Over the latest trailing 12-month period, total return cagr is +28.75%. The comparable SPY value is +17.49%. Year-to-date total return is +26.32%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in SCHD
$64,777
(6.5x return)
Invested on Oct 20, 2011
Growth of $10,000 in SPY (S&P 500)
$79,874
(8.0x return)
Invested on Oct 20, 2011
This chart illustrates the cumulative performance of a hypothetical $10,000 investment. It assumes that all dividends paid by both the stock and SPY are reinvested in additional shares on the payment date, showing the true long-term compounding impact of distributions.
YTD Total Return
+26.3%
1-Year Total Return
+28.7%
Current Dividend Yield
3.07%
Compound Annual Growth Rate (CAGR) is shown below. The difference between price CAGR and total return CAGR is the compound contribution of dividends reinvested.
| Holding Period | Price CAGR | Total Return CAGR | Dividend Addition |
|---|---|---|---|
| 1 Year | +24.2% | +28.8% | +4.5% |
| 3 Years | +11.5% | +15.7% | +4.2% |
| 5 Years | +6.0% | +9.9% | +3.9% |
| 10 Years | +9.4% | +13.1% | +3.7% |
| 15 Years | N/A | N/A | N/A |
| 20 Years |
| N/A |
| N/A |
| N/A |
