Over the latest trailing 12-month period, total return cagr is +30.94%. The comparable SPY value is +19.49%. Year-to-date total return is +24.03%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in SCHD
$63,599
(6.4x return)
Invested on Oct 20, 2011
Growth of $10,000 in SPY (S&P 500)
$75,289
(7.5x 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
+24.0%
1-Year Total Return
+30.9%
Current Dividend Yield
3.13%
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 | +26.3% | +30.9% | +4.6% |
| 3 Years | +9.9% | +14.0% | +4.1% |
| 5 Years | +5.7% | +9.5% | +3.8% |
| 10 Years | +8.9% | +12.6% | +3.7% |
| 15 Years | N/A | N/A | N/A |
| 20 Years |
| N/A |
| N/A |
| N/A |
