash Flow CAGR | N/A | N/A | N/A | N/A | N/A | N/A |
| Operating Cash Flow CAGR | N/A | N/A | N/A | N/A | N/A | N/A |
| Dividends CAGR | +5.36% | +7.05% | +9.15% | +11.49% | N/A | N/A |
Visualize historical growth rates over rolling horizons. Use the dropdown to select different metric vectors.
Schwab U.S. Dividend Equity ETF (SCHD)
| Year | Start price | End price | SCHD Return | SPY Return | Outperformance |
|---|---|---|---|---|---|
| 2026(YTD) | $27.43 | $34.09 | +26.32% | +11.72% | +14.60% |
| 2025 | $27.32 | $27.43 | +4.33% | +17.72% | (13.39%) |
| 2024 | $25.38 | $27.32 | +11.66% | +24.89% | (13.23%) |
| 2023 | $25.18 | $25.38 | +4.58% | +26.19% | (21.61%) |
| 2022 | $26.94 | $25.18 | (3.22%) | (18.17%) | +14.95% |
| 2021 | $21.38 | $26.94 | +29.86% | +28.74% | +1.12% |
| 2020 | $19.31 | $21.38 | +15.06% | +18.37% | (3.31%) |
| 2019 | $15.66 | $19.31 | +27.28% | +31.22% | (3.94%) |
| 2018 | $17.06 | $15.66 | (5.55%) | (4.56%) | (0.99%) |
| 2017 | $14.52 | $17.06 | +20.80% | +21.70% | (0.90%) |
Start and end prices are split-adjusted closing prices. Total return includes reinvested dividends, so it can differ from the price change.
